Tandem Financial, LLC Portfolio Holdings by Sector

Tandem Financial, LLC

$107 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GDX SPY FNDE VGLT IMCG QQQ IWF IWD 27 stocks	$84.2 Million 80.64% of portfolio	15	10	6	-	0 Calls 2 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$4.25 Million 4.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$3.24 Million 3.1% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$2.93 Million 2.8% of portfolio	-	2	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP RIO 2 stocks	$1.85 Million 1.77% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.72 Million 1.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$1.27 Million 1.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NUV 1 stocks	$1.15 Million 1.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR 1 stocks	$850,873 0.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$678,295 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$630,720 0.6% of portfolio	2	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$592,155 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$419,591 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$406,311 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$231,227 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts

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