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CIK: 0001575151
Total reported value
$276.1M
$276.1M
204 檔
26.9%
During the Q4 2025 filing period, Tiemann Investment Advisors, LLC (CIK: 0001575151) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $276.1M across 204 reported positions.
In Q4 2025, Tiemann Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 16 holdings to manage risk exposure.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.01% | -0.25% | +5.91% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.13% | +0.05% | -5.17% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.34% | -0.35% | +0.34% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -0.34% | -7.39% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.65% | -0.09% | +0.27% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.16% | -0.20% | +0.14% | |
| 7 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 3.09% | -0.07% | +2.68% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | -0.05% | -10.57% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.13% | -0.06% | -1.02% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | +0.02% | -3.57% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | +0.14% | -11.65% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.76% | -0.12% | -6.25% | |
| 13 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.53% | +0.03% | -0.49% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.05% | -0.04% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | -0.03% | -5.45% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.16% | -0.25% | -2.58% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.12% | +0.07% | +3.29% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.10% | +1.65% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.99% | -0.20% | -1.79% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.97% | +0.02% | -0.24% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.05% | +2.86% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | +0.02% | -1.14% | |
| 23 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.88% | -0.07% | +0.98% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.14% | -4.39% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | -0.19% | -0.31% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.83% | +0.12% | +5.17% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.04% | -10.29% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.75% | +0.06% | -0.17% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.12% | -0.44% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | +2.33% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.70% | +0.04% | — | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.69% | +0.04% | — | |
| 33 | COF | Capital One Financial CORP | Stock-Financials | 0.67% | — | -5.09% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.65% | +0.06% | -0.81% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.04% | +2.77% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.01% | -6.24% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.17% | -3.38% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.01% | -3.53% | |
| 39 | ALL | Allstate CORP | Stock-Financials | 0.58% | +0.04% | -2.06% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | -0.10% | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.03% | +0.59% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.19% | -3.72% | |
| 43 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.50% | +0.01% | -1.08% | |
| 44 | CEG | Constellation Energy | Stock-Utilities | 0.50% | -0.09% | -5.45% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | -0.01% | -9.15% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | +0.05% | +0.19% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.09% | -1.55% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.06% | -3.94% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.10% | -7.17% | |
| 50 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.44% | -0.04% | +0.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.5% | +5.91% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | -0.04% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -11.65% | Trim |
| 4 | RGLD | Royal Gold Inc | +0.2% | +108.25% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | -0.44% | Trim |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +0.27% | Add |
| 7 | AAPL | Apple Inc | +0.2% | -5.17% | Trim |
| 8 | GLD | Spdr Gold Shares | +0.1% | -2.58% | Trim |
| 9 | CRM | Salesforce Inc | +0.1% | -1.79% | Trim |
| 10 | GSST | Goldman Sachs Ultra Short Bo | +0.1% | +2.68% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | -3.38% | Trim |
| 12 | ISRG | Intuitive Surgical Inc | +0.1% | -2.80% | Trim |
| 13 | HD | Home Depot Inc | -0.1% | -3.80% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -6.25% | Trim |
| 15 | NFLX | Netflix Inc | -0.2% | +774.02% | Add |
| 16 | EFA | Ishares Msci Eafe ETF | -0.2% | -34.19% | Trim |
| 17 | IWM | Ishares Russell 2000 ETF | -0.3% | -56.58% | Trim |
| 18 | NVDA | Nvidia CORP | -0.3% | -10.57% | Trim |
| 19 | MSFT | Microsoft CORP | -0.7% | -7.39% | Trim |
| 20 | ORCL | Oracle CORP | -0.9% | -1.02% | Trim |
| 21 | AYS1 | Sandstorm Gold LTD | — | EXIT | Sold out |
| 22 | IMSR | Terrestrial Energy Inc | — | NEW | New buy |
| 23 | SMR | Nuscale Power CORP | — | EXIT | Sold out |
| 24 | CIEN | Ciena CORP | — | NEW | New buy |
| 25 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 26 | ✓ | Ciena CORP | — | EXIT | Sold out |
| 27 | ✓ | Tenet Healthcare Corp. | — | EXIT | Sold out |
| 28 | THC | Tenet Healthcare CORP | — | NEW | New buy |
| 29 | AMT | American Tower CORP | — | EXIT | Sold out |
| 30 | LEN | Lennar Corp-a | — | EXIT | Sold out |
| 31 | ECL | Ecolab Inc | — | EXIT | Sold out |
| 32 | BRO | Brown & Brown Inc | — | EXIT | Sold out |
| 33 | ALB | Albemarle CORP | — | NEW | New buy |
| 34 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 35 | CCJ | Cameco CORP | — | NEW | New buy |
| 36 | MTD | Mettler-toledo International | — | NEW | New buy |
| 37 | OMC | Omnicom Group | — | NEW | New buy |
| 38 | KEL | Kellanova | — | EXIT | Sold out |
| 39 | ITW | Illinois Tool Works | — | EXIT | Sold out |
| 40 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 41 | RJF | Raymond James Financial Inc | — | EXIT | Sold out |
| 42 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 43 | ROST | Ross Stores Inc | — | NEW | New buy |
| 44 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 45 | AN | Autonation Inc | — | EXIT | Sold out |
| 46 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 47 | LRCX | Lam Research CORP | — | NEW | New buy |
| 48 | SNA | Snap-on Inc | — | NEW | New buy |
| 49 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 50 | PCAR | Paccar Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Tiemann Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.1M across 204 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, AAPL, IUSB) accounted for 26.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IMSR
市值: $464.3K
Top Position Liquidated / Trimmed
AYS1
前期市值: $489.3K
During Q4 2025, Tiemann Investment Advisors, LLC's top holdings by market value included AGG (8.0%)、AAPL (6.1%)、IUSB (5.3%). The largest single position, AGG, represented 8.0% of total portfolio value.
In Q4 2025, Tiemann Investment Advisors, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 5 positions, trimming 15 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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