Tandem-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "NLY",
  "HP",
  "MP",
  null,
  "GOOGL",
  "NUV",
  null,
  null,
  null,
  null,
  null,
  "PWR",
  "MSFT",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "RIO",
  "GLD",
  null,
  "NEM",
  "VWO",
  null,
  null,
  null,
  "AMZN",
  null,
  "VGLT",
  "VBK",
  "SKM",
  null,
  null,
  "BRK-B",
  "CARR",
  "CVX",
  "CXW",
  "COST",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "PM",
  "MO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 48
Total Value: 89270006
Accession Number: 0001420506-25-000936
Form Type: 13F-HR
CIK: tandem-financial
Manager Name: Tandem-Financial

Data Enrichment

71% identified

34 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $89.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 3

Sort by:

Helmerich & Payne, Inc.

HP|423452101

Shares:12.5K

Value:$325.9K

% of Portfolio:0.4% ($325.9K/$89.3M)

464287432

Shares:3.0K

Value:$273.0K

% of Portfolio:0.3% ($273.0K/$89.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:476

Value:$253.5K

% of Portfolio:0.3% ($253.5K/$89.3M)

464287200

IVV|464287200

Shares:422

Value:$237.1K

% of Portfolio:0.3% ($237.1K/$89.3M)

CHEVRON CORP

CVX|166764100

Shares:1.4K

Value:$236.2K

% of Portfolio:0.3% ($236.2K/$89.3M)

SK TELECOM CO LTD

SKM|78440P306

Shares:9.7K

Value:$206.5K

% of Portfolio:0.2% ($206.5K/$89.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:218

Value:$206.3K

% of Portfolio:0.2% ($206.3K/$89.3M)

98741Y129

Shares:40.0K

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$89.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Helmerich & Payne, Inc.(HPcusip423452101)	12.5K	QoQ -3.24% (-418) YoY-	All Managers (Combined)	$325.9K	0.4% ($325.9K/$89.3M)	QoQ -21.06% (-$87.0K) YoY-
(cusip464287432)✕	3.0K	QoQ -4.46% (-140) YoY-	All Managers (Combined)	$273.0K	0.3% ($273.0K/$89.3M)	QoQ -0.41% (-$1.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	476	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$253.5K	0.3% ($253.5K/$89.3M)	QoQ +17.49% (+$37.7K) YoY-
(IVVcusip464287200)	422	QoQ +12.83% (+48) YoY-	All Managers (Combined)	$237.1K	0.3% ($237.1K/$89.3M)	QoQ +7.70% (+$17.0K) YoY-
CHEVRON CORP(CVXcusip166764100)	1.4K	QoQ +0.07% (+1) YoY-	All Managers (Combined)	$236.2K	0.3% ($236.2K/$89.3M)	QoQ +15.58% (+$31.9K) YoY-
SK TELECOM CO LTD(SKMcusip78440P306)	9.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$206.5K	0.2% ($206.5K/$89.3M)	QoQ +1.04% (+$2.1K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	218	QoQ -0.90% (-2) YoY-	All Managers (Combined)	$206.3K	0.2% ($206.3K/$89.3M)	QoQ +2.28% (-$4.6K) YoY-
(cusip98741Y129)✕	40.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.5K	0.0% ($6.5K/$89.3M)	QoQ +137.84% (+$3.7K) YoY-