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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 APD AIR PRODS & CHEMS INC Basic Materials 1,166.0 $288K 0.11% NEW $247.17 +13.4%
142 GILD GILEAD SCIENCES INC Healthcare 2,297.0 $282K 0.11% NEW $122.74 +0.8%
143 SHW SHERWIN WILLIAMS CO Basic Materials 865.0 $280K 0.11% NEW $324.03 -1.0%
144 XLI SELECT SECTOR SPDR TR 1,800.0 $279K 0.11% NEW $155.12 +16.6%
145 TMO THERMO FISHER SCIENTIFIC INC Healthcare 478.0 $277K 0.11% NEW $579.45 -19.8%
146 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,745.0 $277K 0.11% NEW $100.89 +1.7%
147 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,550.0 $277K 0.11% NEW $178.59 +27.1%
148 DLR DIGITAL RLTY TR INC Real Estate 1,775.0 $275K 0.11% NEW $154.71 +21.6%
149 CDNS CADENCE DESIGN SYSTEM INC Technology 875.0 $274K 0.11% NEW $312.58 +23.9%
150 PH PARKER-HANNIFIN CORP Industrials 305.0 $268K 0.10% NEW $878.96 +8.5%
151 AMLP ALPS ETF TR 5,600.0 $263K 0.10% NEW $47.02 +7.8%
152 PEP PEPSICO INC Consumer Defensive 1,807.0 $259K 0.10% NEW $143.52 -1.0%
153 OTIS OTIS WORLDWIDE CORP Industrials 2,949.0 $258K 0.10% NEW $87.35 -16.1%
154 SCHO SCHWAB STRATEGIC TR 10,450.0 $255K 0.10% NEW $24.37 -1.1%
155 FFC FLAHERTY & CRUMRINE PFD SECS Financial Services 15,388.0 $254K 0.10% NEW $16.51 -3.4%
156 DLN WISDOMTREE TR 2,824.0 $249K 0.10% NEW $88.08 +9.2%
157 SBUX STARBUCKS CORP Consumer Cyclical 2,930.0 $247K 0.10% NEW $84.21 +19.5%
158 ROK ROCKWELL AUTOMATION INC Industrials 633.0 $247K 0.10% NEW $389.48 +21.6%
159 TOL TOLL BROTHERS INC Consumer Cyclical 1,820.0 $246K 0.10% NEW $135.22 +15.1%
160 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,690.0 $245K 0.10% NEW $91.21 -4.8%
Page 8 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%