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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 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GRID FIRST TR EXCHANGE-TRADED FD 5,855.0 $958K 0.48% +2K +52.1% $163.58 +13.2%
62 VTR VENTAS INC Real Estate 11,420.0 $934K 0.47% -400.0 -3.4% $81.78 +8.9%
63 SPGI S&P GLOBAL INC Financial Services 2,177.0 $926K 0.46% NEW $425.34 -4.0%
64 FBCG FIDELITY COVINGTON TRUST 18,185.0 $911K 0.46% +1K +7.1% $50.12 +19.3%
65 IVV ISHARES TR 1,326.0 $866K 0.43% -40.0 -2.9% $653.21 +12.2%
66 FIDELITY COVINGTON TRUST 12,012.0 $845K 0.42% -200.0 -1.6% $70.36
67 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 410.0 $773K 0.39% -27.0 -6.2% $1884.66 +10.3%
68 GTLS CHART INDS INC Industrials 3,515.0 $727K 0.36% -520.0 -12.9% $206.75 +0.8%
69 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.36% $718140.00
70 IGM ISHARES TR 5,845.0 $693K 0.35% -2K -24.2% $118.51 +31.5%
71 V VISA INC Financial Services 2,277.0 $688K 0.34% -160.0 -6.6% $302.24 +11.2%
72 PAVE GLOBAL X FDS 13,170.0 $669K 0.34% -2K -12.0% $50.81 +15.8%
73 FDVV FIDELITY COVINGTON TRUST 12,020.0 $664K 0.33% +375.0 +3.2% $55.24 +8.8%
74 FTEC FIDELITY COVINGTON TRUST 3,129.0 $651K 0.33% $208.05 +31.0%
75 ABNB AIRBNB INC Consumer Cyclical 4,937.0 $623K 0.31% NEW $126.28 +15.3%
76 SPYG SPDR SERIES TRUST 6,035.0 $591K 0.30% +60.0 +1.0% $97.91 +17.1%
77 DIVB ISHARES TR 10,755.0 $580K 0.29% +120.0 +1.1% $53.95 +15.3%
78 LMT LOCKHEED MARTIN CORP Industrials 950.0 $574K 0.29% -50.0 -5.0% $604.39 -16.0%
79 FNDA SCHWAB STRATEGIC TR 16,810.0 $545K 0.27% -2K -10.5% $32.43 +16.4%
80 ARGX ARGENX SE Healthcare 695.0 $508K 0.25% -60.0 -8.0% $730.25 +21.5%
Page 4 of 6  ·  110 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%