TANDEM CAPITAL MANAGEMENT CORP /ADV

Position in BAM — Brookfield Asset Management Ltd.

CIK 873759 WOODCLIFF LAKE, NJ

Position in BAM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,588,407

-$4,769 QoQ

Shares Held

35,416

-1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#236

of 619 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

TANDEM CAPITAL MANAGEMENT CORP /ADV holds $4,239,413 across 3 Asset Management names. BAM ranks #2 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	55,537	$2,365,320
2	BAM	Brookfield Asset Management Ltd. This page	35,416	$1,588,407
3	TY	TRI-CONTINENTAL Corp	8,300	$285,686

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,588,407	35,416	-1.2%	Shares	Sole	2026-08-11
2026-03-31	$1,593,176	35,842	-3.3%	Shares	Sole	2026-04-16
2025-12-31	$1,941,782	37,064	-2.1%	Shares	Sole	2026-01-23
2025-09-30	$2,154,837	37,844	-2.9%	Shares	Sole	2025-11-12
2025-06-30	$2,155,477	38,992	-0.2%	Shares	Sole	2025-07-24
2025-03-31	$1,893,232	39,076	-0.1%	Shares	Sole	2025-04-22
2024-12-31	$2,119,425	39,111	+0.4%	Shares	Sole	2025-01-27
2024-09-30	$1,841,283	38,936	-2.2%	Shares	Sole	2024-10-25
2024-06-30	$1,514,351	39,799	-4.2%	Shares	Sole	2024-07-08
2024-03-31	$1,746,477	41,563	-2.3%	Shares	Sole	2024-05-16
2023-12-31	$1,708,028	42,520	-1.5%	Shares	Sole	2024-02-02
2023-09-30	$1,439,254	43,169	-3.7%	Shares	Sole	2023-10-30
2023-06-30	$1,462,607	44,824	-1.9%	Shares	Sole	2023-08-15
2023-03-31	$1,495,663	45,711	-0.4%	Shares	Sole	2023-05-04
2022-12-31	$1,315,866	45,897	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.