Fund HoldingsTIEMANN INVESTMENT ADVISORS, LLC

Total Portfolio Value
$257.50M
Total Bought
$23.69M
Total Sold
$36.15M
Net Transaction
-$12.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR
CORE UNIVRSL USD
0295,392+295,392013,7485.34%+13,748
ISHARES INC
MSCI JAPAN ETF
015,982+15,98201,2900.50%+1,290
ISHARES TR195,008206,542+11,53419,55020,6298.01%+1,080
ALPHABET INC(GOOG)11,52911,524-52,8083,6161.40%+808
ALPHABET INC(GOOG)19,09716,872-2,2254,6425,2812.05%+638
SPDR SERIES TRUST
ST SHOR CORP ETF
020,250+20,25006120.24%+612
ROYAL GOLD INC(RGLD)2,2784,744+2,4664571,0550.41%+598
ELI LILLY & CO(LLY)01,799+1,79901,9330.75%+1,933
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
07,015+7,01505250.20%+525
TERRESTRIAL ENERGY INC075,995+75,99504640.18%+464
CIENA CORP(CIEN)01,440+1,44003370.13%+337
ISHARES TR
CORE MSCI EAFE
133,383133,744+36111,64611,9654.65%+319
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,800+1,80002790.11%+279
TENET HEALTHCARE CORP(THC)01,230+1,23002440.09%+244
SPDR SERIES TRUST
ST BLOO HIGH ETF
02,500+2,50002430.09%+243
SPDR GOLD TR(GLD)7,7427,542-2002,7522,9891.16%+237
SALESFORCE INC(CRM)09,580+9,58002,5380.99%+2,538
ALBEMARLE CORP(ALB)01,542+1,54202180.08%+218
EDWARDS LIFESCIENCES CORP02,550+2,55002170.08%+217
CAMECO CORP(CCJ)02,350+2,35002150.08%+215
METTLER TOLEDO INTERNATIONAL(MTD)0154+15402150.08%+215
CATERPILLAR INC(CAT)2,8092,714-951,3401,5550.60%+214
SPDR SERIES TRUST
ST STR SP600SM C
02,356+2,35602140.08%+214
OMNICOM GROUP INC(OMC)02,646+2,64602140.08%+214
BRISTOL-MYERS SQUIBB CO(BMY)03,796+3,79602050.08%+205
ROSS STORES INC(ROST)01,133+1,13302040.08%+204
APPLE INC(AAPL)61,25258,085-3,16715,59715,7916.13%+194
LAM RESEARCH CORP(LRCX)01,120+1,12001920.07%+192
SNAP ON INC(SNA)0545+54501880.07%+188
PROSHARES TR
S&P 500 DV ARIST
01,800+1,80001870.07%+187
PACCAR INC(PCAR)01,705+1,70501870.07%+187
INTUITIVE SURGICAL INC01,738+1,73809840.38%+984
GOLDMAN SACHS ETF TR0157,880+157,88007,9683.09%+7,968
ISHARES TR24,48825,293+8052,7082,8761.12%+168
JOHNSON & JOHNSON(JNJ)11,39310,893-5002,1122,2540.88%+142
APPLIED MATLS INC3,9353,685-2508069470.37%+141
CAPITAL ONE FINL CORP(COF)07,083+7,08301,7170.67%+1,717
CARDINAL HEALTH INC(CAH)03,090+3,09006350.25%+635
SPROTT ASSET MANAGEMENT LP(CEF)13,31013,31004886100.24%+121
MERCK & CO INC(MRK)7,2496,824-4256087180.28%+110
CISCO SYS INC(CSCO)018,102+18,10201,3940.54%+1,394
GENERAL MTRS CO(GM)5,0455,04503084100.16%+103
ISHARES TR14,31115,051+7402,0252,1250.83%+100
CUMMINS INC(CMI)1,6731,576-977078050.31%+98
SPDR INDEX SHS FDS
ST STR ACWI ETF
110,242109,702-5403,8503,9401.53%+91
ISHARES TR34,49735,482+9852,2512,3420.91%+91
ISHARES TR8,3278,521+1941,7201,8070.70%+87
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
37,09237,457+3652,1882,2750.88%+86
ISHARES TR2,2762,339+631,5231,6020.62%+79
ISHARES TR22,81823,195+3772,7112,7881.08%+76
FEDEX CORP(FDX)01,816+1,81605250.20%+525
MARRIOTT INTL INC NEW(MAR)02,071+2,07106430.25%+643
RTX CORPORATION(RTX)6,7736,506-2671,1331,1930.46%+60
MICRON TECHNOLOGY INC(MU)1,7131,200-5132873420.13%+56
INTEL CORP(INTC)13,80513,880+754635120.20%+49
ISHARES TR
MSCI UK ETF NEW
020,335+20,33508940.35%+894
ISHARES TR11,78511,855+701,4231,4610.57%+39
ISHARES TR4,8104,81001,7581,7960.70%+38
SPROTT ASSET MANAGEMENT LP(PHYS)10,00010,00002963300.13%+34
AMERICAN EXPRESS CO(AXP)01,819+1,81906730.26%+673
ISHARES TR18,97618,931-452,4622,4910.97%+30
SPDR S&P 500 ETF TR(SPY)1,4281,435+79529790.38%+27
GILEAD SCIENCES INC(GILD)02,297+2,29702820.11%+282
ISHARES TR30,92530,675-2501,6511,6780.65%+27
AMGEN INC(AMGN)01,044+1,04403420.13%+342
ISHARES INC
CORE MSCI EMKT
18,02818,063+351,1881,2140.47%+26
FAIR ISAAC CORP(FICO)0247+24704180.16%+418
ROCKWELL AUTOMATION INC(ROK)0633+63302470.10%+247
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,0081,00802823060.12%+25
ISHARES INC7,0207,02003553790.15%+24
KEYSIGHT TECHNOLOGIES INC(KEYS)2,2222,022-2003894110.16%+22
SPDR S&P MIDCAP 400 ETF TR(MDY)2,9392,93901,7521,7730.69%+21
BANK NEW YORK MELLON CORP3,4153,385-303723930.15%+21
CONSTELLATION ENERGY CORP(CEG)03,646+3,64601,2880.50%+1,288
CHUBB LIMITED
COM
0715+71502230.09%+223
POLARIS INC(PII)3,5503,55002062250.09%+18
NEXTERA ENERGY INC(NEE)03,782+3,78203040.12%+304
ISHARES TR19,99519,960-351,9171,9340.75%+16
JOHNSON CTLS INTL PLC
SHS
01,940+1,94002320.09%+232
DEERE & CO(DE)01,155+1,15505380.21%+538
PROLOGIS INC.(PLD)3,6913,421-2704234370.17%+14
CORNING INC(GLW)5,6755,475-2004664790.19%+14
ADVANCED MICRO DEVICES INC(AMD)1,7211,360-3612782910.11%+13
ISHARES INC03,875+3,87502320.09%+232
SCHWAB STRATEGIC TR015,746+15,74603790.15%+379
CVS HEALTH CORP(CVS)2,8492,84902152260.09%+11
SCHWAB STRATEGIC TR19,33219,33205395510.21%+11
MCKESSON CORP(MCK)640615-254945040.20%+10
ISHARES INC09,130+9,13004110.16%+411
SCHWAB STRATEGIC TR18,45618,376-804754820.19%+7
AMERICAN ELEC PWR CO INC02,515+2,51502900.11%+290
SCHWAB STRATEGIC TR012,360+12,36003330.13%+333
EMERSON ELEC CO(EMR)04,285+4,28505690.22%+569
CSX CORP(CSX)08,410+8,41003050.12%+305
PEPSICO INC(PEP)1,8071,80702542590.10%+6
VANGUARD INDEX FDS0331+33102080.08%+208
ISHARES INC04,550+4,55002240.09%+224
WALMART INC(WMT)11,37310,558-8151,1721,1760.46%+4
THERMO FISHER SCIENTIFIC INC(TMO)563478-852732770.11%+4
ISHARES INC08,675+8,67503690.14%+369
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