TANDEM CAPITAL MANAGEMENT CORP /ADV

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, TANDEM CAPITAL MANAGEMENT CORP /ADV maintained a portfolio of 121 distinct positions. The most significant new addition to the portfolio was VERSANT MEDIA GROUP , which now represents 1.40% of the total fund value. The fund also reduced its exposure to QUALCOMM INC by 45.2%.
PCA Score Concentration Risk
Risk ENB
Total Positions
121
Quarter
2026 Q1
Top Holding
GE (4.7%)
Top 10 Concentration
33.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 121
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GE
GE AEROSPACE
Industrials 4.66% 4.75% #1 1
Prev: #2
4.4 -1,092 -3.2%
P
S
32,817 $9,312,480 2020 Q1 13F Filing 2026-03-31 2026-04-16
GOOGL
ALPHABET INC
Communication Services 4.61% 4.71% #2 1
Prev: #3
3.8 -1,028 -3.1%
P
S
32,020 $9,207,671 2019 Q4 13F Filing 2026-03-31 2026-04-16
MSFT
MICROSOFT CORP
Technology 4.21% 5.16% #3 2
Prev: #1
3.2 -740 -3.2%
P
S
22,715 $8,408,412 2019 Q4 13F Filing 2026-03-31 2026-04-16
GEV
GE VERNOVA INC
Industrials 3.98% 2.78% #4 2
Prev: #6
2.6 -256 -2.7%
P
S
9,098 $7,941,644 2024 Q2 13F Filing 2026-03-31 2026-04-16
BNT
BROOKFIELD WEAL...
Financial Services 3.12% 3.23% #5 1
Prev: #4
2.2 -4,087 -2.6%
P
S
150,475 $6,229,665 2024 Q4 13F Filing 2026-03-31 2026-04-16
AMAT
APPLIED MATLS I...
Technology 2.79% 2.02% #6 9
Prev: #15
1.6 -959 -5.6%
P
S
16,282 $5,565,025 2019 Q4 13F Filing 2026-03-31 2026-04-16
META
META PLATFORMS ...
Communication Services 2.60% 2.82% #7 2
Prev: #5
1.5 -320 -3.4%
P
S
9,088 $5,199,517 2019 Q4 13F Filing 2026-03-31 2026-04-16
AAPL
APPLE INC
Technology 2.47% 2.47% #8 1
Prev: #7
1.5 -569 -2.8%
P
S
19,434 $4,932,087 2019 Q4 13F Filing 2026-03-31 2026-04-16
JPM
JPMORGAN CHASE ...
Financial Services 2.39% 2.41% #9
Prev: #9
1.5 -190 -1.2%
P
S
16,222 $4,771,864 2019 Q4 13F Filing 2026-03-31 2026-04-16
ETN
EATON CORP PLC
Industrials 2.36% 1.98% #10 6
Prev: #16
1.4 -506 -3.7%
P
S
13,193 $4,718,740 2022 Q1 13F Filing 2026-03-31 2026-04-16
GOOG
ALPHABET INC
Communication Services 2.34% 2.45% #11 3
Prev: #8
1.4 -844 -4.9%
P
S
16,291 $4,673,236 2019 Q4 13F Filing 2026-03-31 2026-04-16
SYK
STRYKER CORPORA...
Healthcare 2.34% 2.33% #12 2
Prev: #10
1.4 -374 -2.6%
P
S
14,218 $4,671,893 2019 Q4 13F Filing 2026-03-31 2026-04-16
SCHW
SCHWAB CHARLES ...
Financial Services 2.21% 2.24% #13 1
Prev: #12
1.4 -2,214 -4.5%
P
S
47,048 $4,421,571 2023 Q1 13F Filing 2026-03-31 2026-04-16
JLL
JONES LANG LASA...
Real Estate 1.99% 2.08% #14
Prev: #14
1.3 -555 -4.1%
P
S
13,067 $3,976,549 2023 Q2 13F Filing 2026-03-31 2026-04-16
MRVL
MARVELL TECHNOL...
Technology 1.78% 1.45% #15 8
Prev: #23
1.2 -1,647 -4.4%
P
S
35,930 $3,558,867 2019 Q4 13F Filing 2026-03-31 2026-04-16
BSX
BOSTON SCIENTIF...
Healthcare 1.61% 2.29% #16 5
Prev: #11
1.1 -1,520 -2.9%
P
S
51,170 $3,210,918 2019 Q4 13F Filing 2026-03-31 2026-04-16
UBER
UBER TECHNOLOGI...
Technology 1.57% 1.66% #17 2
Prev: #19
1.1 -1,200 -2.7%
P
S
43,541 $3,131,904 2024 Q2 13F Filing 2026-03-31 2026-04-16
BABA
ALIBABA GROUP H...
Consumer Cyclical 1.55% 1.73% #18 1
Prev: #17
1.1 -1,245 -4.8%
P
S
24,704 $3,099,364 2023 Q4 13F Filing 2026-03-31 2026-04-16
BA
BOEING CO
Industrials 1.52% 1.57% #19 2
Prev: #21
1.1 -593 -3.7%
P
S
15,297 $3,044,562 2019 Q4 13F Filing 2026-03-31 2026-04-16
ABT
ABBOTT LABORATO...
Healthcare 1.51% 1.71% #20 2
Prev: #18
1.1 -600 -2.0%
P
S
29,343 $3,012,627 2019 Q4 13F Filing 2026-03-31 2026-04-16
DHR
DANAHER CORP DE...
Healthcare 1.46% 1.64% #21 1
Prev: #20
1.1 -365 -2.3%
P
S
15,399 $2,919,700 2019 Q4 13F Filing 2026-03-31 2026-04-16
LHX
L3HARRIS TECHNO...
Industrials 1.44% 1.14% #22 6
Prev: #28
1.1 -210 -2.5%
P
S
8,322 $2,872,338 2023 Q1 13F Filing 2026-03-31 2026-04-16
VSNT
VERSANT MEDIA G...
Communication Services 1.40% #23
Prev: #—
4.1 75,780 no change
NEW
75,780 $2,805,376 2026 Q1 13F Filing 2026-03-31 2026-04-16
GEHC
GE HEALTHCARE T...
Healthcare 1.39% 1.52% #24 2
Prev: #22
1.1 -1,882 -4.6%
P
S
38,949 $2,772,390 2023 Q1 13F Filing 2026-03-31 2026-04-16
AMZN
AMAZON COM INC
Consumer Cyclical 1.39% 1.07% #25 7
Prev: #32
3.1 3,133 30.8%
P
S
13,290 $2,767,908 2020 Q2 13F Filing 2026-03-31 2026-04-16
N/A
BROOKFIELD BUSI...
Unknown 1.30% #26
Prev: #—
4.0 81,811 no change
NEW
81,811 $2,588,500 13F Filing 2026-03-31 2026-04-16
SLG
SL GREEN RLTY C...
Real Estate 1.22% 1.42% #27 3
Prev: #24
1.0 -2,075 -3.1%
P
S
65,743 $2,428,546 2023 Q2 13F Filing 2026-03-31 2026-04-16
MSI
MOTOROLA SOLUTI...
Technology 1.22% 0.98% #28 5
Prev: #33
1.0 -50 -0.9%
P
S
5,595 $2,428,062 2025 Q2 13F Filing 2026-03-31 2026-04-16
VIG
VANGUARD SPECIA...
ETF 1.20% 1.21% #29 3
Prev: #26
1.0 -969 -8.0%
P
S
11,175 $2,403,231 2019 Q4 13F Filing 2026-03-31 2026-04-16
RRX
REGAL REXNORD C...
Industrials 1.18% 0.83% #30 12
Prev: #42
1.0 -460 -3.5%
P
S
12,609 $2,361,161 2022 Q4 13F Filing 2026-03-31 2026-04-16
PLD
PROLOGIS INC.
Real Estate 1.18% 1.10% #31 2
Prev: #29
1.0 -1,127 -6.0%
P
S
17,776 $2,349,632 2019 Q4 13F Filing 2026-03-31 2026-04-16
CSL
CARLISLE COS IN...
Industrials 1.15% 0.91% #32 6
Prev: #38
2.5 646 10.3%
P
S
6,902 $2,302,645 2025 Q1 13F Filing 2026-03-31 2026-04-16
BN
BROOKFIELD CORP
Financial Services 1.14% 1.18% #33 6
Prev: #27
1.0 -185 -0.3%
P
S
56,300 $2,278,452 2022 Q4 13F Filing 2026-03-31 2026-04-16
NVDA
NVIDIA CORPORAT...
Technology 1.11% 0.60% #34 15
Prev: #49
3.4 5,589 78.9%
P
S
12,677 $2,210,869 2023 Q1 13F Filing 2026-03-31 2026-04-16
COF
CAPITAL ONE FIN...
Financial Services 1.07% 1.09% #35 5
Prev: #30
2.4 1,896 19.2%
P
S
11,766 $2,146,471 2025 Q3 13F Filing 2026-03-31 2026-04-16
WM
WASTE MGMT INC ...
Industrials 1.07% 0.93% #36
Prev: #36
0.9 -25 -0.3%
P
S
9,286 $2,133,830 2023 Q1 13F Filing 2026-03-31 2026-04-16
CVS
CVS HEALTH CORP
Healthcare 1.01% 1.08% #37 6
Prev: #31
0.9 -1,960 -6.5%
P
S
28,058 $2,015,126 2024 Q4 13F Filing 2026-03-31 2026-04-16
QCOM
QUALCOMM INC
Technology 0.98% 2.16% #38 25
Prev: #13
0.4 -12,517 -45.2%
P
S
15,190 $1,956,168 2019 Q4 13F Filing 2026-03-31 2026-04-16
ELV
ELEVANCE HEALTH...
Healthcare 0.96% 1.31% #39 14
Prev: #25
0.4 -1,648 -20.1%
P
S
6,562 $1,921,026 2019 Q4 13F Filing 2026-03-31 2026-04-16
BRK/B
BERKSHIRE HATHA...
Financial Services 0.96% 0.93% #40 3
Prev: #37
0.9 -40 -1.0%
P
S
4,006 $1,919,675 2019 Q4 13F Filing 2026-03-31 2026-04-16
VUG
VANGUARD INDEX ...
Warrant 0.92% 0.93% #41 6
Prev: #35
0.9 -13 -0.3%
P
S
4,191 $1,830,587 2019 Q4 13F Filing 2026-03-31 2026-04-16
HD
HOME DEPOT INC
Consumer Cyclical 0.90% 0.85% #42 1
Prev: #41
0.9 18 0.3%
P
S
5,480 $1,802,317 2019 Q4 13F Filing 2026-03-31 2026-04-16
BAM
BROOKFIELD ASSE...
Financial Services 0.80% 0.88% #43 3
Prev: #40
0.8 -1,222 -3.3%
P
S
35,842 $1,593,177 2019 Q4 13F Filing 2026-03-31 2026-04-16
PEP
PEPSICO INC
Consumer Defensive 0.78% 0.67% #44 1
Prev: #43
0.8 -253 -2.5%
P
S
10,056 $1,561,596 2019 Q4 13F Filing 2026-03-31 2026-04-16
BIP
BROOKFIELD INFR...
Bond/Debt 0.69% 0.61% #45 3
Prev: #48
1.3 no change no change
P
S
38,430 $1,388,092 2019 Q4 13F Filing 2026-03-31 2026-04-16
MS
MORGAN STANLEY
Financial Services 0.65% 0.64% #46 1
Prev: #45
1.3 no change no change
P
S
7,916 $1,302,736 2025 Q4 13F Filing 2026-03-31 2026-04-16
ASML
ASML HLDG NV
Technology 0.63% 0.48% #47 11
Prev: #58
0.8 -25 -2.6%
P
S
955 $1,261,393 2024 Q4 13F Filing 2026-03-31 2026-04-16
UNP
UNION PAC CORP
Industrials 0.63% 0.64% #48 2
Prev: #46
0.8 -860 -14.2%
P
S
5,193 $1,259,926 2019 Q4 13F Filing 2026-03-31 2026-04-16
SPHQ
INVESCO EXCHANG...
ETF 0.63% 0.56% #49 3
Prev: #52
0.8 215 1.3%
P
S
16,650 $1,251,914 2023 Q3 13F Filing 2026-03-31 2026-04-16
FTV
FORTIVE CORP
Technology 0.61% 0.59% #50
Prev: #50
0.7 -1,500 -6.4%
P
S
21,861 $1,208,476 2019 Q4 13F Filing 2026-03-31 2026-04-16
Showing 1-50 of 121 holdings

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