Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TANDEM CAPITAL MANAGEMENT CORP /ADV (CIK 873759) reported $199.7M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GE ($9.3M, 4.66%), GOOGL ($9.2M, 4.61%), MSFT ($8.4M, 4.21%), GEV ($7.9M, 3.98%), BNT ($6.2M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GE | GE AEROSPACE | $9.3M | 4.66% | 32,817 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $9.2M | 4.61% | 32,020 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $8.4M | 4.21% | 22,715 | Trimmed |
| 4 | GEV | GE VERNOVA INC | $7.9M | 3.98% | 9,098 | Trimmed |
| 5 | BNT | BROOKFIELD WEALTH SOL LTD | $6.2M | 3.12% | 150,475 | Trimmed |
| 6 | AMAT | APPLIED MATLS INC | $5.6M | 2.79% | 16,282 | Trimmed |
| 7 | META | META PLATFORMS INC | $5.2M | 2.60% | 9,088 | Trimmed |
| 8 | AAPL | APPLE INC | $4.9M | 2.47% | 19,434 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $4.8M | 2.39% | 16,222 | Trimmed |
| 10 | ETN | EATON CORP PLC | $4.7M | 2.36% | 13,193 | Trimmed |
| 11 | GOOG | ALPHABET INC | $4.7M | 2.34% | 16,291 | Trimmed |
| 12 | SYK | STRYKER CORPORATION | $4.7M | 2.34% | 14,218 | Trimmed |
| 13 | SCHW | SCHWAB CHARLES CORP | $4.4M | 2.21% | 47,048 | Trimmed |
| 14 | JLL | JONES LANG LASALLE INC | $4.0M | 1.99% | 13,067 | Trimmed |
| 15 | MRVL | MARVELL TECHNOLOGY INC | $3.6M | 1.78% | 35,930 | Trimmed |
| 16 | BSX | BOSTON SCIENTIFIC CORP | $3.2M | 1.61% | 51,170 | Trimmed |
| 17 | UBER | UBER TECHNOLOGIES INC | $3.1M | 1.57% | 43,541 | Trimmed |
| 18 | BABA | ALIBABA GROUP HLDG LTD | $3.1M | 1.55% | 24,704 | Trimmed |
| 19 | BA | BOEING CO | $3.0M | 1.52% | 15,297 | Trimmed |
| 20 | ABT | ABBOTT LABORATORIES | $3.0M | 1.51% | 29,343 | Trimmed |
| 21 | DHR | DANAHER CORP DEL | $2.9M | 1.46% | 15,399 | Trimmed |
| 22 | LHX | L3HARRIS TECHNOLOGIES INC | $2.9M | 1.44% | 8,322 | Trimmed |
| 23 | VERSANT MEDIA GROUP INC | $2.8M | 1.40% | 75,780 | New | |
| 24 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.8M | 1.39% | 38,949 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $2.8M | 1.39% | 13,290 | Added |
Source: SEC Form 13F filings · as of 2026-03-31