Institutions / Laffer Tengler Investments, Inc.

Laffer Tengler Investments, Inc.

CIK 1307878 · Institution · as of Mar 31, 2026
Portfolio value
$677.24M
Positions
182
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$677.24M+2.9%
$677.24M$667.63M$658.02MQ4 '25Q1 '26

Positions

182+0.6%
182182181Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 182 →
CompanyClassValueShares% of portfolio
The Goldman Sachs Group, Inc.$24.78M29,2913.7%
Lam Research Corp$24.42M114,3143.6%
Broadcom Inc.$24.00M77,5463.5%
Microsoft Corp$22.18M59,9283.3%
Alphabet Inc.$21.18M73,6603.1%
Walmart Inc.$20.40M164,1403.0%
American Express Co$19.33M63,9062.9%
JPMorgan Chase & Co$19.03M64,6882.8%
Apple Inc.$18.96M74,7152.8%
AbbVie Inc.$15.35M70,5642.3%
RTX Corp$14.47M75,0022.1%
Quanta Services Inc$13.15M23,9461.9%
Home Depot, Inc.$12.21M37,1221.8%
Johnson & Johnson$11.93M48,7971.8%
L3HARRIS Technologies, Inc. /De$11.75M34,0411.7%
Amazon.com Inc$11.16M53,5771.6%
Chevron Corp$11.04M53,3701.6%
TJX Cos Inc/The$10.03M62,7801.5%
Oracle Corp$9.76M66,3231.4%
Cisco Systems, Inc.$9.57M123,3111.4%
Steel Dynamics Inc$9.42M52,3601.4%
NVIDIA Corp$9.16M52,5231.4%
Emerson Electric Co$8.79M67,0931.3%
Starbucks Corp$8.42M94,0011.2%
Mcdonald'S Corp$8.32M26,7761.2%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Exit55024Uad1
Common stock
$-4.41M-1K
-100.00%
0
low
Q1 2026
as of
NewGE Vernova Inc.
Common stock
$3.55M+4K
4,062
0.52% of portfolio
low
Q1 2026
as of
Exit140501Ae7
Common stock
$-3.48M-3K
-100.00%
0
low
Q1 2026
as of
Exit92277Gaz0
Common stock
$-3.45M-2K
-100.00%
0
low
Q1 2026
as of
AddAlphabet Inc.
Common stock
$3.40M+12K
+19.10%
73,660
3.13% of portfolio
low
Q1 2026
as of
TrimChevron Corp
Common stock
$-3.33M-16K
-23.16%
53,370
1.63% of portfolio
low
Q1 2026
as of
ExitXylem Inc.
Common stock
$-3.15M-23K
-100.00%
0
low
Q1 2026
as of
TrimEog Resources Inc
Common stock
$-3.08M-21K
-34.86%
39,829
0.85% of portfolio
low
Q1 2026
as of
Exit09257Wae0
Common stock
$-2.94M-3K
-100.00%
0
low
Q1 2026
as of
Exit69352Pas2
Common stock
$-2.84M-3K
-100.00%
0
low