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Portfolio (Quarterly) Guide ↗

TANDEM CAPITAL MANAGEMENT CORP /ADV

· CIK 0000873759
13F Portfolio $220M AUM 115 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New
Page 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GRID FIRST TR EXCHANGE TRADED FD 3,850.0 $589K 0.27% NEW $153.02 +21.0%
82 ENB ENBRIDGE INC Energy 12,253.0 $586K 0.27% NEW $47.83 +17.6%
83 GRPM INVESCO EXCHANGE TRADED FD T 4,815.0 $578K 0.26% NEW $120.01 +7.4%
84 DIVB ISHARES TR 10,635.0 $565K 0.26% NEW $53.15 +17.0%
85 ALAB ASTERA LABS INC Technology 3,160.0 $526K 0.24% NEW $166.36 +135.5%
86 IWF ISHARES TR 1,088.0 $515K 0.23% NEW $473.30 -74.8%
87 LMT LOCKHEED MARTIN CORP Industrials 1,000.0 $484K 0.22% NEW $483.67 +4.9%
88 RBLX ROBLOX CORP Technology 5,600.0 $454K 0.21% NEW $81.03 -41.3%
89 VOO VANGUARD INDEX FDS 673.0 $422K 0.19% NEW $627.13 +6.8%
90 QQQ INVESCO QQQ TR Financial Services 653.0 $401K 0.18% NEW $614.31 +15.0%
91 APD AIR PRODS & CHEMS INC Basic Materials 1,590.0 $393K 0.18% NEW $247.02 +12.5%
92 STNE STONECO LTD Technology 26,534.0 $392K 0.18% NEW $14.79 -25.7%
93 DGRO ISHARES TR 5,606.0 $389K 0.18% NEW $69.42 +9.2%
94 CRM SALESFORCE INC Technology 1,465.0 $388K 0.18% NEW $264.91 -40.2%
95 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,474.0 $379K 0.17% NEW $257.23 -13.1%
96 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 7,456.0 $339K 0.15% NEW $45.40 -13.8%
97 XP XP INC Financial Services 20,203.0 $331K 0.15% NEW $16.37 -1.5%
98 GS GOLDMAN SACHS GROUP INC Financial Services 361.0 $317K 0.14% NEW $879.00 +16.0%
99 ITOT ISHARES TR 2,012.0 $299K 0.14% NEW $148.69 +8.2%
100 ZTS ZOETIS INC Healthcare 2,352.0 $296K 0.14% NEW $125.82 -39.5%
Page 5 of 6  ·  115 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 24.7%
Industrials 17.4%
Healthcare 15.9%
Financial Services 12.2%
Communication Services 11.8%
Real Estate 5.9%
Consumer Cyclical 4.8%
Utilities 4.6%
Consumer Defensive 1.5%
Energy 0.6%