LAFFER TENGLER INVESTMENTS, INC.

CIK

1307878

Location

Scottsdale, AZ

Portfolio Value

Small $673,346,813

Diversification

Diversified

Filing Date

Global Rank

#3,210 / 8,795 ▼ 110 · as of Jun 2026

Top Industry

Software - Infrastructure 9.7%

Period ended 3 months ago

Filed Jul 21, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

124 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.6%

+1.2 pts

Top 5

22.6%

+1.6 pts

Top 10

37.9%

+0.3 pts

HHI

240

Diversified+12

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.2%	$223,239,818	24
Industrials	13.8%	$93,151,176	18
Financial Services	13.4%	$90,213,345	10
Consumer Cyclical	11.7%	$78,519,241	11
Communication Services	5.8%	$38,980,448	3
Healthcare	5.3%	$35,694,726	7
Unclassified	5.2%	$35,203,846	22
Consumer Defensive	3.6%	$24,359,841	5
Energy	3.3%	$21,995,964	8
Basic Materials	2.3%	$15,541,674	6
Utilities	1.3%	$8,905,374	7
Real Estate	1.1%	$7,541,360	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+79,011	157,613	$30,914,333
AAPX	T-Rex 2X Long Apple Daily Target ETF	+31,795	86,177	$0
NVDA	Nvidia Corp	+26,963	79,486	$15,904,353
TJX	Tjx Companies Inc /De/	+16,362	79,142	$11,990,013
SBUX	Starbucks Corp	+12,975	106,976	$10,931,877
SERV	Serve Robotics Inc. /DE/	+12,112	40,404	$265,858
AXP	American Express Co	+9,007	72,913	$24,662,822
BAM	Brookfield Asset Management Ltd.	+7,759	170,279	$7,637,013
HD	Home Depot, Inc.	+7,377	44,499	$15,693,907
IBM	International Business Machines Corp	+7,281	31,358	$8,818,183
GEV	GE Vernova Inc.	+6,944	11,006	$12,930,509
VB	Vanguard Morningstar Small-Cap ETF	+5,450	6,540	$563,355
MCD	Mcdonalds Corp	+5,120	31,896	$8,621,807
CARR	CARRIER GLOBAL Corp	+3,764	151,169	$11,088,246
WMT	Walmart Inc.	+3,405	167,545	$18,976,146
CSCO	Cisco Systems, Inc.	+3,386	126,697	$14,881,829
WMB	Williams Companies, Inc.	+3,048	107,897	$8,021,062
PLTM	GraniteShares Platinum Trust	+2,604	30,695	$458,583
NEE	Nextera Energy Inc	+1,759	75,264	$6,605,921
RTX	RTX Corp	+1,722	76,724	$14,556,844
DHI	Horton D R Inc /De/	+1,713	49,358	$8,039,431
EMR	Emerson Electric Co	+1,561	68,654	$9,827,820
RKLB	Rocket Lab Corp	+1,539	10,552	$1,072,610
ORCL	Oracle Corp	+1,516	67,839	$9,941,805
PLD	Prologis, Inc.	+1,400	52,193	$7,070,585
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DVVY	Invesco Diversified Dividend Opportunities ETF	−30,550	29,514	$739,915
LRCX	Lam Research Corp	−27,457	86,857	$37,637,743
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−19,116	202,936	$14,588,855
STLD	Steel Dynamics Inc	−9,384	42,976	$9,861,272
IRDM	Iridium Communications Inc.	−6,933	9,980	$547,403
BCLO	iShares BBB-B CLO Active ETF	−3,562	42,324	$2,204,448
PWR	Quanta Services, Inc.	−1,953	21,993	$15,835,839
JA	Janus Henderson AA-A CLO ETF	−1,903	30,556	$1,542,772
AMZA	InfraCap MLP ETF	−1,493	73,628	$1,514,527
HON	Honeywell International Inc	−1,100	1,153	$258,156
MCHP	Microchip Technology Inc	−935	50,820	$3,898,402
AFK	VanEck Africa Index ETF	−713	8,474	$448,698
AVGO	Broadcom Inc.	−649	76,897	$29,047,841
LMT	Lockheed Martin Corp	−606	409	$208,369
COST	Costco Wholesale Corp /New	−586	4,783	$4,474,353
ETN	Eaton Corp plc	−558	11,101	$4,730,358
PANW	Palo Alto Networks Inc	−485	50,555	$17,240,266
TXN	Texas Instruments Inc	−438	1,132	$337,415
COHR	Coherent Corp.	−318	2,999	$1,183,015
TER	Teradyne, Inc	−306	2,846	$1,377,008
AMZN	Amazon Com Inc	−266	53,311	$12,706,143
BAC	Bank Of America Corp /De/	−259	8,841	$503,760
V	Visa Inc.	−187	10,688	$3,666,945
HLT	Hilton Worldwide Holdings Inc.	−156	1,250	$413,075
CRWD	CrowdStrike Holdings, Inc.	−73	11,292	$8,617,376
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	3,526	$4,070,026
SPCX	Space Exploration Technologies Corp	19,940	$3,406,948
MRVL	Marvell Technology, Inc.	1,800	$536,202
CGNX	Cognex Corp	7,081	$512,806
INTC	Intel Corp	2,985	$416,795
HONA	Honeywell Aerospace Inc.	1,153	$254,905
BNY	Bank of New York Mellon Corp	1,620	$234,268
QBTS	D-Wave Quantum Inc.	9,599	$230,280
PSA	Public Storage	678	$215,814
UNH	Unitedhealth Group Inc	490	$203,658
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
EOG	Eog Resources Inc	39,829	$5,758,078
MDT	Medtronic plc	63,106	$5,468,134
NFLX	Netflix Inc	26,690	$2,566,243
BXSL	Blackstone Secured Lending Fund	40,111	$950,229
USB	US Bancorp De	10,320	$536,743
CRM	Salesforce, Inc.	2,117	$395,180
SPPP	Sprott Physical Platinum & Palladium Trust	20,000	$310,600
AVAV	AeroVironment Inc	1,496	$273,842
WM	Waste Management Inc	1,089	$250,241
PSLV	Sprott Physical Silver Trust	10,000	$243,900
COP	Conocophillips	1,770	$233,640
ABT	Abbott Laboratories	2,181	$223,923
KTOS	Kratos Defense & Security Solutions, Inc.	3,154	$222,388
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

124 tracked positions · $673,346,813 total · filing declares 179 positions · $781,553,223 · as of Jun 30, 2026

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

Showing 1–50 of 124 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LRCX	Lam Research Corp Technology	Reduced	86,857	-27,457	$37,637,743	+54.1%	5.59%
GOOGL	Alphabet Inc. Communication Services	Added	157,613	+79,011	$30,914,333	+36.8%	4.59%
GS	Goldman Sachs Group Inc Financial Services	Added	29,640	+349	$29,977,006	+21.0%	4.45%
AVGO	Broadcom Inc. Technology	Reduced	76,897	-649	$29,047,841	+21.0%	4.31%
AXP	American Express Co Financial Services	Added	72,913	+9,007	$24,662,822	+27.6%	3.66%
MSFT	Microsoft Corp Technology	Added	60,882	+954	$22,710,203	+2.4%	3.37%
AAPL	Apple Inc. Technology	Added	74,864	+149	$21,662,647	+14.2%	3.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	65,878	+1,190	$21,563,845	+13.3%	3.20%
WMT	Walmart Inc. Consumer Defensive	Added	167,545	+3,405	$18,976,146	−7.0%	2.82%
ABBV	AbbVie Inc. Healthcare	Added	71,440	+876	$17,977,161	+17.1%	2.67%
PANW	Palo Alto Networks Inc Technology	Reduced	50,555	-485	$17,240,266	+110.7%	2.56%
NVDA	Nvidia Corp Technology	Added	79,486	+26,963	$15,904,353	+73.6%	2.36%
PWR	Quanta Services, Inc. Industrials	Reduced	21,993	-1,953	$15,835,839	+20.5%	2.35%
HD	Home Depot, Inc. Consumer Cyclical	Added	44,499	+7,377	$15,693,907	+28.5%	2.33%
CSCO	Cisco Systems, Inc. Technology	Added	126,697	+3,386	$14,881,829	+55.5%	2.21%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	202,936	-19,116	$14,588,855	—	2.17%
RTX	RTX Corp Industrials	Added	76,724	+1,722	$14,556,844	+0.6%	2.16%
GEV	GE Vernova Inc. Industrials	Added	11,006	+6,944	$12,930,509	+264.7%	1.92%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	53,311	-266	$12,706,143	+13.9%	1.89%
JNJ	Johnson & Johnson Healthcare	Added	49,706	+909	$12,623,832	+5.8%	1.87%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	79,142	+16,362	$11,990,013	+19.6%	1.78%
CARR	CARRIER GLOBAL Corp Industrials	Added	151,169	+3,764	$11,088,246	+33.6%	1.65%
SBUX	Starbucks Corp Consumer Cyclical	Added	106,976	+12,975	$10,931,877	+29.8%	1.62%
ORCL	Oracle Corp Technology	Added	67,839	+1,516	$9,941,805	+1.9%	1.48%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	34,209	+168	$9,940,793	−15.4%	1.48%
STLD	Steel Dynamics Inc Basic Materials	Reduced	42,976	-9,384	$9,861,272	+4.6%	1.46%
EMR	Emerson Electric Co Industrials	Added	68,654	+1,561	$9,827,820	+11.8%	1.46%
CVX	Chevron Corp Energy	Added	54,667	+1,297	$9,061,601	−17.9%	1.35%
IBM	International Business Machines Corp Technology	Added	31,358	+7,281	$8,818,183	+51.1%	1.31%
MCD	Mcdonalds Corp Consumer Cyclical	Added	31,896	+5,120	$8,621,807	+3.6%	1.28%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	11,292	-73	$8,617,376	+94.2%	1.28%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	49,358	+1,713	$8,039,431	+23.0%	1.19%
WMB	Williams Companies, Inc. Energy	Added	107,897	+3,048	$8,021,062	+5.1%	1.19%
BAM	Brookfield Asset Management Ltd. Financial Services	Added	170,279	+7,759	$7,637,013	+5.7%	1.13%
SPOT	Spotify Technology S.A. Communication Services	Added	16,376	+58	$7,518,712	−5.0%	1.12%
PLD	Prologis, Inc. Real Estate	Added	52,193	+1,400	$7,070,585	+5.3%	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,689	+223	$7,019,393	+14.7%	1.04%
UBER	Uber Technologies, Inc Technology	Added	96,399	+816	$6,956,151	+1.2%	1.03%
NEE	Nextera Energy Inc Utilities	Added	75,264	+1,759	$6,605,921	−3.2%	0.98%
AMD	Advanced Micro Devices Inc Technology	Added	11,151	+34	$6,477,727	+186.4%	0.96%
DE	Deere & Co Industrials	Added	10,066	+295	$6,385,165	+16.0%	0.95%
NOW	ServiceNow, Inc. Technology	Added	62,948	+164	$6,249,477	−4.8%	0.93%
ETN	Eaton Corp plc Industrials	Reduced	11,101	-558	$4,730,358	+13.4%	0.70%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,783	-586	$4,474,353	−16.4%	0.66%
MU	Micron Technology Inc Technology	NEW	3,526	NEW	$4,070,026	NEW	0.60%
MCHP	Microchip Technology Inc Technology	Reduced	50,820	-935	$3,898,402	+32.2%	0.58%
V	Visa Inc. Financial Services	Reduced	10,688	-187	$3,666,945	+11.6%	0.54%
PLTR	Palantir Technologies Inc. Technology	Added	30,481	+1,085	$3,556,218	−17.3%	0.53%
SPCX	Space Exploration Technologies Corp Industrials	NEW	19,940	NEW	$3,406,948	NEW	0.51%
SYK	Stryker Corp Healthcare	Added	10,134	+12	$3,190,588	−4.1%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.