TIEMANN INVESTMENT ADVISORS, LLC

CIK

1575151

Location

MENLO PARK, CA

Portfolio Value

Small $276,046,089

Diversification

Diversified

Filing Date

Global Rank

#5,476 / 8,798 ▲ 498 · as of Jun 2026

Top Industry

Semiconductors 11.5%

Period ended 3 months ago

Filed Aug 7, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

166 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.1%

+20.8 pts

Top 5

46.3%

+16.9 pts

Top 10

57.6%

+14.2 pts

HHI

977

Diversified+712

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	46.0%	$126,874,379	17
Technology	22.5%	$62,108,083	34
Financial Services	7.5%	$20,804,691	18
Healthcare	5.1%	$14,099,542	18
Industrials	5.0%	$13,831,061	24
Communication Services	4.6%	$12,565,064	8
Consumer Cyclical	4.1%	$11,232,264	18
Consumer Defensive	2.1%	$5,668,237	8
Real Estate	1.1%	$2,944,157	5
Basic Materials	1.1%	$2,904,601	8
Utilities	1.0%	$2,774,639	7
Energy	0.1%	$239,371	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+13,445	913,514	$80,400,267
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+9,395	171,465	$8,671,842
KLAC	Kla Corp	+3,581	4,040	$1,218,908
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+3,475	219,787	$11,785,838
ORCL	Oracle Corp	+1,222	29,547	$4,330,112
BKNG	Booking Holdings Inc.	+1,182	1,230	$219,235
BIV	Vanguard Intermediate-Term Bond ETF	+375	28,152	$2,105,418
BAC	Bank Of America Corp /De/	+160	14,035	$799,714
TJX	Tjx Companies Inc /De/	+100	1,418	$214,827
UNP	Union Pacific Corp	+35	2,117	$575,824
ROST	Ross Stores, Inc.	+35	1,423	$302,885
TXN	Texas Instruments Inc	+24	2,004	$597,332
CW	Curtiss Wright Corp	+20	533	$403,886
UNH	Unitedhealth Group Inc	+20	1,894	$787,203
BLK	BlackRock, Inc.	+10	338	$325,007
MCK	Mckesson Corp	+8	648	$489,628
AZO	Autozone Inc	+4	59	$188,560
APD	Air Products & Chemicals, Inc.	+1	1,168	$342,434
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−5,865	38,242	$791,609
NVDA	Nvidia Corp	−2,810	35,730	$7,149,215
AAPL	Apple Inc.	−2,554	56,659	$16,394,848
GOOGL	Alphabet Inc.	−2,194	27,155	$9,663,452
NFLX	Netflix Inc	−1,425	9,100	$649,740
BKF	iShares MSCI BIC ETF	−1,350	85,508	$5,398,952
AMZN	Amazon Com Inc	−1,225	15,183	$3,618,716
CWI	State Street SPDR MSCI ACWI ex-US ETF	−1,118	107,193	$4,359,539
JNJ	Johnson & Johnson	−1,015	10,451	$2,654,240
CSCO	Cisco Systems, Inc.	−984	17,818	$2,092,902
EXC	Exelon Corp	−900	5,975	$278,554
ABT	Abbott Laboratories	−785	8,418	$763,849
CRM	Salesforce, Inc.	−765	8,755	$1,371,558
FITB	Fifth Third Bancorp	−750	6,913	$389,685
DIS	Walt Disney Co	−599	4,857	$467,486
KO	Coca Cola Co	−595	5,903	$479,736
MSFT	Microsoft Corp	−580	25,410	$9,478,438
WMT	Walmart Inc.	−500	10,178	$1,152,760
FNDA	Schwab Fundamental U.S. Small Company ETF	−461	103,493	$3,070,318
AVGO	Broadcom Inc.	−460	5,826	$2,200,771
BNY	Bank of New York Mellon Corp	−420	2,865	$414,307
VZ	Verizon Communications Inc	−400	7,554	$319,836
BRK-B	Berkshire Hathaway Inc	−363	8,697	$4,351,891
PLD	Prologis, Inc.	−331	3,410	$461,952
ABBV	AbbVie Inc.	−330	9,227	$2,321,882
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	886	$382,273
WDC	Western Digital Corp	584	$373,012
HPE	Hewlett Packard Enterprise Co	6,225	$280,809
QCOM	Qualcomm Inc/De	1,375	$254,086
NTAP	NetApp, Inc.	1,480	$229,044
FLEX	Flex Ltd.	1,410	$228,518
STX	Seagate Technology Holdings plc	233	$224,845
STT	State Street Corp	1,185	$200,976
SPY	Spdr S&P 500 ETF Trust	268	$200,134
JBHT	Hunt J B Transport Services Inc	690	$199,706
MET	Metlife Inc	2,299	$194,518
ETN	Eaton Corp plc	435	$185,362
TXT	Textron Inc	2,000	$183,460
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,632	$368,881
PFE	Pfizer Inc	8,550	$240,084
SNA	Snap-on Inc	545	$197,954
PSX	Phillips 66	1,067	$194,386
AMP	Ameriprise Financial Inc	436	$193,758
LMT	Lockheed Martin Corp	319	$192,800
TSCO	Tractor Supply Co /De/	4,225	$191,392
AMT	American Tower Corp /Ma/	1,092	$188,457
RIO	Rio Tinto PLC	2,000	$186,580
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

166 tracked positions · $276,046,089 total · filing declares 207 positions · $276,051,132 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 166 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	913,514	+13,445	$80,400,267	—	29.13%
AAPL	Apple Inc. Technology	Reduced	56,659	-2,554	$16,394,848	+9.1%	5.94%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	219,787	+3,475	$11,785,838	+2.1%	4.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	27,155	-2,194	$9,663,452	+14.6%	3.50%
MSFT	Microsoft Corp Technology	Reduced	25,410	-580	$9,478,438	−1.5%	3.43%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	171,465	+9,395	$8,671,842	+5.8%	3.14%
NVDA	Nvidia Corp Technology	Reduced	35,730	-2,810	$7,149,215	+6.4%	2.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,110	-280	$5,600,616	+9.5%	2.03%
BKF	iShares MSCI BIC ETF	Reduced	85,508	-1,350	$5,398,952	+11.4%	1.96%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	107,193	-1,118	$4,359,539	+10.0%	1.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,697	-363	$4,351,891	+0.2%	1.58%
ORCL	Oracle Corp Technology	Added	29,547	+1,222	$4,330,112	+3.9%	1.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,183	-1,225	$3,618,716	+5.9%	1.31%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	103,493	-461	$3,070,318	+14.6%	1.11%
AMAT	Applied Materials Inc /De Technology	Reduced	3,705	-250	$2,678,715	+98.2%	0.97%
JNJ	Johnson & Johnson Healthcare	Reduced	10,451	-1,015	$2,654,240	−5.3%	0.96%
LLY	ELI LILLY & Co Healthcare	Reduced	2,149	-85	$2,577,575	+25.4%	0.93%
GLD	Spdr Gold Trust	Reduced	6,812	-50	$2,509,404	−15.0%	0.91%
CAT	Caterpillar Inc Industrials	Reduced	2,356	-314	$2,508,904	+32.6%	0.91%
ABBV	AbbVie Inc. Healthcare	Reduced	9,227	-330	$2,321,882	+11.7%	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,420	-174	$2,263,837	−12.4%	0.82%
AVGO	Broadcom Inc. Technology	Reduced	5,826	-460	$2,200,771	+13.1%	0.80%
BNDC	FlexShares Core Select Bond Fund	Held	89,292	0	$2,129,167	−1.4%	0.77%
BIV	Vanguard Intermediate-Term Bond ETF	Added	28,152	+375	$2,105,418	+1.0%	0.76%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,818	-984	$2,092,902	+43.5%	0.76%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,902	-4	$2,041,092	+13.9%	0.74%
INTC	Intel Corp Technology	Reduced	14,280	-100	$1,993,916	+214.2%	0.72%
MU	Micron Technology Inc Technology	Reduced	1,570	-18	$1,812,235	+237.8%	0.66%
ALL	Allstate Corp Financial Services	Reduced	7,270	-25	$1,729,823	+14.4%	0.63%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	4,230	-20	$1,670,119	+14.8%	0.61%
MCHP	Microchip Technology Inc Technology	Held	17,468	0	$1,593,081	+41.2%	0.58%
V	Visa Inc. Financial Services	Reduced	4,268	-325	$1,464,308	+5.5%	0.53%
GLW	Corning Inc /Ny Technology	Reduced	5,575	-50	$1,424,022	+86.2%	0.52%
COF	Capital One Financial Corp Financial Services	Reduced	7,008	-104	$1,405,944	+8.4%	0.51%
CRM	Salesforce, Inc. Technology	Reduced	8,755	-765	$1,371,558	−22.8%	0.50%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,336	-163	$1,351,190	+6.5%	0.49%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	5,743	-250	$1,266,274	−10.6%	0.46%
RTX	RTX Corp Industrials	Reduced	6,616	-90	$1,255,253	−3.0%	0.45%
KLAC	Kla Corp Technology	Added	4,040	+3,581	$1,218,908	+80.4%	0.44%
ESS	Essex Property Trust, Inc. Real Estate	Reduced	3,959	-75	$1,154,404	+18.3%	0.42%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,178	-500	$1,152,760	−13.1%	0.42%
CMI	Cummins Inc Industrials	Reduced	1,559	-27	$1,111,894	+30.3%	0.40%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	25,106	0	$1,105,690	+3.2%	0.40%
GEV	GE Vernova Inc. Industrials	Reduced	890	-40	$1,045,625	+28.8%	0.38%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,776	-40	$1,031,696	+179.3%	0.37%
GE	General Electric Co Industrials	Reduced	2,705	-140	$1,010,939	+25.2%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,726	-35	$961,405	+5.9%	0.35%
RGLD	Royal Gold Inc Basic Materials	Reduced	4,619	-165	$921,998	−24.3%	0.33%
MRK	Merck & Co., Inc. Healthcare	Held	6,492	0	$834,222	+6.8%	0.30%
CEG	Constellation Energy Corp Utilities	Reduced	3,245	-250	$805,960	−17.4%	0.29%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.