Tandem Capital Management Corp

13F filer · CIK 0000873759

Reported Aug 11, 2026

13F portfolio value$238MU.S. long equity reported on 13F

Positions89Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight36.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202689 positions
GEGeneral Electric Co	$12.2M	5.11%	0.00%	Not reported	Q3 2021
GOOGLAlphabet Inc.	$11.3M	4.75%	0.00%	Not reported	Q3 2020
AMATApplied Materials Inc	$11.3M	4.74%	0.00%	Not reported	Q3 2020
GEVGE Vernova Inc.	$10.5M	4.41%	0.00%	Not reported	Q3 2024
MRVLMarvell Technology, Inc.	$9.03M	3.80%	0.00%	Not reported	Q3 2020
MSFTMicrosoft Corp	$8.29M	3.48%	0.00%	Not reported	Q3 2020
BNTBrookfield Wealth Solutions Ltd.	$6.38M	2.68%	0.65%	Not reported	Q3 2024
AAPLApple Inc.	$5.73M	2.41%	0.00%	Not reported	Q3 2020
GOOGAlphabet Inc.	$5.67M	2.38%	Not reported	Not reported	Q3 2020
ETNEaton Corp plc	$5.58M	2.35%	0.00%	Not reported	Q2 2022
JPMJPMorgan Chase & Co	$5.41M	2.27%	0.00%	Not reported	Q3 2020
METAMeta Platforms, Inc.	$5.08M	2.14%	Not reported	Not reported	Q3 2020
SYKStryker Corp	$4.5M	1.89%	0.00%	Not reported	Q3 2020
SCHWSchwab Charles Corp	$4.32M	1.82%	0.00%	Not reported	Q1 2023
JLLJones Lang Lasalle Inc	$4.03M	1.69%	0.03%	Not reported	Q3 2023
AMZNAmazon Com Inc	$3.46M	1.46%	0.00%	Not reported	Q3 2020
SLGSL Green Realty Corp	$3.35M	1.41%	0.09%	Not reported	Q3 2023
BABoeing Co	$3.27M	1.37%	0.00%	Not reported	Q3 2020
NVDANvidia Corp	$3.21M	1.35%	0.00%	Not reported	Q1 2023
UBERUber Technologies, Inc	$3.19M	1.34%	0.00%	Not reported	Q3 2024
DHRDanaher Corp	$3.06M	1.28%	0.00%	Not reported	Q3 2020
RRXRegal Rexnord Corp	$2.97M	1.25%	0.02%	Not reported	Q4 2022
CVSCVS HEALTH Corp	$2.88M	1.21%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$2.81M	1.18%	0.00%	Not reported	Q3 2020
VSNTVersant Media Group, Inc.	$2.79M	1.17%	Not reported	New	Q2 2026
GEHCGE HealthCare Technologies Inc.	$2.64M	1.11%	0.01%	Not reported	Q1 2023
CSLCarlisle Companies Inc	$2.58M	1.08%	0.02%	Not reported	Q1 2025
BBUCBrookfield Business Corp	$2.53M	1.07%	0.10%	Not reported	Q2 2022
ELVElevance Health, Inc.	$2.49M	1.05%	0.00%	Not reported	Q3 2020
LHXL3harris Technologies, Inc.	$2.45M	1.03%	0.00%	Not reported	Q1 2023
PLDPrologis, Inc.	$2.41M	1.01%	0.00%	Not reported	Q3 2020
BABAAlibaba Group Holding Ltd	$2.39M	1.00%	0.00%	Not reported	Q4 2023
BNBROOKFIELD Corp	$2.37M	0.99%	Not reported	Not reported	Q4 2022
COFCapital One Financial Corp	$2.34M	0.98%	0.00%	Not reported	Q3 2025
MSIMotorola Solutions, Inc.	$2.24M	0.94%	0.00%	Not reported	Q2 2025
PANWPalo Alto Networks Inc	$2.2M	0.92%	0.00%	Not reported	Q2 2022
WMWaste Management Inc	$2.13M	0.89%	0.00%	Not reported	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$2.09M	0.88%	0.00%	Not reported	Q2 2022
LRCXLam Research Corp	$2.08M	0.87%	0.00%	Not reported	Q1 2023
HDHome Depot, Inc.	$2.03M	0.85%	0.00%	Not reported	Q3 2020
BRK.BBerkshire Hathaway Inc	$2.02M	0.85%	Not reported	Not reported	Q3 2020
ASMLAsml Holding NV	$1.9M	0.80%	0.00%	Not reported	Q3 2024
BSXBoston Scientific Corp	$1.75M	0.74%	0.00%	Not reported	Q3 2020
LLYELI LILLY & Co	$1.66M	0.70%	0.00%	New	Q2 2026
MSMorgan Stanley	$1.65M	0.70%	0.00%	Not reported	Q4 2025
ALABAstera Labs, Inc.	$1.61M	0.68%	0.00%	Not reported	Q3 2025
BAMBrookfield Asset Management Ltd.	$1.59M	0.67%	Not reported	Not reported	Q3 2020
AVGOBroadcom Inc.	$1.43M	0.60%	0.00%	Not reported	Q4 2024
BIPBrookfield Infrastructure Partners L.P.	$1.4M	0.59%	Not reported	Not reported	Q3 2020
UNPUnion Pacific Corp	$1.37M	0.57%	0.00%	Not reported	Q3 2020

Q4 2025Reported Jan 23, 202689 positions
MSFTMicrosoft Corp	$11.3M	5.16%	0.00%	-3.6%	Q3 2020
GEGeneral Electric Co	$10.4M	4.75%	0.00%	-1.1%	Q3 2021
GOOGLAlphabet Inc.	$10.3M	4.71%	0.00%	+0.1%	Q3 2020
BNTBrookfield Wealth Solutions Ltd.	$7.1M	3.23%	0.67%	-3.8%	Q3 2024
METAMeta Platforms, Inc.	$6.21M	2.82%	Not reported	-0.2%	Q3 2020
GEVGE Vernova Inc.	$6.11M	2.78%	0.00%	-4.4%	Q3 2024
AAPLApple Inc.	$5.44M	2.47%	0.00%	-2.2%	Q3 2020
GOOGAlphabet Inc.	$5.38M	2.45%	Not reported	-0.6%	Q3 2020
JPMJPMorgan Chase & Co	$5.29M	2.41%	0.00%	-0.3%	Q3 2020
SYKStryker Corp	$5.13M	2.33%	0.00%	-1.3%	Q3 2020
BSXBoston Scientific Corp	$5.02M	2.29%	0.00%	-0.1%	Q3 2020
SCHWSchwab Charles Corp	$4.92M	2.24%	0.00%	-0.1%	Q1 2023
QCOMQualcomm Inc	$4.74M	2.16%	0.00%	+3.7%	Q3 2020
JLLJones Lang Lasalle Inc	$4.58M	2.08%	0.03%	Not reported	Q3 2023
AMATApplied Materials Inc	$4.43M	2.02%	0.00%	-4.9%	Q3 2020
ETNEaton Corp plc	$4.36M	1.98%	0.00%	-0.4%	Q2 2022
BABAAlibaba Group Holding Ltd	$3.8M	1.73%	0.00%	-0.2%	Q4 2023
ABTAbbott Laboratories	$3.75M	1.71%	0.00%	Not reported	Q3 2020
UBERUber Technologies, Inc	$3.66M	1.66%	0.00%	+0.5%	Q3 2024
DHRDanaher Corp	$3.61M	1.64%	0.00%	+6.8%	Q3 2020
BABoeing Co	$3.45M	1.57%	0.00%	+7.7%	Q3 2020
GEHCGE HealthCare Technologies Inc.	$3.35M	1.52%	0.01%	+4.3%	Q1 2023
MRVLMarvell Technology, Inc.	$3.19M	1.45%	0.00%	-1.0%	Q3 2020
SLGSL Green Realty Corp	$3.11M	1.42%	0.10%	+13.7%	Q3 2023
ELVElevance Health, Inc.	$2.88M	1.31%	0.00%	+1.4%	Q3 2020
BNBROOKFIELD Corp	$2.59M	1.18%	Not reported	-0.5%	Q4 2022
LHXL3harris Technologies, Inc.	$2.5M	1.14%	0.00%	+2.1%	Q1 2023
PLDPrologis, Inc.	$2.41M	1.10%	0.00%	+0.2%	Q3 2020
COFCapital One Financial Corp	$2.39M	1.09%	0.00%	+42.1%	Q3 2025
CVSCVS HEALTH Corp	$2.38M	1.08%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$2.34M	1.07%	0.00%	+4.3%	Q3 2020
MSIMotorola Solutions, Inc.	$2.16M	0.98%	0.00%	+33.4%	Q2 2025
AVAVAeroVironment Inc	$2.14M	0.97%	0.02%	+9.7%	Q4 2023
WMWaste Management Inc	$2.05M	0.93%	0.00%	+41.4%	Q1 2023
BRK.BBerkshire Hathaway Inc	$2.03M	0.93%	Not reported	+5.2%	Q3 2020
CSLCarlisle Companies Inc	$2M	0.91%	0.02%	+75.2%	Q1 2025
BBUCBrookfield Business Corp	$1.98M	0.90%	0.06%	Not reported	Q2 2022
BAMBrookfield Asset Management Ltd.	$1.94M	0.88%	Not reported	-2.1%	Q3 2020
HDHome Depot, Inc.	$1.88M	0.85%	0.00%	+16.5%	Q3 2020
RRXRegal Rexnord Corp	$1.83M	0.83%	0.02%	-6.1%	Q4 2022
PEPPepsico Inc	$1.48M	0.67%	0.00%	-2.2%	Q3 2020
PANWPalo Alto Networks Inc	$1.45M	0.66%	0.00%	+11.7%	Q2 2022
MSMorgan Stanley	$1.41M	0.64%	0.00%	New	Q4 2025
UNPUnion Pacific Corp	$1.4M	0.64%	0.00%	-9.2%	Q3 2020
ISRGIntuitive Surgical Inc	$1.35M	0.61%	0.00%	+23.3%	Q3 2025
BIPBrookfield Infrastructure Partners L.P.	$1.34M	0.61%	Not reported	-6.5%	Q3 2020
NVDANvidia Corp	$1.32M	0.60%	0.00%	-13.7%	Q1 2023
FTVFortive Corp	$1.29M	0.59%	0.01%	-9.8%	Q3 2020
SMHMarket Vectors ETF Trust	$1.25M	0.57%	Not reported	Not reported	Q3 2024
PHRPhreesia, Inc.	$1.22M	0.56%	0.12%	-4.7%	Q3 2025

Q3 2025Reported Nov 12, 202593 positions
MSFTMicrosoft Corp	$12.6M	5.87%	0.00%	+1.7%	Q3 2020
GEGeneral Electric Co	$10.3M	4.80%	0.00%	-0.6%	Q3 2021
GOOGLAlphabet Inc.	$8.02M	3.73%	0.00%	-0.5%	Q3 2020
BNTBrookfield Wealth Solutions Ltd.	$7.33M	3.41%	0.70%	-0.9%	Q3 2024
METAMeta Platforms, Inc.	$6.93M	3.22%	Not reported	-0.7%	Q3 2020
GEVGE Vernova Inc.	$6.02M	2.80%	0.00%	-8.4%	Q3 2024
SYKStryker Corp	$5.46M	2.54%	0.00%	-0.7%	Q3 2020
AAPLApple Inc.	$5.21M	2.42%	0.00%	-0.4%	Q3 2020
JPMJPMorgan Chase & Co	$5.19M	2.42%	0.00%	+0.1%	Q3 2020
BSXBoston Scientific Corp	$5.15M	2.40%	0.00%	-0.5%	Q3 2020
ETNEaton Corp plc	$5.15M	2.40%	0.00%	+0.2%	Q2 2022
SCHWSchwab Charles Corp	$4.71M	2.19%	0.00%	-0.1%	Q1 2023
BABAAlibaba Group Holding Ltd	$4.64M	2.16%	0.00%	-0.3%	Q4 2023
QCOMQualcomm Inc	$4.45M	2.07%	0.00%	0.0%	Q3 2020
UBERUber Technologies, Inc	$4.36M	2.03%	0.00%	+0.7%	Q3 2024
GOOGAlphabet Inc.	$4.2M	1.95%	Not reported	-0.5%	Q3 2020
JLLJones Lang Lasalle Inc	$4.06M	1.89%	0.03%	Not reported	Q3 2023
ABTAbbott Laboratories	$4.01M	1.87%	0.00%	-0.6%	Q3 2020
AMATApplied Materials Inc	$3.71M	1.73%	0.00%	-1.1%	Q3 2020
SLGSL Green Realty Corp	$3.57M	1.66%	0.08%	-0.2%	Q3 2023
MRVLMarvell Technology, Inc.	$3.19M	1.49%	0.00%	-1.2%	Q3 2020
BABoeing Co	$3.18M	1.48%	0.00%	+0.4%	Q3 2020
GEHCGE HealthCare Technologies Inc.	$2.94M	1.37%	0.01%	+0.8%	Q1 2023
DHRDanaher Corp	$2.93M	1.36%	0.00%	-0.3%	Q3 2020
ELVElevance Health, Inc.	$2.62M	1.22%	0.00%	+7.6%	Q3 2020
BNBROOKFIELD Corp	$2.6M	1.21%	Not reported	-0.5%	Q4 2022
LHXL3harris Technologies, Inc.	$2.55M	1.19%	0.00%	+6.5%	Q1 2023
AVAVAeroVironment Inc	$2.54M	1.18%	0.02%	-0.9%	Q4 2023
CVSCVS HEALTH Corp	$2.26M	1.05%	0.00%	-0.3%	Q4 2024
PLDPrologis, Inc.	$2.16M	1.01%	0.00%	+0.5%	Q3 2020
BAMBrookfield Asset Management Ltd.	$2.15M	1.00%	Not reported	-2.9%	Q3 2020
AMZNAmazon Com Inc	$2.14M	0.99%	0.00%	+1.8%	Q3 2020
RRXRegal Rexnord Corp	$2M	0.93%	0.02%	Not reported	Q4 2022
MSIMotorola Solutions, Inc.	$1.93M	0.90%	0.00%	+49.1%	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.93M	0.90%	Not reported	+14.3%	Q3 2020
HDHome Depot, Inc.	$1.9M	0.88%	0.00%	-0.6%	Q3 2020
BBUCBrookfield Business Corp	$1.85M	0.86%	0.07%	+0.3%	Q2 2022
PHRPhreesia, Inc.	$1.78M	0.83%	0.13%	New	Q3 2025
UNPUnion Pacific Corp	$1.58M	0.73%	0.00%	-14.3%	Q3 2020
NVDANvidia Corp	$1.53M	0.71%	0.00%	-0.8%	Q1 2023
PEPPepsico Inc	$1.48M	0.69%	0.00%	-7.1%	Q3 2020
COFCapital One Financial Corp	$1.48M	0.69%	0.00%	New	Q3 2025
WMWaste Management Inc	$1.45M	0.68%	0.00%	Not reported	Q1 2023
PANWPalo Alto Networks Inc	$1.43M	0.67%	0.00%	+8.8%	Q2 2022
BIPBrookfield Infrastructure Partners L.P.	$1.35M	0.63%	Not reported	-1.1%	Q3 2020
FTVFortive Corp	$1.27M	0.59%	0.01%	-5.6%	Q3 2020
SLBSLB Limited	$1.22M	0.57%	0.00%	-4.3%	Q3 2020
CRWDCrowdStrike Holdings, Inc.	$1.2M	0.56%	0.00%	+1.2%	Q2 2022
CSLCarlisle Companies Inc	$1.17M	0.55%	0.01%	+22.6%	Q1 2025
SMHMarket Vectors ETF Trust	$1.14M	0.53%	Not reported	Not reported	Q3 2024

Q2 2025Reported Jul 24, 202588 positions
MSFTMicrosoft Corp	$11.9M	6.03%	0.00%	-0.8%	Q3 2020
GEGeneral Electric Co	$8.88M	4.49%	0.00%	-12.2%	Q3 2021
METAMeta Platforms, Inc.	$7.01M	3.55%	Not reported	-0.9%	Q3 2020
BNTBrookfield Wealth Solutions Ltd.	$6.68M	3.38%	0.71%	-0.2%	Q3 2024
SYKStryker Corp	$5.89M	2.98%	0.00%	-0.4%	Q3 2020
GOOGLAlphabet Inc.	$5.85M	2.96%	0.00%	-16.4%	Q3 2020
BSXBoston Scientific Corp	$5.7M	2.88%	0.00%	-1.2%	Q3 2020
GEVGE Vernova Inc.	$5.65M	2.86%	0.00%	-4.9%	Q3 2024
ETNEaton Corp plc	$4.9M	2.48%	0.00%	-0.4%	Q2 2022
JPMJPMorgan Chase & Co	$4.77M	2.41%	0.00%	-0.9%	Q3 2020
SCHWSchwab Charles Corp	$4.5M	2.28%	0.00%	-0.4%	Q1 2023
QCOMQualcomm Inc	$4.26M	2.15%	0.00%	+2.8%	Q3 2020
AAPLApple Inc.	$4.21M	2.13%	0.00%	-6.8%	Q3 2020
UBERUber Technologies, Inc	$4.13M	2.09%	0.00%	-0.5%	Q3 2024
ABTAbbott Laboratories	$4.1M	2.07%	0.00%	-0.3%	Q3 2020
SLGSL Green Realty Corp	$3.7M	1.87%	0.08%	+0.2%	Q3 2023
JLLJones Lang Lasalle Inc	$3.48M	1.76%	0.03%	-0.3%	Q3 2023
AMATApplied Materials Inc	$3.35M	1.70%	0.00%	-0.2%	Q3 2020
BABoeing Co	$3.08M	1.56%	0.00%	+3.2%	Q3 2020
GOOGAlphabet Inc.	$3.07M	1.55%	Not reported	-12.2%	Q3 2020
MRVLMarvell Technology, Inc.	$2.97M	1.50%	0.00%	+3.8%	Q3 2020
BABAAlibaba Group Holding Ltd	$2.96M	1.50%	0.00%	-0.3%	Q4 2023
ELVElevance Health, Inc.	$2.93M	1.48%	0.00%	-0.2%	Q3 2020
DHRDanaher Corp	$2.93M	1.48%	0.00%	+0.4%	Q3 2020
GEHCGE HealthCare Technologies Inc.	$2.88M	1.46%	0.01%	+39.2%	Q1 2023
BNBROOKFIELD Corp	$2.35M	1.19%	Not reported	-7.1%	Q4 2022
AVAVAeroVironment Inc	$2.32M	1.17%	0.02%	+0.3%	Q4 2023
BAMBrookfield Asset Management Ltd.	$2.16M	1.09%	Not reported	-0.2%	Q3 2020
AMZNAmazon Com Inc	$2.1M	1.06%	0.00%	+9.8%	Q3 2020
CVSCVS HEALTH Corp	$2.08M	1.05%	0.00%	+0.4%	Q4 2024
RRXRegal Rexnord Corp	$2.02M	1.02%	0.02%	+5.6%	Q4 2022
PLDPrologis, Inc.	$1.97M	1.00%	0.00%	+0.1%	Q3 2020
LHXL3harris Technologies, Inc.	$1.97M	1.00%	0.00%	-0.4%	Q1 2023
GMGeneral Motors Co	$1.93M	0.98%	0.00%	-3.5%	Q1 2021
UNPUnion Pacific Corp	$1.79M	0.91%	0.00%	-0.7%	Q3 2020
HDHome Depot, Inc.	$1.73M	0.88%	0.00%	+0.2%	Q3 2020
BBUCBrookfield Business Corp	$1.71M	0.87%	0.07%	-1.0%	Q2 2022
BRK.BBerkshire Hathaway Inc	$1.64M	0.83%	Not reported	-0.3%	Q3 2020
WMWaste Management Inc	$1.51M	0.76%	0.00%	-0.5%	Q1 2023
PEPPepsico Inc	$1.5M	0.76%	0.00%	-3.8%	Q3 2020
CCitigroup Inc	$1.48M	0.75%	0.00%	-0.6%	Q3 2020
FTVFortive Corp	$1.43M	0.72%	0.01%	-0.5%	Q3 2020
BIPBrookfield Infrastructure Partners L.P.	$1.39M	0.70%	Not reported	-0.6%	Q3 2020
PANWPalo Alto Networks Inc	$1.33M	0.67%	0.00%	-0.7%	Q2 2022
NVDANvidia Corp	$1.31M	0.66%	0.00%	+6.0%	Q1 2023
PMPhilip Morris International Inc.	$1.27M	0.64%	0.00%	-0.9%	Q1 2021
PPLIPeople Inc	$1.27M	0.64%	Not reported	Not reported	Q2 2021
SLBSLB Limited	$1.25M	0.63%	0.00%	-1.3%	Q3 2020
CRWDCrowdStrike Holdings, Inc.	$1.23M	0.62%	0.00%	-4.9%	Q2 2022
MSIMotorola Solutions, Inc.	$1.19M	0.60%	0.00%	New	Q2 2025

Premium opens every quarter this fund has filed