TIEMANN INVESTMENT ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001575151
13F-HR · 140 reported holdings · 2026-03-31
Reported long-US-equity value
$0.22B
Top-10 concentration
58.7%
TIEMANN INVESTMENT ADVISORS, LLC — $216M AUM allocation strategy
TIEMANN INVESTMENT ADVISORS, LLC files SEC Form 13F and reports $216M of long US equity value across 140 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.4%, followed by Information Technology 17.4% and Communication Services 3.9%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
TIEMANN INVESTMENT ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$216M
total across 140 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +27.7K sh · +$681K+$IVV +8.2K sh · +$555K+$GS +4.25K sh · +$228K
Biggest trims (shares)
−$NVDA −2.82K sh · −$992K−$TSLA −2.72K sh · −$1.28M−$VZ −2.58K sh · −$29.6K
Exited to nil (held last quarter, gone now)
$SPY ($979K last qtr)$AEP ($290K last qtr)$ADBE ($245K last qtr)$QCOM ($197K last qtr)$MET ($187K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.0%—
- Investment Banking & Brokerage5.5%—
- Financial Exchanges & Data4.8%—
- Systems Software4.5%—
- Semiconductors4.0%—
- Interactive Media & Services3.9%—
- Asset Management & Custody Banks2.7%—
- Diversified Banks2.3%—
- Other holdings65.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 59.2K | $15M | +1.13K | 7.0% |
| $SPGI | S&P Global Inc | 67.6K | $10.5M | -162 | 4.9% |
| $MSFT | Microsoft Corporation | 26K | $9.62M | +641 | 4.5% |
| $GS | Goldman Sachs Group Inc | 164K | $9.46M | +4.25K | 4.4% |
| $NVDA | NVIDIA Corporation | 38.5K | $6.72M | -2.82K | 3.1% |
| $BLK | BlackRock Inc | 61.6K | $5.82M | -29 | 2.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 18.2K | $5.24M | +1.37K | 2.4% |
| $JPM | JP Morgan Chase & Co | 17.4K | $5.12M | +421 | 2.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 9.06K | $4.34M | +65 | 2.0% |
…and 131 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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