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Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
-1.11%
1 Year Est. Return
+21.35%
3 Year Est. Return
+64.06%
5 Year Est. Return
+80.2%
10 Year Est. Return
+294.9%
AUM
$255M
AUM Growth
-$2.53M
Cap. Flow
+$4.1M
Cap. Flow %
1.61%
Top 10 Hldgs %
41.35%
Holding
217
New
13
Increased
96
Reduced
59
Closed
13

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$1.44M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.31M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$737K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$581K
5
LLY icon
Eli Lilly
LLY
+$441K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.12M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$979K
3
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$610K
4
NVDA icon
NVIDIA
NVDA
+$517K
5
PHYS icon
Sprott Physical Gold
PHYS
+$330K

Sector Composition

Rank Sector Weight
1 Technology 19.87%
2 Financials 7.47%
3 Healthcare 5.4%
4 Industrials 4.87%
5 Communication Services 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
101
Coca-Cola
KO
$353B
$494K 0.19%
6,498
+675
+12% +$51K
VWO icon
102
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$493K 0.19%
9,125
-230
-2% -$12.9K
EWN icon
103
iShares MSCI Netherlands ETF
EWN
$562M
$473K 0.19%
8,225
– –
IMSR
104
Terrestrial Energy
IMSR
$515M
$456K 0.18%
75,995
– –
LIN icon
105
Linde
LIN
$237B
$447K 0.18%
902
+70
+8% +$33K
LQD icon
106
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35B
$447K 0.18%
4,097
-75
-2% -$8.27K
TRV icon
107
Travelers Companies
TRV
$78.4B
$419K 0.16%
1,435
+50
+4% +$14.6K
INTU icon
108
Intuit
INTU
$80.4B
$416K 0.16%
962
+55
+6% +$26.2K
IBM icon
109
IBM
IBM
$200B
$407K 0.16%
1,680
+150
+10% +$40.6K
VZ icon
110
Verizon
VZ
$182B
$399K 0.16%
7,954
-2,575
-24% -$119K
MA icon
111
Mastercard
MA
$484B
$399K 0.16%
799
+75
+10% +$39.5K
AMGN icon
112
Amgen
AMGN
$197B
$394K 0.15%
1,119
+75
+7% +$26.7K
BNY
113
Bank of New York Mellon
BNY
$108B
$390K 0.15%
3,285
-100
-3% -$11.9K
EWQ icon
114
iShares MSCI France ETF
EWQ
$322M
$385K 0.15%
8,880
-250
-3% -$11.3K
PH icon
115
Parker-Hannifin
PH
$120B
$385K 0.15%
430
+125
+41% +$118K
TXN icon
116
Texas Instruments
TXN
$259B
$384K 0.15%
1,980
+40
+2% +$8.1K
SCHF icon
117
Schwab International Equity ETF
SCHF
$65.1B
$383K 0.15%
15,476
-270
-2% -$6.87K
GM icon
118
General Motors
GM
$68.3B
$372K 0.15%
4,995
-50
-1% -$3.98K
AMD icon
119
Advanced Micro Devices
AMD
$821B
$369K 0.14%
1,816
+456
+34% +$97.4K
HON icon
120
Honeywell
HON
$71.7B
$369K 0.14%
1,632
-285
-15% -$65.1K
FITB
121
Fifth Third Bancorp
FITB
$52B
$356K 0.14%
7,663
+1,413
+23% +$69.6K
CW icon
122
Curtiss-Wright
CW
$26.2B
$349K 0.14%
513
+68
+15% +$45.2K
NEE icon
123
NextEra Energy
NEE
$184B
$349K 0.14%
3,757
-25
-0.7% -$2.22K
CSX icon
124
CSX Corp
CSX
$93.1B
$345K 0.14%
8,410
– –
BWXT icon
125
BWX Technologies
BWXT
$15.5B
$345K 0.14%
1,685
– –
3 4
5
6 7

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WFP
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PIP
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JFG
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WWM
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CIM
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2
2Xideas Kusnacht, Switzerland $255M AUM 0.46% 1-Year Est. Return

Tiemann Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Tiemann Investment Advisors held 217 positions worth $255M, down 0.98% from $258M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Tiemann Investment Advisors's Q1 2026 filing shows 13 new, 96 increased, 59 reduced and 13 closed positions. Its largest new stake was Vanguard Total Bond Market: 19,459 shares worth $1.43M. The largest sale was Tesla, an estimated $1.12M.

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

  • Tiemann Investment Advisors's largest Q1 2026 buy was Vanguard Total Bond Market: 19,459 shares worth $1.43M.
  • Tiemann Investment Advisors added most to Schwab US Broad Market ETF in Q1 2026, an estimated $737K increase.
  • Tiemann Investment Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $1.12M.
  • Tiemann Investment Advisors fully exited State Street SPDR S&P 500 ETF Trust in Q1 2026, selling an estimated $979K.
  • Tiemann Investment Advisors's ten largest holdings make up 41% of its $255M portfolio in Q1 2026.
  • Tiemann Investment Advisors opened 13 new positions and closed 13 in Q1 2026.
  • Tiemann Investment Advisors's portfolio value fell 0.98% quarter-over-quarter to $255M.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.