Tandem Financial, LLC Portfolio Holdings
Q3 2025•87 long positions•$267.9M portfolio value
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Holding87 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $53.2M 19.87% | +$52.9M Bought | — 79.5K shares | 422.0 → 79.5K +$52.9M | +18,745.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $21.4M 7.99% | +$21.4M New | — 274.1K shares | 0 → 274.1K +$21.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $14.4M 5.38% | +$560.2K Bought | — 188.8K shares | 181.4K → 188.8K +$560.2K | +4.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.9M 4.06% | +$881.7K Bought | — 16.3K shares | 15.0K → 16.3K +$881.7K | +8.83% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $10.2M 3.8% | +$927.9K Bought | — 281.5K shares | 255.8K → 281.5K +$927.9K | +10.03% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $9.8M 3.66% | +$3.4M Bought | — 16.3K shares | 10.7K → 16.3K +$3.4M | +52.44% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $7.8M 2.91% | +$417.6K Bought | — 94.2K shares | 89.2K → 94.2K +$417.6K | +5.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.4M 2.75% | +$7.4M New | — 116.9K shares | 0 → 116.9K +$7.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.2M 2.69% | -$375.2K Sold | — 126.5K shares | 133.1K → 126.5K −$375.2K | -4.96% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.2M 2.32% | +$6.2M New | — 163.3K shares | 0 → 163.3K +$6.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.9M 2.21% | +$5.9M New | — 65.6K shares | 0 → 65.6K +$5.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.8M 2.17% | +$5.8M New | — 109.7K shares | 0 → 109.7K +$5.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.7M 2.12% | +$5.7M New | — 104.9K shares | 0 → 104.9K +$5.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.0M 1.86% | +$5.0M New | — 100.9K shares | 0 → 100.9K +$5.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.7M 1.77% | -$68.9K Sold | — 10.1K shares | 10.3K → 10.1K −$68.9K | -1.43% | — — | Q4 2024 Held for 11 months | |
Engineering & Construction Industrials | $4.6M 1.72% | -$51.0K Sold | 0.007% 11.1K shares | 11.2K → 11.1K −$51.0K | -1.09% | $61.8B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 1.54% | +$464.6K Bought | — 74.6K shares | 66.2K → 74.6K +$464.6K | +12.72% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.1M 1.52% | -$80.2K Sold | — 20.1K shares | 20.5K → 20.1K −$80.2K | -1.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 1.37% | +$3.7M New | — 80.4K shares | 0 → 80.4K +$3.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.6M 1.35% | +$86.0K Bought | — 18.3K shares | 17.9K → 18.3K +$86.0K | +2.44% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.5M 1.3% | +$203.0K Bought | — 9.8K shares | 9.2K → 9.8K +$203.0K | +6.2% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.4M 1.28% | +$404.1K Bought | — 14.1K shares | 12.5K → 14.1K +$404.1K | +13.39% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 1.24% | +$3.3M Bought | — 61.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Industrial Materials Basic Materials | $2.9M 1.08% | -$37.6K Sold | 0.024% 43.3K shares | 43.9K → 43.3K −$37.6K | -1.28% | $11.9B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.08% | -$907.3K Sold | — 58.8K shares | 77.2K → 58.8K −$907.3K | -23.82% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.04% | -$52.9K Sold | — 13.3K shares | 13.5K → 13.3K −$52.9K | -1.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 0.991% | +$2.7M New | — 44.3K shares | 0 → 44.3K +$2.7M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $2.6M 0.97% | +$106.2K Bought | 0.0% 5.0K shares | 4.8K → 5.0K +$106.2K | +4.26% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.918% | +$2.5M New | — 63.8K shares | 0 → 63.8K +$2.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.3M 0.862% | +$2.3M New | — 70.5K shares | 0 → 70.5K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
Tobacco Consumer Defensive | $2.3M 0.862% | -$243.3K Sold | 0.001% 14.2K shares | 15.7K → 14.2K −$243.3K | -9.53% | $252.48B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.3M 0.855% | +$223.4K Bought | — 57.5K shares | 51.9K → 57.5K +$223.4K | +10.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.85% | +$42.2K Bought | — 37.7K shares | 37.0K → 37.7K +$42.2K | +1.89% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.3M 0.847% | +$136.0K Bought | 0.0% 8.9K shares | 8.4K → 8.9K +$136.0K | +6.37% | $3.78T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 0.688% | +$1.8M New | — 58.5K shares | 0 → 58.5K +$1.8M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.2M 0.461% | +$45.1K Bought | — 137.1K shares | 132.1K → 137.1K +$45.1K | +3.79% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.459% | +$919.0K Bought | — 23.4K shares | 5.9K → 23.4K +$919.0K | +296.26% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.446% | +$1.2M New | — 31.6K shares | 0 → 31.6K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.415% | +$1.1M New | — 20.0K shares | 0 → 20.0K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.4% | +$1.1M New | — 41.4K shares | 0 → 41.4K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.0M 0.39% | +$1.0M New | — 2.2K shares | 0 → 2.2K +$1.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.0M 0.386% | -$1.9K Sold | — 27.0K shares | 27.0K → 27.0K −$1.9K | -0.18% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.0M 0.377% | +$39.1K Bought | 0.0% 4.2K shares | 4.0K → 4.2K +$39.1K | +4.03% | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $965.3K 0.36% | +$28.9K Bought | — 20.6K shares | 20.0K → 20.6K +$28.9K | +3.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $943.3K 0.352% | +$943.3K New | — 18.1K shares | 0 → 18.1K +$943.3K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $937.4K 0.35% | -$335.6K Sold | — 3.1K shares | 4.3K → 3.1K −$335.6K | -26.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $932.9K 0.348% | +$932.9K New | — 9.7K shares | 0 → 9.7K +$932.9K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $912.8K 0.341% | +$912.8K New | — 33.4K shares | 0 → 33.4K +$912.8K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $901.5K 0.337% | -$145.9K Sold | — 15.8K shares | 18.3K → 15.8K −$145.9K | -13.93% | — — | Q4 2024 Held for 11 months | |
Gold Basic Materials | $886.0K 0.331% | +$29.0K Bought | 0.001% 10.5K shares | 10.2K → 10.5K +$29.0K | +3.38% | $92.6B Large Cap | Q4 2024 Held for 11 months |
