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Laffer Investments

Latest statistics and disclosures from Laffer Tengler Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are GS, LRCX, AVGO, MSFT, GOOGL, and represent 17.21% of Laffer Tengler Investments's stock portfolio.
Added to shares of these 10 stocks: GEV, GOOGL, Pinnacle West Cap Corp, Southern, Wec Energy Group, Cms Energy Corp, MSFT, Itron, ORCL.PD, GLD.
Started 28 new stock positions in RKLB, VST, BXSL, PAVE, Haemonetics Corp Mass, PFFA, GD, Nutanix, Pinnacle West Cap Corp, Cms Energy Corp.
Reduced shares in these 10 stocks: Lumentum Hldgs, CVX, , EOG, Two Hbrs Invt Corp, Duke Energy Corp, Alliant Energy Corp, VRIG, VEEV, LRCX.
Sold out of its positions in Alliant Energy Corp, BKSY, OWL, BA, COF, CMCSA, ASHR, DIS, Duke Energy Corp, META.
Laffer Tengler Investments was a net buyer of stock by $31M.
Laffer Tengler Investments has $677M in assets under management (AUM), dropping by 2.92%.
Central Index Key (CIK): 0001307878

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Portfolio Holdings for Laffer Tengler Investments

Laffer Tengler Investments holds 182 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs (GS)	3.7	$25M	-4%	29k	845.99	View chart
Lam Research Corp Com New (LRCX)	3.6	$24M	-5%	114k	213.66	View chart
Broadcom (AVGO)	3.5	$24M	-4%	78k	309.51	View chart
Microsoft Corporation (MSFT)	3.3	$22M	+13%	60k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$21M	+19%	74k	287.56	View chart
Wal-Mart Stores (WMT)	3.0	$20M	-5%	164k	124.28	View chart
American Express Company (AXP)	2.9	$19M	+3%	64k	302.48	View chart
JPMorgan Chase & Co. (JPM)	2.8	$19M	+4%	65k	294.16	View chart
Apple (AAPL)	2.8	$19M	+8%	75k	253.79	View chart
Abbvie (ABBV)	2.3	$15M	+2%	71k	217.49	View chart
Raytheon Technologies Corp (RTX)	2.1	$15M	+3%	75k	192.90	View chart
Quanta Services (PWR)	1.9	$13M		24k	549.02	View chart
Home Depot (HD)	1.8	$12M		37k	328.89	View chart
Johnson & Johnson (JNJ)	1.8	$12M	+5%	49k	244.44	View chart
L3harris Technologies (LHX)	1.7	$12M	+5%	34k	345.15	View chart
Amazon (AMZN)	1.6	$11M		54k	208.27	View chart
Chevron Corporation (CVX)	1.6	$11M	-23%	53k	206.90	View chart
TJX Companies (TJX)	1.5	$10M	+4%	63k	159.70	View chart
Oracle Corporation (ORCL)	1.4	$9.8M	+3%	66k	147.11	View chart
Cisco Systems (CSCO)	1.4	$9.6M	+3%	123k	77.59	View chart
Steel Dynamics (STLD)	1.4	$9.4M	+2%	52k	180.00	View chart
NVIDIA Corporation (NVDA)	1.4	$9.2M	+2%	53k	174.40	View chart
Emerson Electric (EMR)	1.3	$8.8M	+3%	67k	131.02	View chart
Starbucks Corporation (SBUX)	1.2	$8.4M	+4%	94k	89.59	View chart
McDonald's Corporation (MCD)	1.2	$8.3M	+7%	27k	310.79	View chart
Carrier Global Corporation (CARR)	1.2	$8.3M	+3%	147k	56.31	View chart
Palo Alto Networks (PANW)	1.2	$8.2M		51k	160.32	View chart
Spotify Technology S A SHS (SPOT)	1.2	$7.9M	+9%	16k	484.91	View chart
Williams Companies (WMB)	1.1	$7.6M	+24%	105k	72.78	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	1.1	$7.2M	+2%	163k	44.45	View chart
Uber Technologies (UBER)	1.0	$6.9M		96k	71.93	View chart
Nextera Energy (NEE)	1.0	$6.8M	+3%	74k	92.88	View chart
Prologis (PLD)	1.0	$6.7M	+6%	51k	132.18	View chart
Servicenow (NOW)	1.0	$6.6M	+16%	63k	104.55	View chart
D.R. Horton (DHI)	1.0	$6.5M	+36%	48k	137.22	View chart
Tesla Motors (TSLA)	0.9	$6.1M	+4%	17k	371.75	View chart
International Business Machines (IBM)	0.9	$5.8M	+7%	24k	242.39	View chart
EOG Resources (EOG)	0.9	$5.8M	-34%	40k	144.57	View chart
Deere & Company (DE)	0.8	$5.5M	+4%	9.8k	563.30	View chart
Medtronic SHS (MDT)	0.8	$5.5M	+6%	63k	86.65	View chart
Costco Wholesale Corporation (COST)	0.8	$5.3M	+8%	5.4k	996.43	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.8	$5.1M	+28%	4.2k	1208.49	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.7	$5.1M	+34%	4.4k	1146.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.7	$4.4M		11k	390.41	View chart
Palantir Technologies Cl A (PLTR)	0.6	$4.3M	+24%	29k	146.28	View chart
Eaton Corp SHS (ETN)	0.6	$4.2M	+25%	12k	357.67	View chart
Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC)	0.6	$4.1M	+3%	64k	65.05	View chart
Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal)	0.5	$3.7M		2.4k	1523.25	View chart
Ge Vernova (GEV)	0.5	$3.5M	NEW	4.1k	872.90	View chart
Capital Southwest Corp Note 5.125%11/1 (Principal)	0.5	$3.5M		3.4k	1026.91	View chart
Stryker Corporation (SYK)	0.5	$3.3M		10k	328.59	View chart
Pinnacle West Cap Corp Note 4.750% 6/1 (Principal)	0.5	$3.3M	NEW	2.8k	1174.18	View chart
Boeing Dep Conv Pfd A (BA.PA)	0.5	$3.3M		51k	64.76	View chart
Visa Com Cl A (V)	0.5	$3.3M		11k	302.24	View chart
Southern Note 4.500% 6/1 (Principal)	0.5	$3.3M	NEW	2.9k	1139.06	View chart
Ppl Cap Fdg Note 2.875% 3/1 (Principal)	0.5	$3.3M	+9%	2.8k	1174.54	View chart
Advanced Energy Inds Note 2.500% 9/1 (Principal)	0.5	$3.2M		1.3k	2407.93	View chart
Centerpoint Energy Note 4.250% 8/1 (Principal)	0.5	$3.2M	+7%	2.7k	1196.14	View chart
EQT Corporation (EQT)	0.5	$3.2M		50k	63.64	View chart
Wec Energy Group Note 4.375% 6/0 (Principal)	0.5	$3.1M	NEW	2.5k	1266.55	View chart
Apollo Global Mgmt Ser A Mand Cnv (APO.PA)	0.5	$3.1M	+2%	53k	58.76	View chart
Microchip Technology Dep Shs Repstg (MCHPP)	0.4	$3.0M		52k	57.36	View chart
Cms Energy Corp Note 3.375% 5/0 (Principal)	0.4	$2.9M	NEW	2.5k	1158.45	View chart
On Semiconductor Corp Note 0.500% 3/0 (Principal)	0.4	$2.9M		3.0k	980.03	View chart
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal)	0.4	$2.9M		2.9k	1000.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$2.8M		25k	113.11	View chart
American Wtr Cap Corp Note 3.625% 6/1 (Principal)	0.4	$2.8M	+9%	2.7k	1019.60	View chart
Jazz Investments I Note 2.000% 6/1 (Principal)	0.4	$2.8M		2.3k	1227.59	View chart
Firstenergy Corp Note 4.000% 5/0 (Principal)	0.4	$2.8M		2.5k	1123.46	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.4	$2.7M	+2%	5.2k	522.71	View chart
Tetra Tech DBCV 2.250% 8/1 (Principal)	0.4	$2.6M	+9%	2.5k	1056.12	View chart
Global Pmts Note 1.500% 3/0 (Principal)	0.4	$2.6M		2.9k	883.26	View chart
Netflix (NFLX)	0.4	$2.6M	+2%	27k	96.15	View chart
Ares Management Corporation 6.75 Se B Pfd (ARES.PB)	0.4	$2.5M	+4%	70k	36.54	View chart
Albemarle Corp 7.25% Dep Shs A (ALB.PA)	0.4	$2.5M		35k	71.98	View chart
Itron Note 1.375% 7/1 (Principal)	0.4	$2.5M	NEW	2.5k	1011.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.5M	-17%	3.8k	650.34	View chart
Kkr & Co 6.25 Con Ser D (KKR.PD)	0.4	$2.4M	+5%	61k	40.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.4M	+833%	5.6k	430.29	View chart
Starwood Ppty Tr Note 6.750% 7/1 (Principal)	0.3	$2.3M	+12%	2.2k	1048.63	View chart
Oracle Corp 6.5 Dep Cum Sr D (ORCL.PD)	0.3	$2.3M	NEW	50k	45.71	View chart
Advanced Micro Devices (AMD)	0.3	$2.3M	+55%	11k	203.43	View chart
Sherwin-Williams Company (SHW)	0.3	$2.2M	+2%	7.0k	320.55	View chart
Uber Technologies Note 0.875%12/0 (Principal)	0.3	$2.2M		1.8k	1210.71	View chart
Halozyme Therapeutics Note 0.250% 3/0 (Principal)	0.3	$2.1M		2.0k	1042.74	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$2.0M	+6%	47k	42.31	View chart
Etf Opportunities Trust Laffer Ten Eq In (TGLR)	0.3	$2.0M	+26%	54k	36.19	View chart
Meritage Homes Corp Note 1.750% 5/1 (Principal)	0.3	$2.0M		2.0k	978.65	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.9M		9.0k	211.15	View chart
MKS Note 1.250% 6/0 (Principal)	0.3	$1.9M	NEW	1.1k	1665.28	View chart
Lantheus Hldgs Note 2.625%12/1 (Principal)	0.3	$1.8M	+3%	1.5k	1215.67	View chart
Bofa Fin MTNF 0.600% 5/2 (Principal)	0.3	$1.8M		1.5k	1202.31	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.6M	+5%	33k	50.37	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.2	$1.5M	NEW	75k	20.36	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$1.5M	-54%	60k	25.04	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.2	$1.5M	+65%	65k	22.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.4M	+4%	4.9k	286.86	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$1.4M	+8%	27k	51.84	View chart
Haemonetics Corp Mass Note 2.500% 6/0 (Principal)	0.2	$1.3M	NEW	1.4k	968.91	View chart
Southern Copper Corporation (SCCO)	0.2	$1.2M	+23%	7.0k	172.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.2M		48k	24.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M	+424%	2.4k	479.20	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M		15k	69.75	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.2	$1.0M	NEW	20k	52.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$985k		1.7k	577.08	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$969k	-24%	19k	51.93	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$950k	NEW	40k	23.69	View chart
Teradyne (TER)	0.1	$934k	+35%	3.2k	296.46	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$915k		11k	84.44	View chart
Linde SHS (LIN)	0.1	$834k	+14%	1.7k	495.76	View chart
Pan American Silver Corp Can (PAAS)	0.1	$807k	+9%	15k	54.63	View chart
Coherent Corp (COHR)	0.1	$790k	+12%	3.3k	238.21	View chart
Cameco Corporation (CCJ)	0.1	$785k	+38%	7.2k	108.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$780k		1.2k	653.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$778k		12k	64.08	View chart
Planet Labs Pbc Com Cl A (PL)	0.1	$767k	+68%	28k	27.95	View chart
Intuitive Surgical Com New (ISRG)	0.1	$767k	+17%	1.7k	460.99	View chart
Coinbase Global Note 0.250% 4/0 (Principal)	0.1	$757k	NEW	812.00	932.21	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$704k		11k	62.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$675k		1.9k	356.56	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$672k	+8%	18k	36.84	View chart
Parsons Corp Del Note 2.625% 3/0 (Principal)	0.1	$635k	+10%	641.00	989.98	View chart
Lockheed Martin Corporation (LMT)	0.1	$614k	-10%	1.0k	604.39	View chart
Exxon Mobil Corporation (XOM)	0.1	$604k	-23%	3.6k	169.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$594k	+96%	6.1k	97.13	View chart
Rocket Lab Corp (RKLB)	0.1	$579k	NEW	9.0k	64.22	View chart
Us Bancorp Com New (USB)	0.1	$537k	-10%	10k	52.01	View chart
Graniteshares Platinum Tr Shs Ben Int (PLTM)	0.1	$531k	+35%	28k	18.91	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$529k		12k	45.56	View chart
General Dynamics Corporation (GD)	0.1	$519k	NEW	1.5k	343.22	View chart
Bwx Technologies (BWXT)	0.1	$518k	+49%	2.5k	204.49	View chart
Synaptics Note 0.750%12/0 (Principal)	0.1	$511k	NEW	492.00	1037.95	View chart
Honeywell International (HON)	0.1	$509k	+16%	2.3k	226.03	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$508k	NEW	10k	50.81	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$508k		1.1k	463.19	View chart
Amgen (AMGN)	0.1	$506k	-8%	1.4k	351.85	View chart
MercadoLibre (MELI)	0.1	$493k		285.00	1729.02	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$484k	+8%	9.2k	52.70	View chart
Viper Energy Cl A (VNOM)	0.1	$479k	NEW	10k	46.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$476k		1.1k	436.79	View chart
Iridium Communications (IRDM)	0.1	$469k	-12%	17k	27.74	View chart
Applied Materials (AMAT)	0.1	$461k		1.4k	341.79	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$452k	-23%	9.7k	46.84	View chart
Bank of America Corporation (BAC)	0.1	$444k	-3%	9.1k	48.75	View chart
Hilton Worldwide Holdings (HLT)	0.1	$428k	+12%	1.4k	304.08	View chart
Symbotic Class A Com (SYM)	0.1	$427k	+36%	8.0k	53.20	View chart
Nrg Energy Com New (NRG)	0.1	$417k		2.9k	146.14	View chart
Constellation Energy (CEG)	0.1	$407k	+29%	1.5k	279.25	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$406k	+36%	3.1k	131.01	View chart
salesforce (CRM)	0.1	$395k		2.1k	186.67	View chart
Varonis Sys Note 1.000% 9/1 (Principal)	0.1	$393k	NEW	450.00	873.55	View chart
Eli Lilly & Co. (LLY)	0.1	$378k		411.00	919.77	View chart
Nutanix Note 0.500%12/1 (Principal)	0.1	$374k	NEW	412.00	907.45	View chart
Vanguard World Financials Etf (VFH)	0.1	$353k		2.9k	120.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$346k		6.4k	54.05	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$345k		1.9k	179.84	View chart
Philip Morris International (PM)	0.0	$331k	NEW	2.0k	165.34	View chart
Vistra Energy (VST)	0.0	$311k	NEW	2.1k	150.33	View chart
Diamondback Energy (FANG)	0.0	$311k	-39%	1.6k	197.79	View chart
Sprott Asset Management Physical Platinu (SPPP)	0.0	$311k	NEW	20k	15.53	View chart
Texas Instruments Incorporated (TXN)	0.0	$305k	-13%	1.6k	194.14	View chart
Progressive Corporation (PGR)	0.0	$303k		1.5k	198.24	View chart
AeroVironment (AVAV)	0.0	$274k	+62%	1.5k	183.05	View chart
Talen Energy Corp (TLN)	0.0	$265k	+4%	830.00	319.23	View chart
Procter & Gamble Company (PG)	0.0	$265k	-45%	1.8k	144.44	View chart
Shift4 Pmts 6 Ser A Cnv Pref (FOUR.PA)	0.0	$265k	NEW	4.9k	54.57	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$260k		3.0k	88.16	View chart
Coca-Cola Company (KO)	0.0	$260k		3.4k	76.05	View chart
Southern Company (SO)	0.0	$251k		2.6k	96.52	View chart
Waste Management (WM)	0.0	$250k		1.1k	229.79	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$244k	NEW	10k	24.39	View chart
Darden Restaurants (DRI)	0.0	$239k	-21%	1.2k	196.04	View chart
Serve Robotics (SERV)	0.0	$239k	+54%	28k	8.44	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$236k	NEW	2.8k	84.60	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.0	$236k		3.8k	62.08	View chart
ConocoPhillips (COP)	0.0	$234k	NEW	1.8k	132.00	View chart
Morgan Stanley Com New (MS)	0.0	$233k	-24%	1.4k	164.57	View chart
Centrus Energy Corp Cl A (LEU)	0.0	$232k	+9%	1.3k	173.59	View chart
Abbott Laboratories (ABT)	0.0	$224k	-3%	2.2k	102.67	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$222k	NEW	3.2k	70.51	View chart
Simon Property (SPG)	0.0	$212k	-18%	1.1k	186.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$209k		979.00	213.67	View chart

Past Filings by Laffer Tengler Investments

SEC 13F filings are viewable for Laffer Tengler Investments going back to 2010

Laffer Tengler Investments 2026 Q1 filed May 13, 2026
Laffer Tengler Investments 2025 Q4 filed Feb. 12, 2026
Laffer Tengler Investments 2025 Q3 filed Nov. 12, 2025
Laffer Tengler Investments 2025 Q2 filed Aug. 7, 2025
Laffer Tengler Investments 2025 Q1 filed May 14, 2025
Laffer Tengler Investments 2024 Q4 filed Feb. 6, 2025
Laffer Tengler Investments 2024 Q3 filed Nov. 4, 2024
Laffer Tengler Investments 2024 Q2 filed Aug. 14, 2024
Laffer Tengler Investments 2024 Q1 filed May 15, 2024
Laffer Tengler Investments 2023 Q4 filed Feb. 8, 2024
Laffer Tengler Investments 2023 Q3 filed Nov. 14, 2023
Laffer Tengler Investments 2023 Q2 filed Aug. 14, 2023
Laffer Tengler Investments 2023 Q1 filed May 9, 2023
Laffer Tengler Investments 2022 Q4 filed Feb. 10, 2023
Laffer Tengler Investments 2022 Q3 filed Nov. 10, 2022
Laffer Tengler Investments 2022 Q2 filed Aug. 15, 2022

View all past filings

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