TANDEM CAPITAL MANAGEMENT CORP /ADV

data from 30/09/2025

Capitalization

$ 214.848 M 8.72 %

Average holding period

13 ans

Performance

$ 95.043 M 72.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TANDEM CAPITAL MANAGEMENT CORP /ADV

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 5.87% 12.605 M $ 24337 2019/12/31 491.748 K $ 4.13 %
2025/09/30 GE GE AEROSPACE 4.80% 10.311 M $ 34277 2021/09/30 1.498 M $ 16.87 %
2025/09/30 GOOGL ALPHABET INC 3.74% 8.024 M $ 33009 2019/12/31 2.219 M $ 37.94 %
2025/09/30 BNT BROOKFIELD WEALTH SOL LTD 3.41% 7.334 M $ 107078 2024/09/30 -1.742 M $ -26.09 %
2025/09/30 META META PLATFORMS INC 3.22% 6.925 M $ 9430 2019/12/31 -35.222 K $ -0.50 %
2025/09/30 GEV GE VERNOVA INC 2.80% 6.016 M $ 9783 2024/06/30 915.810 K $ 16.21 %
2025/09/30 SYK STRYKER CORPORATION 2.54% 5.462 M $ 14776 2019/12/31 -386.206 K $ -6.56 %
2025/09/30 AAPL APPLE INC 2.42% 5.207 M $ 20450 2019/12/31 1.016 M $ 24.11 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.42% 5.193 M $ 16462 2019/12/31 419.548 K $ 8.80 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 2.40% 5.151 M $ 52760 2019/12/31 -518.770 K $ -9.11 %
2025/09/30 ETN EATON CORP PLC 2.40% 5.147 M $ 13754 2022/03/31 236.876 K $ 4.83 %
2025/09/30 SCHW SCHWAB CHARLES CORP 2.19% 4.708 M $ 49319 2023/03/31 208.830 K $ 4.64 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 2.16% 4.645 M $ 25988 2023/12/31 1.703 M $ 57.60 %
2025/09/30 QCOM QUALCOMM INC 2.07% 4.447 M $ 26732 2019/12/31 189.726 K $ 4.46 %
2025/09/30 UBER UBER TECHNOLOGIES INC 2.03% 4.363 M $ 44531 2024/06/30 206.596 K $ 5.01 %
2025/09/30 GOOG ALPHABET INC 1.95% 4.198 M $ 17235 2019/12/31 1.145 M $ 37.30 %
2025/09/30 JLL JONES LANG LASALLE INC 1.89% 4.063 M $ 13622 2023/06/30 578.934 K $ 16.62 %
2025/09/30 ABT ABBOTT LABS 1.87% 4.011 M $ 29943 2019/12/31 -62.375 K $ -1.52 %
2025/09/30 AMAT APPLIED MATLS INC 1.73% 3.710 M $ 18122 2019/12/31 397.037 K $ 11.84 %
2025/09/30 SLG SL GREEN RLTY CORP 1.66% 3.568 M $ 59650 2023/06/30 -124.961 K $ -3.38 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 1.49% 3.191 M $ 37957 2021/06/30 256.174 K $ 8.62 %
2025/09/30 BA BOEING CO 1.48% 3.183 M $ 14749 2019/12/31 92.559 K $ 3.01 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 1.37% 2.941 M $ 39167 2023/03/31 40.020 K $ 1.39 %
2025/09/30 DHR DANAHER CORPORATION 1.36% 2.927 M $ 14765 2019/12/31 10.661 K $ 0.36 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 1.22% 2.620 M $ 12141 2019/12/31 137.198 K $ 5.43 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 1.22% 2.617 M $ 8100 2019/12/31 -495.841 K $ -16.93 %
2025/09/30 BN BROOKFIELD CORP 1.21% 2.595 M $ 37842 2022/12/31 -613.698 K $ -26.08 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 1.19% 2.552 M $ 8357 2023/03/31 428.210 K $ 21.75 %
2025/09/30 AVAV AEROVIRONMENT INC 1.18% 2.542 M $ 8074 2023/12/31 243.891 K $ 10.51 %
2025/09/30 CVS CVS HEALTH CORP 1.05% 2.263 M $ 30018 2024/12/31 193.056 K $ 9.29 %
2025/09/30 PLD PROLOGIS INC. 1.01% 2.160 M $ 18863 2019/12/31 176.447 K $ 8.94 %
2025/09/30 BAM BROOKFIELD ASSET MANAGMT LTD 1.00% 2.155 M $ 37844 2022/12/31 64.726 K $ 3.00 %
2025/09/30 AMZN AMAZON COM INC 0.99% 2.138 M $ 9735 2020/06/30 1.720 K $ 0.08 %
2025/09/30 VUG VANGUARD INDEX FDS 0.93% 2.004 M $ 4178 2019/12/31 174.854 K $ 9.40 %
2025/09/30 RRX REGAL REXNORD CORPORATION 0.93% 1.996 M $ 13914 2022/12/31 -21.149 K $ -1.05 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.90% 1.935 M $ 4231 2025/06/30 104.486 K $ 8.76 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.90% 1.935 M $ 3848 2019/12/31 57.154 K $ 3.49 %
2025/09/30 HD HOME DEPOT INC 0.88% 1.900 M $ 4688 2019/12/31 181.878 K $ 10.51 %
2025/09/30 BBUC BROOKFIELD BUSINESS CORP 0.86% 1.847 M $ 55078 2022/03/31 127.923 K $ 7.47 %
2025/09/30 PHR PHREESIA INC 0.83% 1.784 M $ 75853 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNP UNION PAC CORP 0.73% 1.576 M $ 6668 2019/12/31 48.955 K $ 2.73 %
2025/09/30 NVDA NVIDIA CORPORATION 0.71% 1.533 M $ 8216 2023/03/31 236.725 K $ 18.10 %
2025/09/30 PEP PEPSICO INC 0.69% 1.480 M $ 10539 2019/12/31 95.247 K $ 6.36 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.69% 1.477 M $ 6948 2025/09/30 0.000 $ 0.00 %
2025/09/30 WM WASTE MGMT INC DEL 0.68% 1.454 M $ 6583 2023/03/31 -52.598 K $ -3.49 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.67% 1.435 M $ 7045 2022/03/31 -6.604 K $ -0.50 %
2025/09/30 BIP BROOKFIELD INFRAST PARTNERS 0.63% 1.352 M $ 41105 2019/12/31 -25.339 K $ -1.82 %
2025/09/30 FTV FORTIVE CORP 0.59% 1.268 M $ 25885 2019/12/31 -86.073 K $ -6.02 %
2025/09/30 SLB SCHLUMBERGER LTD 0.57% 1.216 M $ 35375 2024/09/30 21.075 K $ 1.69 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.56% 1.202 M $ 2452 2022/03/31 -45.848 K $ -3.72 %
2025/09/30 CSL CARLISLE COS INC 0.55% 1.175 M $ 3571 2025/03/31 -129.453 K $ -11.90 %
2025/09/30 SPHQ INVESCO EXCHANGE TRADED FD T 0.53% 1.146 M $ 15635 2023/09/30 30.054 K $ 2.85 %
2025/09/30 SMH VANECK ETF TRUST 0.53% 1.136 M $ 3480 2024/06/30 165.230 K $ 17.03 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.53% 1.132 M $ 6979 2021/03/31 -139.091 K $ -10.94 %
2025/09/30 IAC IAC INC 0.52% 1.111 M $ 32618 2021/06/30 -111.310 K $ -8.76 %
2025/09/30 AVGO BROADCOM INC 0.52% 1.108 M $ 3360 2024/12/31 134.564 K $ 19.68 %
2025/09/30 IWB ISHARES TR 0.49% 1.058 M $ 2895 2023/03/31 75.009 K $ 7.63 %
2025/09/30 VTI VANGUARD INDEX FDS 0.45% 967.773 K $ 2949 2019/12/31 71.483 K $ 7.98 %
2025/09/30 BBU BROOKFIELD BUSINESS PARTNERS 0.45% 964.180 K $ 29567 2019/12/31 197.507 K $ 25.76 %
2025/09/30 IGM ISHARES TR 0.45% 956.590 K $ 7595 2024/03/31 103.367 K $ 12.12 %
2025/09/30 ASML ASML HOLDING N V 0.44% 948.728 K $ 980 2024/09/30 150.863 K $ 20.80 %
2025/09/30 FBCG FIDELITY COVINGTON TRUST 0.41% 885.122 K $ 16495 2023/06/30 87.776 K $ 11.24 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.40% 864.739 K $ 12895 2024/06/30 -100.877 K $ -9.77 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.40% 863.154 K $ 1930 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTR VENTAS INC 0.40% 862.277 K $ 12320 2019/12/31 84.268 K $ 10.83 %
2025/09/30 FHLC FIDELITY COVINGTON TRUST 0.39% 838.015 K $ 12532 2019/12/31 36.593 K $ 4.57 %
2025/09/30 V VISA INC 0.39% 831.943 K $ 2437 2020/12/31 -33.313 K $ -3.85 %
2025/09/30 IVV ISHARES TR 0.38% 810.522 K $ 1211 2019/12/31 58.612 K $ 7.80 %
2025/09/30 GTLS CHART INDS INC 0.38% 807.605 K $ 4035 2023/06/30 143.242 K $ 21.56 %
2025/09/30 NEE NEXTERA ENERGY INC 0.37% 784.341 K $ 10390 2022/12/31 60.487 K $ 8.74 %
2025/09/30 FCNCA FIRST CTZNS BANCSHARES INC D 0.36% 781.863 K $ 437 2022/12/31 -73.449 K $ -8.55 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.35% 754.200 K $ 1 2019/12/31 25.400 K $ 3.49 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 0.32% 696.947 K $ 3137 2019/12/31 78.268 K $ 12.65 %
2025/09/30 LRCX LAM RESEARCH CORP 0.32% 682.890 K $ 5100 2024/12/31 186.456 K $ 37.56 %
2025/09/30 PAVE GLOBAL X FDS 0.31% 665.391 K $ 13970 2022/03/31 56.214 K $ 9.29 %
2025/09/30 CRM SALESFORCE INC 0.31% 658.386 K $ 2778 2024/12/31 -99.610 K $ -13.09 %
2025/09/30 ARGX ARGENX SE 0.28% 609.962 K $ 827 2025/06/30 152.239 K $ 33.81 %
2025/09/30 SPYG SPDR SERIES TRUST 0.28% 598.842 K $ 5730 2024/03/31 52.566 K $ 9.64 %
2025/09/30 FDVV FIDELITY COVINGTON TRUST 0.28% 598.604 K $ 10745 2022/03/31 35.497 K $ 7.09 %
2025/09/30 FNDA SCHWAB STRATEGIC TR 0.27% 585.496 K $ 18790 2022/12/31 47.162 K $ 8.76 %
2025/09/30 GRPM INVESCO EXCHANGE TRADED FD T 0.27% 573.551 K $ 4755 2024/06/30 53.874 K $ 10.37 %
2025/09/30 STNE STONECO LTD 0.26% 564.350 K $ 29844 2019/12/31 85.945 K $ 17.89 %
2025/09/30 DIVB ISHARES TR 0.26% 560.904 K $ 10735 2021/12/31 20.892 K $ 3.84 %
2025/09/30 ENB ENBRIDGE INC 0.24% 522.412 K $ 10353 2021/12/31 53.214 K $ 11.34 %
2025/09/30 IWF ISHARES TR 0.24% 509.630 K $ 1088 2023/03/31 47.687 K $ 10.32 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.23% 489.226 K $ 980 2019/12/31 34.086 K $ 7.79 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.22% 466.351 K $ 1710 2021/06/30 -12.235 K $ -3.31 %
2025/09/30 FIGS FIGS INC 0.21% 455.255 K $ 68050 2023/12/31 77.626 K $ 18.62 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.20% 432.619 K $ 1474 2019/12/31 -22.662 K $ -4.83 %
2025/09/30 VOO VANGUARD INDEX FDS 0.19% 412.132 K $ 673 2022/12/31 29.847 K $ 7.81 %
2025/09/30 DGRO ISHARES TR 0.18% 381.990 K $ 5611 2019/12/31 23.850 K $ 6.47 %
2025/09/30 QQQ INVESCO QQQ TR 0.18% 380.034 K $ 633 2023/12/31 29.384 K $ 8.83 %
2025/09/30 ALAB ASTERA LABS INC 0.18% 378.873 K $ 1935 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALB ALBEMARLE CORP 0.17% 369.563 K $ 4558 2023/03/31 97.352 K $ 29.38 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.17% 367.117 K $ 461 2024/03/31 40.844 K $ 12.52 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.15% 330.052 K $ 2040 2022/03/31 40.575 K $ 14.02 %
2025/09/30 BIPC BROOKFIELD INFRASTRUCTURE CO 0.15% 313.417 K $ 7622 2024/12/31 -3.778 K $ -1.15 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.15% 312.878 K $ 1244 2020/06/30 -74.627 K $ -19.26 %
2025/09/30 XP XP INC 0.14% 301.636 K $ 16053 2020/03/31 -22.634 K $ -6.98 %
2025/09/30 ITOT ISHARES TR 0.14% 293.048 K $ 2012 2024/09/30 21.347 K $ 7.86 %