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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 5 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPSB SPDR SERIES TRUST 20,250.0 $609K 0.24% $30.07 -0.4%
82 IWM ISHARES TR 2,412.0 $598K 0.23% $248.00 +19.2%
83 CIEN CIENA CORP Technology 1,510.0 $586K 0.23% +70.0 +4.9% $388.40 +10.3%
84 DHI D R HORTON INC Consumer Cyclical 4,247.0 $583K 0.23% +250.0 +6.2% $137.22 +15.0%
85 AXP AMERICAN EXPRESS CO Financial Services 1,919.0 $580K 0.23% +100.0 +5.5% $302.48 +11.7%
86 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,032.0 $574K 0.23% $282.37 +28.8%
87 GD GENERAL DYNAMICS CORP Industrials 1,640.0 $563K 0.22% $343.22 +2.0%
88 MS MORGAN STANLEY Financial Services 3,394.0 $559K 0.22% +500.0 +17.3% $164.57 +35.6%
89 SCHA SCHWAB STRATEGIC TR 19,192.0 $558K 0.22% -140.0 -0.7% $29.08 +21.0%
90 MCK MCKESSON CORP Healthcare 640.0 $554K 0.22% +25.0 +4.1% $865.36 -13.3%
91 EMR EMERSON ELEC CO Industrials 4,185.0 $548K 0.21% -100.0 -2.3% $131.02 +15.0%
92 MU MICRON TECHNOLOGY INC Technology 1,588.0 $536K 0.21% +388.0 +32.3% $337.84 +235.7%
93 DIS DISNEY WALT CO Communication Services 5,456.0 $526K 0.21% +879.0 +19.2% $96.38 +7.8%
94 JIRE J P MORGAN EXCHANGE TRADED F 6,890.0 $522K 0.20% -125.0 -1.8% $75.74 +9.2%
95 PG PROCTER & GAMBLE CO Consumer Defensive 3,599.0 $520K 0.20% -150.0 -4.0% $144.47 +4.1%
96 CL COLGATE PALMOLIVE CO Consumer Defensive 6,033.0 $514K 0.20% +130.0 +2.2% $85.23 +5.0%
97 UNH UNITEDHEALTH GROUP INC Healthcare 1,874.0 $507K 0.20% -157.0 -7.7% $270.70 +48.1%
98 UNP UNION PAC CORP Industrials 2,082.0 $505K 0.20% +65.0 +3.2% $242.62 +5.9%
99 DUK DUKE ENERGY CORP NEW Utilities 3,820.0 $500K 0.20% +80.0 +2.1% $130.94 -5.4%
100 PLD PROLOGIS INC. Real Estate 3,741.0 $494K 0.19% +320.0 +9.3% $132.18 +6.3%
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 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%