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Tandem Capital Management Corp /Adv Portfolio
$226M across 113 positions as of 2026-09-30, with 35% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.4%
-5.0% a year vs the S&P 500
3 years
+20.1%
-1.2% a year vs the S&P 500
5 years
+10.0%
-2.2% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -2.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +19.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -6.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +12.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MSFTMicrosoft Corp | $11.3M | 5.0% | 21,938 |
| GOOGLAlphabet Inc | $10.6M | 4.7% | 30,735 |
| GEGeneral Electric Co | $10M | 4.4% | 32,048 |
| GEVGE Vernova Inc | $8.3M | 3.7% | 8,753 |
| MRVLMarvell Technology Inc | $7.9M | 3.5% | 29,866 |
| AMATApplied Materials Inc | $7.6M | 3.4% | 14,923 |
| AAPLApple Inc | $6.5M | 2.9% | 19,567 |
| METAMeta Platforms Inc | $6.5M | 2.9% | 8,911 |
| EATON CORP PLC | $5.5M | 2.4% | 12,875 |
| JPMJPMorgan Chase & Co | $5.5M | 2.4% | 16,498 |
| BROOKFIELD WEALTH SOL LTD | $5.4M | 2.4% | 147,675 |
| GOOGAlphabet Inc | $5.3M | 2.4% | 15,691 |
| SCHWCharles Schwab Corp | $4.5M | 2.0% | 46,318 |
| NVDANVIDIA Corp | $4.1M | 1.8% | 18,118 |
| SYKStryker Corp | $3.9M | 1.7% | 14,179 |
| JLLJones Lang LaSalle Inc | $3.9M | 1.7% | 12,770 |
| DHRDanaher Corp | $3.6M | 1.6% | 16,310 |
| AMZNAmazon.com Inc | $3.6M | 1.6% | 14,387 |
| SLGSL Green Realty Corp | $3.1M | 1.4% | 63,418 |
| ABTAbbott Laboratories | $3.1M | 1.4% | 31,168 |
| UBERUber Technologies Inc | $3M | 1.3% | 43,642 |
| BABoeing Co | $2.8M | 1.2% | 14,977 |
| GEHCGE Healthcare Technologies Inc | $2.7M | 1.2% | 41,181 |
| BABAAlibaba Group Holding Ltd | $2.7M | 1.2% | 24,800 |
| VIGVanguard Div Appreciation ETF | $2.6M | 1.2% | 11,198 |
| CRWDCrowdStrike Holdings Inc | $2.5M | 1.1% | 9,420 |
| PANWPalo Alto Networks Inc | $2.5M | 1.1% | 6,239 |
| VSNTVersant Media Group Inc | $2.4M | 1.1% | 76,430 |
| CVSCVS Health Corp | $2.4M | 1.1% | 27,773 |
| WMWaste Management Inc | $2.4M | 1.0% | 11,595 |
| PLDPrologis Inc | $2.3M | 1.0% | 17,614 |
| CSLCarlisle Companies Inc | $2.3M | 1.0% | 7,051 |
| VUGVanguard Growth ETF | $2.2M | 1.0% | 24,918 |
| MSIMotorola Solutions Inc | $2.2M | 1.0% | 4,895 |
| BROOKFIELD BUSINESS CORP | $2.1M | 1.0% | 84,268 |
| ELVElevance Health Inc | $2.1M | 0.9% | 5,494 |
| LLYEli Lilly and Co | $2M | 0.9% | 1,757 |
| COFCapital One Financial Corp | $2M | 0.9% | 10,516 |
| LHXL3Harris Technologies Inc | $2M | 0.9% | 8,504 |
| BNBrookfield Corporation Class A Limited Voting Shares | $2M | 0.9% | 54,686 |
| BRK.BBerkshire Hathaway Inc | $2M | 0.9% | 3,982 |
| RRXRegal Rexnord Corp | $1.9M | 0.8% | 12,254 |
| NOWServiceNow Inc | $1.7M | 0.8% | 12,945 |
| ASML HLDG NV | $1.7M | 0.8% | 941 |
| BSXBoston Scientific Corp | $1.6M | 0.7% | 37,672 |
| HDHome Depot Inc | $1.6M | 0.7% | 5,667 |
| LRCXLam Research Corp | $1.6M | 0.7% | 4,850 |
| BAMBROOKFIELD ASSET MANAGEMENT LTD | $1.6M | 0.7% | 34,901 |
| ABNBAirbnb Inc | $1.5M | 0.7% | 9,346 |
| MSMorgan Stanley | $1.5M | 0.7% | 7,916 |
| SPHQInvesco S&P 500 Quality ETF | $1.4M | 0.6% | 16,945 |
| BROOKFIELD INFRASTRUCTURE PA | $1.3M | 0.6% | 37,830 |
| AVGOBroadcom Inc | $1.3M | 0.6% | 3,795 |
| PMPhilip Morris International Inc | $1.3M | 0.6% | 6,951 |
| IWBiShares Russell 1000 ETF | $1.2M | 0.5% | 2,950 |
| ALABAstera Labs, Inc | $1.2M | 0.5% | 3,355 |
| FBCGFidelity Blue Chip Growth ETF | $1.2M | 0.5% | 18,568 |
| VTIVanguard Total Stock Market ETF | $1.2M | 0.5% | 3,129 |
| IVViShares Core S&P 500 ETF | $1.2M | 0.5% | 1,518 |
| LMTLockheed Martin Corp | $1.1M | 0.5% | 2,200 |
| PEPPepsiCo Inc | $1.1M | 0.5% | 8,559 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $1M | 0.5% | 5,915 |
| UNPUnion Pacific Corp | $1M | 0.5% | 3,827 |
| VVisa Inc | $997.9K | 0.4% | 2,777 |
| VTRVentas Inc | $967.5K | 0.4% | 11,380 |
| IGMiShares Expanded Tech Sector ETF | $953.9K | 0.4% | 5,643 |
| ISRGIntuitive Surgical Inc | $941.3K | 0.4% | 2,315 |
| FTECFIDELITY COVINGTON TRUST | $890.9K | 0.4% | 2,969 |
| FHLCFIDELITY COVINGTON TRUST | $865.4K | 0.4% | 10,592 |
| NEENextera Energy Inc | $861.9K | 0.4% | 11,380 |
| QCOMQualcomm Inc | $850.5K | 0.4% | 4,622 |
| SPGIS&P Global Inc | $828K | 0.4% | 2,099 |
| FIDELITY COVINGTON TRUST | $818.9K | 0.4% | 13,485 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $789.6K | 0.3% | 6,415 |
| FCNCAFirst Citizens BancShares Inc (Delaware) | $768.5K | 0.3% | 373 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.3% | 1 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $741.3K | 0.3% | 14,120 |
| IWFiShares Russell 1000 Growth ETF | $734.5K | 0.3% | 5,864 |
| ISHARES TR | $725.4K | 0.3% | 11,245 |
| MELIMercadoLibre Inc | $724.3K | 0.3% | 419 |
| ARGXargenx SE | $628.1K | 0.3% | 655 |
| AVAVAeroVironment Inc | $605.4K | 0.3% | 4,257 |
| FNDASchwab Fundamental US Small Company Index ETF | $593.3K | 0.3% | 16,953 |
| IWDiShares Russell 1000 Value ETF | $561.3K | 0.2% | 2,264 |
| APDAir Products and Chemicals Inc | $549.5K | 0.2% | 1,975 |
| QQQInvesco QQQ Trust, Series 1 | $501.6K | 0.2% | 678 |
| VOOVanguard S&P 500 ETF | $475.2K | 0.2% | 678 |
| DGROiShares Core Dividend Growth ETF | $454.3K | 0.2% | 6,026 |
| OKEONEOK Inc | $453K | 0.2% | 5,312 |
| ALNYAlnylam Pharmaceuticals Inc | $419.5K | 0.2% | 1,700 |
| NEMNewmont Corporation | $417.5K | 0.2% | 3,620 |
| GSGoldman Sachs Group Inc | $383.6K | 0.2% | 426 |
| TRI CONTL CORP | $380K | 0.2% | 11,065 |
| RTXRTX Corp | $372K | 0.2% | 2,004 |
| SHELShell PLC | $354.1K | 0.2% | 3,725 |
| STLDSteel Dynamics Inc | $343.5K | 0.2% | 1,550 |
| RBLXRoblox Corp | $341.8K | 0.2% | 8,066 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $334.6K | 0.1% | 2,012 |
| SOXXiShares Semiconductor ETF | $329.2K | 0.1% | 579 |
| ADPAutomatic Data Processing Inc | $319K | 0.1% | 1,236 |
| MAMastercard Inc | $305.5K | 0.1% | 554 |
| SPDR INDEX SHS FDS | $300.5K | 0.1% | 4,465 |
| VNQVanguard Real Estate ETF | $269.1K | 0.1% | 3,002 |
| ENBEnbridge Inc | $256.9K | 0.1% | 5,525 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $256.8K | 0.1% | 505 |
| T ROWE PRICE EXCHANGE-TRADED | $255.3K | 0.1% | 5,746 |
| PGProcter & Gamble Co | $232.4K | 0.1% | 1,600 |
| FIDELITY COVINGTON TRUST | $226.4K | 0.1% | 2,990 |
| BNDVanguard Total Bond Market ETF | $223.1K | 0.1% | 3,180 |
| IWMiShares Russell 2000 Index Fund | $219.5K | 0.1% | 790 |
| SNDKSandisk Corp | $217.5K | 0.1% | 125 |
| VYMVanguard High Dividend Yield ETF | $209.5K | 0.1% | 1,350 |
| EQIXEquinix Inc | $202.3K | 0.1% | 200 |
Quarter ending 2026-09-30.
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