DOSSIER · 13F-HR · Q1 2026

TANDEM CAPITAL MANAGEMENT CORP /ADV

$200M in tracked AUM across 110 positions as of Q1 2026.

TC
CIK 0000873759 · last filed Mar 31, 2026
Total AUM
$200M
as of Q1 2026
Holdings
110
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · 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,...

Key Holdings

The portfolio is anchored by high-conviction positions in "Quality" large-cap technology and industrial leaders, rather than speculative growth names.

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

2026Q1Mar 31
$200M 9.1%
110 positionsView →
2025Q4Dec 31
$220M 2.3%
115 positionsView →
2025Q3Sep 30
$215M 8.7%
118 positionsView →
2025Q2Jun 30
$198M 10.4%
112 positionsLocked
2025Q1Mar 31
$179M 4.2%
113 positionsLocked
2024Q4Dec 31
$187M 1.6%
112 positionsLocked
2024Q3Sep 30
$190M 4.0%
115 positionsLocked
2024Q2Jun 30
$183M 3.6%
112 positionsLocked
2024Q1Mar 31
$176M 9.4%
109 positionsLocked
2023Q4Dec 31
$161M 10.7%
111 positionsLocked
2023Q3Sep 30
$146M 5.1%
107 positionsLocked
2023Q2Jun 30
$153M 8.0%
107 positionsLocked
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