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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ENB ENBRIDGE INC Energy 5,025.0 $272K 0.14% -7K -59.0% $54.14 +3.9%
102 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 6,826.0 $270K 0.14% -630.0 -8.4% $39.52 -1.0%
103 CRM SALESFORCE INC Technology 1,415.0 $264K 0.13% -50.0 -3.4% $186.67 -15.2%
104 TY TRI CONTL CORP Financial Services 8,300.0 $262K 0.13% $31.59 +9.7%
105 NEM NEWMONT CORP Basic Materials 2,390.0 $259K 0.13% $108.25 -11.2%
106 PG PROCTER & GAMBLE CO Consumer Defensive 1,716.0 $248K 0.12% $144.44 +3.2%
107 DIA STATE STR SPDR DOW JONES IND Financial Services 505.0 $234K 0.12% $463.19 +11.8%
108 IWD ISHARES TR 1,055.0 $225K 0.11% $213.67 +13.6%
109 FNCL FIDELITY COVINGTON TRUST 3,020.0 $212K 0.11% +55.0 +1.9% $70.20 +9.0%
110 MCD MCDONALDS CORP Consumer Cyclical 675.0 $210K 0.10% $310.79 -13.2%
Page 6 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%