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CIK: 0001575151
Total reported value
$276.1M
$276.1M
204 檔
25.9%
At the close of Q1 2026, Tiemann Investment Advisors, LLC disclosed equity holdings valued at approximately $276.1M, spread across 204 reported holdings.
In Q1 2026, Tiemann Investment Advisors, LLC displayed an active expansion posture, initiating 13 new positions and adding to 92 existing holdings, outstripping position reductions.
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 | 8.21% | -0.25% | +2.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.89% | +0.05% | +1.94% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.47% | -0.35% | +2.16% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.67% | -0.09% | -1.67% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.34% | +2.53% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.42% | -0.20% | +7.13% | |
| 7 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 3.21% | -0.07% | +2.65% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | -0.05% | -6.82% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | +0.14% | +8.10% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | +0.02% | +2.48% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.12% | +0.72% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.63% | -0.06% | +0.62% | |
| 13 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.55% | +0.03% | -1.27% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | -0.03% | +5.67% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | +0.05% | -3.58% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.19% | +0.07% | +1.18% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.16% | -0.25% | -9.02% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | +0.10% | +0.18% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.14% | +5.26% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.19% | +0.27% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.99% | +0.02% | +0.32% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.05% | -0.56% | |
| 23 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.91% | -0.07% | -0.78% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.85% | +0.12% | -0.15% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.02% | -4.97% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.12% | +24.18% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.78% | +0.06% | -0.65% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.04% | +9.23% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.17% | -1.62% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.70% | +0.04% | -1.12% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | -0.43% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.70% | -0.20% | -0.63% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.67% | +0.04% | — | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | +0.06% | -2.12% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.04% | +0.94% | |
| 36 | ALL | Allstate CORP | Stock-Financials | 0.59% | +0.04% | +2.10% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.19% | +3.87% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.56% | -0.04% | — | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.56% | -0.10% | -1.64% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.01% | +1.86% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | +0.44% | +7.33% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.03% | -0.76% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.10% | +1.14% | |
| 44 | COF | Capital One Financial CORP | Stock-Financials | 0.51% | — | +0.41% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.06% | +3.07% | |
| 46 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.50% | +0.01% | -4.85% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.50% | -0.21% | +0.14% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | -0.01% | +4.17% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.03% | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | +0.05% | -0.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +0.3% | +152.92% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.3% | +7.13% | Add |
| 3 | JNJ | Johnson & Johnson | +0.2% | +5.26% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +2.11% | Add |
| 5 | AMAT | Applied Materials Inc | +0.2% | +7.33% | Add |
| 6 | COST | Costco Wholesale CORP | +0.1% | +0.27% | Add |
| 7 | CAT | Caterpillar Inc | +0.1% | -1.62% | Trim |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +2.16% | Add |
| 9 | GSST | Goldman Sachs Ultra Short Bo | +0.1% | +2.65% | Add |
| 10 | GLW | Corning Inc | +0.1% | +2.74% | Add |
| 11 | CIEN | Ciena CORP | +0.1% | +4.86% | Add |
| 12 | GEV | GE Vernova Inc | +0.1% | -0.53% | Trim |
| 13 | MU | Micron Technology Inc | +0.1% | +32.33% | Add |
| 14 | T | At&t Inc | +0.1% | +0.14% | Add |
| 15 | KLAC | Kla CORP | +0.1% | +8.77% | Add |
| 16 | RGLD | Royal Gold Inc | +0.1% | +0.84% | Add |
| 17 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +1.18% | Add |
| 18 | FDX | Fedex CORP | +0.1% | +4.96% | Add |
| 19 | KEYS | Keysight Technologies In | +0.1% | +0.49% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +1.14% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +24.18% | Add |
| 22 | INTC | Intel CORP | +0.1% | +3.60% | Add |
| 23 | PH | Parker Hannifin CORP | +0.1% | +40.98% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.18% | Add |
| 25 | RTX | Rtx CORP | +0.1% | +3.07% | Add |
| 26 | CW | Curtiss-wright CORP | 0% | +15.28% | Add |
| 27 | ROST | Ross Stores Inc | 0% | +22.51% | Add |
| 28 | LIN | Linde plc | 0% | +8.41% | Add |
| 29 | MAR | Marriott International -cl A | 0% | +7.97% | Add |
| 30 | NFLX | Netflix Inc | 0% | +4.99% | Add |
| 31 | KO | Coca-cola Co/the | 0% | +11.59% | Add |
| 32 | DE | Deere & Co | 0% | -5.02% | Trim |
| 33 | AMD | Advanced Micro Devices | 0% | +33.53% | Add |
| 34 | ADM | Archer-daniels-midland Co | 0% | +5.32% | Add |
| 35 | MCD | Mcdonald's CORP | 0% | +9.15% | Add |
| 36 | CSCO | Cisco Systems Inc | 0% | +3.87% | Add |
| 37 | FITB | Fifth Third Bancorp | 0% | +22.61% | Add |
| 38 | MRK | Merck & Co. Inc. | 0% | -4.87% | Trim |
| 39 | DUK | Duke Energy CORP | 0% | +2.14% | Add |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -0.65% | Trim |
| 41 | ALB | Albemarle CORP | 0% | +0.78% | Add |
| 42 | BWXT | Bwx Technologies Inc | 0% | — | Unchanged |
| 43 | JPEM | JPM Diversified Ret Em Equit | 0% | -0.78% | Trim |
| 44 | IEFA | Ishares Core Msci Eafe ETF | 0% | -1.67% | Trim |
| 45 | PLD | Prologis Inc | 0% | +9.35% | Add |
| 46 | AMGN | Amgen Inc | 0% | +7.18% | Add |
| 47 | APD | Air Products & Chemicals Inc | 0% | +0.09% | Add |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -0.15% | Trim |
| 49 | MCK | Mckesson CORP | 0% | +4.07% | Add |
| 50 | CMI | Cummins Inc | 0% | +0.63% | Add |
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 Q1 2026.
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 25.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
BND
市值: $1.4M
Top Position Liquidated / Trimmed
SPY
前期市值: $979.0K
During Q1 2026, Tiemann Investment Advisors, LLC's top holdings by market value included AGG (8.2%)、AAPL (5.9%)、IUSB (5.5%). The largest single position, AGG, represented 8.2% of total portfolio value.
In Q1 2026, Tiemann Investment Advisors, LLC made 174 total portfolio adjustments, initiating 13 new buys, adding to 92 positions, trimming 56 holdings, and fully liquidating 13 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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