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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 1 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 210,908.0 $20.9M 8.21% +4K +2.1% $99.27 -0.3%
2 AAPL APPLE INC Technology 59,213.0 $15.0M 5.89% +1K +1.9% $253.79 +23.1%
3 IUSB ISHARES TR 301,769.0 $13.9M 5.47% +6K +2.2% $46.19 -0.0%
4 MSFT MICROSOFT CORP Technology 25,990.0 $9.6M 3.77% +641.0 +2.5% $370.17 +15.3%
5 J P MORGAN EXCHANGE TRADED F 172,257.0 $8.7M 3.42% +11K +7.1% $50.61
6 GSST GOLDMAN SACHS ETF TR 162,070.0 $8.2M 3.21% +4K +2.6% $50.55 -0.0%
7 GOOGL ALPHABET INC Communication Services 18,238.0 $5.2M 2.06% +1K +8.1% $287.56 +35.7%
8 JPM JPMORGAN CHASE & CO Financial Services 17,390.0 $5.1M 2.01% +421.0 +2.5% $294.16 +0.9%
9 BERKSHIRE HATHAWAY INC DEL 9,060.0 $4.3M 1.70% +65.0 +0.7% $479.20
10 ORCL ORACLE CORP Technology 28,325.0 $4.2M 1.63% +175.0 +0.6% $147.11 +38.5%
11 AMZN AMAZON COM INC Consumer Cyclical 16,408.0 $3.4M 1.34% +881.0 +5.7% $208.27 +31.6%
12 IJS ISHARES TR 25,591.0 $3.0M 1.19% +298.0 +1.2% $118.45 +11.2%
13 JNJ JOHNSON & JOHNSON Healthcare 11,466.0 $2.8M 1.10% +573.0 +5.3% $244.44 -5.6%
14 LLY ELI LILLY & CO Healthcare 2,234.0 $2.1M 0.81% +435.0 +24.2% $919.77 +22.6%
15 AVGO BROADCOM INC Technology 6,286.0 $1.9M 0.76% +531.0 +9.2% $309.51 +37.8%
16 IVV ISHARES TR 2,361.0 $1.5M 0.60% +22.0 +0.9% $653.21 +16.1%
17 ALL ALLSTATE CORP Financial Services 7,295.0 $1.5M 0.59% +150.0 +2.1% $207.34 -0.0%
18 CSCO CISCO SYS INC Technology 18,802.0 $1.5M 0.57% +700.0 +3.9% $77.59 +52.9%
19 V VISA INC Financial Services 4,593.0 $1.4M 0.55% +84.0 +1.9% $302.28 +8.4%
20 AMAT APPLIED MATLS INC Technology 3,955.0 $1.4M 0.53% +270.0 +7.3% $341.79 +31.6%
Page 1 of 5  ·  87 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%