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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
HPQ icon
176
HP
HPQ
$27.5B
$240K 0.09%
8,816
-175
-2% -$4.66K
TEL icon
177
TE Connectivity
TEL
$62.6B
$239K 0.09%
+1,087
New +$218K
QCOM icon
178
Qualcomm
QCOM
$176B
$233K 0.09%
1,400
-125
-8% -$19.8K
AMT icon
179
American Tower
AMT
$80.4B
$232K 0.09%
1,207
-823
-41% -$171K
AEM icon
180
Agnico Eagle Mines
AEM
$90.5B
$229K 0.09%
+1,356
New +$186K
LEN icon
181
Lennar Class A
LEN
$21.2B
$227K 0.09%
1,800
-50
-3% -$6.21K
ECL icon
182
Ecolab
ECL
$79.9B
$226K 0.09%
825
-35
-4% -$9.51K
TLT icon
183
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
$226K 0.09%
2,525
– –
AMP icon
184
Ameriprise Financial
AMP
$48.8B
$224K 0.09%
456
– –
BRO icon
185
Brown & Brown
BRO
$23.9B
$223K 0.09%
2,380
– –
ROK icon
186
Rockwell Automation
ROK
$49B
$221K 0.08%
633
-1
-0.2% -$345
EWL icon
187
iShares MSCI Switzerland ETF
EWL
$2.25B
$220K 0.08%
3,975
– –
EWD icon
188
iShares MSCI Sweden ETF
EWD
$595M
$219K 0.08%
4,650
– –
JCI icon
189
Johnson Controls International
JCI
$92.2B
$218K 0.08%
1,981
– –
NVR icon
190
NVR
NVR
$17B
$217K 0.08%
+27
New +$215K
EWA icon
191
iShares MSCI Australia ETF
EWA
$1.48B
$217K 0.08%
8,033
– –
CVS icon
192
CVS Health
CVS
$122B
$215K 0.08%
+2,849
New +$195K
K
193
DELISTED
Kellanova
K
$211K 0.08%
2,569
– –
ITW icon
194
Illinois Tool Works
ITW
$84.5B
$210K 0.08%
807
– –
MET icon
195
MetLife
MET
$62.1B
$210K 0.08%
2,549
-350
-12% -$27.5K
SLYV icon
196
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
$209K 0.08%
2,356
– –
TMFS icon
197
Motley Fool Small-Cap Growth ETF
TMFS
$60.1M
$208K 0.08%
6,025
-200
-3% -$7.03K
PII icon
198
Polaris
PII
$4.07B
$206K 0.08%
+3,550
New +$191K
CB icon
199
Chubb
CB
$135B
$205K 0.08%
726
– –
RJF icon
200
Raymond James Financial
RJF
$34B
$204K 0.08%
+1,184
New +$196K
5 6 7
8
9

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AA
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EFP
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TLA
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FSCM
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AAM
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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.