Tandem Investment Partners LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 16, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 76 separate positions held by the firm, managed by Thomas D'Auria.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. The largest individual stock holding is NVIDIA Corporation, with 6,205 shares. Other major technology positions include Microsoft Corporation (6,452 shares), Apple Inc. (9,819 shares), and Alphabet Inc. (4,735 shares). The firm also holds significant positions in Visa Inc. (3,083 shares) and Verizon Communications Inc. (9,260 shares).
Outside of technology, the portfolio includes substantial stakes in consumer giants such as Walmart Inc. (7,610 shares) and Costco Wholesale Corporation (690 shares). Energy companies are also represented, with ExxonMobil Holdings Corp (4,907 shares) and Chubb Limited (1,002 shares) listed among the holdings.
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds the Vanguard Total Stock Market ETF with 10,007 shares and the Vanguard Scottsdale Intermediate-Term Treasury ETF with 60,336 shares. Other notable ETF holdings include the SPDR S&P 500 ETF Trust (98,120 shares) and the Vanguard Malvern Core Bond ETF (107,317 shares).
