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Tiemann Investment Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 27.03%
This Fund
S&P 500
This Quarter Est. Return
+15.49%
1 Year Est. Return
+27.03%
3 Year Est. Return
+77.05%
5 Year Est. Return
+93.67%
10 Year Est. Return
+343.55%
AUM
$276M
AUM Growth
+$21.1M
Cap. Flow
-$4.76M
Cap. Flow %
-1.72%
Top 10 Hldgs %
40.23%
Holding
217
New
13
Increased
19
Reduced
122
Closed
10

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M
2
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$474K
3
WDC icon
Western Digital
WDC
+$284K
4
QCOM icon
Qualcomm
QCOM
+$257K
5
DELL icon
Dell
DELL
+$256K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$731K
2
NVDA icon
NVIDIA
NVDA
+$578K
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$437K
4
HON icon
Honeywell
HON
+$369K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$350K

Sector Composition

Rank Sector Weight
1 Technology 22.5%
2 Financials 7.45%
3 Healthcare 5.11%
4 Industrials 5.01%
5 Communication Services 4.55%

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Tiemann Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Tiemann Investment Advisors held 217 positions worth $276M, up 8.3% from $255M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Tiemann Investment Advisors's Q2 2026 filing shows 13 new, 19 increased, 122 reduced and 10 closed positions. Its largest new stake was Western Digital: 584 shares worth $373K. The largest sale was Apple, an estimated $731K.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Financials and Healthcare.

  • Tiemann Investment Advisors's largest Q2 2026 buy was Western Digital: 584 shares worth $373K.
  • Tiemann Investment Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $1.11M increase.
  • Tiemann Investment Advisors's biggest Q2 2026 reduction was Apple, cutting an estimated $731K.
  • Tiemann Investment Advisors fully exited Honeywell in Q2 2026, selling an estimated $369K.
  • Tiemann Investment Advisors's ten largest holdings make up 40% of its $276M portfolio in Q2 2026.
  • Tiemann Investment Advisors opened 13 new positions and closed 10 in Q2 2026.
  • Tiemann Investment Advisors's portfolio value rose 8.3% quarter-over-quarter to $276M.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.