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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $176.3M Q1 2024 Q2 2024: $182.5M $182.5M Q2 2024 Q3 2024: $189.9M Q3 2024 Q4 2024: $186.8M Q4 2024 Q1 2025: $179.0M Q1 2025 Q2 2025: $197.6M Q2 2025 Q3 2025: $214.8M Q3 2025 Q4 2025: $219.8M Q4 2025 Q1 2026: $199.7M Q1 2026 Q2 2026: $237.8M Q2 2026

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
VNQ Vanguard Real Estate ETF 0.16% 3,390 $283K Reduce -2.0%
PYPL PayPal Holdings Inc. 0.15% 4,712 $282K New
F Ford Motor Co. filed as FORD MTR CO DEL 0.15% 20,895 $268K Add +1.5%
TY Tri-Continental Corp. 0.14% 8,100 $254K No change
GS Goldman Sachs Group Inc. 0.13% 511 $237K No change
XLI SS Industrial Select Sector 0.12% 1,840 $223K Add +7.6%
SPGI S&P Global Inc. 0.12% 475 $215K New
NEM Newmont Corp. 0.12% 4,750 $211K New
QCLN First Trust Nasdaq Clean Edg 0.12% 5,935 $211K Reduce -1.8%
STLD Steel Dynamics Inc. 0.11% 1,610 $200K Reduce -69.6%
PARAA Paramount Global Class B 0.08% 12,009 $142K Reduce -6.5%
UNICYCIVE THERAPEUTICS INC 0.00% 15,500 $7K 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 118$237.8MGE, GOOGL, AMAT, GEV, MRVL
Q1 2026 110$199.7MGE, GOOGL, MSFT, GEV, BNT
Q4 2025 115$219.8MMSFT, GE, GOOGL, BNT, META
Q3 2025 118$214.8MMSFT, GE, GOOGL, BNT, META
Q2 2025 112$197.6MMSFT, GE, META, BNT, SYK
Q1 2025 113$179.0MMSFT, GE, GOOGL, BNT, SYK
Q4 2024 112$186.8MMSFT, GOOGL, GE, AAPL, BNT
Q3 2024Amended 115$189.9MMSFT, GE, GOOGL, AAPL, META
Q2 2024 112$182.5MMSFT, GOOGL, GE, AAPL, QCOM
Q1 2024 109$176.3MMSFT, GE, GOOGL, SYK, META