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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002056333

Tandem Investment Partners LLC

Bordentown, NJ · File #028-25032

Latest AUM
$118.6M
Positions
70
Top-10 Concentration
48.4%
Filings
5

Sector Allocation

Financials
10.9%$13.0M
Technology
5.7%$6.8M
Healthcare
2.4%$2.8M
Energy
0.8%$987,002
Industrials
0.8%$899,400
Utilities
0.3%$355,114

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY11,886$8.1M7.23%
2VANGUARD MALVERN FDS92202074894,832$7.4M6.59%
3SPDR SERIES TRUST78464A85485,865$6.9M6.14%
4VANGUARD STAR FDS92190976878,445$5.9M5.28%
5PACER FDS TR69374H88197,394$5.9M5.23%
6VANGUARD WORLD FD92204A7026,798$5.1M4.57%
7VANGUARD INDEX FDS92290876913,317$4.5M3.98%
8SPDR S&P MIDCAP 400 ETF TRMDY6,170$3.7M3.32%
9PACER FDS TR69374H36098,023$3.5M3.08%
10SELECT SECTOR SPDR TR81369Y20921,265$3.3M2.94%
11INVESCO QQQ TRIVZ5,255$3.2M2.88%
12SPDR SERIES TRUST78468R200102,600$3.2M2.81%
13VANGUARD SCOTTSDALE FDS92206C87037,192$3.1M2.78%
14MICROSOFT CORPMSFT6,137$3.0M2.65%
15VANGUARD SCOTTSDALE FDS92206C70649,435$3.0M2.64%
16SPDR SERIES TRUST78464A84749,095$2.8M2.54%
17INVESCO EXCHANGE TRADED FD TIVZ14,475$2.8M2.47%
18APPLE INCAAPL9,957$2.7M2.41%
19VANGUARD SPECIALIZED FUNDS92190884410,430$2.3M2.04%
20WISDOMTREE TRWT27,725$2.2M2.00%