TANDEM CAPITAL MANAGEMENT CORP /ADV

RIA/Wealth

TANDEM CAPITAL MANAGEMENT CORP /ADV is a RIA/Wealth based in Woodcliff Lake, NJ led by Kent G. Sheng, reporting $246.6M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).

PresidentKent G. Sheng

Portfolio Value: $214.8M
Positions: 118
Top Holding: MSFT at 5.87%
Last Reported: Q3 2025

Address50 Tice Boulevard, Woodcliff Lake, NJ, 07677, United States

Top Holdings

Largest long holdings in TANDEM CAPITAL MANAGEMENT CORP /ADV's portfolio (33.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$12.6M	5.87%	+$205.1K Bought	0.00% 24.3K shares	Q4 2019 Held for 5y 11m
2 General Electric GE	Aerospace & Defense Industrials	$10.3M	4.80%	-$62.0K Sold	0.00% 34.3K shares	Q1 2020 Held for 5y 8m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$8.0M	3.73%	-$43.3K Sold	0.00% 33.0K shares	Q4 2019 Held for 5y 11m
4 Bentley Pharmaceuticals BNT	Unknown Unknown	$7.3M	3.41%	-$68.2K Sold	0.04% 107.1K shares	Q3 2024 Held for 1y 2m
5 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$6.9M	3.22%	-$47.0K Sold	0.00% 9.4K shares	Q4 2019 Held for 5y 11m
6 General Electric GEV	Renewable Utilities Utilities	$6.0M	2.80%	-$551.6K Sold	0.00% 9.8K shares	Q2 2024 Held for 1y 5m
7 Stryker SYK	Medical - Devices Healthcare	$5.5M	2.54%	-$37.3K Sold	0.00% 14.8K shares	Q4 2019 Held for 5y 11m
8 Apple AAPL	Consumer Electronics Technology	$5.2M	2.42%	-$20.9K Sold	0.00% 20.5K shares	Q4 2019 Held for 5y 11m
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$5.2M	2.42%	+$6.9K Bought	0.00% 16.5K shares	Q4 2019 Held for 5y 11m
10 Boston Scientific BSX	Medical - Devices Healthcare	$5.2M	2.40%	-$27.7K Sold	0.00% 52.8K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TANDEM CAPITAL MANAGEMENT CORP /ADV's latest filing

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Market Value

$214.8M

Prior: $197.2M

Q/Q Change

+8.96%

+$17.7M

Net Flows % of MV

+0.846%

Turnover Ratio

3.28%

New Purchases

6 stocks

$4.9M

Added To

30 stocks

+$2.6M

Sold Out Of

3 stocks

$3.6M

Reduced Holdings

43 stocks

-$2.1M

Increased Positions

Position	Shares Δ	Change
1 Phreesia PHR	New	0 → 75.9K +$1.8M
2 Capital One Financial COF	New	0 → 6.9K +$1.5M
3 Intuitive Surgical ISRG	New	0 → 1.9K +$863.2K
4 Astera Labs, Inc. ALAB	New	0 → 1.9K +$378.9K
5 RELX RELX RELX	New	0 → 4.3K +$206.6K

Decreased Positions

Position	Shares Δ	Change
1 General Motors GM	Sold	39.3K → 0 −$1.9M
2 Citigroup C	Sold	17.4K → 0 −$1.5M
3 S&P Global SPGI	Sold	442.0 → 0 −$233.1K
4 Union Pacific UNP	-14.33%	7.8K → 6.7K −$263.6K
5 Avantor AVTR	-14.0%	24.1K → 20.7K −$42.1K