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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 Miscellaneous 46.05%
2 Technology 22.5%
3 Financials 7.45%
4 Healthcare 5.11%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
76
iShares Russell 2000 ETF
IWM
$81.2B
$725K 0.26%
2,412
– –
KEYS icon
77
Keysight
KEYS
$55.7B
$711K 0.26%
2,032
– –
DE icon
78
Deere & Co
DE
$187B
$696K 0.25%
1,097
– –
SCHA icon
79
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$691K 0.25%
19,127
-65
-0.3% -$2.15K
ELS icon
80
Equity Lifestyle Properties
ELS
$12.1B
$687K 0.25%
10,662
-100
-0.9% -$6.32K
BSV icon
81
Vanguard Short-Term Bond ETF
BSV
$45.4B
$671K 0.24%
8,618
+300
+4% +$23.4K
DHI icon
82
D.R. Horton
DHI
$39.9B
$671K 0.24%
4,117
-130
-3% -$19.4K
TIP icon
83
iShares TIPS Bond ETF
TIP
$15B
$667K 0.24%
6,095
– –
NFLX icon
84
Netflix
NFLX
$326B
$650K 0.24%
9,100
-1,425
-14% -$125K
MS icon
85
Morgan Stanley
MS
$342B
$642K 0.23%
3,069
-325
-10% -$64.4K
AXP icon
86
American Express
AXP
$220B
$632K 0.23%
1,868
-51
-3% -$16.3K
CIEN icon
87
Ciena
CIEN
$45.5B
$628K 0.23%
1,280
-230
-15% -$117K
SPSB icon
88
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$608K 0.22%
20,250
– –
ISRG icon
89
Intuitive Surgical
ISRG
$130B
$608K 0.22%
1,528
-215
-12% -$93.9K
EMR icon
90
Emerson Electric
EMR
$85.2B
$599K 0.22%
4,185
– –
TXN icon
91
Texas Instruments
TXN
$236B
$597K 0.22%
2,004
+24
+1% +$6.66K
MCD icon
92
McDonald's
MCD
$181B
$596K 0.22%
2,206
– –
GD icon
93
General Dynamics
GD
$97.2B
$581K 0.21%
1,640
– –
UNP icon
94
Union Pacific
UNP
$172B
$576K 0.21%
2,117
+35
+2% +$9.19K
JIRE icon
95
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$568K 0.21%
6,890
– –
EWN icon
96
iShares MSCI Netherlands ETF
EWN
$729M
$564K 0.2%
8,025
-200
-2% -$13K
FDX icon
97
FedEx
FDX
$76.3B
$550K 0.2%
1,756
-150
-8% -$54.5K
IMSR
98
Terrestrial Energy
IMSR
$546M
$538K 0.19%
75,995
– –
VWO icon
99
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$535K 0.19%
8,955
-170
-2% -$9.99K
CL icon
100
Colgate-Palmolive
CL
$70.8B
$525K 0.19%
5,723
-310
-5% -$27.1K
2 3
4
5 6

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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 Miscellaneous at 46% of assets, down from 47% a quarter earlier, followed by Technology and Financials.

  • 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.