Tiemann Investment Advisors, LLC reported 149 positions worth $151.19M for the quarter ended Jun 30, 2026, up 9.4% on the prior quarter. It opened 12 new positions, added to 13, trimmed 95 and exited 9. Its largest holding is Apple Inc. at 10.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DELL Dell Technologies Inc. | +886 | – | $382.27K | 0.253% |
| WDC Western Digital Corp | +584 | – | $373.01K | 0.247% |
| HPE Hewlett Packard Enterprise Co | +6,225 | – | $280.81K | 0.186% |
| QCOM Qualcomm Inc | +1,375 | – | $254.13K | 0.168% |
| NTAP NetApp, Inc. | +1,480 | – | $229.05K | 0.151% |
| FLEX Flex Ltd. | +1,410 | – | $228.52K | 0.151% |
| STX Seagate Technology Holdings plc | +233 | – | $224.85K | 0.149% |
| STT State Street Corp | +1,185 | – | $200.98K | 0.133% |
| JBHT Hunt J B Transport Services Inc | +690 | – | $199.71K | 0.132% |
| MET Metlife Inc | +2,299 | – | $194.52K | 0.129% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -2,554 | -4.3% | $739.03K | 10.84% |
| NVDA Nvidia Corp | -2,810 | -7.3% | $562.25K | 4.73% |
| GOOGL Alphabet Inc. | -1,214 | -6.7% | $433.85K | 4.02% |
| HON Honeywell International Inc | -816 | -100.0% | $368.88K | Exited |
| GOOG Alphabet Inc. | -980 | -8.8% | $346.26K | 2.37% |
| CAT Caterpillar Inc | -314 | -11.8% | $334.38K | 1.66% |
| AMZN Amazon Com Inc | -1,225 | -7.5% | $291.97K | 2.39% |
| JNJ Johnson & Johnson | -1,015 | -8.9% | $257.78K | 1.76% |
| PFE Pfizer Inc | -8,550 | -100.0% | $240.08K | Exited |
| MSFT Microsoft Corp | -580 | -2.2% | $216.35K | 6.27% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DELL Dell Technologies Inc. | +886 | $382.27K | 0.253% |
| WDC Western Digital Corp | +584 | $373.01K | 0.247% |
| HPE Hewlett Packard Enterprise Co | +6,225 | $280.81K | 0.186% |
| QCOM Qualcomm Inc | +1,375 | $254.13K | 0.168% |
| NTAP NetApp, Inc. | +1,480 | $229.05K | 0.151% |
| FLEX Flex Ltd. | +1,410 | $228.52K | 0.151% |
| STX Seagate Technology Holdings plc | +233 | $224.85K | 0.149% |
| STT State Street Corp | +1,185 | $200.98K | 0.133% |
| JBHT Hunt J B Transport Services Inc | +690 | $199.71K | 0.132% |
| MET Metlife Inc | +2,299 | $194.52K | 0.129% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HON Honeywell International Inc | -816 | $368.88K | 0.267% |
| PFE Pfizer Inc | -8,550 | $240.08K | 0.174% |
| SNA Snap-on Inc | -545 | $197.96K | 0.143% |
| PSX Phillips 66 | -1,067 | $194.39K | 0.141% |
| AMP Ameriprise Financial Inc | -436 | $193.76K | 0.14% |
| LMT Lockheed Martin Corp | -319 | $192.80K | 0.14% |
| TSCO Tractor Supply Co | -4,225 | $191.39K | 0.138% |
| AMT American Tower Corp | -1,092 | $188.46K | 0.136% |
| RIO Rio Tinto Plc | -2,000 | $186.58K | 0.135% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 56.7K | $16.40M | 10.84% | -2,554 | -4.3% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 25.4K | $9.48M | 6.27% | -580 | -2.2% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 35.7K | $7.15M | 4.73% | -2,810 | -7.3% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 17.0K | $6.08M | 4.02% | -1,214 | -6.7% | Reduced | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 17.1K | $5.60M | 3.7% | -280 | -1.6% | Reduced | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 8,697 | $4.35M | 2.88% | -363 | -4.0% | Reduced | 0% |
| 7 | ORCL Oracle Corp | Technology | 29.5K | $4.33M | 2.86% | +1,222 | +4.3% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 15.2K | $3.62M | 2.39% | -1,225 | -7.5% | Reduced | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 10.1K | $3.58M | 2.37% | -980 | -8.8% | Reduced | 0% |
| 10 | AMAT Applied Materials Inc | Technology | 3,705 | $2.68M | 1.77% | -250 | -6.3% | Reduced | 0% |
| 11 | JNJ Johnson & Johnson | Healthcare | 10.5K | $2.65M | 1.76% | -1,015 | -8.9% | Reduced | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 2,149 | $2.58M | 1.7% | -85 | -3.8% | Reduced | 0% |
| 13 | GLD Spdr Gold Trust | Financial Services | 6,812 | $2.51M | 1.66% | -50 | -0.7% | Reduced | 0% |
| 14 | CAT Caterpillar Inc | Industrials | 2,356 | $2.51M | 1.66% | -314 | -11.8% | Reduced | 0% |
| 15 | ABBV AbbVie Inc. | Healthcare | 9,227 | $2.32M | 1.54% | -330 | -3.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Tiemann Investment Advisors.
As of its Q2 2026 13F filing, Tiemann Investment Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 10.8%, Microsoft Corp (MSFT) at 6.3%, Nvidia Corp (NVDA) at 4.7%, Alphabet Inc. (GOOGL) at 4.0%, Jpmorgan Chase & Co (JPM) at 3.7% of the reported portfolio.
Tiemann Investment Advisors, LLC reported a 13F portfolio worth $151.19M across 149 positions for Q2 2026. That is up 9.4% from the previous quarter.
Its largest purchases by value were Dell Technologies Inc. ($382.27K), Western Digital Corp ($373.01K), Hewlett Packard Enterprise Co ($280.81K). It opened 12 new positions.
Its largest sales by value were Apple Inc. ($739.03K), Nvidia Corp ($562.25K), Alphabet Inc. ($433.85K). It exited 9 positions entirely.
From the Form 13F-HR reports Tiemann Investment Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.