Portfolio (Quarterly) Guide ↗

Tandem Investment Partners LLC

· CIK 0002056333

13F Portfolio $118M AUM 73 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 26 Added 37 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HEFA	ISHARES TR	—	8,900	$368K	0.31%	SOLD

Sector Allocation

Financial Services 45.3%

Technology 18.4%

Healthcare 8.4%

Consumer Defensive 6.7%

Communication Services 6.2%

Consumer Cyclical 4.8%

Industrials 4.4%

Energy 3.0%

Utilities 2.7%