StockDriftsStockDriftsTop 50 Laffer Tengler Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 4.82% | 86.9K | $37.6M | -24.02%(-27.46K) | $71.40(+372.54%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.84% | 29.6K | $30.0M | +1.19%(+349) | $443.70(+136.06%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.72% | 76.9K | $29.0M | -0.84%(-649) | $70.54(+458.21%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.21% | 70.2K | $25.1M | -4.70%(-3.46K) | $248.11(+38.94%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 3.16% | 72.9K | $24.7M | +14.09%(+9.01K) | $229.62(+47.98%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.91% | 60.9K | $22.7M | +1.59%(+954) | $331.83(+46.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.77% | 74.9K | $21.7M | +0.20%(+149) | $193.77(+57.60%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.76% | 65.9K | $21.6M | +1.84%(+1.19K) | $180.21(+102.39%) | 2026-06-30 | |
| WMT | WALMART INC | 2.43% | 167.5K | $19.0M | +2.07%(+3.40K) | $66.82(+71.97%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.3% | 71.4K | $18.0M | +1.24%(+876) | $147.91(+68.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.89% | +94.81% | +13.91% | +91.79% |
| Top 20 Holdings Unweighted | +23.39% | +87.87% | +13.06% | +84.75% |
Laffer Tengler Investments INC reports $781.55M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are LRCX (4.8%), GS (3.8%) and AVGO (3.7%). The top 20 holdings account for 50.39% of reported assets. Its disclosed equity book has returned +94.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Laffer Tengler Investments INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Laffer Tengler Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1307878). View Laffer Tengler Investments INC’s 13F filings on SEC