LAFFER TENGLER INVESTMENTS, INC.
Top Portfolio Positions
110 positions ·
$543,151,254 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GS |
Goldman Sachs Group Inc
Financial Services
|
29,291 | $24,779,893 | 4.56% | |
| LRCX |
Lam Research Corp
Technology
|
114,314 | $24,424,329 | 4.50% | |
| AVGO |
Broadcom Inc.
Technology
|
77,546 | $24,001,262 | 4.42% | |
| MSFT |
Microsoft Corp
Technology
|
59,928 | $22,183,547 | 4.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
73,660 | $21,181,669 | 3.90% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
164,140 | $20,399,319 | 3.76% | |
| AXP |
American Express Co
Financial Services
|
63,906 | $19,330,286 | 3.56% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
64,688 | $19,028,622 | 3.50% | |
| AAPL |
Apple Inc.
Technology
|
74,715 | $18,961,919 | 3.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
70,564 | $15,346,964 | 2.83% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SERV
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,784 | 28,292 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $190,524 | 18,355 | Shares | Sole | 2026-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||