TIEMANN INVESTMENT ADVISORS, LLC
Sector Allocation
- Other40.1%$110.6M
- Technology25.8%$71.3M
- Financials13.5%$37.3M
- Industrials5.6%$15.6M
- Healthcare4.7%$12.8M
- Consumer Discretionary3.6%$10.0M
- Consumer Staples2.4%$6.7M
- Materials1.4%$3.9M
- Real Estate1.1%$2.9M
- Communication Services1.0%$2.7M
AUM History
13fpro.ai/research/fund/tiemann-investment-advisors-llc-1575151
Conviction and streaks
Diversifying · top 10 = 40.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$22.0M
AAPL
$16.4M- ISHARES$14.1M
- ISHARES$12.6M
MSFT
$9.5M- J$8.9M
GS
$8.7MNVDA
$7.1MGOOGL
$6.1MJPM
$5.6MSTT
$4.4MBRK.B
$4.4MORCL
$4.3MAMZN
$3.6MGOOG
$3.6M- ISHARES$3.5M
- ISHARES$3.4M
- ISHARES$2.8M
- ISHARES$2.7M
AMAT
$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/tiemann-investment-advisors-llc-1575151
TIEMANN INVESTMENT ADVISORS, LLC 13F holdings — Q2 2026
$276.1M portfolio (+8.3% QoQ) · 207 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
- 1
ISHARES TR - CORE US AGGBD ET
$22.0M
8.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $16.4M
5.9% of stocks
-4%This quarter+9.8%Since filed10+ qtrsHeld- 3
ISHARES TR - CORE UNIVRSL USD
$14.1M
5.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE MSCI EAFE
$12.6M
4.6% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $9.5M
3.4% of stocks
-2%This quarter+6.5%Since filed10+ qtrsHeld- 6
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$8.9M
3.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.7M
3.1% of stocks
+6%This quarter-14.1%Since filed10+ qtrsHeld$7.1M
2.6% of stocks
-7%This quarter-3.5%Since filed10+ qtrsHeld$6.1M
2.2% of stocks
-7%This quarter-11.1%Since filed10+ qtrsHeld$5.6M
2.0% of stocks
-2%This quarter-6.6%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE US AGGBD ET | $22.0M | 8.0% | +5% | — | — | — | — | |
| 2 | $16.4M | 5.9% | -4% | +9.8% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - CORE UNIVRSL USD | $14.1M | 5.1% | +2% | — | — | — | — | |
| 4 | ISHARES TR - CORE MSCI EAFE | $12.6M | 4.6% | -0.4% | — | — | — | — | |
| 5 | $9.5M | 3.4% | -2% | +6.5% | 10+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $8.9M | 3.2% | +2% | — | — | — | — | |
| 7 | $8.7M | 3.1% | +6% | -14.1% | 10+ qtrsAdded 3 qtrs in a row | 73.2#127 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $7.1M | 2.6% | -7% | -3.5% | 10+ qtrsTrimmed 9 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $6.1M | 2.2% | -7% | -11.1% | 10+ qtrs | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $5.6M | 2.0% | -2% | -6.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — TIEMANN INVESTMENT ADVISORS, LLC (Q2 2026)
207 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | STATE STREET CORPetf/fund | Financials | $4.4M | 1.6% | 107K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $4.4M | 1.6% | 8,697 | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ORACLE CORP | Technology | $4.3M | 1.6% | 30K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $3.6M | 1.3% | 15K | -7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $3.6M | 1.3% | 10K | -9% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - SP SMCP600VL ETFetf/fund | — | $3.5M | 1.3% | 25K | -0.8% | — | — | 13F |
| 17 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $3.4M | 1.2% | 23K | -1% | — | — | 13F |
| 18 | — | ISHARES TR - S&P MC 400VL ETFetf/fund | — | $2.8M | 1.0% | 19K | -0.5% | — | — | 13F |
| 19 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $2.7M | 1.0% | 35K | -0.7% | — | — | 13F |
| 20 | APPLIED MATERIALS INC /DE | Technology | $2.7M | 1.0% | 3,705 | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - S&P SML 600 GWTetf/fund | — | $2.7M | 1.0% | 15K | -0.4% | — | — | 13F |
| 22 | JOHNSON & JOHNSON | Healthcare | $2.7M | 1.0% | 10K | -9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ELI LILLY & Co | Healthcare | $2.6M | 0.9% | 2,149 | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SPDR GOLD TRUSTetf/fund | Financials | $2.5M | 0.9% | 6,812 | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CATERPILLAR INC | Industrials | $2.5M | 0.9% | 2,356 | -12% | 10+ qtrsTrimmed 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ABBV | AbbVie Inc. | Healthcare | $2.3M | 0.8% | 9,227 | -3% | |||
| 27 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT | — | $2.3M | 0.8% | 37K | -0.6% | |||
| 28 | — | ISHARES TR - S&P MC 400GR ETF | — | $2.3M | 0.8% | 20K | -0.5% | |||
| 29 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.3M | 0.8% | 2,420 | -7% | |||
| 30 | $AVGO | Broadcom Inc. | Technology | $2.2M | 0.8% | 5,826 | -7% | |||
| 31 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.1M | 0.8% | 18K | -5% | |||
| 32 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $2.0M | 0.7% | 2,902 | -0.1% | |||
| 33 | — | ISHARES TR - MSCI EMG MKT ETF | — | $2.0M | 0.7% | 29K | -2% | |||
| 34 | $INTC | INTEL CORP | Technology | $2.0M | 0.7% | 14K | -0.7% | |||
| 35 | — | ISHARES TR - RUS 1000 ETF | — | $1.9M | 0.7% | 4,760 | -1% | |||
| 36 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.9M | 0.7% | 8,359 | -1% | |||
| 37 | $MU | MICRON TECHNOLOGY INC | Technology | $1.8M | 0.7% | 1,570 | -1% | |||
| 38 | — | ISHARES TR - CORE S&P500 ETF | — | $1.8M | 0.6% | 2,358 | -0.1% | |||
| 39 | $ALL | ALLSTATE CORP | Financials | $1.7M | 0.6% | 7,270 | -0.3% | |||
| 40 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $1.6M | 0.6% | 17K | — | |||
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.5M | 0.6% | 11K | -6% | |||
| 42 | — | ISHARES INC - CORE MSCI EMKT | — | $1.5M | 0.5% | 18K | -0.3% | |||
| 43 | $V | VISA INC. | Financials | $1.5M | 0.5% | 4,268 | -7% | |||
| 44 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.4M | 0.5% | 3,899 | -0.5% | |||
| 45 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.4M | 0.5% | 20K | +0.4% | |||
| 46 | $GLW | CORNING INC /NY | Materials | $1.4M | 0.5% | 5,575 | -0.9% | |||
| 47 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.4M | 0.5% | 7,008 | -1% | |||
| 48 | — | ISHARES INC - MSCI JAPAN ETF | — | $1.4M | 0.5% | 15K | -1% | |||
| 49 | $CRM | Salesforce, Inc. | Technology | $1.4M | 0.5% | 8,755 | -8% | |||
| 50 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.4M | 0.5% | 1,336 | -11% | |||
| 51 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $1.3M | 0.5% | 46K | -0.7% | |||
| 52 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.3M | 0.5% | 5,743 | -4% | |||
| 53 | $RTX | RTX Corp | Industrials | $1.3M | 0.5% | 6,616 | -1% | |||
| 54 | $KLAC | KLA CORP | Technology | $1.2M | 0.4% | 4,040 | +780% | |||
| 55 | $ESS | ESSEX PROPERTY TRUST, INC. | Real Estate | $1.2M | 0.4% | 3,959 | -2% | |||
| 56 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.4% | 10K | -5% | |||
| 57 | — | FLEXSHARES TR - IBOXX 3R TARGT | — | $1.1M | 0.4% | 48K | — | |||
| 58 | $CMI | CUMMINS INC | Industrials | $1.1M | 0.4% | 1,559 | -2% | |||
| 59 | — | ISHARES TR - MSCI EAFE ETF | — | $1.1M | 0.4% | 11K | -0.9% | |||
| 60 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.4% | 890 | -4% | |||
| 61 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.0M | 0.4% | 1,776 | -2% | |||
| 62 | $GE | GENERAL ELECTRIC CO | Industrials | $1.0M | 0.4% | 2,705 | -5% | |||
| 63 | — | FLEXSHARES TR - IBOXX 5YR TRGT | — | $985K | 0.4% | 41K | — | |||
| 64 | — | ISHARES TR - ISHS 5-10YR INVT | — | $966K | 0.3% | 18K | — | |||
| 65 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $962K | 0.3% | 2,726 | -1% | |||
| 66 | — | ISHARES TR - MSCI UK ETF NEW | — | $927K | 0.3% | 20K | — | |||
| 67 | $RGLD | ROYAL GOLD INC | Financials | $922K | 0.3% | 4,619 | -3% | |||
| 68 | $MRK | Merck & Co., Inc. | Healthcare | $834K | 0.3% | 6,492 | — | |||
| 69 | $CEG | Constellation Energy Corp | Utilities | $806K | 0.3% | 3,245 | -7% | |||
| 70 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $800K | 0.3% | 14K | +1% | |||
| 71 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $799K | 0.3% | 2,156 | -4% | |||
| 72 | $T | AT&T INC. | Communication Services | $792K | 0.3% | 38K | -13% | |||
| 73 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $788K | 0.3% | 1,894 | +1% | |||
| 74 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $767K | 0.3% | 3,230 | — | |||
| 75 | $ABT | ABBOTT LABORATORIES | Healthcare | $764K | 0.3% | 8,418 | -9% | |||
| 76 | — | ISHARES TR - RUSSELL 2000 ETF | — | $725K | 0.3% | 2,412 | — | |||
| 77 | $KEYS | Keysight Technologies, Inc. | Technology | $711K | 0.3% | 2,032 | — | |||
| 78 | $DE | DEERE & CO | Industrials | $696K | 0.3% | 1,097 | — | |||
| 79 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $691K | 0.3% | 19K | -0.3% | |||
| 80 | $ELS | EQUITY LIFESTYLE PROPERTIES INC | Real Estate | $687K | 0.3% | 11K | -0.9% | |||
| 81 | $META | Meta Platforms, Inc. | Technology | $671K | 0.2% | 8,618 | +4% | |||
| 82 | $DHI | HORTON D R INC /DE/ | Industrials | $671K | 0.2% | 4,117 | -3% | |||
| 83 | — | ISHARES TR - TIPS BD ETF | — | $667K | 0.2% | 6,095 | — | |||
| 84 | $NFLX | NETFLIX INC | Communication Services | $650K | 0.2% | 9,100 | -14% | |||
| 85 | $MS | MORGAN STANLEY | Financials | $642K | 0.2% | 3,069 | -10% | |||
| 86 | $AXP | AMERICAN EXPRESS CO | Financials | $632K | 0.2% | 1,868 | -3% | |||
| 87 | $CIEN | CIENA CORP | Technology | $628K | 0.2% | 1,280 | -15% | |||
| 88 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $608K | 0.2% | 20K | — | |||
| 89 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $608K | 0.2% | 1,528 | -12% | |||
| 90 | $EMR | EMERSON ELECTRIC CO | Industrials | $599K | 0.2% | 4,185 | — | |||
| 91 | $TXN | TEXAS INSTRUMENTS INC | Technology | $597K | 0.2% | 2,004 | +1% | |||
| 92 | $MCD | MCDONALDS CORP | Consumer Discretionary | $596K | 0.2% | 2,206 | — | |||
| 93 | $GD | GENERAL DYNAMICS CORP | Industrials | $581K | 0.2% | 1,640 | — | |||
| 94 | $UNP | UNION PACIFIC CORP | Industrials | $576K | 0.2% | 2,117 | +2% | |||
| 95 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $568K | 0.2% | 6,890 | — | |||
| 96 | — | ISHARES INC - MSCI NETHERL ETF | — | $564K | 0.2% | 8,025 | -2% | |||
| 97 | $FDX | FEDEX CORP | Industrials | $550K | 0.2% | 1,756 | -8% | |||
| 98 | $IMSR | Terrestrial Energy Inc. /DE/ | Industrials | $538K | 0.2% | 76K | — | |||
| 99 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $535K | 0.2% | 8,955 | -2% | |||
| 100 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $525K | 0.2% | 5,723 | -5% | |||
| 101 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $511K | 0.2% | 3,484 | -3% | |||
| 102 | $MCK | MCKESSON CORP | Consumer Staples | $490K | 0.2% | 648 | +1% | |||
| 103 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $481K | 0.2% | 1,008 | — | |||
| 104 | $KO | COCA COLA CO | Consumer Staples | $480K | 0.2% | 5,903 | -9% | |||
| 105 | $DIS | Walt Disney Co | Communication Services | $467K | 0.2% | 4,857 | -11% | |||
| 106 | $PLD | Prologis, Inc. | Real Estate | $462K | 0.2% | 3,410 | -9% | |||
| 107 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $451K | 0.2% | 1,605 | -4% | |||
| 108 | $LIN | LINDE PLC | Materials | $447K | 0.2% | 862 | -4% | |||
| 109 | $DUK | Duke Energy CORP | Utilities | $446K | 0.2% | 3,520 | -8% | |||
| 110 | — | ISHARES TR - IBOXX INV CP ETF | — | $444K | 0.2% | 4,067 | -0.7% | |||
| 111 | $LRCX | LAM RESEARCH CORP | Technology | $442K | 0.2% | 1,020 | -5% | |||
| 112 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $427K | 0.1% | 15K | -0.4% | |||
| 113 | $PH | Parker-Hannifin Corp | Industrials | $421K | 0.1% | 430 | — | |||
| 114 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $419K | 0.1% | 1,270 | -11% | |||
| 115 | $CARR | CARRIER GLOBAL Corp | Industrials | $418K | 0.1% | 5,696 | -3% | |||
| 116 | $BNY | Bank of New York Mellon Corp | Financials | $414K | 0.1% | 2,865 | -13% | |||
| 117 | $MA | Mastercard Inc | Financials | $410K | 0.1% | 799 | — | |||
| 118 | $AMGN | AMGEN INC | Healthcare | $405K | 0.1% | 1,119 | — | |||
| 119 | $CW | CURTISS WRIGHT CORP | Industrials | $404K | 0.1% | 533 | +4% | |||
| 120 | — | ISHARES INC - MSCI FRANCE ETF | — | $399K | 0.1% | 8,780 | -1% | |||
| 121 | $CSX | CSX CORP | Industrials | $397K | 0.1% | 8,360 | -0.6% | |||
| 122 | $FITB | FIFTH THIRD BANCORP | Financials | $390K | 0.1% | 6,913 | -10% | |||
| 123 | $GM | General Motors Co | Consumer Discretionary | $385K | 0.1% | 4,995 | — | |||
| 124 | $DELL | Dell Technologies Inc. | Technology | $382K | 0.1% | 886 | New | |||
| 125 | $WDC | WESTERN DIGITAL CORP | Technology | $373K | 0.1% | 584 | New | |||
| 126 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $364K | 0.1% | 12K | — | |||
| 127 | $JBL | JABIL INC | Technology | $360K | 0.1% | 935 | -12% | |||
| 128 | $SNPS | SYNOPSYS INC | Technology | $359K | 0.1% | 805 | — | |||
| 129 | — | ISHARES INC - MSCI GERMANY ETF | — | $350K | 0.1% | 8,463 | -1% | |||
| 130 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $347K | 0.1% | 925 | -5% | |||
| 131 | $APD | Air Products & Chemicals, Inc. | Materials | $343K | 0.1% | 1,168 | +0.1% | |||
| 132 | — | ISHARES TR - 1 3 YR TREAS BD | — | $341K | 0.1% | 4,150 | — | |||
| 133 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $338K | 0.1% | 1,450 | -17% | |||
| 134 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $330K | 0.1% | 3,230 | — | |||
| 135 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $330K | 0.1% | 1,780 | — | |||
| 136 | $BLK | BlackRock, Inc. | Financials | $325K | 0.1% | 338 | +3% | |||
| 137 | $O | REALTY INCOME CORP | Real Estate | $322K | 0.1% | 5,195 | -3% | |||
| 138 | $SHW | SHERWIN WILLIAMS CO | Materials | $321K | 0.1% | 932 | — | |||
| 139 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $320K | 0.1% | 7,554 | -5% | |||
| 140 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $319K | 0.1% | 1,775 | — | |||
| 141 | $NEE | NEXTERA ENERGY INC | Utilities | $317K | 0.1% | 3,607 | -4% | |||
| 142 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $309K | 0.1% | 623 | — | |||
| 143 | $BWXT | BWX Technologies, Inc. | Industrials | $309K | 0.1% | 1,585 | -6% | |||
| 144 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $303K | 0.1% | 1,423 | +3% | |||
| 145 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $295K | 0.1% | 3,860 | -3% | |||
| 146 | $FICO | FAIR ISAAC CORP | Technology | $293K | 0.1% | 245 | -4% | |||
| 147 | — | ALPS ETF TR - ALERIAN MLP | — | $290K | 0.1% | 5,600 | — | |||
| 148 | $TSLA | Tesla, Inc. | Consumer Discretionary | $290K | 0.1% | 690 | — | |||
| 149 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $282K | 0.1% | 563 | -7% | |||
| 150 | $TOL | Toll Brothers, Inc. | Industrials | $281K | 0.1% | 1,705 | -10% |
What changed in Q2 2026
Against the previous quarter's 13F: 12 new, 20 added to, 121 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
$DELLDell Technologies Inc.$382K
first bought this quarter
$WDCWESTERN DIGITAL CORP$373K
first bought this quarter
$HPEHewlett Packard Enterprise Co$281K
first bought this quarter
$QCOMQUALCOMM INC/DE$254K
first bought this quarter
$NTAPNetApp, Inc.$229K
first bought this quarter
$FLEXFLEX LTD.$229K
first bought this quarter
+6 more in the Excel export
Added to (20)
- ISHARES TR - CORE US AGGBD ET+5%
now $22.0M
$KLACKLA CORP+780%
now $1.2M · held 10+ qtrs
now $8.7M · held 10+ qtrs, 3 adds in a row
- ISHARES TR - CORE UNIVRSL USD+2%
now $14.1M
$BKNGBooking Holdings Inc.+2463%
now $219K · held 7 qtrs, 2 adds in a row
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+2%
now $8.9M
+14 more in the Excel export
Trimmed (121)
now $16.4M · held 10+ qtrs
now $7.1M · held 10+ qtrs, 9 trims in a row
now $6.1M · held 10+ qtrs
now $3.6M · held 10+ qtrs, 2 trims in a row
$CATCATERPILLAR INC-12%
now $2.5M · held 10+ qtrs, 8 trims in a row
now $3.6M · held 10+ qtrs
+115 more in the Excel export
Holdings by quarter
Every 13F TIEMANN INVESTMENT ADVISORS, LLC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow TIEMANN INVESTMENT ADVISORS?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of TIEMANN INVESTMENT ADVISORS's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 10% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
TIEMANN INVESTMENT ADVISORS, LLC disclosed 207 positions worth $276.1M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 12 new positions and exited 10 — including a new stake in $DELL and a full exit from $HON. The portfolio is most concentrated in Other (40.1% of disclosed assets). All figures are sourced directly from TIEMANN INVESTMENT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1575151.
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AI-Powered Hedge Fund Analysis: TIEMANN INVESTMENT ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For TIEMANN INVESTMENT ADVISORS, LLC (SEC CIK: 1575151), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in TIEMANN INVESTMENT ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.