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LAFFER TENGLER INVESTMENTS, INC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1307878
Institutional-grade research for retail investors

Sector Allocation

  • Technology37.0%$288.9M
  • Financials14.8%$115.8M
  • Industrials11.8%$92.5M
  • Consumer Discretionary9.0%$70.5M
  • Other7.2%$56.4M
  • Healthcare5.3%$41.5M
  • Utilities4.0%$31.1M
  • Consumer Staples3.1%$24.4M
  • Energy2.7%$21.2M
  • Materials2.4%$18.5M

AUM History

13fpro.ai/research/fund/laffer-tengler-investments-inc-1307878

Conviction and streaks

Stable · top 10 = 31.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

LRCX$LRCXConviction hold4.8% weight · held 7 quartersGS$GSConviction hold3.8% weight · held 10 quartersAVGO$AVGOConviction hold3.7% weight · held 10 quartersGOOG$GOOGConviction hold3.2% weight · held 10 quartersAXP$AXPConviction hold3.2% weight · held 10 quartersNVDA$NVDAAccumulating+4905% shares · 9 quarters runningNOW$NOWAccumulating+1047% shares · 9 quarters runningCSCO$CSCOAccumulating+2850% shares · 6 quarters runningIBM$IBMAccumulating+3225% shares · 6 quarters runningTSLA$TSLAAccumulating+43% shares · 6 quarters runningAVGO$AVGOTrimming-29% shares · 6 quarters runningLMT$LMTTrimming-94% shares · 4 quarters runningPANW$PANWTrimming-6% shares · 3 quarters runningAEIS$AEISTrimming-90% shares · 3 quarters runningCSWC$CSWCTrimming-90% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/laffer-tengler-investments-inc-1307878

LAFFER TENGLER INVESTMENTS, INC. 13F holdings — Q2 2026

$781.6M portfolio (+15.4% QoQ) · 179 holdings · Q2 2026 13F · top 10 are 32% of the stock portfolio

All holdings — LAFFER TENGLER INVESTMENTS, INC. (Q2 2026)

179 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
PANW$PANWPalo Alto Networks Inc$17.2M-1.0%
NVDA$NVDANVIDIA CORP$15.9M+51%
PWR$PWRQUANTA SERVICES, INC.$15.8M-8%
HD$HDHOME DEPOT, INC.$15.7M+20%
CSCO$CSCOCISCO SYSTEMS, INC.$14.9M+3%
RTX$RTXRTX Corp$14.6M+2%
GEV$GEVGE Vernova Inc.$12.9M+171%
AMZN$AMZNAMAZON COM INC$12.7M-0.5%
JNJ$JNJJOHNSON & JOHNSON$12.6M+2%
TJX$TJXTJX COMPANIES INC /DE/$12.0M+26%
CARR$CARRCARRIER GLOBAL Corp$11.1M+3%
SBUX$SBUXSTARBUCKS CORP$10.9M+14%
ORCL$ORCLORACLE CORP$9.9M+2%
LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$9.9M+0.5%
STLD$STLDSTEEL DYNAMICS INC$9.9M-18%

What changed in Q2 2026

Against the previous quarter's 13F: 16 new, 72 added to, 58 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.

New positions (16)

  • MU$MUMICRON TECHNOLOGY INC$4.1M

    first bought this quarter

  • WEDBUSH SER TR - LAFF TEN ERA ETF$3.5M

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$3.4M

    first bought this quarter

  • LNT$LNTALLIANT ENERGY CORP$3.0M

    first bought this quarter

  • GLAD$GLADGLADSTONE CAPITAL CORP$2.4M

    first bought this quarter

  • GWRE$GWREGuidewire Software, Inc.$1.7M

    first bought this quarter

+10 more in the Excel export

Added to (72)

  • GEV$GEVGE Vernova Inc.+171%

    now $12.9M · held 2 qtrs, 2 adds in a row

  • NVDA$NVDANVIDIA CORP+51%

    now $15.9M · held 10+ qtrs, 9 adds in a row

  • AXP$AXPAMERICAN EXPRESS CO+14%

    now $24.7M · held 10+ qtrs, 4 adds in a row

  • HD$HDHOME DEPOT, INC.+20%

    now $15.7M · held 10+ qtrs

  • TJX$TJXTJX COMPANIES INC /DE/+26%

    now $12.0M · held 5 qtrs, 5 adds in a row

  • IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP+30%

    now $8.8M · held 10+ qtrs, 6 adds in a row

+66 more in the Excel export

Trimmed (58)

  • LRCX$LRCXLAM RESEARCH CORP-24%

    now $37.6M · held 10+ qtrs, 2 trims in a row

  • STLD$STLDSTEEL DYNAMICS INC-18%

    now $9.9M · held 10+ qtrs

  • PWR$PWRQUANTA SERVICES, INC.-8%

    now $15.8M · held 10+ qtrs

  • GOOGL$GOOGLAlphabet Inc.-5%

    now $25.1M · held 10+ qtrs

  • IVZ$IVZInvesco Ltd.-51%

    now $740K · held 10+ qtrs, 3 trims in a row

  • COST$COSTCOSTCO WHOLESALE CORP /NEW-11%

    now $4.5M · held 10+ qtrs

+52 more in the Excel export

Sold out (20)

  • EOG$EOGEOG RESOURCES INCwas $5.8M

    held 9+ qtrs

  • MDT$MDTMedtronic plcwas $5.5M

    held 9+ qtrs

  • VTR$VTRVentas, Inc.was $3.7M

    held 8 qtrs

  • AMERICAN WTR CAP CORPwas $2.8M
  • JAZZ INVESTMENTS I LTDwas $2.8M
  • FE$FEFIRSTENERGY CORPwas $2.8M

+14 more in the Excel export

Firm AUM (Form ADV): $800.1M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F LAFFER TENGLER INVESTMENTS, INC. has filed, 38 earlier quarters. Pick one to see what it held then.

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Is it too late to follow LAFFER TENGLER INVESTMENTS?

Q2 2026 13F filed with the SEC on Jul 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of LAFFER TENGLER INVESTMENTS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

-5.0%

Value-weighted move of the 10 largest stock positions

Turnover

8%

Last quarter; 32% over the last 4

Top 10 weight

32%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

LAFFER TENGLER INVESTMENTS, INC. disclosed 179 positions worth $781.6M in its Form 13F-HR for Q2 2026, led by $LRCX (LAM RESEARCH CORP) at 4.8% of the equity portfolio, followed by $GS and $AVGO. During the quarter the fund opened 16 new positions and exited 20 — including a new stake in $MU and a full exit from $EOG. The portfolio is most concentrated in Technology (37.0% of disclosed assets). All figures are sourced directly from LAFFER TENGLER INVESTMENTS, INC.’s Form 13F-HR filing with the SEC under CIK 1307878.

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AI-Powered Hedge Fund Analysis: LAFFER TENGLER INVESTMENTS, INC.

13F Pro is an AI hedge fund tracker and stock research platform. For LAFFER TENGLER INVESTMENTS, INC. (SEC CIK: 1307878), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in LAFFER TENGLER INVESTMENTS, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.