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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 3 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVW ISHARES TR 11,855.0 $1.5M 0.57% NEW $123.26 +11.9%
42 CSCO CISCO SYS INC Technology 18,102.0 $1.4M 0.54% NEW $77.03 +55.2%
43 EWJ ISHARES INC 15,982.0 $1.3M 0.50% NEW $80.74 +19.2%
44 CEG CONSTELLATION ENERGY CORP Utilities 3,646.0 $1.3M 0.50% NEW $353.27 -22.4%
45 GS GOLDMAN SACHS GROUP INC Financial Services 1,439.0 $1.3M 0.49% NEW $879.00 +24.8%
46 IEMG ISHARES INC 18,063.0 $1.2M 0.47% NEW $67.22 +27.4%
47 ABT ABBOTT LABS Healthcare 9,548.0 $1.2M 0.47% NEW $125.29 -29.4%
48 RTX RTX CORPORATION Industrials 6,506.0 $1.2M 0.46% NEW $183.40 +1.2%
49 WMT WALMART INC Consumer Defensive 10,558.0 $1.2M 0.46% NEW $111.42 +5.2%
50 TDTT FLEXSHARES TR 46,836.0 $1.1M 0.44% NEW $24.06 -0.7%
51 MCHP MICROCHIP TECHNOLOGY INC. Technology 17,368.0 $1.1M 0.43% NEW $63.72 +56.6%
52 T AT&T INC Communication Services 44,044.0 $1.1M 0.42% NEW $24.84 -11.4%
53 EFA ISHARES TR 11,085.0 $1.1M 0.41% NEW $96.03 +8.7%
54 ESS ESSEX PPTY TR INC Real Estate 4,034.0 $1.1M 0.41% NEW $261.73 +4.6%
55 RGLD ROYAL GOLD INC Basic Materials 4,744.0 $1.1M 0.41% NEW $222.32 -3.4%
56 IGIB ISHARES TR 18,285.0 $985K 0.38% NEW $53.88 -1.5%
57 ISRG INTUITIVE SURGICAL INC Healthcare 1,738.0 $984K 0.38% NEW $566.36 -28.2%
58 SPY SPDR S&P 500 ETF TR Financial Services 1,435.0 $979K 0.38% NEW $682.22 +9.5%
59 TDTF FLEXSHARES TR 39,806.0 $954K 0.37% NEW $23.97 -1.0%
60 AMAT APPLIED MATLS INC Technology 3,685.0 $947K 0.37% NEW $256.99 +140.1%
Page 3 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%