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Portfolio (Quarterly) Guide ↗

TIEMANN INVESTMENT ADVISORS, LLC

· CIK 0001575151
13F Portfolio $255M AUM 204 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 87 Added 57 Reduced 13 Exited
Page 11 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,225.0 $191K 0.07% +350.0 +9.0% $45.30 -33.2%
202 AMT AMERICAN TOWER CORP Real Estate 1,092.0 $188K 0.07% NEW $172.58 +2.0%
203 RIO RIO TINTO PLC Basic Materials 2,000.0 $187K 0.07% NEW $93.29 +7.3%
204 AZO AUTOZONE INC Consumer Cyclical 55.0 $186K 0.07% NEW $3377.78 -9.3%
Page 11 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 37.2%
Financial Services 14.5%
Healthcare 10.1%
Communication Services 9.1%
Industrials 8.5%
Consumer Cyclical 8.1%
Consumer Defensive 4.5%
Basic Materials 2.6%
Utilities 2.5%
Real Estate 2.2%