LAFFER TENGLER INVESTMENTS, INC.

CIK

1307878

Location

Scottsdale, AZ

Portfolio Value

Small $543,151,254

Diversification

Diversified

Filing Date

Global Rank

#2,200 / 8,232 ▲ 152

Top Industry

Software - Infrastructure 9.1%

3Y Alpha vs SPY

+1.1%

Period ended 2 months ago

Filed May 13, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.4%

SPY

+76.5%

Annualised alpha

+1.1%

Max drawdown

−20.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

110 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.6%

−0.7 pts

Top 5

21.5%

−1.7 pts

Top 10

38.6%

−1.9 pts

HHI

240

Diversified−14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.3%	$159,398,216	19
Financial Services	14.3%	$77,837,249	13
Industrials	13.7%	$74,592,887	19
Consumer Cyclical	12.3%	$66,673,606	11
Healthcare	7.0%	$37,943,205	8
Communication Services	5.9%	$32,129,839	4
Energy	5.6%	$30,260,056	10
Consumer Defensive	4.9%	$26,604,912	5
Basic Materials	2.7%	$14,910,796	6
Utilities	1.6%	$8,713,961	7
Unclassified	1.3%	$7,160,625	6
Real Estate	1.3%	$6,925,902	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMB	Williams Companies, Inc.	+20,801	104,849	$7,630,910
DHI	Horton D R Inc /De/	+12,647	47,645	$6,537,846
GOOGL	Alphabet Inc.	+11,813	73,660	$21,181,669
PL	Planet Labs PBC	+11,183	27,455	$767,367
SERV	Serve Robotics Inc. /DE/	+9,937	28,292	$238,784
NOW	ServiceNow, Inc.	+8,937	62,784	$6,564,067
PLTM	GraniteShares Platinum Trust	+7,419	28,091	$531,200
MSFT	Microsoft Corp	+7,337	59,928	$22,183,547
AAPL	Apple Inc.	+5,879	74,715	$18,961,919
PLTR	Palantir Technologies Inc.	+5,718	29,396	$4,300,046
CARR	CARRIER GLOBAL Corp	+5,177	147,405	$8,300,375
GLD	Spdr Gold Trust	+5,000	5,600	$2,409,624
CSCO	Cisco Systems, Inc.	+4,440	123,311	$9,567,700
AMD	Advanced Micro Devices Inc	+3,982	11,117	$2,261,531
MDT	Medtronic plc	+3,976	63,106	$5,468,134
SBUX	Starbucks Corp	+3,627	94,001	$8,421,549
BAM	Brookfield Asset Management Ltd.	+3,571	162,520	$7,224,014
PLD	Prologis, Inc.	+3,276	50,793	$6,713,818
TJX	Tjx Companies Inc /De/	+2,827	62,780	$10,025,966
RTX	RTX Corp	+2,678	75,002	$14,467,885
JNJ	Johnson & Johnson	+2,523	48,797	$11,927,938
JPM	Jpmorgan Chase & Co	+2,522	64,688	$19,028,622
ORCL	Oracle Corp	+2,376	66,323	$9,756,776
ETN	Eaton Corp plc	+2,348	11,659	$4,170,074
EMR	Emerson Electric Co	+2,260	67,093	$8,790,524
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EOG	Eog Resources Inc	−21,313	39,829	$5,758,078
CVX	Chevron Corp	−16,084	53,370	$11,042,253
WMT	Walmart Inc.	−10,116	164,140	$20,399,319
LRCX	Lam Research Corp	−6,019	114,314	$24,424,329
AVGO	Broadcom Inc.	−3,297	77,546	$24,001,262
IRDM	Iridium Communications Inc.	−2,356	16,913	$469,166
UBER	Uber Technologies, Inc	−1,720	95,583	$6,875,285
PG	PROCTER & GAMBLE Co	−1,510	1,834	$264,902
USB	US Bancorp De	−1,254	10,320	$536,743
GS	Goldman Sachs Group Inc	−1,235	29,291	$24,779,893
XOM	Exxon Mobil Corp	−1,122	3,560	$603,989
FANG	Diamondback Energy, Inc.	−1,031	1,572	$310,925
SPY	Spdr S&P 500 ETF Trust	−811	3,793	$2,466,739
MS	Morgan Stanley	−463	1,417	$233,195
BAC	Bank Of America Corp /De/	−364	9,100	$443,625
DRI	Darden Restaurants Inc	−339	1,221	$239,364
PANW	Palo Alto Networks Inc	−314	51,040	$8,182,732
SPG	Simon Property Group Inc.	−260	1,137	$212,084
TXN	Texas Instruments Inc	−254	1,570	$304,799
AMGN	Amgen Inc	−131	1,437	$505,608
LMT	Lockheed Martin Corp	−117	1,015	$613,455
ABT	Abbott Laboratories	−85	2,181	$223,923
KO	Coca Cola Co	−66	3,419	$260,014
AMAT	Applied Materials Inc /De	−16	1,350	$461,416
CRM	Salesforce, Inc.	−13	2,117	$395,180
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	4,062	$3,545,719
BXSL	Blackstone Secured Lending Fund	40,111	$950,229
RKLB	Rocket Lab Corp	9,013	$578,814
GD	General Dynamics Corp	1,513	$519,291
VNOM	Viper Energy, Inc.	10,200	$479,298
PM	Philip Morris International Inc.	2,001	$330,845
VST	Vistra Corp.	2,069	$311,032
SPPP	Sprott Physical Platinum & Palladium Trust	20,000	$310,600
PSLV	Sprott Physical Silver Trust	10,000	$243,900
NGG	National Grid PLC	2,789	$235,949
COP	Conocophillips	1,770	$233,640
KTOS	Kratos Defense & Security Solutions, Inc.	3,154	$222,388
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
XYL	Xylem Inc.	23,126	$3,149,298
VEEV	Veeva Systems Inc	7,094	$1,583,593
CMCSA	Comcast Corp	11,003	$308,228
IBIT	iShares Bitcoin Trust ETF	5,902	$293,034
HBAN	Huntington Bancshares Inc /Md/	15,876	$275,448
BA	Boeing Co	1,153	$250,339
SPGI	S&P Global Inc.	462	$241,436
META	Meta Platforms, Inc.	333	$219,809
COF	Capital One Financial Corp	899	$217,881
DIS	Walt Disney Co	1,842	$209,564
BKSY	BlackSky Technology Inc.	10,643	$199,556
OWL	Blue Owl Capital Inc.	10,609	$158,498
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 positions · $543,151,254 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GS	Goldman Sachs Group Inc Financial Services	Reduced	29,291	-1,235	$24,779,893	−7.6%	4.56%
LRCX	Lam Research Corp Technology	Reduced	114,314	-6,019	$24,424,329	+18.6%	4.50%
AVGO	Broadcom Inc. Technology	Reduced	77,546	-3,297	$24,001,262	−14.2%	4.42%
MSFT	Microsoft Corp Technology	Added	59,928	+7,337	$22,183,547	−12.8%	4.08%
GOOGL	Alphabet Inc. Communication Services	Added	73,660	+11,813	$21,181,669	+9.4%	3.90%
WMT	Walmart Inc. Consumer Defensive	Reduced	164,140	-10,116	$20,399,319	+5.1%	3.76%
AXP	American Express Co Financial Services	Added	63,906	+1,922	$19,330,286	−15.7%	3.56%
JPM	Jpmorgan Chase & Co Financial Services	Added	64,688	+2,522	$19,028,622	−5.0%	3.50%
AAPL	Apple Inc. Technology	Added	74,715	+5,879	$18,961,919	+1.3%	3.49%
ABBV	AbbVie Inc. Healthcare	Added	70,564	+1,972	$15,346,964	−2.1%	2.83%
RTX	RTX Corp Industrials	Added	75,002	+2,678	$14,467,885	+9.1%	2.66%
PWR	Quanta Services, Inc. Industrials	Added	23,946	+324	$13,146,832	+31.9%	2.42%
HD	Home Depot, Inc. Consumer Cyclical	Added	37,122	+330	$12,209,054	−3.6%	2.25%
JNJ	Johnson & Johnson Healthcare	Added	48,797	+2,523	$11,927,938	+24.6%	2.20%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	34,041	+1,671	$11,749,251	+23.6%	2.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	53,577	+274	$11,158,481	−9.3%	2.05%
CVX	Chevron Corp Energy	Reduced	53,370	-16,084	$11,042,253	+4.3%	2.03%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	62,780	+2,827	$10,025,966	+8.9%	1.85%
ORCL	Oracle Corp Technology	Added	66,323	+2,376	$9,756,776	−21.7%	1.80%
CSCO	Cisco Systems, Inc. Technology	Added	123,311	+4,440	$9,567,700	+4.5%	1.76%
STLD	Steel Dynamics Inc Basic Materials	Added	52,360	+1,351	$9,424,800	+9.0%	1.74%
NVDA	Nvidia Corp Technology	Added	52,523	+1,224	$9,160,011	−4.3%	1.69%
EMR	Emerson Electric Co Industrials	Added	67,093	+2,260	$8,790,524	+2.2%	1.62%
SBUX	Starbucks Corp Consumer Cyclical	Added	94,001	+3,627	$8,421,549	+10.7%	1.55%
MCD	Mcdonalds Corp Consumer Cyclical	Added	26,776	+1,890	$8,321,713	+9.4%	1.53%
CARR	CARRIER GLOBAL Corp Industrials	Added	147,405	+5,177	$8,300,375	+10.4%	1.53%
PANW	Palo Alto Networks Inc Technology	Reduced	51,040	-314	$8,182,732	−13.5%	1.51%
SPOT	Spotify Technology S.A. Communication Services	Added	16,318	+1,450	$7,912,761	−8.4%	1.46%
WMB	Williams Companies, Inc. Energy	Added	104,849	+20,801	$7,630,910	+51.0%	1.40%
BAM	Brookfield Asset Management Ltd. Financial Services	Added	162,520	+3,571	$7,224,014	−13.2%	1.33%
UBER	Uber Technologies, Inc Technology	Reduced	95,583	-1,720	$6,875,285	−13.5%	1.27%
NEE	Nextera Energy Inc Utilities	Added	73,505	+2,166	$6,827,144	+19.2%	1.26%
PLD	Prologis, Inc. Real Estate	Added	50,793	+3,276	$6,713,818	+10.7%	1.24%
NOW	ServiceNow, Inc. Technology	Added	62,784	+8,937	$6,564,067	−20.4%	1.21%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	47,645	+12,647	$6,537,846	+29.7%	1.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,466	+665	$6,121,235	−13.9%	1.13%
IBM	International Business Machines Corp Technology	Added	24,077	+1,742	$5,836,024	−11.8%	1.07%
EOG	Eog Resources Inc Energy	Reduced	39,829	-21,313	$5,758,078	−10.3%	1.06%
DE	Deere & Co Industrials	Added	9,771	+407	$5,504,004	+26.3%	1.01%
MDT	Medtronic plc Healthcare	Added	63,106	+3,976	$5,468,134	−3.7%	1.01%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,369	+420	$5,349,832	+25.4%	0.98%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	11,365	+116	$4,437,009	−15.9%	0.82%
PLTR	Palantir Technologies Inc. Technology	Added	29,396	+5,718	$4,300,046	+2.2%	0.79%
ETN	Eaton Corp plc Industrials	Added	11,659	+2,348	$4,170,074	+40.6%	0.77%
GEV	GE Vernova Inc. Industrials	NEW	4,062	NEW	$3,545,719	NEW	0.65%
SYK	Stryker Corp Healthcare	Added	10,122	+97	$3,325,987	−5.6%	0.61%
V	Visa Inc. Financial Services	Added	10,875	+201	$3,286,860	−12.2%	0.61%
EQT	EQT Corp Energy	Added	50,032	+941	$3,184,036	+21.0%	0.59%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Added	5,200	+117	$2,718,092	−11.6%	0.50%
NFLX	Netflix Inc Communication Services	Added	26,690	+630	$2,566,243	+5.0%	0.47%