Institutional Manager · CIK 0001575151
TIEMANN INVESTMENT ADVISORS, LLC
MENLO PARK, CA · File #028-15716
Latest AUM
$257.5M
Positions
204
Top-10 Concentration
56.3%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | ISHARES TR | 464287226 | +11,534 | +$1.2M | -$72,156 |
| REDUCE | MICROSOFT CORP | MSFT | -2,023 | -$978,363 | -$939,681 |
| REDUCE | NVIDIA CORPORATION | NVDA | -4,890 | -$911,986 | -$3,698 |
| REDUCE | APPLE INC | AAPL | -3,167 | -$860,989 | +$1.1M |
| ADD | NETFLIX INC | NFLX | +8,878 | +$832,401 | -$1.3M |
| REDUCE | ISHARES TR | 464287655 | -3,143 | -$773,681 | +$23,316 |
| REDUCE | ALPHABET INC | GOOG | -2,225 | -$696,425 | +$1.3M |
| REDUCE | ISHARES TR | 464287465 | -5,760 | -$553,133 | +$44,768 |
| ADD | ROYAL GOLD INC | RGLD | +2,466 | +$548,240 | +$49,396 |
| EXITED | SANDSTORM GOLD LTD | 80013R206 | -39,081 | -$489,294 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025204 pos · $257.5M
- 13F HOLDINGS REPORTQ/E Sep 2025206 pos · $261.4M
- 13F HOLDINGS REPORTQ/E Jun 2025199 pos · $244.1M
- 13F HOLDINGS REPORTQ/E Mar 2025192 pos · $220.4M
- 13F HOLDINGS REPORTQ/E Dec 2024192 pos · $224.9M
- 13F HOLDINGS REPORTQ/E Sep 2024197 pos · $231.9M
- 13F HOLDINGS REPORTQ/E Jun 2024192 pos · $224.7M
- 13F HOLDINGS REPORTQ/E Mar 2024197 pos · $223.7M
- 13F HOLDINGS REPORTQ/E Dec 2023183 pos · $187.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 206,542 | $20.6M | 10.65% |
| 2 | APPLE INC | AAPL | 58,085 | $15.8M | 8.15% |
| 3 | ISHARES TR | 46434V613 | 295,392 | $13.7M | 7.09% |
| 4 | MICROSOFT CORP | MSFT | 25,349 | $12.3M | 6.33% |
| 5 | ISHARES TR | 46432F842 | 133,744 | $12.0M | 6.17% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 160,787 | $8.1M | 4.20% |
| 7 | GOLDMAN SACHS ETF TR | NVGLF | 157,880 | $8.0M | 4.11% |
| 8 | NVIDIA CORPORATION | NVDA | 41,359 | $7.7M | 3.98% |
| 9 | ORACLE CORP | ORCL-PD | 28,150 | $5.5M | 2.83% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 16,969 | $5.5M | 2.82% |
| 11 | ALPHABET INC | GOOG | 16,872 | $5.3M | 2.73% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,995 | $4.5M | 2.33% |
| 13 | SPDR INDEX SHS FDS | 78463X848 | 109,702 | $3.9M | 2.03% |
| 14 | ALPHABET INC | GOOG | 11,524 | $3.6M | 1.87% |
| 15 | AMAZON COM INC | AMZN | 15,527 | $3.6M | 1.85% |
| 16 | SPDR GOLD TR | GLD | 7,542 | $3.0M | 1.54% |
| 17 | ISHARES TR | 464287879 | 25,293 | $2.9M | 1.48% |
| 18 | ISHARES TR | 464287804 | 23,195 | $2.8M | 1.44% |
| 19 | SALESFORCE INC | CRM | 9,580 | $2.5M | 1.31% |
| 20 | ISHARES TR | 464287705 | 18,931 | $2.5M | 1.29% |