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Phualin Young

@Tandem Capital Management Corp Adv

Latest period2024 - Q3ReportedManaged Assets$189.898MTotal holdings115
Assets growth rate4.03%Assets growth rate (2-Q avg)3.8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tandem Capital Management Corp Adv's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Tandem Capital Management Corp Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 189.898M in assets, with a quarterly growth rate of 4.03% and a 2-quarter average growth rate of 3.8%. The portfolio is managed by Phualin Young, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ELVElevance Health Inc
Recent Activity
Decreased -2.9%
2.11%
$3.994M
7,681 shares@ $520.0 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -4.84%
1.98%
$3.744M
18,528 shares@ $202.05 avg price
JLLJones Lang Lasalle Inc
Recent Activity
Decreased -1.09%
1.94%
$3.669M
13,597 shares@ $269.82 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -5.53%
1.9%
$3.599M
17,070 shares@ $210.86 avg price
ABTAbbott Labs
Recent Activity
Decreased -3.35%
1.87%
$3.542M
31,069 shares@ $114.01 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.88%
1.79%
$3.388M
20,264 shares@ $167.19 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -8.23%
1.58%
$2.991M
11,731 shares@ $254.98 avg price
MRVLMarvell Technology Inc
Recent Activity
Decreased -2.45%
1.45%
$2.743M
38,040 shares@ $72.13 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Decreased -1.16%
1.39%
$2.636M
28,092 shares@ $93.85 avg price
IACIac Inc
Recent Activity
Decreased -4.61%
1.28%
$2.424M
45,042 shares@ $53.82 avg price