§ 13F · FUND PROFILE
LAFFER TENGLER INVESTMENTS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $631M (13F)Positions · 162Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GS | GOLDMAN SACHS GROUP INC | 29K | $25M | 3.7% | −4% |
| 2 | LRCX | LAM RESEARCH CORP | 114K | $24M | 3.6% | −5% |
| 3 | AVGO | BROADCOM INC | 78K | $24M | 3.5% | −4% |
| 4 | MSFT | MICROSOFT CORP | 60K | $22M | 3.3% | +14% |
| 5 | GOOGL | ALPHABET INC | 74K | $21M | 3.1% | +19% |
| 6 | WMT | WALMART INC | 164K | $20M | 3.0% | −6% |
| 7 | AXP | AMERICAN EXPRESS CO | 64K | $19M | 2.9% | +3% |
| 8 | JPM | JPMORGAN CHASE & CO | 65K | $19M | 2.8% | +4% |
| 9 | AAPL | APPLE INC | 75K | $19M | 2.8% | +9% |
| 10 | ABBV | ABBVIE INC | 71K | $15M | 2.3% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAFFER SIGNAL
AC read
LAFFER TENGLER INVESTMENTS, INC. is a Other fund managing $631 million in assets. The fund runs a portfolio of 162 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed