LAFFER TENGLER INVESTMENTS, INC. Q2 2026 Filing
Filed July 21, 2026
Portfolio Value
$103.0B
Holdings
179
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (179 positions)
| Stock | Value |
|---|---|
—SPACE EXPLORATION TECHN CORP | $3.4M |
PNW 4.75 06/15/27PINNACLE WEST CAP CORP | $3.3M |
MKSI 1.25 06/01/30MKS INC. | $3.3M |
PPL 2.875 03/15/28PPL CAP FDG INC | $3.3M |
CNP 4.25 08/15/26CENTERPOINT ENERGY INC | $3.2M |
SYKSTRYKER CORPORATION | $3.2M |
CMS 3.375 05/01/28CMS ENERGY CORP | $3.1M |
—ALLIANT ENERGY CORP | $3.0M |
WEC 4.375 06/01/29WEC ENERGY GROUP INC | $3.0M |
BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN | $2.9M |
SPYSTATE STR SPDR S&P 500 ETF T | $2.8M |
GPN 1.5 03/01/31GLOBAL PMTS INC | $2.6M |
TTEK 2.25 08/15/28TETRA TECH INC NEW | $2.6M |
ITRI 1.375 07/15/30ITRON INC | $2.5M |
GLAD 5.875 10/01/30GLADSTONE CAP CORP | $2.4M |
SHWSHERWIN WILLIAMS CO | $2.4M |
ULTAULTA BEAUTY INC | $2.4M |
STWD 6.75 07/15/27STARWOOD PPTY TR INC | $2.3M |
MTH 1.75 05/15/28MERITAGE HOMES CORP | $2.2M |
LNTH 2.625 12/15/27LANTHEUS HLDGS INC | $2.2M |
HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC | $2.2M |
GQ9SPDR GOLD TR | $2.1M |
IVEISHARES TR | $2.1M |
BAC 0.6 05/25/27 MTNBOFA FIN LLC | $1.9M |
GWRE 1.25 11/01/29GUIDEWIRE SOFTWARE INC | $1.7M |
GOOGALPHABET INC | $1.6M |
HAE 2.5 06/01/29HAEMONETICS CORP MASS | $1.5M |
TERTERADYNE INC | $1.4M |
SCCOSOUTHERN COPPER CORP | $1.3M |
NDQINVESCO QQQ TR | $1.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.2M |
SYNA 0.75 12/01/31SYNAPTICS INC | $1.2M |
COHRCOHERENT CORP | $1.2M |
6RJ0ROCKET LAB CORP | $1.1M |
AMATAPPLIED MATLS INC | $976K |
LINLINDE PLC | $904K |
IVVISHARES TR | $894K |
CCOCAMECO CORP | $805K |
IWBISHARES TR | $775K |
COIN 0.25 04/01/30COINBASE GLOBAL INC | $690K |
ISRGINTUITIVE SURGICAL INC | $655K |
PSN 2.625 03/01/29PARSONS CORP DEL | $610K |
CEGCONSTELLATION ENERGY CORP | $604K |
DONSTATE STR SPDR DOW JONES IND | $573K |
EFAISHARES TR | $566K |
AMGNAMGEN INC | $551K |
MRVLMARVELL TECHNOLOGY INC | $536K |
GDGENERAL DYNAMICS CORP | $536K |
BWXTBWX TECHNOLOGIES INC | $521K |
LLYELI LILLY & CO | $493K |
XOMEXXON MOBIL CORP | $487K |
MLB1MERCADOLIBRE INC | $484K |
DWDMORGAN STANLEY | $431K |
INTCINTEL CORP | $417K |
NRANRG ENERGY INC | $416K |
VRNS 1 09/15/29VARONIS SYS INC | $415K |
HLTHILTON WORLDWIDE HLDGS INC | $413K |
TLNTALEN ENERGY CORP | $408K |
VSTVISTRA CORP | $392K |
NTNX 0.5 12/15/29NUTANIX INC | $386K |
VFHVANGUARD WORLD FD | $385K |
WPMWHEATON PRECIOUS METALS CORP | $381K |
4I1PHILIP MORRIS INTL INC | $363K |
VOXVANGUARD WORLD FD | $353K |
TXNTEXAS INSTRS INC | $337K |
PGRPROGRESSIVE CORP | $334K |
FANGDIAMONDBACK ENERGY INC | $277K |
PGPROCTER & GAMBLE CO | $269K |
—HONEYWELL INTL INC | $258K |
SPGSIMON PPTY GROUP INC NEW | $255K |
—HONEYWELL AEROSPACE INC | $255K |
DRIDARDEN RESTAURANTS INC | $252K |
LEUCENTRUS ENERGY CORP | $244K |
IWDISHARES TR | $237K |
BKBANK OF NY MELLON CORP | $234K |
IWMISHARES TR | $228K |
PSAPUBLIC STORAGE | $216K |
LMTLOCKHEED MARTIN CORP | $208K |
UNHUNITEDHEALTH GROUP INC | $204K |
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