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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
+8.27%
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
$261M
AUM Growth
+$17.3M
Cap. Flow
+$294K
Cap. Flow %
0.11%
Top 10 Hldgs %
43.17%
Holding
210
New
11
Increased
40
Reduced
86
Closed
4

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$806K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$754K
3
IWM icon
iShares Russell 2000 ETF
IWM
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

Rank Stock Value
1
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.01M
2
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$875K
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

Rank Sector Weight
1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
51
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.19M 0.45%
18,028
+375
+2% +$23.4K
WMT icon
52
Walmart Inc
WMT
$890B
$1.17M 0.45%
11,373
-191
-2% -$19K
RTX icon
53
RTX Corp
RTX
$301B
$1.13M 0.43%
6,773
-133
-2% -$20.6K
TDTT icon
54
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$1.13M 0.43%
46,386
-1
-0% -$24
HD icon
55
Home Depot
HD
$355B
$1.12M 0.43%
2,766
+15
+0.5% +$5.9K
MCHP icon
56
Microchip Technology
MCHP
$46B
$1.12M 0.43%
17,428
– –
ESS icon
57
Essex Property Trust
ESS
$18.5B
$1.08M 0.41%
4,034
-1
-0% -$270
IGIB icon
58
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$989K 0.38%
18,285
-1
-0% -$53
TDTF icon
59
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$955K 0.37%
39,356
+400
+1% +$9.68K
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$952K 0.36%
1,428
-41
-3% -$26.3K
GE icon
61
GE Aerospace
GE
$384B
$942K 0.36%
3,133
+29
+0.9% +$7.93K
EWU icon
62
iShares MSCI United Kingdom ETF
EWU
$4.16B
$853K 0.33%
20,335
-1,150
-5% -$47.1K
AMAT icon
63
Applied Materials
AMAT
$428B
$806K 0.31%
3,935
-200
-5% -$36.3K
ISRG icon
64
Intuitive Surgical
ISRG
$134B
$800K 0.31%
1,788
-500
-22% -$240K
UNH icon
65
UnitedHealth
UNH
$370B
$788K 0.3%
2,282
-111
-5% -$33.6K
BAC icon
66
Bank of America
BAC
$442B
$765K 0.29%
14,825
-275
-2% -$13.4K
DHI icon
67
D.R. Horton
DHI
$42.3B
$720K 0.28%
4,247
+35
+0.8% +$5.5K
CMI icon
68
Cummins
CMI
$88.7B
$707K 0.27%
1,673
-16
-0.9% -$6.13K
INTU icon
69
Intuit
INTU
$89B
$688K 0.26%
1,008
+15
+2% +$10.8K
TIP icon
70
iShares TIPS Bond ETF
TIP
$14.7B
$678K 0.26%
6,095
– –
BSV icon
71
Vanguard Short-Term Bond ETF
BSV
$45.6B
$664K 0.25%
8,418
-12,842
-60% -$1.01M
MCD icon
72
McDonald's
MCD
$195B
$652K 0.25%
2,146
– –
ELS icon
73
Equity Lifestyle Properties
ELS
$12.6B
$651K 0.25%
10,722
-526
-5% -$31.9K
AXP icon
74
American Express
AXP
$230B
$642K 0.25%
1,934
-110
-5% -$35K
PG icon
75
Procter & Gamble
PG
$339B
$640K 0.24%
4,164
-151
-3% -$23.6K
1 2
3
4 5

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Tiemann Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Tiemann Investment Advisors held 210 positions worth $261M, up 7.1% from $244M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Tiemann Investment Advisors's Q3 2025 filing shows 11 new, 40 increased, 86 reduced and 4 closed positions. Its largest new stake was TE Connectivity: 1,087 shares worth $239K. The largest sale was Vanguard Short-Term Bond ETF, an estimated $1.01M.

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

  • Tiemann Investment Advisors's largest Q3 2025 buy was TE Connectivity: 1,087 shares worth $239K.
  • Tiemann Investment Advisors added most to AT&T in Q3 2025, an estimated $806K increase.
  • Tiemann Investment Advisors's biggest Q3 2025 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $1.01M.
  • Tiemann Investment Advisors fully exited Cintas in Q3 2025, selling an estimated $204K.
  • Tiemann Investment Advisors's ten largest holdings make up 43% of its $261M portfolio in Q3 2025.
  • Tiemann Investment Advisors opened 11 new positions and closed 4 in Q3 2025.
  • Tiemann Investment Advisors's portfolio value rose 7.1% quarter-over-quarter to $261M.

Based on Tiemann Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.