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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
+2.73%
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
$258M
AUM Growth
-$3.89M
Cap. Flow
-$7.86M
Cap. Flow %
-3.05%
Top 10 Hldgs %
42.39%
Holding
218
New
12
Increased
23
Reduced
125
Closed
14

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.16M
2
IMSR
Terrestrial Energy
IMSR
+$1.02M
3
RGLD icon
Royal Gold
RGLD
+$489K
4
MTD icon
Mettler-Toledo International
MTD
+$215K
5
CCJ icon
Cameco
CCJ
+$212K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.01M
2
NVDA icon
NVIDIA
NVDA
+$910K
3
AAPL icon
Apple
AAPL
+$850K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$773K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$636K

Sector Composition

Rank Sector Weight
1 Technology 21.88%
2 Financials 7.94%
3 Healthcare 5.29%
4 Communication Services 4.93%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJT icon
26
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$2.12M 0.83%
15,051
+740
+5% +$105K
AVGO icon
27
Broadcom
AVGO
$2.04T
$1.99M 0.77%
5,755
-660
-10% -$236K
IJK icon
28
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.93M 0.75%
19,960
-35
-0.2% -$3.37K
LLY icon
29
Eli Lilly
LLY
$1.06T
$1.93M 0.75%
1,799
-8
-0.4% -$7.65K
IVE icon
30
iShares S&P 500 Value ETF
IVE
$49.8B
$1.81M 0.7%
8,521
+194
+2% +$40.7K
IWB icon
31
iShares Russell 1000 ETF
IWB
$50.2B
$1.8M 0.7%
4,810
– –
MDY icon
32
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$1.77M 0.69%
2,939
– –
COF icon
33
Capital One
COF
$134B
$1.72M 0.67%
7,083
-380
-5% -$84.6K
EEM icon
34
iShares MSCI Emerging Markets ETF
EEM
$30B
$1.68M 0.65%
30,675
-250
-0.8% -$13.6K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$904B
$1.6M 0.62%
2,339
+63
+3% +$42.8K
V icon
36
Visa
V
$677B
$1.58M 0.61%
4,509
-300
-6% -$102K
CAT icon
37
Caterpillar
CAT
$387B
$1.55M 0.6%
2,714
-95
-3% -$52.8K
TSLA icon
38
Tesla
TSLA
$1.3T
$1.54M 0.6%
3,414
-125
-4% -$55.4K
ALL icon
39
Allstate
ALL
$67.5B
$1.49M 0.58%
7,145
-150
-2% -$30.7K
LOW icon
40
Lowe's Companies
LOW
$125B
$1.47M 0.57%
6,093
– –
IVW icon
41
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.46M 0.57%
11,855
+70
+0.6% +$8.57K
CSCO icon
42
Cisco
CSCO
$479B
$1.39M 0.54%
18,102
-700
-4% -$51.9K
EWJ icon
43
iShares MSCI Japan ETF
EWJ
$22.8B
$1.29M 0.5%
15,982
-175
-1% -$14.4K
CEG icon
44
Constellation Energy
CEG
$95.6B
$1.29M 0.5%
3,646
-210
-5% -$76.3K
GS icon
45
Goldman Sachs
GS
$303B
$1.26M 0.49%
1,439
-145
-9% -$118K
IEMG icon
46
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.21M 0.47%
18,063
+35
+0.2% +$2.35K
ABT icon
47
Abbott
ABT
$187B
$1.2M 0.46%
9,548
-150
-2% -$19.1K
RTX icon
48
RTX Corp
RTX
$301B
$1.19M 0.46%
6,506
-267
-4% -$46.4K
WMT icon
49
Walmart Inc
WMT
$890B
$1.18M 0.46%
10,558
-815
-7% -$87.5K
TDTT icon
50
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$1.13M 0.44%
46,836
+450
+1% +$10.9K
1
2
3 4 5

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Tiemann Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Tiemann Investment Advisors held 218 positions worth $258M, down 1.5% from $261M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Tiemann Investment Advisors withdrew a net $7.86M in Q4 2025, closing 14 positions and reducing 125 holdings. Its most notable exit was Sandstorm Gold, an estimated $489K position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Tiemann Investment Advisors opened a new position in Terrestrial Energy worth $464K.

  • Tiemann Investment Advisors's largest Q4 2025 buy was Terrestrial Energy: 75,995 shares worth $464K.
  • Tiemann Investment Advisors added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $1.16M increase.
  • Tiemann Investment Advisors's biggest Q4 2025 reduction was Microsoft, cutting an estimated $1.01M.
  • Tiemann Investment Advisors fully exited Sandstorm Gold in Q4 2025, selling an estimated $489K.
  • Tiemann Investment Advisors's ten largest holdings make up 42% of its $258M portfolio in Q4 2025.
  • Tiemann Investment Advisors opened 12 new positions and closed 14 in Q4 2025.
  • Tiemann Investment Advisors's portfolio value fell 1.5% quarter-over-quarter to $258M.

Based on Tiemann Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.