TIEMANN INVESTMENT ADVISORS, LLC
Long book
$255.0M
Q1 2026
Positions
204
Top-10 weight
41%
concentration
Last quarter
+10.5%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsTIEMANN INVESTMENT ADVISORS, LLC is an institutional manager, running a $255.0M US long book across 204 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE U.S. AGGREGATE, APPLE INC, ISHR CR UNVRSE USD BD ETF-UI, ISHARES CORE MSCI EAFE ETF, MICROSOFT CORP.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+6.1%
Q3 2024
-0.3%
Q4 2024
-2.6%
Q1 2025
+8.6%
Q2 2025
+7.2%
Q3 2025
+2.2%
Q4 2025
-2.3%
Q1 2026
+10.5%
Sector allocation
Technology 43%
Financials 14%
Industrials 12%
Consumer discretionary 11%
Healthcare 9%
Services media 3%
Other 2%
Utilities 2%
Long book by quarter
What does TIEMANN INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 59.2K | $15.0M | 5.9% | +1.9% |
| MSFT MICROSOFT CORP | Technology | 26.0K | $9.6M | 3.8% | +2.5% |
| NVDA NVIDIA CORP | Technology | 38.5K | $6.7M | 2.6% | -6.8% |
| GOOGL ALPHABET INC-CL A | Technology | 18.2K | $5.2M | 2.1% | +8.1% |
| JPM JPMORGAN CHASE & CO | Financials | 17.4K | $5.1M | 2.0% | +2.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 9.1K | $4.3M | 1.7% | +0.7% |
| ORCL ORACLE CORP | Technology | 28.3K | $4.2M | 1.6% | +0.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 16.4K | $3.4M | 1.3% | +5.7% |
| GOOG ALPHABET INC-CL C | Technology | 11.1K | $3.2M | 1.3% | -3.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 11.5K | $2.8M | 1.1% | +5.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.6K | $2.6M | 1.0% | +0.3% |
| ABBV ABBVIE INC | Healthcare | 9.6K | $2.1M | 0.8% | -5.0% |
| LLY ELI LILLY & CO | Healthcare | 2.2K | $2.1M | 0.8% | +24.2% |
| AVGO BROADCOM INC | Technology | 6.3K | $1.9M | 0.8% | +9.2% |
| CAT CATERPILLAR INC | Industrials | 2.7K | $1.9M | 0.7% | -1.6% |
| CRM SALESFORCE INC | Technology | 9.5K | $1.8M | 0.7% | -0.6% |
| ALL ALLSTATE CORP | Financials | 7.3K | $1.5M | 0.6% | +2.1% |
| CSCO CISCO SYSTEMS INC | Technology | 18.8K | $1.5M | 0.6% | +3.9% |
| LOW LOWE'S COS INC | Consumer discretionary | 6.0K | $1.4M | 0.6% | -1.6% |
| V VISA INC-CLASS A SHARES | Services media | 4.6K | $1.4M | 0.5% | +1.9% |
| AMAT APPLIED MATERIALS INC | Technology | 4.0K | $1.4M | 0.5% | +7.3% |
| WMT WALMART INC | Consumer discretionary | 10.7K | $1.3M | 0.5% | +1.1% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 7.1K | $1.3M | 0.5% | +0.4% |
| RTX RTX CORP | Industrials | 6.7K | $1.3M | 0.5% | +3.1% |
| T AT&T INC | Communications | 44.1K | $1.3M | 0.5% | +0.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 1.5K | $1.3M | 0.5% | +4.2% |
| RGLD ROYAL GOLD INC | Financials | 4.8K | $1.2M | 0.5% | +0.8% |
| MCHP MICROCHIP TECHNOLOGY INC | Technology | 17.5K | $1.1M | 0.4% | +0.6% |
| NFLX NETFLIX INC | Services media | 10.5K | $1.0M | 0.4% | +5.0% |
| CEG CONSTELLATION ENERGY | Utilities | 3.5K | $976K | 0.4% | -4.1% |
| ABT ABBOTT LABORATORIES | Healthcare | 9.2K | $945K | 0.4% | -3.6% |
| HD HOME DEPOT INC | Consumer discretionary | 2.8K | $908K | 0.4% | +3.8% |
| CMI CUMMINS INC | Industrials | 1.6K | $854K | 0.3% | +0.6% |
| GEV GE VERNOVA INC | Industrials | 930 | $812K | 0.3% | -0.5% |
| GE GENERAL ELECTRIC | Industrials | 2.8K | $807K | 0.3% | -0.9% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 1.7K | $804K | 0.3% | +0.3% |
| MRK MERCK & CO. INC. | Healthcare | 6.5K | $781K | 0.3% | -4.9% |
| GLW CORNING INC | Industrials | 5.6K | $765K | 0.3% | +2.7% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 2.2K | $731K | 0.3% | +8.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.2K | $686K | 0.3% | +9.2% |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 3.2K | $683K | 0.3% | +4.5% |
| FDX FEDEX CORP | Industrials | 1.9K | $679K | 0.3% | +5.0% |
| BAC BANK OF AMERICA CORP | Financials | 13.9K | $676K | 0.3% | +0.4% |
| KLAC KLA CORP | Other | 459 | $676K | 0.3% | +8.8% |
| INTC INTEL CORP | Technology | 14.4K | $635K | 0.2% | +3.6% |
| DE DEERE & CO | Industrials | 1.1K | $618K | 0.2% | -5.0% |
| CIEN CIENA CORP | Technology | 1.5K | $586K | 0.2% | +4.9% |
| DHI DR HORTON INC | Industrials | 4.2K | $583K | 0.2% | +6.3% |
| AXP AMERICAN EXPRESS CO | Financials | 1.9K | $580K | 0.2% | +5.5% |
| KEYS KEYSIGHT TECHNOLOGIES IN | Technology | 2.0K | $574K | 0.2% | +0.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 204 | $255.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 204 | $257.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 206 | $261.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 199 | $244.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 192 | $220.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 192 | $224.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 197 | $231.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 192 | $224.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 197 | $223.7M | canonical | SEC ↗ |
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