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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
EWC icon
126
iShares MSCI Canada ETF
EWC
$6.48B
$355K 0.14%
7,020
– –
WSM icon
127
Williams-Sonoma
WSM
$29.7B
$354K 0.14%
1,810
– –
CARR icon
128
Carrier Global
CARR
$52.6B
$349K 0.13%
5,846
– –
APD icon
129
Air Products & Chemicals
APD
$68B
$341K 0.13%
1,251
+16
+1% +$4.63K
META icon
130
Meta Platforms (Facebook)
META
$1.53T
$334K 0.13%
455
– –
FISV
131
Fiserv Inc
FISV
$27.5B
$333K 0.13%
2,580
-75
-3% -$10.7K
GPC icon
132
Genuine Parts
GPC
$18.5B
$327K 0.13%
2,360
– –
PH icon
133
Parker-Hannifin
PH
$134B
$326K 0.12%
430
-30
-7% -$22.1K
SCHX icon
134
Schwab US Large- Cap ETF
SCHX
$74.6B
$326K 0.12%
12,360
-200
-2% -$5.08K
SHW icon
135
Sherwin-Williams
SHW
$88.1B
$322K 0.12%
930
– –
AMGN icon
136
Amgen
AMGN
$223B
$316K 0.12%
1,119
-15
-1% -$4.35K
EXC icon
137
Exelon
EXC
$46B
$314K 0.12%
6,975
-300
-4% -$13.2K
GM icon
138
General Motors
GM
$77.8B
$308K 0.12%
5,045
+150
+3% +$8.36K
BWXT icon
139
BWX Technologies
BWXT
$15.6B
$307K 0.12%
1,665
+40
+2% +$6.44K
DLR icon
140
Digital Realty Trust
DLR
$70.8B
$307K 0.12%
1,775
– –
ORLY icon
141
O'Reilly Automotive
ORLY
$75.6B
$306K 0.12%
2,840
– –
CSX icon
142
CSX Corp
CSX
$93B
$299K 0.11%
8,410
-50
-0.6% -$1.71K
FITB
143
Fifth Third Bancorp
FITB
$51.9B
$298K 0.11%
6,700
– –
PHYS icon
144
Sprott Physical Gold
PHYS
$15.7B
$296K 0.11%
10,000
– –
CIEN icon
145
Ciena
CIEN
$56.4B
$294K 0.11%
+2,015
New +$205K
MU icon
146
Micron Technology
MU
$986B
$287K 0.11%
1,713
– –
NEE icon
147
NextEra Energy
NEE
$176B
$286K 0.11%
3,782
-25
-0.7% -$1.83K
AEP icon
148
American Electric Power
AEP
$66.9B
$283K 0.11%
2,515
– –
TSM icon
149
TSMC
TSM
$2.2T
$282K 0.11%
1,008
– –
AMD icon
150
Advanced Micro Devices
AMD
$776B
$278K 0.11%
1,721
+50
+3% +$8.07K
4 5
6
7 8

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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.