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Portfolio (Quarterly) Guide ↗

TANDEM CAPITAL MANAGEMENT CORP /ADV

· CIK 0000873759
13F Portfolio $119.7B AUM 110 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 22 Added 59 Reduced 11 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FEZ SPDR INDEX SHS FDS 4,405.0 $273K 0.14% +530.0 +13.7% $62.08 +8.1%
22 FNCL FIDELITY COVINGTON TRUST 3,020.0 $212K 0.11% +55.0 +1.9% $70.20 +9.0%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Industrials 20.0%
Healthcare 13.4%
Communication Services 11.3%
Financial Services 11.2%
Utilities 6.3%
Real Estate 5.7%
Consumer Cyclical 5.0%
Consumer Defensive 1.7%
Basic Materials 0.6%