LAFFER TENGLER INVESTMENTS, INC.

CIK

1307878

Location

Scottsdale, AZ

Portfolio Value

Micro $37,943,205

Diversification

Diversified

Filing Date

Global Rank

#2,493 / 8,578 ▲ 32

Top Industry

Software - Infrastructure 9.1%

3Y Alpha vs SPY

+1.2%

Period ended 3 months ago

Filed May 13, 2026 · 33d

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

+79.8%

SPY

+74.2%

Annualised alpha

+1.3%

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

8 positions · $37,943,205 total · Healthcare only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABT	Abbott Laboratories Healthcare	Reduced	2,181	-85	$223,923	−21.1%	0.59%
LLY	ELI LILLY & Co Healthcare	Reduced	411	-8	$378,025	−16.0%	1.00%
AMGN	Amgen Inc Healthcare	Reduced	1,437	-131	$505,608	−1.5%	1.33%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,663	+252	$766,626	−4.1%	2.02%
SYK	Stryker Corp Healthcare	Added	10,122	+97	$3,325,987	−5.6%	8.77%
MDT	Medtronic plc Healthcare	Added	63,106	+3,976	$5,468,134	−3.7%	14.41%
JNJ	Johnson & Johnson Healthcare	Added	48,797	+2,523	$11,927,938	+24.6%	31.44%
ABBV	AbbVie Inc. Healthcare	Added	70,564	+1,972	$15,346,964	−2.1%	40.45%