Tiemann Investment Advisors, LLC

13F filer · CIK 0001575151

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$276MU.S. long equity reported on 13F

Positions15413 new · 10 closed

Net flow last quarter-$5.53MBuys minus sells

Top 10 positions weight22.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026154 positions
AAPLApple Inc.	$16.4M	5.94%	0.00%	-4.3%	Q4 2013
MSFTMicrosoft Corp	$9.48M	3.43%	0.00%	-2.2%	Q4 2013
NVDANvidia Corp	$7.15M	2.59%	0.00%	-7.3%	Q2 2017
GOOGLAlphabet Inc.	$6.08M	2.20%	0.00%	-6.7%	Q4 2015
JPMJPMorgan Chase & Co	$5.6M	2.03%	0.00%	-1.6%	Q4 2013
BRK.BBerkshire Hathaway Inc	$4.35M	1.58%	Not reported	-4.0%	Q4 2013
ORCLOracle Corp	$4.33M	1.57%	0.00%	+4.3%	Q4 2013
AMZNAmazon Com Inc	$3.62M	1.31%	0.00%	-7.5%	Q4 2013
GOOGAlphabet Inc.	$3.58M	1.30%	Not reported	-8.8%	Q4 2015
AMATApplied Materials Inc	$2.68M	0.97%	0.00%	-6.3%	Q3 2016
JNJJohnson & Johnson	$2.65M	0.96%	0.00%	-8.9%	Q4 2013
LLYELI LILLY & Co	$2.58M	0.93%	0.00%	-3.8%	Q1 2014
GLDSPDR Gold Trust	$2.51M	0.91%	0.00%	-0.7%	Q4 2013
CATCaterpillar Inc	$2.51M	0.91%	0.00%	-11.8%	Q4 2013
ABBVAbbVie Inc.	$2.32M	0.84%	0.00%	-3.5%	Q4 2013
COSTCostco Wholesale Corp	$2.26M	0.82%	0.00%	-6.7%	Q4 2013
AVGOBroadcom Inc.	$2.2M	0.80%	0.00%	-7.3%	Q4 2021
CSCOCisco Systems, Inc.	$2.09M	0.76%	0.00%	-5.2%	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$2.04M	0.74%	Not reported	-0.1%	Q4 2013
INTCIntel Corp	$1.99M	0.72%	0.00%	-0.7%	Q4 2013
MUMicron Technology Inc	$1.81M	0.66%	0.00%	-1.1%	Q2 2024
ALLAllstate Corp	$1.73M	0.63%	0.00%	-0.3%	Q4 2013
MCHPMicrochip Technology Inc	$1.59M	0.58%	0.00%	Not reported	Q4 2013
VVisa Inc.	$1.46M	0.53%	0.00%	-7.1%	Q4 2013
GLWCorning Inc	$1.42M	0.52%	0.00%	-0.9%	Q1 2014
COFCapital One Financial Corp	$1.41M	0.51%	0.00%	-1.5%	Q2 2025
CRMSalesforce, Inc.	$1.37M	0.50%	0.00%	-8.0%	Q1 2014
GSGoldman Sachs Group Inc	$1.35M	0.49%	0.00%	-10.9%	Q4 2013
LOWLowes Companies Inc	$1.27M	0.46%	0.00%	-4.2%	Q4 2013
RTXRTX Corp	$1.26M	0.45%	0.00%	-1.3%	Q2 2020
KLACKla Corp	$1.22M	0.44%	0.00%	-12.0%	Q1 2021
ESSEssex Property Trust, Inc.	$1.15M	0.42%	0.01%	-1.9%	Q2 2014
WMTWalmart Inc.	$1.15M	0.42%	0.00%	-4.7%	Q4 2013
CMICummins Inc	$1.11M	0.40%	0.00%	-1.7%	Q4 2013
GEVGE Vernova Inc.	$1.05M	0.38%	0.00%	-4.3%	Q2 2024
AMDAdvanced Micro Devices Inc	$1.03M	0.37%	0.00%	-2.2%	Q1 2022
GEGeneral Electric Co	$1.01M	0.37%	0.00%	-4.9%	Q2 2023
HDHome Depot, Inc.	$962K	0.35%	0.00%	-1.3%	Q4 2013
RGLDRoyal Gold Inc	$922K	0.33%	0.01%	-3.5%	Q2 2016
MRKMerck & Co., Inc.	$834K	0.30%	0.00%	Not reported	Q4 2013
CEGConstellation Energy Corp	$806K	0.29%	0.00%	-7.2%	Q1 2022
BACBank of America Corp	$800K	0.29%	0.00%	+1.2%	Q1 2014
MARMarriott International Inc	$799K	0.29%	0.00%	-3.6%	Q1 2015
TAt&T Inc.	$792K	0.29%	0.00%	-13.3%	Q4 2013
UNHUnitedhealth Group Inc	$788K	0.29%	0.00%	+1.1%	Q4 2013
CAHCardinal Health Inc	$767K	0.28%	0.00%	Not reported	Q3 2022
ABTAbbott Laboratories	$764K	0.28%	0.00%	-8.5%	Q4 2013
KEYSKeysight Technologies, Inc.	$711K	0.26%	0.00%	Not reported	Q1 2019
DEDeere & Co	$696K	0.25%	0.00%	Not reported	Q4 2017
ELSEquity Lifestyle Properties Inc	$687K	0.25%	0.01%	-0.9%	Q4 2020

Q1 2026Reported May 13, 2026150 positions
AAPLApple Inc.	$15M	5.89%	0.00%	+1.9%	Q4 2013
MSFTMicrosoft Corp	$9.62M	3.77%	0.00%	+2.5%	Q4 2013
NVDANvidia Corp	$6.72M	2.64%	0.00%	-6.8%	Q2 2017
GOOGLAlphabet Inc.	$5.24M	2.06%	0.00%	+8.1%	Q4 2015
JPMJPMorgan Chase & Co	$5.12M	2.01%	0.00%	+2.5%	Q4 2013
BRK.BBerkshire Hathaway Inc	$4.34M	1.70%	Not reported	+0.7%	Q4 2013
ORCLOracle Corp	$4.17M	1.63%	0.00%	+0.6%	Q4 2013
AMZNAmazon Com Inc	$3.42M	1.34%	0.00%	+5.7%	Q4 2013
GOOGAlphabet Inc.	$3.19M	1.25%	Not reported	-3.6%	Q4 2015
GLDSPDR Gold Trust	$2.95M	1.16%	0.00%	-9.0%	Q4 2013
JNJJohnson & Johnson	$2.8M	1.10%	0.00%	+5.3%	Q4 2013
COSTCostco Wholesale Corp	$2.58M	1.01%	0.00%	+0.3%	Q4 2013
ABBVAbbVie Inc.	$2.08M	0.82%	0.00%	-5.0%	Q4 2013
LLYELI LILLY & Co	$2.05M	0.81%	0.00%	+24.2%	Q1 2014
AVGOBroadcom Inc.	$1.95M	0.76%	0.00%	+9.2%	Q4 2021
CATCaterpillar Inc	$1.89M	0.74%	0.00%	-1.6%	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$1.79M	0.70%	Not reported	-1.1%	Q4 2013
CRMSalesforce, Inc.	$1.78M	0.70%	0.00%	-0.6%	Q1 2014
ALLAllstate Corp	$1.51M	0.59%	0.00%	+2.1%	Q4 2013
CSCOCisco Systems, Inc.	$1.46M	0.57%	0.00%	+3.9%	Q4 2013
LOWLowes Companies Inc	$1.42M	0.56%	0.00%	-1.6%	Q4 2013
VVisa Inc.	$1.39M	0.54%	0.00%	+1.9%	Q4 2013
AMATApplied Materials Inc	$1.35M	0.53%	0.00%	+7.3%	Q3 2016
WMTWalmart Inc.	$1.33M	0.52%	0.00%	+1.1%	Q4 2013
COFCapital One Financial Corp	$1.3M	0.51%	0.00%	+0.4%	Q2 2025
RTXRTX Corp	$1.29M	0.51%	0.00%	+3.1%	Q2 2020
TAt&T Inc.	$1.28M	0.50%	0.00%	+0.1%	Q4 2013
GSGoldman Sachs Group Inc	$1.27M	0.50%	0.00%	+4.2%	Q4 2013
RGLDRoyal Gold Inc	$1.22M	0.48%	0.01%	+0.8%	Q2 2016
MCHPMicrochip Technology Inc	$1.13M	0.44%	0.00%	+0.6%	Q4 2013
NFLXNetflix Inc	$1.01M	0.40%	0.00%	+5.0%	Q2 2018
ESSEssex Property Trust, Inc.	$976K	0.38%	0.01%	Not reported	Q2 2014
CEGConstellation Energy Corp	$976K	0.38%	0.00%	-4.1%	Q1 2022
ABTAbbott Laboratories	$945K	0.37%	0.00%	-3.6%	Q4 2013
HDHome Depot, Inc.	$908K	0.36%	0.00%	+3.8%	Q4 2013
CMICummins Inc	$854K	0.33%	0.00%	+0.6%	Q4 2013
GEVGE Vernova Inc.	$812K	0.32%	0.00%	-0.5%	Q2 2024
GEGeneral Electric Co	$807K	0.32%	0.00%	-0.9%	Q2 2023
ISRGIntuitive Surgical Inc	$804K	0.32%	0.00%	+0.3%	Q2 2014
MRKMerck & Co., Inc.	$781K	0.31%	0.00%	-4.9%	Q4 2013
GLWCorning Inc	$765K	0.30%	0.00%	+2.7%	Q1 2014
MARMarriott International Inc	$731K	0.29%	0.00%	+8.0%	Q1 2015
MCDMcdonalds Corp	$686K	0.27%	0.00%	+9.2%	Q4 2013
CAHCardinal Health Inc	$683K	0.27%	0.00%	+4.5%	Q3 2022
FDXFedex Corp	$679K	0.27%	0.00%	+5.0%	Q4 2013
BACBank of America Corp	$676K	0.27%	0.00%	+0.4%	Q1 2014
KLACKla Corp	$676K	0.27%	0.00%	+8.8%	Q1 2021
ELSEquity Lifestyle Properties Inc	$672K	0.26%	0.01%	+1.9%	Q4 2020
BSVNBank7 Corp.	$652K	0.26%	0.09%	Not reported	Q4 2022
INTCIntel Corp	$635K	0.25%	0.00%	+3.6%	Q4 2013

Q4 2025Reported Feb 13, 2026151 positions
AAPLApple Inc.	$15.8M	6.13%	0.00%	-5.2%	Q4 2013
MSFTMicrosoft Corp	$12.3M	4.76%	0.00%	-7.4%	Q4 2013
NVDANvidia Corp	$7.71M	3.00%	0.00%	-10.6%	Q2 2017
ORCLOracle Corp	$5.49M	2.13%	0.00%	-1.0%	Q4 2013
JPMJPMorgan Chase & Co	$5.47M	2.12%	0.00%	-3.6%	Q4 2013
GOOGLAlphabet Inc.	$5.28M	2.05%	0.00%	-11.7%	Q4 2015
BRK.BBerkshire Hathaway Inc	$4.52M	1.76%	Not reported	-6.3%	Q4 2013
GOOGAlphabet Inc.	$3.62M	1.40%	Not reported	0.0%	Q4 2015
AMZNAmazon Com Inc	$3.58M	1.39%	0.00%	-5.5%	Q4 2013
GLDSPDR Gold Trust	$2.99M	1.16%	0.00%	-2.6%	Q4 2013
CRMSalesforce, Inc.	$2.54M	0.99%	0.00%	-1.8%	Q1 2014
ABBVAbbVie Inc.	$2.3M	0.89%	0.00%	-1.1%	Q4 2013
JNJJohnson & Johnson	$2.25M	0.88%	0.00%	-4.4%	Q4 2013
COSTCostco Wholesale Corp	$2.23M	0.87%	0.00%	-0.3%	Q4 2013
AVGOBroadcom Inc.	$1.99M	0.77%	0.00%	-10.3%	Q4 2021
LLYELI LILLY & Co	$1.93M	0.75%	0.00%	-0.4%	Q1 2014
MDYSPDR S&P Midcap 400 ETF Trust	$1.77M	0.69%	Not reported	Not reported	Q4 2013
COFCapital One Financial Corp	$1.72M	0.67%	0.00%	-5.1%	Q2 2025
VVisa Inc.	$1.58M	0.61%	0.00%	-6.2%	Q4 2013
CATCaterpillar Inc	$1.55M	0.60%	0.00%	-3.4%	Q4 2013
TSLATesla, Inc.	$1.54M	0.60%	0.00%	-3.5%	Q2 2020
ALLAllstate Corp	$1.49M	0.58%	0.00%	-2.1%	Q4 2013
LOWLowes Companies Inc	$1.47M	0.57%	0.00%	Not reported	Q4 2013
CSCOCisco Systems, Inc.	$1.39M	0.54%	0.00%	-3.7%	Q4 2013
CEGConstellation Energy Corp	$1.29M	0.50%	0.00%	-5.5%	Q1 2022
GSGoldman Sachs Group Inc	$1.26M	0.49%	0.00%	-9.2%	Q4 2013
ABTAbbott Laboratories	$1.2M	0.46%	0.00%	-1.6%	Q4 2013
RTXRTX Corp	$1.19M	0.46%	0.00%	-3.9%	Q2 2020
WMTWalmart Inc.	$1.18M	0.46%	0.00%	-7.2%	Q4 2013
MCHPMicrochip Technology Inc	$1.11M	0.43%	0.00%	-0.3%	Q4 2013
TAt&T Inc.	$1.09M	0.42%	0.00%	-0.6%	Q4 2013
ESSEssex Property Trust, Inc.	$1.06M	0.41%	0.01%	Not reported	Q2 2014
RGLDRoyal Gold Inc	$1.05M	0.41%	0.01%	+108.3%	Q2 2016
ISRGIntuitive Surgical Inc	$984K	0.38%	0.00%	-2.8%	Q2 2014
SPYSPDR S&P 500 ETF Trust	$979K	0.38%	Not reported	+0.5%	Q4 2020
AMATApplied Materials Inc	$947K	0.37%	0.00%	-6.4%	Q3 2016
NFLXNetflix Inc	$940K	0.37%	0.00%	-12.6%	Q2 2018
HDHome Depot, Inc.	$916K	0.36%	0.00%	-3.8%	Q4 2013
GEGeneral Electric Co	$884K	0.34%	0.00%	-8.4%	Q2 2023
CMICummins Inc	$805K	0.31%	0.00%	-5.8%	Q4 2013
BACBank of America Corp	$760K	0.30%	0.00%	-6.8%	Q1 2014
MRKMerck & Co., Inc.	$718K	0.28%	0.00%	-5.9%	Q4 2013
AXPAmerican Express Co	$673K	0.26%	0.00%	-6.0%	Q4 2013
UNHUnitedhealth Group Inc	$671K	0.26%	0.00%	-11.0%	Q4 2013
BSVNBank7 Corp.	$656K	0.25%	0.09%	-1.2%	Q4 2022
MARMarriott International Inc	$643K	0.25%	0.00%	-7.2%	Q1 2015
ELSEquity Lifestyle Properties Inc	$640K	0.25%	0.01%	-1.5%	Q4 2020
CAHCardinal Health Inc	$635K	0.25%	0.00%	-4.3%	Q3 2022
MCDMcdonalds Corp	$618K	0.24%	0.00%	-5.8%	Q4 2013
GEVGE Vernova Inc.	$611K	0.24%	0.00%	-5.6%	Q2 2024

Q3 2025Reported Nov 13, 2025151 positions
AAPLApple Inc.	$15.6M	5.97%	0.00%	+0.1%	Q4 2013
MSFTMicrosoft Corp	$14.2M	5.42%	0.00%	-0.8%	Q4 2013
NVDANvidia Corp	$8.63M	3.30%	0.00%	-2.8%	Q2 2017
ORCLOracle Corp	$8M	3.06%	0.00%	+0.3%	Q4 2013
JPMJPMorgan Chase & Co	$5.55M	2.12%	0.00%	-1.0%	Q4 2013
BRK.BBerkshire Hathaway Inc	$4.82M	1.85%	Not reported	-0.2%	Q4 2013
GOOGLAlphabet Inc.	$4.64M	1.78%	0.00%	-1.0%	Q4 2015
AMZNAmazon Com Inc	$3.61M	1.38%	0.00%	-1.7%	Q4 2013
GOOGAlphabet Inc.	$2.81M	1.07%	Not reported	-0.7%	Q4 2015
GLDSPDR Gold Trust	$2.75M	1.05%	0.00%	-0.3%	Q4 2013
COSTCostco Wholesale Corp	$2.4M	0.92%	0.00%	-0.6%	Q4 2013
ABBVAbbVie Inc.	$2.36M	0.90%	0.00%	-1.5%	Q4 2013
CRMSalesforce, Inc.	$2.31M	0.88%	0.00%	-2.7%	Q1 2014
AVGOBroadcom Inc.	$2.12M	0.81%	0.00%	-4.5%	Q4 2021
JNJJohnson & Johnson	$2.11M	0.81%	0.00%	+0.4%	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$1.75M	0.67%	Not reported	+0.2%	Q4 2013
VVisa Inc.	$1.64M	0.63%	0.00%	-1.1%	Q4 2013
COFCapital One Financial Corp	$1.59M	0.61%	0.00%	Not reported	Q2 2025
TSLATesla, Inc.	$1.57M	0.60%	0.00%	-4.7%	Q2 2020
ALLAllstate Corp	$1.57M	0.60%	0.00%	Not reported	Q4 2013
LOWLowes Companies Inc	$1.53M	0.59%	0.00%	Not reported	Q4 2013
LLYELI LILLY & Co	$1.38M	0.53%	0.00%	-1.9%	Q1 2014
NFLXNetflix Inc	$1.38M	0.53%	0.00%	-3.6%	Q2 2018
CATCaterpillar Inc	$1.34M	0.51%	0.00%	-2.3%	Q4 2013
ABTAbbott Laboratories	$1.3M	0.50%	0.00%	-0.5%	Q4 2013
CSCOCisco Systems, Inc.	$1.29M	0.49%	0.00%	Not reported	Q4 2013
CEGConstellation Energy Corp	$1.27M	0.49%	0.00%	-2.2%	Q1 2022
GSGoldman Sachs Group Inc	$1.26M	0.48%	0.00%	+1.5%	Q4 2013
TAt&T Inc.	$1.25M	0.48%	0.00%	+178.2%	Q4 2013
WMTWalmart Inc.	$1.17M	0.45%	0.00%	-1.7%	Q4 2013
RTXRTX Corp	$1.13M	0.43%	0.00%	-1.9%	Q2 2020
HDHome Depot, Inc.	$1.12M	0.43%	0.00%	+0.6%	Q4 2013
MCHPMicrochip Technology Inc	$1.12M	0.43%	0.00%	Not reported	Q4 2013
ESSEssex Property Trust, Inc.	$1.08M	0.41%	0.01%	0.0%	Q2 2014
SPYSPDR S&P 500 ETF Trust	$952K	0.36%	Not reported	-2.8%	Q4 2020
GEGeneral Electric Co	$942K	0.36%	0.00%	+0.9%	Q2 2023
AMATApplied Materials Inc	$806K	0.31%	0.00%	-4.8%	Q3 2016
ISRGIntuitive Surgical Inc	$800K	0.31%	0.00%	-21.9%	Q2 2014
UNHUnitedhealth Group Inc	$788K	0.30%	0.00%	-4.6%	Q4 2013
BACBank of America Corp	$765K	0.29%	0.00%	-1.8%	Q1 2014
DHIHorton D R Inc	$720K	0.28%	0.00%	+0.8%	Q4 2017
CMICummins Inc	$707K	0.27%	0.00%	-1.0%	Q4 2013
INTUIntuit Inc.	$688K	0.26%	0.00%	+1.5%	Q4 2013
BSVNBank7 Corp.	$664K	0.25%	0.09%	-60.4%	Q4 2022
MCDMcdonalds Corp	$652K	0.25%	0.00%	Not reported	Q4 2013
ELSEquity Lifestyle Properties Inc	$651K	0.25%	0.01%	-4.7%	Q4 2020
AXPAmerican Express Co	$642K	0.25%	0.00%	-5.4%	Q4 2013
PGPROCTER & GAMBLE Co	$640K	0.24%	0.00%	-3.5%	Q4 2013
GEVGE Vernova Inc.	$609K	0.23%	0.00%	+24.7%	Q2 2024
MRKMerck & Co., Inc.	$608K	0.23%	0.00%	Not reported	Q4 2013

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