TC

TANDEM CAPITAL MANAGEMENT CORP /ADV

13F
TANDEM CAPITAL MANAGEMENT CORP /ADV
Last update 2024-10-26 115 Stocks (6 new)
Value $190.00 Mil Turnover 6 %
Countries:
Top Holdings: MSFT(5.68%)GE(4.02%)GOOGL(3.54%)AAPL(3.14%)META(3.13%)
Portfolio Report
Summary Stock Picks Current Portfolio
TANDEM CAPITAL MANAGEMENT CORP... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
25,074
10789.340
-1.97%
5.680
-0.13%
0.000
+4.32%
+10.02%
3059156.044
Software
GE 		GE Aerospace
40,527
7642.580
-3.40%
4.020
-0.13%
0.000
+10.84%
+73.03%
189682.847
Aerospace & Defense
GOOGL 		Alphabet Inc
40,492
6715.600
-2.84%
3.540
-0.12%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
AAPL 		Apple Inc
25,561
5955.650
-1.45%
3.140
-0.05%
0.000
+6.90%
+16.50%
3377630.649
Hardware
META 		Meta Platforms Inc
10,397
5951.660
+0.86%
3.130
+0.03%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
BNT 		Brookfield Wealth Solutions Ltd
108,554
5770.730
+429.56%
3.040
+2.47%
0.060
+27.84%
+38.88%
8065.654
Insurance
SYK 		Stryker Corp
15,428
5573.520
-4.63%
2.940
-0.14%
0.000
+17.33%
+24.36%
140996.466
Medical Devices & Instruments
BSX 		Boston Scientific Corp
55,151
4621.650
-4.69%
2.430
-0.11%
0.000
+17.24%
+47.97%
126071.203
Medical Devices & Instruments
QCOM 		Qualcomm Inc
27,148
4616.520
-1.40%
2.430
-0.04%
0.000
+5.58%
+16.37%
184823.740
Semiconductors
ETN 		Eaton Corp PLC
13,474
4465.820
-4.19%
2.350
-0.10%
0.000
+24.19%
+41.87%
133372.096
Industrial Products

TANDEM CAPITAL MANAGEMENT CORP /ADV's Historical Top Holdings Breakdowns

TANDEM CAPITAL MANAGEMENT CORP /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BNT 		Brookfield Wealth Solutions Ltd2024-09-30Add
+2.47%
●
41.75 ($47.32) 53.48
$55.76
17.84%
Add 429.56%
108,554
88,055
BNRE.A 		Brookfield Reinsurance Ltd2024-09-30Sold Out
-2.08%
●
41.7 ($46.08) 50.01
$50.01
8.53%
Sold Out
0
-88,755
SLB 		Schlumberger Ltd2024-09-30New Buy
+0.78%
●
39.57 ($44.52) 49.67
$40.55
-8.92%
New holding
35,440
35,440
BABA 		Alibaba Group Holding Ltd2024-09-30Add
+0.39%
●
72.18 ($81.82) 107.33
$99.21
21.25%
Add 38.71%
25,268
7,051
UNH 		UnitedHealth Group Inc2024-09-30Reduce
-0.34%
●
488.01 ($565.61) 604.18
$567.03
0.25%
Reduce -56.04%
1,000
-1,275
ASML 		ASML Holding NV2024-09-30New Buy
+0.18%
●
749.82 ($894) 1098.95
$676.46
-24.33%
New holding
405
405
FNDA 		Schwab Fundamental U.S. Small Company ETF2024-09-30Add
+0.17%
●
27.13 ($28.74) 30
$29.96
4.24%
Add 100%
21,810
5,453
APD 		Air Products & Chemicals Inc2024-09-30Reduce
-0.15%
●
247.34 ($273.47) 300.36
$306.37
12.03%
Reduce -30.4%
2,443
-1,067
UBER 		Uber Technologies Inc2024-09-30Add
+0.15%
●
58.48 ($70.4) 77.44
$74.15
5.33%
Add 12.71%
34,609
3,904
NVDA 		NVIDIA Corp2024-09-30Add
+0.14%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Add 29.31%
9,595
2,175

TANDEM CAPITAL MANAGEMENT CORP /ADV Total Holding History ($B)

To

TANDEM CAPITAL MANAGEMENT CORP /ADV's Asset Allocation

To

TANDEM CAPITAL MANAGEMENT CORP /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TANDEM CAPITAL MANAGEMENT CORP /ADV's Hypothetical Growth since 2024-09-30

TANDEM CAPITAL MANAGEMENT CORP /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

TANDEM CAPITAL MANAGEMENT CORP /ADV's Holdings Heat Map

Size field:

TANDEM CAPITAL MANAGEMENT CORP /ADV's Holdings Bubble Chart

TANDEM CAPITAL MANAGEMENT CORP /ADV News

  • 1

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