LAFFER TENGLER INVESTMENTS, INC.
CIK: 0001307878SEC EDGAR →
Portfolio Value
$658.0M
Holdings
181
As of
Q4 2025
New Positions
37
Closed Positions
38
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 80,843 | $28.0M | 4.25% |
| 2 | GOLDMAN SACHS GROUP INC | 30,526 | $26.8M | 4.08% |
| 3 | MICROSOFT CORP | 52,591 | $25.4M | 3.87% |
| 4 | AMERICAN EXPRESS CO | 61,984 | $22.9M | 3.48% |
| 5 | LAM RESEARCH CORP | 120,333 | $20.6M | 3.13% |
| 6 | JPMORGAN CHASE & CO. | 62,166 | $20.0M | 3.04% |
| 7 | WALMART INC | 174,256 | $19.4M | 2.95% |
| 8 | ALPHABET INC | 61,847 | $19.4M | 2.94% |
| 9 | APPLE INC | 68,836 | $18.7M | 2.84% |
| 10 | ABBVIE INC | 68,592 | $15.7M | 2.38% |
Quarterly Changes
Top Buys
Top Sells
TXN↓ Decreased
$6.5M
CMGCLOSED
$3.3M
SO 4.5 06/15/27CLOSED
$3.1M
PNW 4.75 06/15/27CLOSED
$2.8M
AKAM 0.375 09/01/27CLOSED
$1.9M
New Positions (32)
$3.1M · 5K shares
$1.6M · 7K shares
$890K · 39K shares
$628K · 17K shares
$574K · 285 shares
$542K · 3K shares
$526K · 1K shares
$450K · 419 shares
$449K · 2K shares
$447K · 8K shares
$398K · 1K shares
$380K · 4K shares
$375K · 2K shares
$359K · 1K shares
$351K · 1K shares
$350K · 6K shares
$334K · 19K shares
$333K · 2K shares
$320K · 16K shares
$296K · 791 shares
$295K · 1K shares
$293K · 2K shares
$275K · 16K shares
$258K · 1K shares
$223K · 923 shares
$217K · 899 shares
$205K · 979 shares
$205K · 4K shares
$201K · 667 shares
$199K · 11K shares
$190K · 18K shares
$158K · 11K shares
Closed Positions (13)
$3.3M · 83K shares
$3.1M · 27K shares
$2.8M · 25K shares
$1.9M · 20K shares
$1.9M · 18K shares
$1.2M · 13K shares
$1.1M · 10K shares
$1.0M · 40K shares
$487K · 5K shares
$470K · 5K shares
$468K · 981 shares
$401K · 4K shares
$244K · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $170.0M | 25.8% |
| Financial Services | 53 | $119.9M | 18.2% |
| Unknown | 40 | $92.7M | 14.1% |
| Consumer Cyclical | 10 | $65.3M | 9.9% |
| Industrials | 16 | $61.9M | 9.4% |
| Healthcare | 9 | $38.1M | 5.8% |
| Communication Services | 9 | $33.5M | 5.1% |
| Energy | 7 | $25.9M | 3.9% |
| Consumer Defensive | 4 | $24.4M | 3.7% |
| Basic Materials | 6 | $13.3M | 2.0% |
| Utilities | 4 | $6.6M | 1.0% |
| Real Estate | 2 | $6.3M | 1.0% |