Tandem Investment Partners' Q2 Portfolio Activity Analysis
This report details observable purchases and sales by Tandem Investment Partners Llc during the quarter ending June 30, 2026.
As of June 30, 2026, Tandem Investment Partners Llc's portfolio shows significant changes compared to the previous period. The total portfolio value stands at $126,479,200.
The investor demonstrated notable buying activity in several funds during this quarter:
- Vanguard World Fund ETF (VGT) saw a substantial increase, with shares rising by over 601% and its portfolio allocation growing to 4.49%. This was the most significant change in terms of percentage increase.
- The investor significantly increased their position in Vanguard Small Cap Value Fund ETF (VCY) by nearly 7% during Q2, though specific share numbers weren't provided for this change.
- Pentair PLC (G7S00T104) was added as a new holding, representing approximately $387,516 in value at quarter-end.
- Vanguard Small Cap Index Fund ETF (VGSL) also experienced an increase of nearly 7.7% during the period, though specific share numbers weren't provided for this change.
In addition to these large purchases, Tandem Investment Partners Llc bought shares in several other funds:
- Vanguard Malvern Fund ETF (VCRB) increased by approximately 7.1%.
- SPDR S&P 500 ETF Trust (SPY) saw a modest increase of about 2.87%, though its allocation decreased slightly to 6.35%.
- Vanguard STAR Fund ETF (VXUS) increased by roughly 1.1% during the quarter.
The investor also made adjustments to existing holdings:
- Pacer Fund TR (COWG) increased by about 2.56%.
- SPDR Series Trust ETFs (SPLG) saw an increase of approximately 2.87%, though its allocation decreased slightly to 6.53%.
- Vanguard Index Fund ETF (VTI) increased by roughly 10.81% during the quarter, though its allocation decreased slightly to 3.09%.
Furthermore:
- Vanguard Scottsdale Fund ETF (VGIT) increased by nearly 7.68% during the period.
- Pacer Fund TR (COWZ) saw an increase of about 1.56%.
The investor also purchased shares in:
- SPDR Life Sciences ETF (XLV) increased by roughly 7.82%.
No large sell activities were disclosed for the quarter, although some holdings decreased slightly or moderately in allocation:
- SPDR S&P MidCap 40 ETF (MDY) saw a decrease of about 1.46%.
The overall portfolio allocation shows that the largest sector holding is 'Unknown', accounting for approximately $78 million or 78.64% of the total value, followed by Technology at $790k (6.28%) and Financial Services at $5.5 million (4.38%).