TANDEMGROWTH FINANCIAL ADVISORS LLC
CIK
2110449
Location
ALPHARETTA, GA
Portfolio Value
Micro
$939,948
Diversification
Highly concentrated
Filing Date
Global Rank
#8,163
/ 8,232
▲ 111
Top Industry
Home Improvement Retail
63.9%
3Y Alpha vs SPY
-16.4%
Period ended 2 months ago
Filed May 7, 2026 · 38d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.4%
SPY
+9.1%
Annualised alpha
-16.4%
Max drawdown
−13.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
63.9%
+17.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,386
Highly concentrated+2,117
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 63.9% | $600,553 |
| Healthcare | 36.1% | $339,395 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HD | Home Depot, Inc. | −468 | 1,826 | $600,553 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
2 positions ·
$939,948 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,826 | $600,553 | 63.89% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 369 | $339,395 | 36.11% |