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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
+10.32%
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
$244M
AUM Growth
+$23.8M
Cap. Flow
+$6.13M
Cap. Flow %
2.51%
Top 10 Hldgs %
43.31%
Holding
202
New
10
Increased
61
Reduced
75
Closed
3

Top Buys

Rank Stock Value
1
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M
2
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.02M
3
COF icon
Capital One
COF
+$1.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$1.24M
2
DFS
Discover Financial Services
DFS
+$1.14M
3
BMY icon
Bristol-Myers Squibb
BMY
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$179K

Sector Composition

Rank Sector Weight
1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
176
TSMC
TSM
$2.18T
$228K 0.09%
+1,008
New +$187K
VZ icon
177
Verizon
VZ
$196B
$224K 0.09%
5,179
-505
-9% -$21.9K
TLT icon
178
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
$223K 0.09%
2,525
– –
NSC icon
179
Norfolk Southern
NSC
$75.1B
$221K 0.09%
862
-100
-10% -$23.6K
TMFS icon
180
Motley Fool Small-Cap Growth ETF
TMFS
$60.1M
$220K 0.09%
6,225
– –
HPQ icon
181
HP
HPQ
$27.5B
$220K 0.09%
8,991
+375
+4% +$9.56K
EWL icon
182
iShares MSCI Switzerland ETF
EWL
$2.25B
$218K 0.09%
3,975
– –
EWD icon
183
iShares MSCI Sweden ETF
EWD
$595M
$213K 0.09%
+4,650
New +$204K
TOL icon
184
Toll Brothers
TOL
$14.5B
$212K 0.09%
1,855
– –
EWA icon
185
iShares MSCI Australia ETF
EWA
$1.48B
$211K 0.09%
8,033
-300
-4% -$7.48K
MU icon
186
Micron Technology
MU
$991B
$211K 0.09%
+1,713
New +$160K
ROK icon
187
Rockwell Automation
ROK
$49B
$210K 0.09%
+634
New +$181K
TMO icon
188
Thermo Fisher Scientific
TMO
$220B
$210K 0.09%
519
-33
-6% -$13.8K
CB icon
189
Chubb
CB
$135B
$210K 0.09%
726
– –
JCI icon
190
Johnson Controls International
JCI
$92.2B
$209K 0.09%
+1,981
New +$182K
ADM icon
191
Archer Daniels Midland
ADM
$36.9B
$206K 0.08%
3,910
-3,025
-44% -$147K
LEN icon
192
Lennar Class A
LEN
$21.2B
$205K 0.08%
1,850
-165
-8% -$17.9K
K
193
DELISTED
Kellanova
K
$204K 0.08%
2,569
– –
CTAS icon
194
Cintas
CTAS
$81.3B
$204K 0.08%
916
– –
ITW icon
195
Illinois Tool Works
ITW
$84.5B
$200K 0.08%
807
-15
-2% -$3.62K
TMUS icon
196
T-Mobile US
TMUS
$190B
$195K 0.08%
817
+30
+4% +$7.32K
STZ icon
197
Constellation Brands
STZ
$23.2B
$193K 0.08%
1,185
-60
-5% -$10.8K
PAYX icon
198
Paychex
PAYX
$42.7B
$190K 0.08%
1,305
– –
SLYV icon
199
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
$188K 0.08%
2,356
– –
AMPH icon
200
Amphastar Pharmaceuticals
AMPH
$916M
– –
-6,962
Closed -$202K
5 6 7
8
9

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EFP
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TLA
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AAM
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RFA
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Tiemann Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Tiemann Investment Advisors held 202 positions worth $244M, up 11% from $220M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Tiemann Investment Advisors's Q2 2025 filing shows 10 new, 61 increased, 75 reduced and 3 closed positions. Its largest new stake was Capital One: 7,463 shares worth $1.59M. The largest sale was Oracle, an estimated $1.24M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.

  • Tiemann Investment Advisors's largest Q2 2025 buy was Capital One: 7,463 shares worth $1.59M.
  • Tiemann Investment Advisors added most to JPMorgan Ultra-Short Income ETF in Q2 2025, an estimated $2.08M increase.
  • Tiemann Investment Advisors's biggest Q2 2025 reduction was Oracle, cutting an estimated $1.24M.
  • Tiemann Investment Advisors fully exited Discover Financial Services in Q2 2025, selling an estimated $1.14M.
  • Tiemann Investment Advisors's ten largest holdings make up 43% of its $244M portfolio in Q2 2025.
  • Tiemann Investment Advisors opened 10 new positions and closed 3 in Q2 2025.
  • Tiemann Investment Advisors's portfolio value rose 11% quarter-over-quarter to $244M.

Based on Tiemann Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.