Laffer Investments
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1307878
Institutional-grade research for retail investors
13F Reported Value
ⓘ$677.2M
Holdings
182
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Laffer Investments disclosed 182 positions worth $677.2M in its Form 13F-HR for Q1 2026, led by $GS (GOLDMAN SACHS GROUP INC) at 3.7% of the equity portfolio, followed by $LRCX and $AVGO. During the quarter the fund opened 25 new positions and exited 18 — including a new stake in $GEV and a full exit from $LITE. The portfolio is most concentrated in Technology (28.6% of disclosed assets). All figures are sourced directly from Laffer Investments’s Form 13F-HR filing with the SEC under CIK 1307878.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyFinancialsIndustrialsConsumer DiscretionaryOtherHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$24.8M29,291 sh - 82.4#23
Quality
$24.4M114,314 sh - 86.4#9
Quality
$24.0M77,546 sh - 83.7
Quality
$22.2M59,928 sh - 80.2
Quality
$21.2M73,660 sh - 63.2
Quality
$20.4M164,140 sh - 73.2
Quality
$19.3M63,906 sh - 35.6
Quality
$19.0M64,688 sh - 76.1
Quality
$19.0M74,715 sh - 59.3
Quality
$15.3M70,564 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GOLDMAN SACHS GROUP INC$GS | — | $24.8M | 29,291 |
 LAM RESEARCH CORP$LRCX | 82.4#23 | $24.4M | 114,314 |
 Broadcom Inc.$AVGO | 86.4#9 | $24.0M | 77,546 |
 MICROSOFT CORP$MSFT | 83.7 | $22.2M | 59,928 |
 Alphabet Inc.$GOOG | 80.2 | $21.2M | 73,660 |
 Walmart Inc.$WMT | 63.2 | $20.4M | 164,140 |
 AMERICAN EXPRESS CO$AXP | 73.2 | $19.3M | 63,906 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $19.0M | 64,688 |
 Apple Inc.$AAPL | 76.1 | $19.0M | 74,715 |
 AbbVie Inc.$ABBV | 59.3 | $15.3M | 70,564 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Laffer Investments's 182 positions.
Showing top 10 of 182 holdings.
Sector Allocation
Technology
$193.8M
Financials
$100.8M
Industrials
$100.5M
Consumer Discretionary
$82.0M
Other
$53.0M
Healthcare
$43.2M
Utilities
$30.6M
Energy
$29.5M
Full Holdings — Laffer Investments (Q1 2026)
All 182 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GS | GOLDMAN SACHS GROUP INC | $24.8M | 3.7% | -4% | — |
| 2 | $LRCX | LAM RESEARCH CORP | $24.4M | 3.6% | -5% | 82.4 |
| 3 | $AVGO | Broadcom Inc. | $24.0M | 3.5% | -4% | 86.4 |
| 4 | $MSFT | MICROSOFT CORP | $22.2M | 3.3% | +14% | 83.7 |
| 5 | $GOOG | Alphabet Inc. | $21.2M | 3.1% | +19% | 80.2 |
| 6 | $WMT | Walmart Inc. | $20.4M | 3.0% | -6% | 63.2 |
| 7 | $AXP | AMERICAN EXPRESS CO | $19.3M | 2.9% | +3% | 73.2 |
| 8 | $JPM | JPMORGAN CHASE & CO | $19.0M | 2.8% | +4% | 35.6 |
| 9 | $AAPL | Apple Inc. | $19.0M | 2.8% | +9% | 76.1 |
| 10 | $ABBV | AbbVie Inc. | $15.3M | 2.3% | +3% | 59.3 |
| 11 |  $RTX | RTX Corp | $14.5M | 2.1% | +4% | 70 |
| 12 |  $PWR | QUANTA SERVICES, INC. | $13.1M | 1.9% | +1% | 62.6 |
| 13 |  $HD | HOME DEPOT, INC. | $12.2M | 1.8% | +1% | 69.2 |
| 14 |  $JNJ | JOHNSON & JOHNSON | $11.9M | 1.8% | +5% | 72.8 |
| 15 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $11.7M | 1.7% | +5% | 66.5 |
| 16 |  $AMZN | AMAZON COM INC | $11.2M | 1.6% | +1% | 74.6 |
| 17 |  $CVX | CHEVRON CORP | $11.0M | 1.6% | -23% | 54.7 |
| 18 |  $TJX | TJX COMPANIES INC /DE/ | $10.0M | 1.5% | +5% | 70.7 |
| 19 |  $ORCL | ORACLE CORP | $9.8M | 1.4% | +4% | 67.2 |
| 20 |  $CSCO | CISCO SYSTEMS, INC. | $9.6M | 1.4% | +4% | 72.3 |
| 21 |  $STLD | STEEL DYNAMICS INC | $9.4M | 1.4% | +3% | 56 |
| 22 |  $NVDA | NVIDIA CORP | $9.2M | 1.4% | +2% | 90.2 |
| 23 |  $EMR | EMERSON ELECTRIC CO | $8.8M | 1.3% | +3% | 65.9 |
| 24 |  $SBUX | STARBUCKS CORP | $8.4M | 1.2% | +4% | 54.6 |
| 25 |  $MCD | MCDONALDS CORP | $8.3M | 1.2% | +8% | 73.9 |
| 26 |  $CARR | CARRIER GLOBAL Corp | $8.3M | 1.2% | +4% | 61.5 |
| 27 |  $PANW | Palo Alto Networks Inc | $8.2M | 1.2% | -1% | 66.5 |
| 28 |  $SPOT | Spotify Technology S.A. | $7.9M | 1.2% | +10% | — |
| 29 |  $WMB | WILLIAMS COMPANIES, INC. | $7.6M | 1.1% | +25% | 72.8 |
| 30 |  $BAM | Brookfield Asset Management Ltd. | $7.2M | 1.1% | +2% | — |
| 31 |  $UBER | Uber Technologies, Inc | $6.9M | 1.0% | -2% | 79.3 |
| 32 |  $NEE | NEXTERA ENERGY INC | $6.8M | 1.0% | +3% | 71.7 |
| 33 |  $PLD | Prologis, Inc. | $6.7M | 1.0% | +7% | 67.5 |
| 34 |  $NOW | ServiceNow, Inc. | $6.6M | 1.0% | +17% | 76 |
| 35 |  $DHI | HORTON D R INC /DE/ | $6.5M | 1.0% | +36% | 54.6 |
| 36 |  $TSLA | Tesla, Inc. | $6.1M | 0.9% | +4% | 50.1 |
| 37 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.8M | 0.9% | +8% | 66.7 |
| 38 |  $EOG | EOG RESOURCES INC | $5.8M | 0.8% | -35% | 71.1 |
| 39 |  $DE | DEERE & CO | $5.5M | 0.8% | +4% | 57.4 |
| 40 |  $MDT | Medtronic plc | $5.5M | 0.8% | +7% | — |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.3M | 0.8% | +8% | 67 |
| 42 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.1M | 0.8% | +28% | 68.4 |
| 43 |  $WFC | WELLS FARGO & COMPANY/MN | $5.1M | 0.8% | +34% | — |
| 44 |  $CRWD | CrowdStrike Holdings, Inc. | $4.4M | 0.7% | +1% | 55 |
| 45 |  $PLTR | Palantir Technologies Inc. | $4.3M | 0.6% | +24% | 85.8 |
| 46 |  $ETN | Eaton Corp plc | $4.2M | 0.6% | +25% | — |
| 47 | — | HEWLETT PACKARD ENTERPRISE C | $4.1M | 0.6% | +4% | — |
| 48 |  $VTR | Ventas, Inc. | $3.7M | 0.5% | -1% | 70.3 |
| 49 |  $GEV | GE Vernova Inc. | $3.5M | 0.5% | NEW | 70.1 |
| 50 |  $CSWC | CAPITAL SOUTHWEST CORP | $3.5M | 0.5% | -1% | — |
| 51 |  $SYK | STRYKER CORP | $3.3M | 0.5% | +1% | 69.8 |
| 52 |  $PNW | PINNACLE WEST CAPITAL CORP | $3.3M | 0.5% | NEW | 55.5 |
| 53 |  $BA | BOEING CO | $3.3M | 0.5% | -1% | 51.8 |
| 54 |  $V | VISA INC. | $3.3M | 0.5% | +2% | 83.5 |
| 55 |  $SO | SOUTHERN CO | $3.3M | 0.5% | NEW | 65.1 |
| 56 |  $PPL | PPL Corp | $3.3M | 0.5% | +10% | 70.3 |
| 57 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $3.2M | 0.5% | -0% | 61.9 |
| 58 |  $CNP | CENTERPOINT ENERGY INC | $3.2M | 0.5% | +8% | 55.9 |
| 59 |  $EQT | EQT Corp | $3.2M | 0.5% | +2% | 83.3 |
| 60 |  $WEC | WEC ENERGY GROUP, INC. | $3.1M | 0.5% | NEW | 67 |
| 61 |  $APO | Apollo Global Management, Inc. | $3.1M | 0.5% | +2% | 55.7 |
| 62 |  $MCHP | MICROCHIP TECHNOLOGY INC | $3.0M | 0.4% | +2% | 40 |
| 63 |  $CMS | CMS ENERGY CORP | $2.9M | 0.4% | NEW | 61.5 |
| 64 |  $ON | ON SEMICONDUCTOR CORP | $2.9M | 0.4% | +1% | 42.4 |
| 65 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $2.9M | 0.4% | -0% | — |
| 66 | — | ISHARES TR | $2.8M | 0.4% | +0% | — |
| 67 | — | AMERICAN WTR CAP CORP | $2.8M | 0.4% | +9% | — |
| 68 | — | JAZZ INVESTMENTS I LTD | $2.8M | 0.4% | -0% | — |
| 69 |  $FE | FIRSTENERGY CORP | $2.8M | 0.4% | -0% | 61.6 |
| 70 |  $ULTA | Ulta Beauty, Inc. | $2.7M | 0.4% | +2% | 66.6 |
| 71 | — | TETRA TECH INC NEW | $2.6M | 0.4% | +9% | — |
| 72 |  $GPN | GLOBAL PAYMENTS INC | $2.6M | 0.4% | -1% | 42.9 |
| 73 |  $NFLX | NETFLIX INC | $2.6M | 0.4% | +2% | 86.7 |
| 74 |  $ARES | Ares Management Corp | $2.5M | 0.4% | +5% | 70.8 |
| 75 |  $ALB | ALBEMARLE CORP | $2.5M | 0.4% | -1% | 50.2 |
| 76 |  $ITRI | ITRON, INC. | $2.5M | 0.4% | NEW | 64.4 |
| 77 |  $SPY | SPDR S&P 500 ETF TRUST | $2.5M | 0.4% | -18% | — |
| 78 |  $KKR | KKR & Co. Inc. | $2.4M | 0.4% | +6% | 49.8 |
| 79 |  $GLD | SPDR GOLD TRUST | $2.4M | 0.4% | +833% | — |
| 80 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $2.3M | 0.3% | +12% | 54.6 |
| 81 | — | ORACLE CORP | $2.3M | 0.3% | -22% | — |
| 82 |  $AMD | ADVANCED MICRO DEVICES INC | $2.3M | 0.3% | +56% | 78.8 |
| 83 |  $SHW | SHERWIN WILLIAMS CO | $2.2M | 0.3% | +2% | 65.3 |
| 84 | $UBER | Uber Technologies, Inc | $2.2M | 0.3% | -0% | 79.3 |
| 85 |  $HALO | HALOZYME THERAPEUTICS, INC. | $2.1M | 0.3% | -0% | 81.2 |
| 86 | — | ISHARES TR | $2.0M | 0.3% | +7% | — |
| 87 | — | ETF OPPORTUNITIES TRUST | $2.0M | 0.3% | +26% | — |
| 88 |  $MTH | Meritage Homes CORP | $2.0M | 0.3% | -0% | — |
| 89 | — | ISHARES TR | $1.9M | 0.3% | +0% | — |
| 90 |  $MKSI | MKS INC | $1.9M | 0.3% | NEW | 59.8 |
| 91 |  $LNTH | Lantheus Holdings, Inc. | $1.8M | 0.3% | +3% | 66.9 |
| 92 | — | BOFA FIN LLC | $1.8M | 0.3% | +0% | — |
| 93 | — | JANUS DETROIT STR TR | $1.6M | 0.2% | +5% | — |
| 94 | — | ETFIS SER TR I | $1.5M | 0.2% | NEW | — |
| 95 |  $IVZ | Invesco Ltd. | $1.5M | 0.2% | -54% | — |
| 96 | — | ISHARES TR | $1.5M | 0.2% | +66% | — |
| 97 |  $GOOGL | Alphabet Inc. | $1.4M | 0.2% | +5% | 80.2 |
| 98 | — | BLACKROCK ETF TRUST II | $1.4M | 0.2% | +8% | — |
| 99 |  $HAE | HAEMONETICS CORP | $1.3M | 0.2% | NEW | 61.1 |
| 100 |  $SCCO | SOUTHERN COPPER CORP/ | $1.2M | 0.2% | +24% | 86.6 |
| 101 | — | SCHWAB STRATEGIC TR | $1.2M | 0.2% | +0% | — |
| 102 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.2% | +425% | 64.5 |
| 103 | — | ISHARES INC | $1.1M | 0.2% | +0% | — |
| 104 | — | LISTED FDS TR | $1.0M | 0.1% | NEW | — |
| 105 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $985,083 | 0.1% | +0% | — |
| 106 | — | BLACKROCK ETF TRUST II | $969,170 | 0.1% | -25% | — |
| 107 |  $BXSL | Blackstone Secured Lending Fund | $950,230 | 0.1% | NEW | — |
| 108 |  $TER | TERADYNE, INC | $934,442 | 0.1% | +36% | 74.6 |
| 109 | — | ISHARES INC | $915,161 | 0.1% | +0% | — |
| 110 |  $LIN | LINDE PLC | $833,868 | 0.1% | +15% | — |
| 111 |  $PAAS | PAN AMERICAN SILVER CORP | $807,213 | 0.1% | +9% | — |
| 112 |  $COHR | COHERENT CORP. | $790,143 | 0.1% | +13% | 64 |
| 113 |  $CCJ | CAMECO CORP | $785,359 | 0.1% | +38% | — |
| 114 | — | ISHARES TR | $779,933 | 0.1% | +0% | — |
| 115 | — | VANGUARD TAX-MANAGED FDS | $778,059 | 0.1% | +0% | — |
| 116 |  $PL | Planet Labs PBC | $767,367 | 0.1% | +69% | 42.2 |
| 117 |  $ISRG | INTUITIVE SURGICAL INC | $766,626 | 0.1% | +18% | 81.4 |
| 118 |  $COIN | Coinbase Global, Inc. | $756,955 | 0.1% | NEW | 68 |
| 119 | — | ISHARES INC | $703,760 | 0.1% | +0% | — |
| 120 | — | ISHARES TR | $674,612 | 0.1% | +0% | — |
| 121 | — | ISHARES TR | $671,704 | 0.1% | +8% | — |
| 122 |  $PSN | PARSONS CORP | $634,574 | 0.1% | +11% | 60.3 |
| 123 |  $LMT | LOCKHEED MARTIN CORP | $613,456 | 0.1% | -10% | 65 |
| 124 |  $XOM | EXXON MOBIL CORP | $603,990 | 0.1% | -24% | 61.8 |
| 125 | — | ISHARES TR | $593,853 | 0.1% | +96% | — |
| 126 |  $RKLB | Rocket Lab Corp | $578,815 | 0.1% | NEW | 37.2 |
| 127 |  $USB | US BANCORP DE | $536,743 | 0.1% | -11% | 71.4 |
| 128 |  $PLTM | GraniteShares Platinum Trust | $531,201 | 0.1% | +36% | — |
| 129 | — | ISHARES TR | $528,496 | 0.1% | +0% | — |
| 130 |  $GD | GENERAL DYNAMICS CORP | $519,292 | 0.1% | NEW | 73 |
| 131 |  $BWXT | BWX Technologies, Inc. | $517,973 | 0.1% | +49% | 68 |
| 132 |  $SYNA | SYNAPTICS Inc | $510,671 | 0.1% | NEW | 45.3 |
| 133 |  $HON | HONEYWELL INTERNATIONAL INC | $509,246 | 0.1% | +17% | 65.7 |
| 134 | — | GLOBAL X FDS | $508,100 | 0.1% | +89% | — |
| 135 | — | STATE STR SPDR DOW JONES IND | $507,656 | 0.1% | +0% | — |
| 136 |  $AMGN | AMGEN INC | $505,608 | 0.1% | -8% | 79.5 |
| 137 |  $MELI | MERCADOLIBRE INC | $492,771 | 0.1% | +0% | 77.5 |
| 138 | — | VANECK ETF TRUST | $484,155 | 0.1% | +8% | — |
| 139 |  $VNOM | Viper Energy, Inc. | $479,298 | 0.1% | NEW | — |
| 140 | — | VANGUARD INDEX FDS | $476,101 | 0.1% | +0% | — |
| 141 |  $IRDM | Iridium Communications Inc. | $469,167 | 0.1% | -12% | 59.2 |
| 142 |  $AMAT | APPLIED MATERIALS INC /DE | $461,417 | 0.1% | -1% | 74.8 |
| 143 | — | ISHARES TR | $452,147 | 0.1% | -24% | — |
| 144 | $BAC | BANK OF AMERICA CORP /DE/ | $443,625 | 0.1% | -4% | 68.4 |
| 145 |  $HLT | Hilton Worldwide Holdings Inc. | $427,536 | 0.1% | +12% | 73.1 |
| 146 |  $SYM | Symbotic Inc. | $426,824 | 0.1% | +36% | 55.1 |
| 147 |  $NRG | NRG ENERGY, INC. | $416,499 | 0.1% | -0% | 59.5 |
| 148 |  $CEG | Constellation Energy Corp | $407,426 | 0.1% | +29% | 62.5 |
| 149 |  $WPM | Wheaton Precious Metals Corp. | $406,131 | 0.1% | +37% | — |
| 150 |  $CRM | Salesforce, Inc. | $395,180 | 0.1% | -1% | 75.2 |
| 151 | — | VARONIS SYS INC | $393,097 | 0.1% | NEW | — |
| 152 |  $LLY | ELI LILLY & Co | $378,025 | 0.1% | -2% | 89.3 |
| 153 |  $NTNX | Nutanix, Inc. | $373,871 | 0.1% | NEW | 68.8 |
| 154 | — | VANGUARD WORLD FD | $353,248 | 0.1% | +0% | — |
| 155 | — | VANGUARD INTL EQUITY INDEX F | $345,758 | 0.1% | +0% | — |
| 156 | — | VANGUARD WORLD FD | $345,293 | 0.1% | +0% | — |
| 157 |  $PM | Philip Morris International Inc. | $330,845 | 0.1% | NEW | 80.5 |
| 158 |  $VST | Vistra Corp. | $311,033 | 0.1% | NEW | 62.9 |
| 159 |  $FANG | Diamondback Energy, Inc. | $310,926 | 0.1% | -40% | 81.4 |
| 160 |  $SPPP | SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST | $310,600 | 0.1% | NEW | — |
| 161 |  $TXN | TEXAS INSTRUMENTS INC | $304,800 | 0.1% | -14% | 70.4 |
| 162 |  $PGR | PROGRESSIVE CORP/OH/ | $302,911 | 0.0% | -0% | 83.6 |
| 163 |  $AVAV | AeroVironment Inc | $273,843 | 0.0% | +62% | 42.1 |
| 164 |  $TLN | Talen Energy Corp | $264,961 | 0.0% | +5% | 66.5 |
| 165 |  $PG | PROCTER & GAMBLE Co | $264,903 | 0.0% | -45% | 72.9 |
| 166 |  $FOUR | Shift4 Payments, Inc. | $264,655 | 0.0% | NEW | 60 |
| 167 |  $IAU | ISHARES GOLD TRUST | $260,160 | 0.0% | +0% | — |
| 168 |  $KO | COCA COLA CO | $260,015 | 0.0% | -2% | 74 |
| 169 | $SO | SOUTHERN CO | $250,952 | 0.0% | -0% | 65.1 |
| 170 |  $WM | WASTE MANAGEMENT INC | $250,241 | 0.0% | +0% | 70.7 |
| 171 |  $PSLV | Sprott Physical Silver Trust | $243,900 | 0.0% | NEW | — |
| 172 |  $DRI | DARDEN RESTAURANTS INC | $239,365 | 0.0% | -22% | 68.6 |
| 173 |  $SERV | Serve Robotics Inc. /DE/ | $238,784 | 0.0% | +54% | 26 |
| 174 |  $NGG | NATIONAL GRID PLC | $235,949 | 0.0% | NEW | — |
| 175 |  $STT | STATE STREET CORP | $235,904 | 0.0% | +0% | 61.5 |
| 176 |  $COP | CONOCOPHILLIPS | $233,640 | 0.0% | NEW | 74.8 |
| 177 |  $MS | MORGAN STANLEY | $233,196 | 0.0% | -25% | — |
| 178 |  $LEU | CENTRUS ENERGY CORP | $231,569 | 0.0% | +10% | 65.1 |
| 179 |  $ABT | ABBOTT LABORATORIES | $223,923 | 0.0% | -4% | 67 |
| 180 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $222,389 | 0.0% | NEW | 48 |
| 181 |  $SPG | SIMON PROPERTY GROUP INC. | $212,085 | 0.0% | -19% | 76.9 |
| 182 | — | ISHARES TR | $209,183 | 0.0% | +0% | — |
New Positions (25)
$GEV GE Vernova Inc.$3.5M$PNW PINNACLE WEST CAPITAL CORP$3.3M$WEC WEC ENERGY GROUP, INC.$3.1M$CMS CMS ENERGY CORP$2.9M$ITRI ITRON, INC.$2.5M$MKSI MKS INC$1.9M ETFIS SER TR I$1.5M
$HAE HAEMONETICS CORP$1.3M LISTED FDS TR$1.0M
$BXSL Blackstone Secured Lending Fund$950,230$COIN Coinbase Global, Inc.$756,955$RKLB Rocket Lab Corp$578,815$GD GENERAL DYNAMICS CORP$519,292$SYNA SYNAPTICS Inc$510,671$VNOM Viper Energy, Inc.$479,298Exited Positions (18)
$LITE Lumentum Holdings Inc.
$XYL Xylem Inc.
$TWO TWO HARBORS INVESTMENT CORP.
$DUK Duke Energy CORP
$LNT ALLIANT ENERGY CORP
$VEEV VEEVA SYSTEMS INC SPDR SER TR
$CCZ COMCAST CORP
$IBIT iShares Bitcoin Trust ETF
$HBAN HUNTINGTON BANCSHARES INC /MD/
$SPGI S&P Global Inc. VANGUARD SCOTTSDALE FDS
$META Meta Platforms, Inc.
$COF CAPITAL ONE FINANCIAL CORP
$DIS Walt Disney CoBrowse Top Institutional Investors
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