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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
ZTS icon
201
Zoetis
ZTS
$30B
$204K 0.08%
1,395
-150
-10% -$22.7K
ETN icon
202
Eaton
ETN
$174B
$203K 0.08%
+543
New +$197K
VOO icon
203
Vanguard S&P 500 ETF
VOO
$1.03T
$203K 0.08%
331
-130
-28% -$76.6K
AN icon
204
AutoNation
AN
$6.92B
$202K 0.08%
+925
New +$195K
NTAP icon
205
NetApp
NTAP
$37.2B
$202K 0.08%
+1,705
New +$191K
NVO
206
Novo Nordisk
NVO
$209B
$194K 0.07%
3,500
– –
CTAS icon
207
Cintas
CTAS
$81.3B
– –
-916
Closed -$204K
PAYX icon
208
Paychex
PAYX
$42.7B
– –
-1,305
Closed -$190K
STZ icon
209
Constellation Brands
STZ
$23.2B
– –
-1,185
Closed -$193K
TMUS icon
210
T-Mobile US
TMUS
$190B
– –
-817
Closed -$195K
5 6 7 8
9

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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.