TIEMANN INVESTMENT ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$276,051
Net value change ($000)
+21,078 (8.3%)
New positions
14
Sold out positions
10
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GSST 8,672 NEW
AAPL 1,367 9.1%
INTC 1,359 214.0%
AMAT 1,327 98.2%
MU 1,276 238.1%
AGG 1,050 5.0%
GOOGL 839 16.0%
IEFA 745 6.3%
AMD 663 179.7%
GLW 659 86.1%
Top Reduces (Value $000, Stocks/ETFs)
T -487 -38.1%
GLD -444 -15.0%
CRM -405 -22.8%
HON -369 -100.0%
NFLX -362 -35.8%
VTSAX -327 -100.0%
COST -321 -12.4%
RGLD -296 -24.3%
PFE -240 -100.0%
INTU -201 -48.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type