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Tiemann Investment Advisors, LLC

All holdings · as of Jun 30, 2026

207 positions

CompanyClassValueShares% of portfolio
PROCTER & GAMBLE Co—$511.0K3,4840.2%
MCKESSON CORP—$489.6K6480.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$481.4K1,0080.2%
COCA COLA CO—$479.7K5,9030.2%
Walt Disney Co—$467.5K4,8570.2%
Prologis Inc—$462.0K3,4100.2%
INTERNATIONAL BUSINESS MACHINES CORP—$451.3K1,6050.2%
LINDE PLC—$447.3K8620.2%
Duke Energy Corp—$445.6K3,5200.2%
iShares MSCI UAE ETF—$443.7K4,0670.2%
LAM RESEARCH CORP—$442.0K1,0200.2%
SCHWAB STRATEGIC TR—$426.9K15,4110.2%
Parker-Hannifin Corp—$420.6K4300.2%
TRAVELERS COMPANIES, INC.—$419.3K1,2700.2%
CARRIER GLOBAL Corp—$417.8K5,6960.2%
Bank of New York Mellon Corp/The—$414.3K2,8650.2%
Mastercard Inc—$410.4K7990.1%
AMGEN INC—$405.2K1,1190.1%
CURTISS WRIGHT CORP—$403.9K5330.1%
ISHARES INC—$398.9K8,7800.1%
CSX CORP—$397.4K8,3600.1%
FIFTH THIRD BANCORP—$389.7K6,9130.1%
General Motors Co—$385.0K4,9950.1%
Dell Technologies Inc.—$382.3K8860.1%
Western Digital Corp—$373.0K5840.1%
SCHWAB STRATEGIC TR—$363.8K12,3600.1%
JABIL INC—$360.4K9350.1%
SYNOPSYS INC—$359.1K8050.1%
ISHARES INC—$350.1K8,4630.1%
CADENCE DESIGN SYSTEMS INC—$347.2K9250.1%
Air Products & Chemicals, Inc.—$342.7K1,1680.1%
ISHARES TR—$340.8K4,1500.1%
WILLIAMS SONOMA INC—$338.0K1,4500.1%
STARBUCKS CORP—$330.1K3,2300.1%
SELECT SECTOR SPDR TR—$329.7K1,7800.1%
BlackRock, Inc.—$325.0K3380.1%
REALTY INCOME CORP—$321.9K5,1950.1%
SHERWIN WILLIAMS CO—$320.9K9320.1%
VERIZON COMMUNICATIONS INC—$319.8K7,5540.1%
Digital Realty Trust Inc—$318.8K1,7750.1%
NEXTERA ENERGY INC—$316.6K3,6070.1%
Rockwell Automation Inc—$308.8K6230.1%
BWX Technologies, Inc.—$308.5K1,5850.1%
ROSS STORES, INC.—$302.9K1,4230.1%
Archer-Daniels-Midland Co—$294.9K3,8600.1%
FAIR ISAAC CORP—$292.7K2450.1%
ALPS ETF TR—$290.4K5,6000.1%
Tesla Inc—$290.2K6900.1%
THERMO FISHER SCIENTIFIC INC.—$282.3K5630.1%
Toll Brothers Incorporated—$280.9K1,7050.1%
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