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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
GLW icon
101
Corning
GLW
$143B
$466K 0.18%
5,675
-100
-2% -$6.54K
LQD icon
102
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$465K 0.18%
4,172
-1
-0% -$110
INTC icon
103
Intel
INTC
$513B
$463K 0.18%
13,805
-275
-2% -$6.66K
RGLD icon
104
Royal Gold
RGLD
$19.5B
$457K 0.17%
2,278
+24
+1% +$4.15K
FDX icon
105
FedEx
FDX
$75.4B
$455K 0.17%
1,931
-1
-0.1% -$231
LIN icon
106
Linde
LIN
$226B
$438K 0.17%
922
– –
HON icon
107
Honeywell
HON
$78B
$437K 0.17%
2,204
-180
-8% -$37.6K
SHY icon
108
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$427K 0.16%
5,150
– –
PLD icon
109
Prologis
PLD
$133B
$423K 0.16%
3,691
-25
-0.7% -$2.75K
KO icon
110
Coca-Cola
KO
$375B
$419K 0.16%
6,323
– –
SMR icon
111
NuScale Power
SMR
$4.03B
$404K 0.15%
11,226
-2,274
-17% -$90.6K
TRV icon
112
Travelers Companies
TRV
$80.2B
$403K 0.15%
1,445
– –
EWQ icon
113
iShares MSCI France ETF
EWQ
$335M
$401K 0.15%
9,130
– –
SNPS icon
114
Synopsys
SNPS
$79.7B
$397K 0.15%
805
-50
-6% -$28.3K
BLK icon
115
Blackrock
BLK
$176B
$396K 0.15%
340
-23
-6% -$25.7K
FICO icon
116
Fair Isaac
FICO
$22.5B
$392K 0.15%
262
-3
-1% -$4.51K
KEYS icon
117
Keysight
KEYS
$58.3B
$389K 0.15%
2,222
+50
+2% +$8.33K
CMCSA icon
118
Comcast
CMCSA
$90B
$386K 0.15%
12,284
+1,750
+17% +$58.7K
KMB icon
119
Kimberly-Clark
KMB
$36.5B
$385K 0.15%
3,095
+165
+6% +$21.3K
O icon
120
Realty Income
O
$59.1B
$383K 0.15%
6,300
-186
-3% -$10.8K
BNY
121
Bank of New York Mellon
BNY
$107B
$372K 0.14%
3,415
-77
-2% -$7.85K
CDNS icon
122
Cadence Design Systems
CDNS
$93.4B
$369K 0.14%
1,050
– –
SCHF icon
123
Schwab International Equity ETF
SCHF
$68.7B
$367K 0.14%
15,746
– –
EWG icon
124
iShares MSCI Germany ETF
EWG
$1.68B
$365K 0.14%
8,775
– –
TXN icon
125
Texas Instruments
TXN
$261B
$358K 0.14%
1,950
– –
3 4
5
6 7

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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.