LAFFER TENGLER INVESTMENTS, INC.
CIK: 1307878SEC EDGAR →
Portfolio Value
$103.0B
Holdings
179
As of
Q2 2026
New Positions
171
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CARRIER GLOBAL CORPORATION | 151,169 | $11.1B | 10.77% |
| 2 | WILLIAMS COS INC | 107,897 | $8.0B | 7.79% |
| 3 | BROOKFIELD ASSET MANAGMT LTD | 170,279 | $7.6B | 7.42% |
| 4 | UBER TECHNOLOGIES INC | 96,399 | $7.0B | 6.76% |
| 5 | NEXTERA ENERGY INC | 75,264 | $6.6B | 6.42% |
| 6 | SERVICENOW INC | 62,948 | $6.2B | 6.07% |
| 7 | — ALPHABET INC | 82,855 | $4.2B | 4.07% |
| 8 | MICROCHIP TECHNOLOGY INC. | 50,820 | $3.9B | 3.79% |
| 9 | — WEDBUSH SER TR | 86,177 | $3.5B | 3.39% |
| 10 | BOEING CO | 50,090 | $3.4B | 3.29% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 55 | $29.1B | 28.3% |
| Financial Services | 38 | $26.5B | 25.8% |
| Technology | 24 | $14.6B | 14.2% |
| Industrials | 14 | $12.8B | 12.4% |
| Energy | 7 | $11.1B | 10.8% |
| Utilities | 6 | $7.1B | 6.9% |
| Basic Materials | 6 | $733.6M | 0.7% |
| Communication Services | 5 | $582.4M | 0.6% |
| Consumer Defensive | 4 | $301.6M | 0.3% |
| Consumer Cyclical | 10 | $78.0M | 0.1% |
| Healthcare | 7 | $35.7M | 0.0% |
| Real Estate | 3 | $7.5M | 0.0% |