TANDEM CAPITAL MANAGEMENT CORP /ADV

Position in XP — XP Inc.

CIK 873759 WOODCLIFF LAKE, NJ

Position in XP

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

Position Value

$292,403

-$81,980 QoQ

Shares Held

17,983

-8.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#217

of 317 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

TANDEM CAPITAL MANAGEMENT CORP /ADV holds $6,684,098 across 4 Capital Markets names. XP ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	46,778	$4,316,206
2	MS	Morgan Stanley	7,916	$1,654,760
3	GS	Goldman Sachs Group Inc	416	$420,729
4	XP	XP Inc. This page	17,983	$292,403

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,403	17,983	-8.5%	Shares	Sole	2026-08-11
2026-03-31	$374,383	19,663	-2.7%	Shares	Sole	2026-04-16
2025-12-31	$330,723	20,203	+25.9%	Shares	Sole	2026-01-23
2025-09-30	$301,635	16,053	0.0%	Shares	Sole	2025-11-12
2025-06-30	$324,270	16,053	-1.0%	Shares	Sole	2025-07-24
2025-03-31	$222,928	16,213	-1.8%	Shares	Sole	2025-04-22
2024-12-31	$195,679	16,513	-21.2%	Shares	Sole	2025-01-27
2024-09-30	$375,950	20,956	-11.4%	Shares	Sole	2024-10-25
2024-06-30	$416,109	23,656	-2.6%	Shares	Sole	2024-07-08
2024-03-31	$623,050	24,281	-3.1%	Shares	Sole	2024-05-16
2023-12-31	$653,340	25,061	-0.2%	Shares	Sole	2024-02-02
2023-09-30	$579,039	25,121	0.0%	Shares	Sole	2023-10-30
2023-06-30	$589,338	25,121	-3.5%	Shares	Sole	2023-08-15
2023-03-31	$309,047	26,036	-24.5%	Shares	Sole	2023-05-04
2022-12-31	$529,045	34,488	-32.3%	Shares	Sole	2023-01-18
2022-09-30	$967,761	50,908	-0.5%	Shares	Sole	2022-10-24
2022-06-30	$918,618	51,148	0.0%	Shares	Sole	2022-07-19
2022-03-31	$1,539,554	51,148	+4.2%	Shares	Sole	2022-04-26
2021-12-31	$1,411,363	49,108	-2.0%	Shares	Sole	2022-02-04
2021-09-30	$2,012,436	50,098	+0.5%	Shares	Sole	2021-10-28
2021-06-30	$2,170,880	49,848	+1.2%	Shares	Sole	2021-08-06
2021-03-31	$1,854,983	49,243	+3.1%	Shares	Sole	2021-05-12
2020-12-31	$1,893,964	47,743	+4.4%	Shares	Sole	2021-02-01
2020-09-30	$1,907,025	45,743	+3.0%	Shares	Sole	2020-11-03
2020-06-30	$1,866,084	44,420	-1.2%	Shares	Sole	2020-08-13
2020-03-31	$866,989	44,945	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.