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CIK: 0000873759
Total reported value
$237.8M
$237.8M
112 檔
17.0%
At the close of Q2 2025, Tandem Capital Management CORP /adv disclosed equity holdings valued at approximately $237.8M, spread across 112 reported holdings.
In Q2 2025, Tandem Capital Management CORP /adv adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.03% | -0.73% | -0.82% | |
| 2 | GE | General Electric | Stock-Industrials | 4.49% | +0.45% | -12.22% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.55% | -0.46% | -0.86% | |
| 4 | BNT | Brookfield Wealth Solutions Ltd. | Stock-Other | 3.38% | -0.44% | -0.15% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 2.98% | -0.45% | -0.39% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | +0.14% | -16.35% | |
| 7 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.88% | -0.87% | -1.23% | |
| 8 | GEV | GE Vernova Inc | Stock-Industrials | 2.86% | +0.43% | -4.94% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 2.48% | -0.01% | -0.35% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | -0.12% | -0.93% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.28% | -0.39% | -0.37% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 2.15% | -0.62% | +2.79% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.13% | -0.06% | -6.83% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 2.09% | -0.23% | -0.45% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 2.07% | -0.33% | -0.33% | |
| 16 | SLG | Sl Green Realty CORP | Stock-Real Estate | 1.87% | +0.19% | +0.19% | |
| 17 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.76% | -0.30% | -0.29% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.70% | +1.95% | -0.20% | |
| 19 | BA | Boeing Co/the | Stock-Industrials | 1.56% | -0.15% | +3.20% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.55% | +0.04% | -12.22% | |
| 21 | MRVL | Marvell Technology Inc | Stock-Tech | 1.50% | +2.02% | +3.78% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.50% | -0.55% | -0.33% | |
| 23 | ELV | Elevance Health Inc | Stock-Healthcare | 1.48% | +0.09% | -0.23% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 1.48% | -0.18% | +0.44% | |
| 25 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.46% | -0.28% | +39.24% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.28% | -0.08% | -0.22% | |
| 27 | BN | Brookfield CORP | Stock-Financials | 1.19% | -0.15% | -7.06% | |
| 28 | AVAV | Aerovironment Inc | Stock-Industrials | 1.17% | -0.20% | +0.27% | |
| 29 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.09% | -0.13% | -0.21% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.07% | +9.76% | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 1.05% | +0.20% | +0.35% | |
| 32 | RRX | Regal Rexnord CORP | Stock-Industrials | 1.02% | +0.07% | +5.62% | |
| 33 | PLD | Prologis Inc | Stock-Real Estate | 1.00% | -0.17% | +0.08% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.00% | -0.41% | -0.38% | |
| 35 | GM | General Motors Co | Stock-Consumer Disc | 0.98% | — | -3.52% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | -0.01% | +6.23% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.91% | -0.06% | -0.65% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | -0.05% | +0.19% | |
| 39 | BBUC | Brookfield Business Corporation | Stock-Other | 0.87% | — | -0.99% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.11% | -0.30% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.76% | -0.18% | -0.47% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.24% | -3.78% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.75% | — | -0.64% | |
| 44 | FTV | Fortive CORP | Stock-Tech | 0.72% | -0.14% | -0.53% | |
| 45 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.70% | -0.11% | -0.59% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.67% | +0.39% | -0.69% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.24% | +6.02% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.03% | -0.85% | |
| 49 | PPLI | People Inc | Stock-Comm Services | 0.64% | — | — | |
| 50 | SLB | Slb LTD | Stock-Energy | 0.63% | — | -1.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | -0.82% | Trim |
| 2 | GEV | GE Vernova Inc | +0.9% | -4.94% | Trim |
| 3 | AVAV | Aerovironment Inc | +0.6% | +0.27% | Add |
| 4 | MSI | Motorola Solutions Inc | +0.6% | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -0.86% | Trim |
| 6 | ETN | Eaton Corporation plc | +0.4% | -0.35% | Trim |
| 7 | UBER | Uber Technologies Inc | +0.3% | -0.45% | Trim |
| 8 | MRVL | Marvell Technology Inc | +0.2% | +3.78% | Add |
| 9 | ARGX | Argenx Se - Adr | +0.2% | NEW | New buy |
| 10 | BNT | Brookfield Wealth Solutions Ltd. | +0.2% | -0.15% | Trim |
| 11 | RAL | Ralliant CORP | +0.2% | NEW | New buy |
| 12 | AMAT | Applied Materials Inc | +0.2% | -0.20% | Trim |
| 13 | BA | Boeing Co/the | +0.2% | +3.20% | Add |
| 14 | GEHC | GE Healthcare Technology | +0.2% | +39.24% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | +6.02% | Add |
| 16 | RRX | Regal Rexnord CORP | +0.2% | +5.62% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -0.93% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +9.76% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -4.91% | Trim |
| 20 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 21 | SCHW | Schwab (charles) CORP | +0.1% | -0.37% | Trim |
| 22 | VUG | Vanguard Growth ETF | +0.1% | +6.23% | Add |
| 23 | FEZ | State Street Spdr Euro Stoxx | +0.1% | NEW | New buy |
| 24 | GE | General Electric | +0.1% | -12.22% | Trim |
| 25 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | New buy |
| 26 | LHX | L3harris Technologies Inc | +0.1% | -0.38% | Trim |
| 27 | SMH | Vaneck Semiconductor ETF | +0.1% | — | Unchanged |
| 28 | C | Citigroup Inc | +0.1% | -0.64% | Trim |
| 29 | BBUC | Brookfield Business Corporation | +0.1% | -0.99% | Trim |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | -0.69% | Trim |
| 31 | BAM | Brookfield Asset Mgmt-a | 0% | -0.21% | Trim |
| 32 | BN | Brookfield CORP | 0% | -7.06% | Trim |
| 33 | SLG | Sl Green Realty CORP | -0.1% | +0.19% | Add |
| 34 | QCOM | Qualcomm Inc | -0.1% | +2.79% | Add |
| 35 | SO | Southern Co/the | -0.1% | EXIT | Sold out |
| 36 | NEM | Newmont CORP | -0.1% | EXIT | Sold out |
| 37 | SYK | Stryker CORP | -0.1% | -0.39% | Trim |
| 38 | BSX | Boston Scientific CORP | -0.2% | -1.23% | Trim |
| 39 | THS | Treehouse Foods Inc | -0.2% | EXIT | Sold out |
| 40 | PPLI | People Inc | -0.2% | — | Unchanged |
| 41 | PEP | Pepsico Inc | -0.2% | -3.78% | Trim |
| 42 | AVUV | Avantis US Small Cap Value | -0.2% | EXIT | Sold out |
| 43 | SLB | Slb LTD | -0.3% | -1.29% | Trim |
| 44 | ELV | Elevance Health Inc | -0.4% | -0.23% | Trim |
| 45 | FTV | Fortive CORP | -0.4% | -0.53% | Trim |
| 46 | BABA | Alibaba Group Holding-sp Adr | -0.4% | -0.33% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.5% | -16.35% | Trim |
| 48 | FDX | Fedex CORP | -0.6% | EXIT | Sold out |
| 49 | AAPL | Apple Inc | -0.6% | -6.83% | Trim |
| 50 | SHEL | Shell Plc-adr | -0.8% | -86.05% | Trim |
According to official SEC Form 13F filings, Tandem Capital Management CORP /adv reported a total U.S. public equity portfolio value of $237.8M across 112 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GE, META) accounted for 17.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
MSI
市值: $1.2M
Top Position Liquidated / Trimmed
FDX
前期市值: $1.0M
During Q2 2025, Tandem Capital Management CORP /adv's top holdings by market value included MSFT (6.0%)、GE (4.5%)、META (3.5%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q2 2025, Tandem Capital Management CORP /adv made 47 total portfolio adjustments, initiating 5 new buys, adding to 10 positions, trimming 27 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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