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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
SPSB icon
76
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$613K 0.23%
20,250
-1,260
-6% -$38K
GEV icon
77
GE Vernova
GEV
$265B
$609K 0.23%
990
+196
+25% +$119K
MRK icon
78
Merck
MRK
$323B
$608K 0.23%
7,249
– –
MAR icon
79
Marriott International
MAR
$90.1B
$581K 0.22%
2,231
-35
-2% -$9.4K
GD icon
80
General Dynamics
GD
$107B
$564K 0.22%
1,655
– –
EMR icon
81
Emerson Electric
EMR
$89.1B
$562K 0.22%
4,285
-75
-2% -$10.2K
MS icon
82
Morgan Stanley
MS
$338B
$553K 0.21%
3,481
-15
-0.4% -$2.21K
VZ icon
83
Verizon
VZ
$195B
$543K 0.21%
12,357
+7,178
+139% +$311K
SCHA icon
84
Schwab U.S Small- Cap ETF
SCHA
$23B
$539K 0.21%
19,332
– –
DE icon
85
Deere & Co
DE
$163B
$524K 0.2%
1,145
-10
-0.9% -$4.93K
JIRE icon
86
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$523K 0.2%
7,115
– –
DIS icon
87
Walt Disney
DIS
$178B
$523K 0.2%
4,565
– –
KLAC icon
88
KLA
KLAC
$253B
$520K 0.2%
4,820
-200
-4% -$18.7K
CAH icon
89
Cardinal Health
CAH
$55.5B
$507K 0.19%
3,230
– –
VWO icon
90
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$507K 0.19%
9,355
– –
MCK icon
91
McKesson
MCK
$103B
$494K 0.19%
640
– –
UNP icon
92
Union Pacific
UNP
$174B
$492K 0.19%
2,082
-37
-2% -$8.34K
SAND
93
DELISTED
Sandstorm Gold
SAND
$489K 0.19%
39,081
– –
CEF icon
94
Sprott Physical Gold and Silver Trust
CEF
$8.17B
$488K 0.19%
13,310
– –
DUK icon
95
Duke Energy
DUK
$95.3B
$488K 0.19%
3,940
– –
CL icon
96
Colgate-Palmolive
CL
$74.2B
$486K 0.19%
6,083
– –
EWN icon
97
iShares MSCI Netherlands ETF
EWN
$710M
$477K 0.18%
8,225
– –
SCHB icon
98
Schwab US Broad Market ETF
SCHB
$44.8B
$475K 0.18%
18,456
-1
-0% -$25
MA icon
99
Mastercard
MA
$492B
$474K 0.18%
834
+42
+5% +$24.1K
IBM icon
100
IBM
IBM
$223B
$474K 0.18%
1,680
-100
-6% -$26.2K
2 3
4
5 6

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TLA
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RFA
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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.