Portfolio (Quarterly)
Guide ↗
TIEMANN INVESTMENT ADVISORS, LLC
· CIK 0001575151| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 932.0 | $299K | 0.12% | +67.0 | +7.8% | $320.55 | +0.1% |
| 142 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 603.0 | $296K | 0.12% | +125.0 | +26.1% | $491.53 | -5.5% |
| 143 | AMLP | ALPS ETF TR | — | 5,600.0 | $295K | 0.12% | — | — | $52.64 | -3.7% |
| 144 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,230.0 | $289K | 0.11% | +300.0 | +10.2% | $89.59 | +12.3% |
| 145 | XLI | SELECT SECTOR SPDR TR | — | 1,780.0 | $288K | 0.11% | -20.0 | -1.1% | $161.73 | +11.9% |
| 146 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 3,960.0 | $288K | 0.11% | +200.0 | +5.3% | $72.69 | +3.3% |
| 147 | CMCSA | COMCAST CORP NEW | Communication Services | 9,910.0 | $285K | 0.11% | — | — | $28.71 | -21.9% |
| 148 | JBL | JABIL INC | Technology | 1,060.0 | $282K | 0.11% | — | — | $265.63 | +40.0% |
| 149 | ALB | ALBEMARLE CORP | Basic Materials | 1,554.0 | $279K | 0.11% | +12.0 | +0.8% | $179.53 | -10.7% |
| 150 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 1,356.0 | $275K | 0.11% | — | — | $202.98 | -17.9% |
| 151 | EMN | EASTMAN CHEM CO | Basic Materials | 3,575.0 | $273K | 0.11% | -180.0 | -4.8% | $76.32 | -5.0% |
| 152 | FICO | FAIR ISAAC CORP | Technology | 255.0 | $272K | 0.11% | +8.0 | +3.2% | $1067.54 | +2.7% |
| 153 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,940.0 | $271K | 0.11% | +250.0 | +9.3% | $92.31 | -5.9% |
| 154 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 975.0 | $271K | 0.11% | +100.0 | +11.4% | $277.87 | +39.4% |
| 155 | META | META PLATFORMS INC | Communication Services | 459.0 | $263K | 0.10% | +4.0 | +0.9% | $572.13 | +0.9% |
| 156 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 1,905.0 | $260K | 0.10% | +85.0 | +4.7% | $136.47 | +14.1% |
| 157 | TSLA | TESLA INC | Consumer Cyclical | 690.0 | $257K | 0.10% | -3K | -79.8% | $371.75 | +7.7% |
| 158 | CCJ | CAMECO CORP | Energy | 2,350.0 | $255K | 0.10% | — | — | $108.61 | -2.0% |
| 159 | SCHO | SCHWAB STRATEGIC TR | — | 10,450.0 | $254K | 0.10% | — | — | $24.27 | -0.7% |
| 160 | DLN | WISDOMTREE TR | — | 2,824.0 | $252K | 0.10% | — | — | $89.33 | +7.7% |
① 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%