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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
+2.73%
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
$258M
AUM Growth
-$3.89M
Cap. Flow
-$7.86M
Cap. Flow %
-3.05%
Top 10 Hldgs %
42.39%
Holding
218
New
12
Increased
23
Reduced
125
Closed
14

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.16M
2
IMSR
Terrestrial Energy
IMSR
+$1.02M
3
RGLD icon
Royal Gold
RGLD
+$489K
4
MTD icon
Mettler-Toledo International
MTD
+$215K
5
CCJ icon
Cameco
CCJ
+$212K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.01M
2
NVDA icon
NVIDIA
NVDA
+$910K
3
AAPL icon
Apple
AAPL
+$850K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$773K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$636K

Sector Composition

Rank Sector Weight
1 Technology 21.88%
2 Financials 7.94%
3 Healthcare 5.29%
4 Communication Services 4.93%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
176
Chubb
CB
$135B
$223K 0.09%
715
-11
-2% -$3.22K
ALB icon
177
Albemarle
ALB
$15.5B
$218K 0.08%
+1,542
New +$175K
EW icon
178
Edwards Lifesciences
EW
$51.7B
$217K 0.08%
+2,550
New +$209K
NSC icon
179
Norfolk Southern
NSC
$75.1B
$217K 0.08%
752
-110
-13% -$31.8K
ADM icon
180
Archer Daniels Midland
ADM
$36.9B
$216K 0.08%
3,760
-325
-8% -$19.4K
TLT icon
181
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
$216K 0.08%
2,475
-50
-2% -$4.47K
CCJ icon
182
Cameco
CCJ
$42.4B
$215K 0.08%
+2,350
New +$212K
MTD icon
183
Mettler-Toledo International
MTD
$28.6B
$215K 0.08%
+154
New +$215K
SLYV icon
184
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
$214K 0.08%
2,356
– –
AMP icon
185
Ameriprise Financial
AMP
$48.8B
$214K 0.08%
436
-20
-4% -$9.49K
OMC icon
186
Omnicom Group
OMC
$23.4B
$214K 0.08%
+2,646
New +$202K
EWA icon
187
iShares MSCI Australia ETF
EWA
$1.48B
$210K 0.08%
8,033
– –
LH icon
188
Labcorp
LH
$25.9B
$209K 0.08%
832
-56
-6% -$14.9K
VOO icon
189
Vanguard S&P 500 ETF
VOO
$1.03T
$208K 0.08%
331
– –
BMY icon
190
Bristol-Myers Squibb
BMY
$132B
$205K 0.08%
+3,796
New +$183K
ROST icon
191
Ross Stores
ROST
$81.9B
$204K 0.08%
+1,133
New +$189K
PFE icon
192
Pfizer
PFE
$153B
$200K 0.08%
8,050
-1,500
-16% -$37.8K
QCOM icon
193
Qualcomm
QCOM
$176B
$197K 0.08%
1,150
-250
-18% -$42.9K
TSCO icon
194
Tractor Supply
TSCO
$18B
$194K 0.08%
3,875
-700
-15% -$37.7K
TMFS icon
195
Motley Fool Small-Cap Growth ETF
TMFS
$60.1M
$192K 0.07%
5,525
-500
-8% -$17.3K
LRCX icon
196
Lam Research
LRCX
$390B
$192K 0.07%
+1,120
New +$174K
SNA icon
197
Snap-on
SNA
$21.5B
$188K 0.07%
+545
New +$186K
MET icon
198
MetLife
MET
$62.1B
$187K 0.07%
2,374
-175
-7% -$13.9K
NOBL icon
199
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$187K 0.07%
+3,600
New +$186K
PCAR icon
200
PACCAR
PCAR
$70.1B
$187K 0.07%
+1,705
New +$175K
5 6 7
8
9

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MC
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Tiemann Investment Advisors held 218 positions worth $258M, down 1.5% from $261M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Tiemann Investment Advisors withdrew a net $7.86M in Q4 2025, closing 14 positions and reducing 125 holdings. Its most notable exit was Sandstorm Gold, an estimated $489K position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Tiemann Investment Advisors opened a new position in Terrestrial Energy worth $464K.

  • Tiemann Investment Advisors's largest Q4 2025 buy was Terrestrial Energy: 75,995 shares worth $464K.
  • Tiemann Investment Advisors added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $1.16M increase.
  • Tiemann Investment Advisors's biggest Q4 2025 reduction was Microsoft, cutting an estimated $1.01M.
  • Tiemann Investment Advisors fully exited Sandstorm Gold in Q4 2025, selling an estimated $489K.
  • Tiemann Investment Advisors's ten largest holdings make up 42% of its $258M portfolio in Q4 2025.
  • Tiemann Investment Advisors opened 12 new positions and closed 14 in Q4 2025.
  • Tiemann Investment Advisors's portfolio value fell 1.5% quarter-over-quarter to $258M.

Based on Tiemann Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.