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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
PG icon
101
Procter & Gamble
PG
$340B
$511K 0.19%
3,484
-115
-3% -$16.7K
MCK icon
102
McKesson
MCK
$106B
$490K 0.18%
648
+8
+1% +$6.34K
TSM icon
103
TSMC
TSM
$2.22T
$481K 0.17%
1,008
– –
KO icon
104
Coca-Cola
KO
$379B
$480K 0.17%
5,903
-595
-9% -$47K
DIS icon
105
Walt Disney
DIS
$182B
$467K 0.17%
4,857
-599
-11% -$61.1K
PLD icon
106
Prologis
PLD
$131B
$462K 0.17%
3,410
-331
-9% -$46.9K
IBM icon
107
IBM
IBM
$221B
$451K 0.16%
1,605
-75
-4% -$18.9K
LIN icon
108
Linde
LIN
$220B
$447K 0.16%
862
-40
-4% -$20.3K
DUK icon
109
Duke Energy
DUK
$93.7B
$446K 0.16%
3,520
-300
-8% -$37.8K
LQD icon
110
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.5B
$444K 0.16%
4,067
-30
-0.7% -$3.27K
LRCX icon
111
Lam Research
LRCX
$385B
$442K 0.16%
1,020
-50
-5% -$15.2K
SCHF icon
112
Schwab International Equity ETF
SCHF
$70.1B
$427K 0.15%
15,411
-65
-0.4% -$1.75K
PH icon
113
Parker-Hannifin
PH
$121B
$421K 0.15%
430
– –
TRV icon
114
Travelers Companies
TRV
$77B
$419K 0.15%
1,270
-165
-11% -$50K
CARR icon
115
Carrier Global
CARR
$49.2B
$418K 0.15%
5,696
-150
-3% -$9.8K
BNY
116
Bank of New York Mellon
BNY
$112B
$414K 0.15%
2,865
-420
-13% -$57.4K
MA icon
117
Mastercard
MA
$507B
$410K 0.15%
799
– –
AMGN icon
118
Amgen
AMGN
$236B
$405K 0.15%
1,119
– –
CW icon
119
Curtiss-Wright
CW
$20.9B
$404K 0.15%
533
+20
+4% +$14.7K
EWQ icon
120
iShares MSCI France ETF
EWQ
$338M
$399K 0.14%
8,780
-100
-1% -$4.54K
CSX icon
121
CSX Corp
CSX
$91.5B
$397K 0.14%
8,360
-50
-0.6% -$2.26K
FITB
122
Fifth Third Bancorp
FITB
$49.8B
$390K 0.14%
6,913
-750
-10% -$38K
GM icon
123
General Motors
GM
$77B
$385K 0.14%
4,995
– –
DELL icon
124
Dell
DELL
$339B
$382K 0.14%
+886
New +$256K
WDC icon
125
Western Digital
WDC
$169B
$373K 0.14%
+584
New +$284K
3 4
5
6 7

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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.