TCM
Tandem Capital Management Portfolio holdings
AUM
$215M
1-Year Est. Return
27.52%
1 Year Est. Return
+27.52%
AUM
$215M
AUM Growth
+$17.2M
(+8.7%)
Holding
122
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.48M | |
| 3 | +$863K | |
| 4 |
Motorola Solutions
MSI
|
+$637K |
| 5 |
Astera Labs
ALAB
|
+$379K |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.48M | |
| 3 | +$552K | |
| 4 |
RAL
Ralliant Corp
RAL
|
+$443K |
| 5 |
Union Pacific
UNP
|
+$264K |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Industrials | 18.15% |
| 3 | Financials | 14.6% |
| 4 | Healthcare | 13.45% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.59T
| $12.6M | 5.87% |
24,337
+396
|
|
||
2
GE Aerospace
GE
$305B
| $10.3M | 4.8% |
34,277
-206
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.87T
| $8.02M | 3.74% |
33,009
-178
|
|
||
|
BNT
4
Brookfield Wealth Solutions
BNT
$11.6B
| $7.33M | 3.41% |
160,617
-1,494
|
|
||
5
Meta Platforms (Facebook)
META
$1.69T
| $6.93M | 3.22% |
9,430
-64
|
|
||
6
GE Vernova
GEV
$173B
| $6.02M | 2.8% |
9,783
-897
|
|
||
7
Stryker
SYK
$140B
| $5.46M | 2.54% |
14,776
-101
|
|
||
8
Apple
AAPL
$4.15T
| $5.21M | 2.42% |
20,450
-82
|
|
||
9
JPMorgan Chase
JPM
$864B
| $5.19M | 2.42% |
16,462
+22
|
|
||
10
Boston Scientific
BSX
$145B
| $5.15M | 2.4% |
52,760
-284
|
|
||
11
Eaton
ETN
$132B
| $5.15M | 2.4% |
13,754
+30
|
|
||
12
Charles Schwab
SCHW
$170B
| $4.71M | 2.19% |
49,319
-50
|
|
||
13
Alibaba
BABA
$379B
| $4.64M | 2.16% |
25,988
-76
|
|
||
14
Qualcomm
QCOM
$188B
| $4.45M | 2.07% |
26,732
+10
|
|
||
15
Uber
UBER
$192B
| $4.36M | 2.03% |
44,531
+292
|
|
||
|
16
Alphabet (Google) Class C
GOOG
$3.88T
| $4.2M | 1.95% |
17,235
-79
|
|
||
17
Jones Lang LaSalle
JLL
$15.5B
| $4.06M | 1.89% |
13,622
|
|
||
18
Abbott
ABT
$218B
| $4.01M | 1.87% |
29,943
-190
|
|
||
19
Applied Materials
AMAT
$217B
| $3.71M | 1.73% |
18,122
-200
|
|
||
20
SL Green Realty
SLG
$3.09B
| $3.57M | 1.66% |
59,650
-140
|
|
||
21
Marvell Technology
MRVL
$84.8B
| $3.19M | 1.49% |
37,957
-450
|
|
||
22
Boeing
BA
$153B
| $3.18M | 1.48% |
14,749
+57
|
|
||
23
GE HealthCare
GEHC
$38.4B
| $2.94M | 1.37% |
39,167
+312
|
|
||
24
Danaher
DHR
$160B
| $2.93M | 1.36% |
14,765
-42
|
|
||
25
Vanguard Dividend Appreciation ETF
VIG
$101B
| $2.62M | 1.22% |
12,141
-197
|
|