TIEMANN INVESTMENT ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
229
Total value ($000)
$313,866
Net value change ($000)
+37,815 (13.7%)
New positions
27
Sold out positions
9
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 5,783 61.0%
AAPL 5,563 33.9%
NVDA 4,633 64.8%
AMZN 1,694 46.8%
GOOG 1,647 46.0%
AVGO 1,459 66.3%
GOOGL 1,395 22.9%
SNDK 1,237 NEW
AMD 966 93.6%
CRM 957 69.8%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -715 -26.7%
GLW -574 -40.3%
IUSB -571 -4.0%
KLAC -442 -36.3%
ORCL -297 -6.9%
FICO -293 -100.0%
SLYV -257 -100.0%
IJR -249 -7.3%
IMSR -242 -45.0%
MCHP -235 -14.8%
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