DOSSIER · 13F-HR · Q1 2026

TANDEM CAPITAL MANAGEMENT CORP /ADV

TANDEM /ADV's asset manager based in San Francisco, CA $200M in tracked AUM across 110 positions as of Q1 2026.

T/
TANDEM /ADV·San Francisco, CA·Asset Manager
CIK 0000873759 · last filed Mar 31, 2026
Total AUM
$200M
8.4%
vs prior
Holdings
110
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
Top sector
Financials
20% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Tandem Capital Management Corp /ADV has reported a significant expansion in its portfolio size for the quarter ending December 31, 2025. The total portfolio value surged by 122.3%, growing from $98.88M to $219.84M. This substantial increase in assets under management (AUM) suggests a strong period of performance likely driven by market appreciation and potentially significant capital inflows. The portfolio remains highly diversified with 115 total holdings,...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GE
GE AEROSPACE
$9M33K4.7%
02
GOOGL
ALPHABET INC
$9M32K4.6%
03
MSFT
MICROSOFT CORP
$8M23K4.2%
04
GEV
GE VERNOVA INC
$8M9K4.0%
05
G17434104
BROOKFIELD WEALTH SOL LTD
$6M150K3.1%
06
AMAT
APPLIED MATLS INC
$6M16K2.8%
07
META
META PLATFORMS INC
$5M9K2.6%
08
AAPL
APPLE INC
$5M19K2.5%
09
JPM
JPMORGAN CHASE & CO
$5M16K2.4%
10
G29183103
EATON CORP PLC
$5M13K2.4%

Filing history

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