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Portfolio (Quarterly) Guide ↗

TIEMANN INVESTMENT ADVISORS, LLC

· CIK 0001575151
13F Portfolio $258M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New
Page 5 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHI D R HORTON INC Consumer Cyclical 3,997.0 $576K 0.22% NEW $144.03 +9.6%
82 EMR EMERSON ELEC CO Industrials 4,285.0 $569K 0.22% NEW $132.72 +13.5%
83 GD GENERAL DYNAMICS CORP Industrials 1,640.0 $552K 0.21% NEW $336.66 +4.0%
84 SCHA SCHWAB STRATEGIC TR 19,332.0 $551K 0.21% NEW $28.48 +23.6%
85 DE DEERE & CO Industrials 1,155.0 $538K 0.21% NEW $465.57 +26.6%
86 PG PROCTER AND GAMBLE CO Consumer Defensive 3,749.0 $537K 0.21% NEW $143.34 +4.9%
87 JIRE J P MORGAN EXCHANGE TRADED F 7,015.0 $525K 0.20% NEW $74.88 +10.4%
88 FDX FEDEX CORP Industrials 1,816.0 $525K 0.20% NEW $288.96 +12.9%
89 DIS DISNEY WALT CO Communication Services 4,577.0 $521K 0.20% NEW $113.77 -8.7%
90 MS MORGAN STANLEY Financial Services 2,894.0 $514K 0.20% NEW $177.53 +25.7%
91 KLAC KLA CORP Technology 422.0 $513K 0.20% NEW $1215.08 -78.6%
92 INTC INTEL CORP Technology 13,880.0 $512K 0.20% NEW $36.90 +263.1%
93 MCK MCKESSON CORP Healthcare 615.0 $504K 0.20% NEW $820.29 -8.5%
94 VWO VANGUARD INTL EQUITY INDEX F 9,355.0 $503K 0.20% NEW $53.76 +13.0%
95 SCHB SCHWAB STRATEGIC TR 18,376.0 $482K 0.19% NEW $26.23 +10.4%
96 GLW CORNING INC Technology 5,475.0 $479K 0.19% NEW $87.56 +122.6%
97 EWN ISHARES INC 8,225.0 $469K 0.18% NEW $57.03 +24.2%
98 UNP UNION PAC CORP Industrials 2,017.0 $467K 0.18% NEW $231.32 +11.0%
99 CL COLGATE PALMOLIVE CO Consumer Defensive 5,903.0 $466K 0.18% NEW $79.02 +13.2%
100 IMSR TERRESTRIAL ENERGY INC Energy 75,995.0 $464K 0.18% NEW $6.11 +39.3%
Page 5 of 11  ·  204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.4%
Financial Services 16.0%
Healthcare 9.5%
Communication Services 8.9%
Consumer Cyclical 8.5%
Industrials 7.1%
Consumer Defensive 3.9%
Utilities 2.4%
Basic Materials 1.9%
Real Estate 1.9%