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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
FICO icon
151
Fair Isaac
FICO
$28.7B
$272K 0.11%
255
+8
+3% +$11K
ORLY icon
152
O'Reilly Automotive
ORLY
$72.4B
$271K 0.11%
2,940
+250
+9% +$23.4K
CDNS icon
153
Cadence Design Systems
CDNS
$90B
$271K 0.11%
975
+100
+11% +$29.8K
META icon
154
Meta Platforms (Facebook)
META
$1.51T
$263K 0.1%
459
+4
+0.9% +$2.56K
TOL icon
155
Toll Brothers
TOL
$14B
$260K 0.1%
1,905
+85
+5% +$12.5K
TSLA icon
156
Tesla
TSLA
$1.24T
$257K 0.1%
690
-2,724
-80% -$1.12M
CCJ icon
157
Cameco
CCJ
$38.3B
$255K 0.1%
2,350
– –
SCHO icon
158
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$254K 0.1%
10,450
– –
DLN icon
159
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$252K 0.1%
2,824
– –
THC icon
160
Tenet Healthcare
THC
$20.1B
$246K 0.1%
1,305
+75
+6% +$15.8K
BMY icon
161
Bristol-Myers Squibb
BMY
$127B
$244K 0.1%
4,021
+225
+6% +$13.1K
EWC icon
162
iShares MSCI Canada ETF
EWC
$6.04B
$242K 0.1%
4,420
-2,600
-37% -$144K
JCI icon
163
Johnson Controls International
JCI
$87.5B
$241K 0.09%
1,840
-100
-5% -$12.9K
NSC icon
164
Norfolk Southern
NSC
$78.8B
$240K 0.09%
837
+85
+11% +$25.3K
PFE icon
165
Pfizer
PFE
$140B
$240K 0.09%
8,550
+500
+6% +$13.3K
JNK icon
166
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$239K 0.09%
2,500
– –
GPC icon
167
Genuine Parts
GPC
$17.1B
$239K 0.09%
2,260
-100
-4% -$12.4K
FFC
168
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$768M
$238K 0.09%
15,388
– –
PEP icon
169
PepsiCo
PEP
$186B
$238K 0.09%
1,532
-275
-15% -$42.9K
LH icon
170
Labcorp
LH
$24.3B
$237K 0.09%
888
+56
+7% +$15.2K
CB icon
171
Chubb
CB
$140B
$233K 0.09%
715
– –
OTIS icon
172
Otis Worldwide
OTIS
$27.4B
$231K 0.09%
2,999
+50
+2% +$4.38K
LRCX icon
173
Lam Research
LRCX
$382B
$229K 0.09%
1,070
-50
-4% -$11.2K
EWL icon
174
iShares MSCI Switzerland ETF
EWL
$2.12B
$228K 0.09%
3,875
– –
SO icon
175
Southern Company
SO
$110B
$225K 0.09%
2,326
+246
+12% +$22.8K
5 6
7
8 9

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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
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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.