TIEMANN INVESTMENT ADVISORS, LLC
13F Reported Value
ⓘ$276.1M
Holdings
207
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$AAPL
$MSFT
$GS
$ORCLSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE US AGGBD ET
—Quality
$22.0M222,133 sh- 76.4#84
Quality
$16.4M56,659 sh ISHARES TR - CORE UNIVRSL USD
—Quality
$14.1M306,523 shISHARES TR - CORE MSCI EAFE
—Quality
$12.6M130,977 sh- 79.8
Quality
$9.5M25,410 sh J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$8.9M175,937 sh- 73.5
Quality
$8.7M171,465 sh - 85.9
Quality
$7.1M35,730 sh - 78.2
Quality
$6.1M17,024 sh - 70.7
Quality
$5.6M17,110 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE US AGGBD ET | — | $22.0M | 222,133 |
| Apple Inc.$AAPL | 76.4#84 | $16.4M | 56,659 |
| ISHARES TR - CORE UNIVRSL USD | — | $14.1M | 306,523 |
| ISHARES TR - CORE MSCI EAFE | — | $12.6M | 130,977 |
| MICROSOFT CORP$MSFT | 79.8 | $9.5M | 25,410 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $8.9M | 175,937 |
| GOLDMAN SACHS GROUP INC$GS | 73.5 | $8.7M | 171,465 |
 NVIDIA CORP$NVDA | 85.9 | $7.1M | 35,730 |
 Alphabet Inc.$GOOG | 78.2 | $6.1M | 17,024 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $5.6M | 17,110 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TIEMANN INVESTMENT ADVISORS, LLC's 207 positions.
Showing top 10 of 207 holdings.
Sector Allocation
Other
$110.6M
Technology
$73.7M
Financials
$37.3M
Industrials
$14.2M
Consumer Discretionary
$13.1M
Healthcare
$12.4M
Materials
$3.6M
Consumer Staples
$3.3M
Top Holdings — TIEMANN INVESTMENT ADVISORS, LLC (Q2 2026)
Top 150 of 207 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE US AGGBD ET | $22.0M | 8.0% | +5% | — |
| 2 | $AAPL | Apple Inc. | $16.4M | 5.9% | -4% | 76.4 |
| 3 | — | ISHARES TR - CORE UNIVRSL USD | $14.1M | 5.1% | +2% | — |
| 4 | — | ISHARES TR - CORE MSCI EAFE | $12.6M | 4.6% | -0% | — |
| 5 | $MSFT | MICROSOFT CORP | $9.5M | 3.4% | -2% | 79.8 |
| 6 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $8.9M | 3.2% | +2% | — |
| 7 | $GS | GOLDMAN SACHS GROUP INC | $8.7M | 3.1% | +6% | 73.5 |
| 8 | $NVDA | NVIDIA CORP | $7.1M | 2.6% | -7% | 85.9 |
| 9 | $GOOG | Alphabet Inc. | $6.1M | 2.2% | -7% | 78.2 |
| 10 | $JPM | JPMORGAN CHASE & CO | $5.6M | 2.0% | -2% | 70.7 |
| 11 |  $STT | STATE STREET CORP | $4.4M | 1.6% | -1% | 71.5 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.4M | 1.6% | -4% | 73.8 |
| 13 | $ORCL | ORACLE CORP | $4.3M | 1.6% | +4% | 66.2 |
| 14 |  $AMZN | AMAZON COM INC | $3.6M | 1.3% | -7% | 68.7 |
| 15 |  $GOOGL | Alphabet Inc. | $3.6M | 1.3% | -9% | 78.2 |
| 16 | — | ISHARES TR - SP SMCP600VL ETF | $3.5M | 1.3% | -1% | — |
| 17 | — | ISHARES TR - CORE S&P SCP ETF | $3.4M | 1.2% | -1% | — |
| 18 | — | ISHARES TR - S&P MC 400VL ETF | $2.8M | 1.0% | -0% | — |
| 19 | — | ISHARES TR - CORE S&P MCP ETF | $2.7M | 1.0% | -1% | — |
| 20 |  $AMAT | APPLIED MATERIALS INC /DE | $2.7M | 1.0% | -6% | 72.3 |
| 21 | — | ISHARES TR - S&P SML 600 GWT | $2.7M | 1.0% | -0% | — |
| 22 |  $JNJ | JOHNSON & JOHNSON | $2.7M | 1.0% | -9% | 69 |
| 23 |  $LLY | ELI LILLY & Co | $2.6M | 0.9% | -4% | 87.5 |
| 24 |  $GLD | SPDR GOLD TRUST | $2.5M | 0.9% | -1% | — |
| 25 |  $CAT | CATERPILLAR INC | $2.5M | 0.9% | -12% | 66.5 |
| 26 |  $ABBV | AbbVie Inc. | $2.3M | 0.8% | -3% | 72.6 |
| 27 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT | $2.3M | 0.8% | -1% | — |
| 28 | — | ISHARES TR - S&P MC 400GR ETF | $2.3M | 0.8% | -0% | — |
| 29 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.3M | 0.8% | -7% | 66.2 |
| 30 |  $AVGO | Broadcom Inc. | $2.2M | 0.8% | -7% | 84.5 |
| 31 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.8% | -5% | 70.3 |
| 32 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.0M | 0.7% | -0% | — |
| 33 | — | ISHARES TR - MSCI EMG MKT ETF | $2.0M | 0.7% | -2% | — |
| 34 |  $INTC | INTEL CORP | $2.0M | 0.7% | -1% | 45.6 |
| 35 | — | ISHARES TR - RUS 1000 ETF | $1.9M | 0.7% | -1% | — |
| 36 | — | ISHARES TR - S&P 500 VAL ETF | $1.9M | 0.7% | -1% | — |
| 37 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 0.7% | -1% | 86.2 |
| 38 | — | ISHARES TR - CORE S&P500 ETF | $1.8M | 0.6% | -0% | — |
| 39 |  $ALL | ALLSTATE CORP | $1.7M | 0.6% | -0% | 78.5 |
| 40 |  $MCHP | MICROCHIP TECHNOLOGY INC | $1.6M | 0.6% | +0% | 52.9 |
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | $1.5M | 0.6% | -6% | — |
| 42 | — | ISHARES INC - CORE MSCI EMKT | $1.5M | 0.5% | -0% | — |
| 43 |  $V | VISA INC. | $1.5M | 0.5% | -7% | 82.9 |
| 44 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.4M | 0.5% | -1% | — |
| 45 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.4M | 0.5% | +0% | — |
| 46 |  $GLW | CORNING INC /NY | $1.4M | 0.5% | -1% | 73.7 |
| 47 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.4M | 0.5% | -1% | 62.4 |
| 48 | — | ISHARES INC - MSCI JAPAN ETF | $1.4M | 0.5% | -1% | — |
| 49 |  $CRM | Salesforce, Inc. | $1.4M | 0.5% | -8% | 77 |
| 50 | $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.5% | -11% | 73.5 |
| 51 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.3M | 0.5% | -1% | — |
| 52 |  $LOW | LOWES COMPANIES INC | $1.3M | 0.5% | -4% | 60.8 |
| 53 |  $RTX | RTX Corp | $1.3M | 0.5% | -1% | 73.2 |
| 54 |  $KLAC | KLA CORP | $1.2M | 0.4% | +780% | 78.6 |
| 55 |  $ESS | ESSEX PROPERTY TRUST, INC. | $1.2M | 0.4% | -2% | 64.2 |
| 56 |  $WMT | Walmart Inc. | $1.2M | 0.4% | -5% | 60.2 |
| 57 | — | FLEXSHARES TR - IBOXX 3R TARGT | $1.1M | 0.4% | +0% | — |
| 58 |  $CMI | CUMMINS INC | $1.1M | 0.4% | -2% | 58.1 |
| 59 | — | ISHARES TR - MSCI EAFE ETF | $1.1M | 0.4% | -1% | — |
| 60 |  $GEV | GE Vernova Inc. | $1.0M | 0.4% | -4% | 81.1 |
| 61 |  $AMD | ADVANCED MICRO DEVICES INC | $1.0M | 0.4% | -2% | 79.8 |
| 62 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.4% | -5% | 73.8 |
| 63 | — | FLEXSHARES TR - IBOXX 5YR TRGT | $985,412 | 0.4% | +0% | — |
| 64 | — | ISHARES TR - ISHS 5-10YR INVT | $965,878 | 0.3% | +0% | — |
| 65 |  $HD | HOME DEPOT, INC. | $961,523 | 0.3% | -1% | 60.3 |
| 66 | — | ISHARES TR - MSCI UK ETF NEW | $926,722 | 0.3% | +0% | — |
| 67 |  $RGLD | ROYAL GOLD INC | $922,124 | 0.3% | -3% | 79.7 |
| 68 |  $MRK | Merck & Co., Inc. | $834,222 | 0.3% | +0% | 59.9 |
| 69 |  $CEG | Constellation Energy Corp | $805,961 | 0.3% | -7% | 59.4 |
| 70 |  $BAC | BANK OF AMERICA CORP /DE/ | $799,714 | 0.3% | +1% | 67.6 |
| 71 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $799,341 | 0.3% | -4% | 61.7 |
| 72 |  $T | AT&T INC. | $791,609 | 0.3% | -13% | 65.7 |
| 73 |  $UNH | UNITEDHEALTH GROUP INC | $787,523 | 0.3% | +1% | 62.7 |
| 74 |  $CAH | CARDINAL HEALTH INC | $767,319 | 0.3% | +0% | 62.4 |
| 75 |  $ABT | ABBOTT LABORATORIES | $763,849 | 0.3% | -9% | 65.5 |
| 76 | — | ISHARES TR - RUSSELL 2000 ETF | $724,685 | 0.3% | +0% | — |
| 77 |  $KEYS | Keysight Technologies, Inc. | $711,342 | 0.3% | +0% | 71.4 |
| 78 |  $DE | DEERE & CO | $695,860 | 0.3% | +0% | 55.4 |
| 79 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $691,059 | 0.3% | -0% | — |
| 80 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $687,206 | 0.3% | -1% | 64.2 |
| 81 |  $META | Meta Platforms, Inc. | $671,428 | 0.2% | +4% | 79.6 |
| 82 |  $DHI | HORTON D R INC /DE/ | $670,577 | 0.2% | -3% | 53.6 |
| 83 | — | ISHARES TR - TIPS BD ETF | $666,976 | 0.2% | +0% | — |
| 84 |  $NFLX | NETFLIX INC | $649,740 | 0.2% | -14% | 78.8 |
| 85 |  $MS | MORGAN STANLEY | $641,544 | 0.2% | -10% | 75.8 |
| 86 |  $AXP | AMERICAN EXPRESS CO | $631,851 | 0.2% | -3% | 69.4 |
| 87 |  $CIEN | CIENA CORP | $628,243 | 0.2% | -15% | 72.9 |
| 88 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $607,703 | 0.2% | +0% | — |
| 89 |  $ISRG | INTUITIVE SURGICAL INC | $607,655 | 0.2% | -12% | 79.9 |
| 90 |  $EMR | EMERSON ELECTRIC CO | $599,083 | 0.2% | +0% | 65.3 |
| 91 |  $TXN | TEXAS INSTRUMENTS INC | $597,332 | 0.2% | +1% | 73.4 |
| 92 |  $MCD | MCDONALDS CORP | $596,304 | 0.2% | +0% | 69 |
| 93 |  $GD | GENERAL DYNAMICS CORP | $580,954 | 0.2% | +0% | 68.7 |
| 94 |  $UNP | UNION PACIFIC CORP | $575,824 | 0.2% | +2% | 69.7 |
| 95 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $568,356 | 0.2% | +0% | — |
| 96 | — | ISHARES INC - MSCI NETHERL ETF | $564,479 | 0.2% | -2% | — |
| 97 |  $FDX | FEDEX CORP | $550,046 | 0.2% | -8% | 60.3 |
| 98 |  $IMSR | Terrestrial Energy Inc. /DE/ | $538,045 | 0.2% | +0% | 26.5 |
| 99 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $534,524 | 0.2% | -2% | — |
| 100 |  $CL | COLGATE PALMOLIVE CO | $524,685 | 0.2% | -5% | 61.3 |
| 101 |  $PG | PROCTER & GAMBLE Co | $510,991 | 0.2% | -3% | 64.6 |
| 102 |  $MCK | MCKESSON CORP | $489,629 | 0.2% | +1% | 63.4 |
| 103 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $481,391 | 0.2% | +0% | — |
| 104 |  $KO | COCA COLA CO | $479,737 | 0.2% | -9% | 69.5 |
| 105 |  $DIS | Walt Disney Co | $467,486 | 0.2% | -11% | 60.1 |
| 106 |  $PLD | Prologis, Inc. | $461,953 | 0.2% | -9% | 68.3 |
| 107 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $451,342 | 0.2% | -4% | 70 |
| 108 |  $LIN | LINDE PLC | $447,326 | 0.2% | -4% | — |
| 109 |  $DUK | Duke Energy CORP | $445,562 | 0.2% | -8% | 56.4 |
| 110 | — | ISHARES TR - IBOXX INV CP ETF | $443,695 | 0.2% | -1% | — |
| 111 |  $LRCX | LAM RESEARCH CORP | $441,997 | 0.2% | -5% | 79.4 |
| 112 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $426,885 | 0.1% | -0% | — |
| 113 |  $PH | Parker-Hannifin Corp | $420,592 | 0.1% | +0% | 65.8 |
| 114 |  $TRV | TRAVELERS COMPANIES, INC. | $419,252 | 0.1% | -11% | 75.9 |
| 115 |  $CARR | CARRIER GLOBAL Corp | $417,802 | 0.1% | -3% | 56.6 |
| 116 |  $BNY | Bank of New York Mellon Corp | $414,308 | 0.1% | -13% | 74.1 |
| 117 |  $MA | Mastercard Inc | $410,366 | 0.1% | +0% | 85.1 |
| 118 |  $AMGN | AMGEN INC | $405,212 | 0.1% | +0% | 79.2 |
| 119 |  $CW | CURTISS WRIGHT CORP | $403,886 | 0.1% | +4% | 69.5 |
| 120 | — | ISHARES INC - MSCI FRANCE ETF | $398,875 | 0.1% | -1% | — |
| 121 |  $CSX | CSX CORP | $397,351 | 0.1% | -1% | 65.2 |
| 122 |  $FITB | FIFTH THIRD BANCORP | $389,686 | 0.1% | -10% | 63.2 |
| 123 |  $GM | General Motors Co | $385,015 | 0.1% | +0% | 54.3 |
| 124 |  $DELL | Dell Technologies Inc. | $382,274 | 0.1% | NEW | 71.2 |
| 125 |  $WDC | WESTERN DIGITAL CORP | $373,012 | 0.1% | NEW | 80.7 |
| 126 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $363,755 | 0.1% | +0% | — |
| 127 |  $JBL | JABIL INC | $360,424 | 0.1% | -12% | 57.4 |
| 128 |  $SNPS | SYNOPSYS INC | $359,086 | 0.1% | +0% | 67.9 |
| 129 | — | ISHARES INC - MSCI GERMANY ETF | $350,114 | 0.1% | -1% | — |
| 130 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $347,171 | 0.1% | -5% | 72.6 |
| 131 |  $APD | Air Products & Chemicals, Inc. | $342,687 | 0.1% | +0% | 46.4 |
| 132 | — | ISHARES TR - 1 3 YR TREAS BD | $340,757 | 0.1% | +0% | — |
| 133 |  $WSM | WILLIAMS SONOMA INC | $337,995 | 0.1% | -17% | 66.1 |
| 134 |  $SBUX | STARBUCKS CORP | $330,074 | 0.1% | +0% | 58.2 |
| 135 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $329,709 | 0.1% | +0% | — |
| 136 |  $BLK | BlackRock, Inc. | $325,007 | 0.1% | +3% | 70 |
| 137 |  $O | REALTY INCOME CORP | $321,882 | 0.1% | -3% | 73.7 |
| 138 |  $SHW | SHERWIN WILLIAMS CO | $320,906 | 0.1% | +0% | 61.3 |
| 139 |  $VZ | VERIZON COMMUNICATIONS INC | $319,836 | 0.1% | -5% | 65.8 |
| 140 |  $DLR | DIGITAL REALTY TRUST, INC. | $318,755 | 0.1% | +0% | 72.8 |
| 141 |  $NEE | NEXTERA ENERGY INC | $316,588 | 0.1% | -4% | 64.6 |
| 142 |  $ROK | ROCKWELL AUTOMATION, INC | $308,765 | 0.1% | +0% | 63.6 |
| 143 |  $BWXT | BWX Technologies, Inc. | $308,520 | 0.1% | -6% | 63.8 |
| 144 |  $ROST | ROSS STORES, INC. | $302,886 | 0.1% | +3% | 70.4 |
| 145 |  $ADM | Archer-Daniels-Midland Co | $294,904 | 0.1% | -3% | 50.7 |
| 146 |  $FICO | FAIR ISAAC CORP | $292,721 | 0.1% | -4% | 77.7 |
| 147 | — | ALPS ETF TR - ALERIAN MLP | $290,360 | 0.1% | +0% | — |
| 148 |  $TSLA | Tesla, Inc. | $290,214 | 0.1% | +0% | 53.9 |
| 149 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $282,266 | 0.1% | -7% | 65.1 |
| 150 |  $TOL | Toll Brothers, Inc. | $280,899 | 0.1% | -10% | 58.1 |
New Positions (12)
$DELL Dell Technologies Inc.$382,274$WDC WESTERN DIGITAL CORP$373,012
$HPE Hewlett Packard Enterprise Co$280,810
$QCOM QUALCOMM INC/DE$254,130
$NTAP NetApp, Inc.$229,045
$FLEX FLEX LTD.$228,519
$STX Seagate Technology Holdings plc$224,845
$SPY SPDR S&P 500 ETF TRUST$200,621
$JBHT HUNT J B TRANSPORT SERVICES INC$199,707
$MET METLIFE INC$194,518
$ETN Eaton Corp plc$185,362
$TXT TEXTRON INC$183,460
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