Filed: 4/22/2025ACC: 0000873759-25-000002
📋 What this filing means
TANDEM CAPITAL MANAGEMENT CORP /ADV filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $178.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$178.95M
Total AUM (reported)
1.74M
Total Shares
Allocation by class
COM$103.78M58.0%
COM NEW$11.04M6.2%
CL A$8.84M4.9%
CAP STK CL A$6.14M3.4%
CL A EXCHANGEAB$5.65M3.2%
SHS$3.74M2.1%
SPONSORED ADS$3.46M1.9%
Portfolio Concentration
Top 3$23.06M12.9%
4–10$35.12M19.6%
11–25$47.73M26.7%
Rest$73.04M40.8%
Top 3 weight
12.9%
Top 10 weight
32.5%
Voting Authority Distribution
Total shares with voting rights: 1.74M
Sole
Full voting authority
141.43K
shares
% of voting shares8.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.60M
shares
% of voting shares91.9%
Investment Discretion (by position count)
Sole113
Shared0
Other0
Dominant voting typeNone · 91.9% of voting shares
Institutional Holdings113
Rows:
MICROSOFT CORP
SOLEShares24.14K
TypeSH
Market value$9.06M
5.06%
Sole
1.85K
Shared
0.00
None
22.28K
GE AEROSPACE
SOLEShares39.28K
TypeSH
Market value$7.86M
4.39%
Sole
3.57K
Shared
0.00
None
35.71K
ALPHABET INC
SOLEShares39.67K
TypeSH
Market value$6.14M
3.43%
Sole
2.51K
Shared
0.00
None
37.17K
BROOKFIELD WEALTH SOL LTD
SOLEShares108.23K
TypeSH
Market value$5.65M
3.16%
Sole
11.96K
Shared
0.00
None
96.28K
STRYKER CORPORATION
SOLEShares14.94K
TypeSH
Market value$5.56M
3.11%
Sole
1.13K
Shared
0.00
None
13.80K
META PLATFORMS INC
SOLEShares9.58K
TypeSH
Market value$5.52M
3.08%
Sole
968.00
Shared
0.00
None
8.61K
BOSTON SCIENTIFIC CORP
SOLEShares53.70K
TypeSH
Market value$5.42M
3.03%
Sole
4.30K
Shared
0.00
None
49.41K
APPLE INC
SOLEShares22.04K
TypeSH
Market value$4.90M
2.74%
Sole
2.08K
Shared
0.00
None
19.96K
JPMORGAN CHASE & CO.
SOLEShares16.59K
TypeSH
Market value$4.07M
2.27%
Sole
1.66K
Shared
0.00
None
14.93K
ABBOTT LABS
SOLEShares30.23K
TypeSH
Market value$4.01M
2.24%
Sole
1.98K
Shared
0.00
None
28.26K
QUALCOMM INC
SOLEShares26K
TypeSH
Market value$3.99M
2.23%
Sole
1.70K
Shared
0.00
None
24.30K
SCHWAB CHARLES CORP
SOLEShares49.55K
TypeSH
Market value$3.88M
2.17%
Sole
3.85K
Shared
0.00
None
45.70K
EATON CORP PLC
SOLEShares13.77K
TypeSH
Market value$3.74M
2.09%
Sole
1.07K
Shared
0.00
None
12.71K
ALIBABA GROUP HLDG LTD
SOLEShares26.15K
TypeSH
Market value$3.46M
1.93%
Sole
3K
Shared
0.00
None
23.15K
SL GREEN RLTY CORP
SOLEShares59.67K
TypeSH
Market value$3.44M
1.92%
Sole
6.55K
Shared
0.00
None
53.13K
GE VERNOVA INC
SOLEShares11.23K
TypeSH
Market value$3.43M
1.92%
Sole
969.00
Shared
0.00
None
10.27K
JONES LANG LASALLE INC
SOLEShares13.66K
TypeSH
Market value$3.39M
1.89%
Sole
1.09K
Shared
0.00
None
12.57K
ELEVANCE HEALTH INC
SOLEShares7.55K
TypeSH
Market value$3.28M
1.83%
Sole
600.00
Shared
0.00
None
6.95K
UBER TECHNOLOGIES INC
SOLEShares44.44K
TypeSH
Market value$3.24M
1.81%
Sole
4.59K
Shared
0.00
None
39.85K
ALPHABET INC
SOLEShares19.72K
TypeSH
Market value$3.08M
1.72%
Sole
2.09K
Shared
0.00
None
17.64K
DANAHER CORPORATION
SOLEShares14.74K
TypeSH
Market value$3.02M
1.69%
Sole
1.10K
Shared
0.00
None
13.64K
APPLIED MATLS INC
SOLEShares18.36K
TypeSH
Market value$2.66M
1.49%
Sole
1.27K
Shared
0.00
None
17.08K
BOEING CO
SOLEShares14.24K
TypeSH
Market value$2.43M
1.36%
Sole
976.00
Shared
0.00
None
13.26K
VANGUARD SPECIALIZED FUNDS
SOLEShares12.37K
TypeSH
Market value$2.40M
1.34%
Sole
100.00
Shared
0.00
None
12.27K
MARVELL TECHNOLOGY INC
SOLEShares37.01K
TypeSH
Market value$2.28M
1.27%
Sole
3.27K
Shared
0.00
None
33.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 24.14K | SH | $9.06M 5.06% | 1.85K | 0.00 | 22.28K |
GE AEROSPACESOLE | COM NEW | 39.28K | SH | $7.86M 4.39% | 3.57K | 0.00 | 35.71K |
ALPHABET INCSOLE | CAP STK CL A | 39.67K | SH | $6.14M 3.43% | 2.51K | 0.00 | 37.17K |
BROOKFIELD WEALTH SOL LTDSOLE | CL A EXCHANGEAB | 108.23K | SH | $5.65M 3.16% | 11.96K | 0.00 | 96.28K |
STRYKER CORPORATIONSOLE | COM | 14.94K | SH | $5.56M 3.11% | 1.13K | 0.00 | 13.80K |
META PLATFORMS INCSOLE | CL A | 9.58K | SH | $5.52M 3.08% | 968.00 | 0.00 | 8.61K |
BOSTON SCIENTIFIC CORPSOLE | COM | 53.70K | SH | $5.42M 3.03% | 4.30K | 0.00 | 49.41K |
APPLE INCSOLE | COM | 22.04K | SH | $4.90M 2.74% | 2.08K | 0.00 | 19.96K |
JPMORGAN CHASE & CO.SOLE | COM | 16.59K | SH | $4.07M 2.27% | 1.66K | 0.00 | 14.93K |
ABBOTT LABSSOLE | COM | 30.23K | SH | $4.01M 2.24% | 1.98K | 0.00 | 28.26K |
QUALCOMM INCSOLE | COM | 26K | SH | $3.99M 2.23% | 1.70K | 0.00 | 24.30K |
SCHWAB CHARLES CORPSOLE | COM | 49.55K | SH | $3.88M 2.17% | 3.85K | 0.00 | 45.70K |
EATON CORP PLCSOLE | SHS | 13.77K | SH | $3.74M 2.09% | 1.07K | 0.00 | 12.71K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 26.15K | SH | $3.46M 1.93% | 3K | 0.00 | 23.15K |
SL GREEN RLTY CORPSOLE | COM | 59.67K | SH | $3.44M 1.92% | 6.55K | 0.00 | 53.13K |
GE VERNOVA INCSOLE | COM | 11.23K | SH | $3.43M 1.92% | 969.00 | 0.00 | 10.27K |
JONES LANG LASALLE INCSOLE | COM | 13.66K | SH | $3.39M 1.89% | 1.09K | 0.00 | 12.57K |
ELEVANCE HEALTH INCSOLE | COM | 7.55K | SH | $3.28M 1.83% | 600.00 | 0.00 | 6.95K |
UBER TECHNOLOGIES INCSOLE | COM | 44.44K | SH | $3.24M 1.81% | 4.59K | 0.00 | 39.85K |
ALPHABET INCSOLE | CAP STK CL C | 19.72K | SH | $3.08M 1.72% | 2.09K | 0.00 | 17.64K |
DANAHER CORPORATIONSOLE | COM | 14.74K | SH | $3.02M 1.69% | 1.10K | 0.00 | 13.64K |
APPLIED MATLS INCSOLE | COM | 18.36K | SH | $2.66M 1.49% | 1.27K | 0.00 | 17.08K |
BOEING COSOLE | COM | 14.24K | SH | $2.43M 1.36% | 976.00 | 0.00 | 13.26K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 12.37K | SH | $2.40M 1.34% | 100.00 | 0.00 | 12.27K |
MARVELL TECHNOLOGY INCSOLE | COM | 37.01K | SH | $2.28M 1.27% | 3.27K | 0.00 | 33.74K |
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