§ 13F · FUND PROFILE
TANDEM CAPITAL MANAGEMENT CORP /ADV.
AUM · $238M (13F)Positions · 118Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GE | GE AEROSPACE | 33K | $12M | 5.1% | −1% |
| 2 | GOOGL | ALPHABET INC | 32K | $11M | 4.8% | −1% |
| 3 | AMAT | APPLIED MATLS INC | 16K | $11M | 4.7% | −4% |
| 4 | GEV | GE VERNOVA INC | 9K | $10M | 4.4% | −2% |
| 5 | MRVL | MARVELL TECHNOLOGY INC | 30K | $9M | 3.8% | −16% |
| 6 | MSFT | MICROSOFT CORP | 22K | $8M | 3.5% | −2% |
| 7 | BNT | BROOKFIELD WEALTH SOL LTD | 150K | $6M | 2.7% | −1% |
| 8 | AAPL | APPLE INC | 20K | $6M | 2.4% | +2% |
| 9 | GOOG | ALPHABET INC | 16K | $6M | 2.4% | −1% |
| 10 | ETN | EATON CORP PLC | 13K | $6M | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TANDEM SIGNAL
AC read
TANDEM CAPITAL MANAGEMENT CORP /ADV is a Other fund managing $238 million in assets. The fund runs a portfolio of 118 positions.
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