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Laffer Tengler Investments, Inc.

Portfolio Manager
Laffer Tengler Investments, Inc.
Performance
-2.38% (2026 Q1)
AUM (13F)
$677.24M
# of Holdings
182
Performance Rank
Allocation (Top 20)
47.94%

Laffer Tengler Investments, Inc. Holdings Map

Top 50 Laffer Tengler Investments, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GS
GOLDMAN SACHS GROUP INC
3.66%29.3K$24.8M
-4.05%(-1.24K)
2025-Q1: 27.9K shares2025-Q2: 25.9K shares2025-Q3: 29.4K shares2025-Q4: 30.5K shares2026-Q1: 29.3K shares
$438.15(+133.03%)
2026-03-31
LRCX
LAM RESEARCH CORP
3.61%114.3K$24.4M
-5.00%(-6.02K)
2025-Q1: 107.3K shares2025-Q2: 98.3K shares2025-Q3: 116.4K shares2025-Q4: 120.3K shares2026-Q1: 114.3K shares
$71.40(+392.15%)
2026-03-31
AVGO
BROADCOM INC
3.54%77.5K$24.0M
-4.08%(-3.30K)
2025-Q1: 106.9K shares2025-Q2: 92.3K shares2025-Q3: 82.6K shares2025-Q4: 80.8K shares2026-Q1: 77.5K shares
$1467.75(-75.44%)
2026-03-31
MSFT
MICROSOFT CORP
3.28%59.9K$22.2M
+13.95%(+7.34K)
2025-Q1: 47.7K shares2025-Q2: 47.3K shares2025-Q3: 51.7K shares2025-Q4: 52.6K shares2026-Q1: 59.9K shares
$331.29(+17.87%)
2026-03-31
GOOGL
ALPHABET INC
3.13%73.7K$21.2M
+19.10%(+11.81K)
2025-Q1: 55.9K shares2025-Q2: 52.4K shares2025-Q3: 61.4K shares2025-Q4: 61.8K shares2026-Q1: 73.7K shares
$180.43(+99.48%)
2026-03-31
WMT
WALMART INC
3.01%164.1K$20.4M
-5.81%(-10.12K)
2025-Q1: 163.8K shares2025-Q2: 143.0K shares2025-Q3: 167.9K shares2025-Q4: 174.3K shares2026-Q1: 164.1K shares
$65.75(+70.10%)
2026-03-31
AXP
AMERICAN EXPRESS CO
2.85%63.9K$19.3M
+3.10%(+1.92K)
2025-Q1: 53.5K shares2025-Q2: 50.3K shares2025-Q3: 57.6K shares2025-Q4: 62.0K shares2026-Q1: 63.9K shares
$722.36(-51.28%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.81%64.7K$19.0M
+4.06%(+2.52K)
2025-Q1: 56.2K shares2025-Q2: 52.4K shares2025-Q3: 60.1K shares2025-Q4: 62.2K shares2026-Q1: 64.7K shares
$177.90(+88.01%)
2026-03-31
AAPL
APPLE INC
2.8%74.7K$19.0M
+8.54%(+5.88K)
2025-Q1: 44.7K shares2025-Q2: 83.9K shares2025-Q3: 69.8K shares2025-Q4: 68.8K shares2026-Q1: 74.7K shares
$193.62(+59.40%)
2026-03-31
ABBV
ABBVIE INC
2.27%70.6K$15.3M
+2.87%(+1.97K)
2025-Q1: 66.0K shares2025-Q2: 62.2K shares2025-Q3: 65.1K shares2025-Q4: 68.6K shares2026-Q1: 70.6K shares
$146.86(+77.76%)
2026-03-31

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