Tandem Capital Management Corp.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 8, 2024), Tandem Capital Management Corp. reported 112 stock positions worth $182.5 million. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Alphabet Class A (GOOGL, 4.4%) and General Electric (GE, 3.7%). Compared with Q1 2024, it opened 7 new positions, sold out of 5, added to 40 and reduced 51. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale an exit from Deere (DE).
- Most Recent 13F
- Q2 2026
- Location
- WOODCLIFF LAKE, NJ
- CIK
- 0000873759
- Portfolio Value
- $182.5M (Q2 2024)
- SEC Filing
- 0000873759-24-000004 ↗ filed Jul 8, 2024
Holdings Value
Holdings 112 stocks · $182.5M
| MSFT Microsoft Corp. | 6.55% | 25,578 | $12.0M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 4.35% | 41,677 | $7.9M | Reduce -1.0% |
| GE General Electric filed as GE AEROSPACE | 3.69% | 41,952 | $6.7M | Reduce -1.1% |
| AAPL Apple Inc. | 3.22% | 25,937 | $5.9M | Reduce -1.4% |
| QCOM Qualcomm Inc. | 3.10% | 27,534 | $5.7M | Add +1.6% |
| META Meta Platforms Inc. Class A | 3.05% | 10,308 | $5.6M | Add +1.1% |
| SYK Stryker Corp. | 2.99% | 16,177 | $5.5M | Reduce -1.3% |
| AMAT Applied Materials Inc. | 2.59% | 19,472 | $4.7M | Reduce -1.1% |
| ETN Eaton Corp. PLC | 2.44% | 14,063 | $4.5M | Add +3.2% |
| BSX Boston Scientific Corp. | 2.42% | 57,866 | $4.4M | Reduce -0.8% |
| ELV Elevance Health Inc. | 2.30% | 7,911 | $4.2M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 2.17% | 20,654 | $4.0M | Reduce -1.8% |
| BNRE.A Brookfield Reinsurance NVS | 2.08% | 88,755 | $3.8M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 2.03% | 18,070 | $3.7M | Reduce -0.3% |
| DHR Danaher Corp. | 2.01% | 15,319 | $3.7M | Add +0.1% |
| SCHW Schwab (charles) Corp. | 1.98% | 49,387 | $3.6M | Add +0.7% |
| SLG SL Green Realty Corp. | 1.88% | 62,333 | $3.4M | Add +13.5% |
| ABT Abbott Laboratories | 1.83% | 32,147 | $3.3M | Reduce -2.5% |
| MRVL Marvell Technology Inc. | 1.54% | 38,999 | $2.8M | Add +10.9% |
| JLL Jones Lang Lasalle Inc. | 1.52% | 13,747 | $2.8M | Add +0.4% |
| PEP Pepsico Inc. | 1.24% | 13,822 | $2.3M | Add +1.4% |
| UNP Union Pacific Corp. | 1.24% | 10,056 | $2.3M | Reduce -1.1% |
| GEV GE Vernova Inc. | 1.23% | 12,784 | $2.3M | Add +20.6% |
| PPLI People Inc. filed as IAC INC | 1.20% | 47,222 | $2.2M | Add +0.6% |
| GEHC GE Healthcare Technology | 1.20% | 28,422 | $2.2M | Add +1.4% |
| PLD Prologis Inc. | 1.20% | 19,117 | $2.2M | Reduce -1.6% |
| UBER Uber Technologies Inc. | 1.20% | 30,705 | $2.2M | New |
| GM General Motors Co. | 1.19% | 46,771 | $2.2M | Reduce -1.7% |
| VIG Vanguard Dividend Apprec ETF | 1.16% | 11,498 | $2.1M | Add +1.4% |
| FTV Fortive Corp. | 1.12% | 28,256 | $2.0M | Add +2.4% |
| SHEL Shell PLC-ADR | 1.09% | 27,242 | $2.0M | Reduce -1.3% |
| FDX FedEx Corp. | 1.07% | 6,642 | $2.0M | Reduce -1.3% |
| BN Brookfield Corp. | 1.05% | 45,033 | $1.9M | Reduce -2.3% |
| RRX Regal Rexnord Corp. | 1.01% | 13,834 | $1.8M | Add +4.0% |
| LHX L3HARRIS Technologies Inc. | 0.95% | 7,725 | $1.7M | Add +50.9% |
| BAM Brookfield Asset Mgmt-A | 0.84% | 39,799 | $1.5M | Reduce -4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.83% | 3,916 | $1.5M | Add +1.4% |
| HD Home Depot Inc. | 0.83% | 4,527 | $1.5M | Add +0.7% |
| BA The Boeing Co. | 0.79% | 7,769 | $1.4M | Reduce -0.7% |
| PM Philip Morris International | 0.78% | 13,976 | $1.4M | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 3,463 | $1.4M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 0.75% | 6,883 | $1.4M | Add +34.4% |
| BABA Alibaba Group Holding-SP ADR | 0.74% | 18,217 | $1.4M | Add +30.7% |
| BIP Brookfield Infrastructure Pa | 0.72% | 46,399 | $1.3M | Reduce -3.3% |
| C Citigroup Inc. | 0.68% | 19,483 | $1.2M | Reduce -1.0% |
| BBUC Brookfield Business Class A | 0.65% | 59,554 | $1.2M | Reduce -4.9% |
| WM Waste Management Inc. | 0.64% | 5,561 | $1.2M | No change |
| UNH Unitedhealth Group Inc. | 0.61% | 2,275 | $1.1M | Reduce -13.0% |
| AVAV Aerovironment Inc. | 0.59% | 6,417 | $1.1M | Add +14.3% |
| CMCSA Comcast Corp. Class A | 0.59% | 28,384 | $1.1M | Reduce -44.3% |
| PANW Palo Alto Networks Inc. | 0.56% | 3,008 | $1.0M | Reduce -4.8% |
| AVTR Avantor Inc. | 0.54% | 46,452 | $977K | Reduce -6.3% |
| NVDA Nvidia Corp. | 0.51% | 7,420 | $934K | Reduce -10.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.50% | 14,255 | $921K | Add +48.9% |
| FHLC Fidelity MSCI Health Care | 0.50% | 13,447 | $915K | Reduce -13.7% |
| VTR Ventas Inc. | 0.49% | 17,110 | $897K | Reduce -38.3% |
| APD Air Products & Chemicals Inc. | 0.49% | 3,510 | $887K | Reduce -28.7% |
| BNT Brookfield Reins Ltd. | 0.48% | 20,499 | $881K | Add +2.5% |
| IWB iShares Russell 1000 ETF | 0.48% | 2,890 | $876K | Add +1.1% |
| SMH Vaneck Semiconductor ETF | 0.47% | 3,215 | $867K | New |
| ENPH Enphase Energy Inc. | 0.46% | 8,556 | $831K | Add +3.2% |
| ALB Albemarle Corp. | 0.45% | 8,361 | $822K | Add +211.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.45% | 2,087 | $813K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 2,929 | $797K | Add +14.7% |
| IART Integra Lifesciences Holding | 0.43% | 27,086 | $781K | Reduce -30.3% |
| FCNCA First Citizens Bcshs Class A | 0.42% | 451 | $763K | Reduce -1.7% |
| FIGS Figs Inc. Class A | 0.40% | 133,330 | $725K | Add +3.3% |
| NEE Nextera Energy Inc. | 0.39% | 9,810 | $707K | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 0.36% | 1,181 | $659K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.34% | 1 | $619K | No change |
| V Visa Inc. Class A | 0.34% | 2,280 | $616K | No change |
| GTLS Chart Industries Inc. | 0.33% | 4,275 | $610K | Add +27.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 1,207 | $599K | Add +16.4% |
| PAVE Global X US Infrastructure | 0.33% | 16,270 | $595K | Add +6.7% |
| FBCG Fidelity Blue Chip Grow ETF | 0.32% | 13,570 | $592K | Add +0.4% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.32% | 10,905 | $592K | Reduce -2.9% |
| BBU Brookfield Business PT-Unit | 0.32% | 32,342 | $589K | Reduce -19.7% |
| FTEC Fidelity MSCI Info Tech Indx | 0.32% | 3,255 | $577K | Reduce -43.4% |
| STNE Stoneco Ltd. Class A | 0.31% | 46,232 | $571K | Reduce -11.3% |
| LRCX Lam Research Corp. | 0.30% | 510 | $555K | No change |
| GRPM Invesco S&P Midcap 400 Garp | 0.30% | 4,840 | $544K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 6,195 | $514K | Add +51.6% |
| IGM iShares Expanded Tech Sector | 0.27% | 5,124 | $500K | Add +11.1% |
| ENB Enbridge Inc. | 0.27% | 14,000 | $499K | Reduce -16.0% |
| AVUV Avantis US Small Cap Value | 0.25% | 5,110 | $451K | Add +7.8% |
| LMT Lockheed Martin Corp. | 0.24% | 960 | $444K | Reduce -5.0% |
| ADP Automatic Data Processing | 0.24% | 1,877 | $442K | Reduce -27.1% |
| AMD Advanced Micro Devices | 0.24% | 2,565 | $441K | No change |
| DIVB iShares Core Dividend ETF | 0.24% | 9,980 | $439K | Reduce -11.3% |
| FDVV Fidelity High Dividend ETF | 0.24% | 9,170 | $434K | Add +0.6% |
| IWF iShares Russell 1000 Growth | 0.23% | 1,103 | $417K | No change |
| XP XP Inc. Class A | 0.22% | 23,656 | $404K | Reduce -2.6% |
| RTX RTX Corp. | 0.22% | 3,987 | $400K | Reduce -41.9% |
| VOO Vanguard S&P 500 ETF | 0.20% | 701 | $357K | Add +3.9% |
| DGRO iShares Core Dividend Growth | 0.19% | 6,151 | $355K | Reduce -3.6% |
| VRSK Verisk Analytics Inc. | 0.19% | 1,244 | $341K | No change |
| ON On Semiconductor | 0.18% | 4,475 | $328K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 805 | $317K | No change |
| BIPC Brookfield Infrastructure-A | 0.17% | 9,318 | $315K | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.16% | 1,766 | $292K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| DE Deere & Co. | Sold out | 0.00% | −0.73 |
| CMCSA Comcast Corp. Class A | Reduce -44.3% | 0.59% | −0.67 |
| GE General Electric | Reduce -1.1% | 3.69% | −0.53 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.49 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.43 |
| IART Integra Lifesciences Holding | Reduce -30.3% | 0.43% | −0.35 |
| SYK Stryker Corp. | Reduce -1.3% | 2.99% | −0.34 |
| STLD Steel Dynamics Inc. | Reduce -69.6% | 0.11% | −0.34 |
| ABT Abbott Laboratories | Reduce -2.5% | 1.83% | −0.29 |
| PLD Prologis Inc. | Reduce -1.6% | 1.20% | −0.24 |
| BBUC Brookfield Business Class A | Reduce -4.9% | 0.65% | −0.21 |
| VTR Ventas Inc. | Reduce -38.3% | 0.49% | −0.19 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -43.4% | 0.32% | −0.19 |
| APD Air Products & Chemicals Inc. | Reduce -28.7% | 0.49% | −0.19 |
| AVTR Avantor Inc. | Reduce -6.3% | 0.54% | −0.18 |
| BBU Brookfield Business PT-Unit | Reduce -19.7% | 0.32% | −0.18 |
| STNE Stoneco Ltd. Class A | Reduce -11.3% | 0.31% | −0.18 |
| UNP Union Pacific Corp. | Reduce -1.1% | 1.24% | −0.18 |
| RTX RTX Corp. | Reduce -41.9% | 0.22% | −0.16 |
| BAM Brookfield Asset Mgmt-A | Reduce -4.2% | 0.84% | −0.15 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.14 |
| XP XP Inc. Class A | Reduce -2.6% | 0.22% | −0.13 |
| BIP Brookfield Infrastructure Pa | Reduce -3.3% | 0.72% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -13.0% | 0.61% | −0.13 |
| ADP Automatic Data Processing | Reduce -27.1% | 0.24% | −0.12 |
| FHLC Fidelity MSCI Health Care | Reduce -13.7% | 0.50% | −0.12 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.12 |
| BA The Boeing Co. | Reduce -0.7% | 0.79% | −0.07 |
| ENB Enbridge Inc. | Reduce -16.0% | 0.27% | −0.07 |
| ELV Elevance Health Inc. | Reduce -1.7% | 2.30% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 0.78% | −0.06 |
| BN Brookfield Corp. | Reduce -2.3% | 1.05% | −0.05 |
| DIVB iShares Core Dividend ETF | Reduce -11.3% | 0.24% | −0.04 |
| BNRE.A Brookfield Reinsurance NVS | Reduce -1.4% | 2.08% | −0.04 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -2.9% | 0.32% | −0.04 |
| FDX FedEx Corp. | Reduce -1.3% | 1.07% | −0.04 |
| GM General Motors Co. | Reduce -1.7% | 1.19% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 2.03% | −0.03 |
| C Citigroup Inc. | Reduce -1.0% | 0.68% | −0.02 |
| BIPC Brookfield Infrastructure-A | Reduce -1.4% | 0.17% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -5.0% | 0.24% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -3.6% | 0.19% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -2.0% | 0.16% | −0.01 |
| PARAA Paramount Global Class B | Reduce -6.5% | 0.08% | −0.01 |
| FCNCA First Citizens Bcshs Class A | Reduce -1.7% | 0.42% | −0.01 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -1.8% | 0.12% | −0.00 |
| PM Philip Morris International | Reduce -5.3% | 0.78% | +0.02 |
| SHEL Shell PLC-ADR | Reduce -1.3% | 1.09% | +0.04 |
| PANW Palo Alto Networks Inc. | Reduce -4.8% | 0.56% | +0.05 |
| NVDA Nvidia Corp. | Reduce -10.1% | 0.51% | +0.09 |
Portfolio Buys Q1 2024 → Q2 2024
| UBER Uber Technologies Inc. | New | 1.20% | +1.20 |
| QCOM Qualcomm Inc. | Add +1.6% | 3.10% | +0.50 |
| SMH Vaneck Semiconductor ETF | New | 0.47% | +0.47 |
| LHX L3HARRIS Technologies Inc. | Add +50.9% | 0.95% | +0.33 |
| GRPM Invesco S&P Midcap 400 Garp | New | 0.30% | +0.30 |
| ALB Albemarle Corp. | Add +211.4% | 0.45% | +0.25 |
| META Meta Platforms Inc. Class A | Add +1.1% | 3.05% | +0.24 |
| AMZN Amazon.com Inc. | Add +34.4% | 0.75% | +0.23 |
| ON On Semiconductor | New | 0.18% | +0.18 |
| SPHQ Invesco S&P 500 Quality ETF | Add +48.9% | 0.50% | +0.18 |
| GEV GE Vernova Inc. | Add +20.6% | 1.23% | +0.17 |
| BABA Alibaba Group Holding-SP ADR | Add +30.7% | 0.74% | +0.17 |
| SLG SL Green Realty Corp. | Add +13.5% | 1.88% | +0.16 |
| PYPL PayPal Holdings Inc. | New | 0.15% | +0.15 |
| MRVL Marvell Technology Inc. | Add +10.9% | 1.54% | +0.13 |
| SPGI S&P Global Inc. | New | 0.12% | +0.12 |
| NEM Newmont Corp. | New | 0.12% | +0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +51.6% | 0.28% | +0.11 |
| AVAV Aerovironment Inc. | Add +14.3% | 0.59% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.4% | 0.83% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.4% | 0.33% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.7% | 0.44% | +0.06 |
| IGM iShares Expanded Tech Sector | Add +11.1% | 0.27% | +0.05 |
| NEE Nextera Energy Inc. | Add +1.3% | 0.39% | +0.04 |
| FIGS Figs Inc. Class A | Add +3.3% | 0.40% | +0.03 |
| FBCG Fidelity Blue Chip Grow ETF | Add +0.4% | 0.32% | +0.03 |
| ETN Eaton Corp. PLC | Add +3.2% | 2.44% | +0.03 |
| GTLS Chart Industries Inc. | Add +27.0% | 0.33% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +1.1% | 0.48% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +3.9% | 0.20% | +0.01 |
| BNT Brookfield Reins Ltd. | Add +2.5% | 0.48% | +0.01 |
| JLL Jones Lang Lasalle Inc. | Add +0.4% | 1.52% | +0.01 |
| FDVV Fidelity High Dividend ETF | Add +0.6% | 0.24% | +0.00 |
| XLI SS Industrial Select Sector | Add +7.6% | 0.12% | 0.00 |
| AVUV Avantis US Small Cap Value | Add +7.8% | 0.25% | −0.01 |
| F Ford Motor Co. | Add +1.5% | 0.15% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.4% | 1.16% | −0.02 |
| PAVE Global X US Infrastructure | Add +6.7% | 0.33% | −0.02 |
| SCHW Schwab (charles) Corp. | Add +0.7% | 1.98% | −0.03 |
| PEP Pepsico Inc. | Add +1.4% | 1.24% | −0.11 |
| ENPH Enphase Energy Inc. | Add +3.2% | 0.46% | −0.11 |
| HD Home Depot Inc. | Add +0.7% | 0.83% | −0.15 |
| DHR Danaher Corp. | Add +0.1% | 2.01% | −0.16 |
| PPLI People Inc. | Add +0.6% | 1.20% | −0.22 |
| FTV Fortive Corp. | Add +2.4% | 1.12% | −0.23 |
| GEHC GE Healthcare Technology | Add +1.4% | 1.20% | −0.25 |
| RRX Regal Rexnord Corp. | Add +4.0% | 1.01% | −0.35 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 118 | $237.8M | GE, GOOGL, AMAT, GEV, MRVL |
| Q1 2026 | 110 | $199.7M | GE, GOOGL, MSFT, GEV, BNT |
| Q4 2025 | 115 | $219.8M | MSFT, GE, GOOGL, BNT, META |
| Q3 2025 | 118 | $214.8M | MSFT, GE, GOOGL, BNT, META |
| Q2 2025 | 112 | $197.6M | MSFT, GE, META, BNT, SYK |
| Q1 2025 | 113 | $179.0M | MSFT, GE, GOOGL, BNT, SYK |
| Q4 2024 | 112 | $186.8M | MSFT, GOOGL, GE, AAPL, BNT |
| Q3 2024Amended | 115 | $189.9M | MSFT, GE, GOOGL, AAPL, META |
| Q2 2024 | 112 | $182.5M | MSFT, GOOGL, GE, AAPL, QCOM |
| Q1 2024 | 109 | $176.3M | MSFT, GE, GOOGL, SYK, META |