TANDEM CAPITAL MANAGEMENT CORP /ADV: 13F holdings
CIK 8737592026Q2
| Positions | 118 |
|---|
| Reported value | $237.8m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 118 (+8 vs prior quarter) |
|---|
| Reported value | $237.8m (+19.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GE GE AEROSPACE | 32,540 | $12.2m | 5.1% |
| GOOGL ALPHABET INC | 31,617 | $11.3m | 4.8% |
| AMAT APPLIED MATLS INC | 15,601 | $11.3m | 4.7% |
| GEV GE VERNOVA INC | 8,931 | $10.5m | 4.4% |
| MRVL MARVELL TECHNOLOGY INC | 30,309 | $9.0m | 3.8% |
| MSFT MICROSOFT CORP | 22,215 | $8.3m | 3.5% |
| BROOKFIELD WEALTH SOL LTD | 149,575 | $6.4m | 2.7% |
| AAPL APPLE INC | 19,802 | $5.7m | 2.4% |
| GOOG ALPHABET INC | 16,049 | $5.7m | 2.4% |
| EATON CORP PLC | 13,095 | $5.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="873759")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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