TANDEM CAPITAL MANAGEMENT CORP /ADV

CIK: 0000873759SEC EDGAR →

Portfolio Value

$219.8B

Holdings

115

As of

Q4 2025

New Positions

10

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

23,455$11.3B
5.16%
2

GE AEROSPACE

33,909$10.4B
4.75%
3

ALPHABET INC

33,048$10.3B
4.71%
4

BROOKFIELD WEALTH SOL LTD

154,562$7.1B
3.23%
5

META PLATFORMS INC

9,408$6.2B
2.82%
6

GE VERNOVA INC

9,354$6.1B
2.78%
7

APPLE INC

20,003$5.4B
2.47%
8

ALPHABET INC

17,135$5.4B
2.45%
9

JPMORGAN CHASE & CO.

16,412$5.3B
2.41%
10

STRYKER CORPORATION

14,592$5.1B
2.33%

Quarterly Changes

Top Buys

GOOGL↑ Increased
$2.3B
DWDNEW
$1.4B
COF↑ Increased
$915.0M
CSL↑ Increased
$826.3M
UBER↑ Increased
$707.7M

Top Sells

MSFT↓ Decreased
$1.3B
GOOG↓ Decreased
$1.2B
SLB↓ Decreased
$978.8M
BABA↓ Decreased
$841.8M
ETN↓ Decreased
$784.4M

New Positions (4)

$1.4B · 8K shares
$589.0M · 4K shares
$453.0M · 6K shares
$295.0M · 2K shares

Closed Positions (7)

$369.6M · 5K shares
$330.1M · 2K shares
$258.6M · 21K shares
$238.6M · 5K shares
$221.3M · 389 shares
$206.6M · 4K shares
$202.3M · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services40$50.1B22.8%
Technology18$45.0B20.5%
Industrials14$31.3B14.2%
Healthcare11$29.6B13.5%
Communication Services3$21.9B10.0%
Unknown9$10.4B4.7%
Real Estate3$10.1B4.6%
Consumer Cyclical5$9.0B4.1%
Utilities4$8.6B3.9%
Consumer Defensive2$1.7B0.8%
Energy3$1.1B0.5%
Basic Materials3$892.0M0.4%