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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 3 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATLS INC Technology 3,955.0 $1.4M 0.53% +270.0 +7.3% $341.79 +80.6%
42 IVW ISHARES TR 11,765.0 $1.3M 0.52% -90.0 -0.8% $113.11 +22.0%
43 WMT WALMART INC Consumer Defensive 10,678.0 $1.3M 0.52% +120.0 +1.1% $124.29 -5.7%
44 COF CAPITAL ONE FINL CORP Financial Services 7,112.0 $1.3M 0.51% $182.43 +10.5%
45 RTX RTX CORPORATION Industrials 6,706.0 $1.3M 0.51% +200.0 +3.1% $192.90 -3.8%
46 EWJ ISHARES INC 15,207.0 $1.3M 0.50% -775.0 -4.8% $84.44 +14.0%
47 T AT&T INC Communication Services 44,107.0 $1.3M 0.50% $28.99 -24.1%
48 GS GOLDMAN SACHS GROUP INC Financial Services 1,499.0 $1.3M 0.50% +60.0 +4.2% $845.99 +29.6%
49 VTI VANGUARD INDEX FDS 3,919.0 $1.3M 0.49% NEW $320.83 +15.3%
50 IEMG ISHARES INC 17,893.0 $1.2M 0.49% -170.0 -0.9% $69.75 +22.8%
51 RGLD ROYAL GOLD INC Basic Materials 4,784.0 $1.2M 0.48% +40.0 +0.8% $254.52 -15.6%
52 SCHB SCHWAB STRATEGIC TR 46,476.0 $1.2M 0.46% +28K +152.9% $25.10 +15.4%
53 TDTT FLEXSHARES TR 47,836.0 $1.2M 0.46% +1K +2.1% $24.24 -1.5%
54 MCHP MICROCHIP TECHNOLOGY INC. Technology 17,468.0 $1.1M 0.44% +100.0 +0.6% $64.61 +54.4%
55 EFA ISHARES TR 10,710.0 $1.0M 0.41% -375.0 -3.4% $97.13 +7.5%
56 NFLX NETFLIX INC. Communication Services 10,525.0 $1.0M 0.40% +500.0 +5.0% $96.15 -19.5%
57 TDTF FLEXSHARES TR 41,456.0 $1000K 0.39% +2K +4.2% $24.11 -1.6%
58 ESS ESSEX PPTY TR INC Real Estate 4,034.0 $976K 0.38% $242.05 +13.1%
59 CEG CONSTELLATION ENERGY CORP Utilities 3,495.0 $976K 0.38% -151.0 -4.1% $279.25 -1.9%
60 IGIB ISHARES TR 18,165.0 $967K 0.38% -120.0 -0.7% $53.22 -0.3%
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 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%