Tandem Financial, LLC
Tandem Financial, LLC reported 101 holdings worth US$332M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Tandem Financial, LLC reported 101 holdings worth US$332M as of Jun 30, 2026. Largest: Quanta Services, Inc., Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 101
- Value as reported
- US$332M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Quanta Services, Inc. | 10,242 | US$7.37M | 2.2% |
| Alphabet Inc (google) Class C | 7,897 | US$2.82M | 0.85% |
| Microsoft Corp. | 7,259 | US$2.71M | 0.81% |
| Philip Morris International Inc | 14,238 | US$2.6M | 0.78% |
| Apple Inc | 8,712 | US$2.52M | 0.76% |
| Mp Materials Corp. | 42,076 | US$2.36M | 0.71% |
| Newmont Corporation | 10,145 | US$948K | 0.29% |
| Nvidia Corporation | 3,935 | US$787K | 0.24% |
| Carrier Global Corporation | 9,387 | US$689K | 0.21% |
| Exxon Mobil Corporation | 4,674 | US$639K | 0.19% |
| Amazon.com, Inc. | 2,420 | US$577K | 0.17% |
| Berkshire Hathaway Inc. | 1,138 | US$569K | 0.17% |
| Rio Tinto Plc | 5,896 | US$560K | 0.17% |
| Chevron Corporation | 3,141 | US$521K | 0.16% |
| Altria Group, Inc. | 6,188 | US$452K | 0.14% |
| Oracle Corporation | 2,318 | US$340K | 0.10% |
| Annaly Capital Management Inc. | 14,441 | US$334K | 0.10% |
| Broadcom Inc. | 832 | US$314K | 0.09% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 621 | US$297K | 0.09% |
| Advanced Micro Devices Inc | 492 | US$286K | 0.09% |
| Victory Capital Holdings, Inc. Class A Common Stock | 3,033 | US$255K | 0.08% |
| Costco Wholesale Corporation | 260 | US$243K | 0.07% |
| Walmart Inc. | 2,083 | US$236K | 0.07% |
| Johnson & Johnson | 887 | US$225K | 0.07% |
| Tesla, Inc. | 532 | US$224K | 0.07% |
| Douglas Elliman Inc. | 13,500 | US$23,895 | <0.01% |
Source
View original at SEC
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