TANDEM CAPITAL MANAGEMENT CORP /ADV
Top Portfolio Positions
82 positions ·
$171,784,238 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GE |
General Electric Co
Industrials
|
32,817 | $9,312,480 | 5.42% |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,020 | $9,207,671 | 5.36% |
| MSFT |
Microsoft Corp
Technology
|
22,715 | $8,408,411 | 4.89% |
| GEV |
GE Vernova Inc.
Industrials
|
9,098 | $7,941,644 | 4.62% |
| BNT |
Brookfield Wealth Solutions Ltd.
Financial Services
|
150,475 | $6,229,665 | 3.63% |
| AMAT |
Applied Materials Inc /De
Technology
|
16,282 | $5,565,024 | 3.24% |
| META |
Meta Platforms, Inc.
Communication Services
|
9,088 | $5,199,517 | 3.03% |
| AAPL |
Apple Inc.
Technology
|
19,434 | $4,932,154 | 2.87% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,222 | $4,771,863 | 2.78% |
| ETN |
Eaton Corp plc
Industrials
|
13,193 | $4,718,740 | 2.75% |
Portfolio Trend
Holdings in BNT
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,229,665 | 150,475 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,102,123 | 154,562 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,889,181 | 107,078 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,451,211 | 108,074 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,765,103 | 108,234 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,144,637 | 108,234 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,847,153 | 108,554 | Shares | Sole | 2024-10-25 | |
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