Laffer Tengler Investments, Inc. holds a diversified book of 179 reported positions worth $781.6M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Alphabet Inc and trimmed Lam Research Corp. Their largest long position is Lam Research Corp at 5% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Laffer Tengler Investments, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| AdviceOne Advisory Services, LLC | 16 / 80 | $152.3M |
| Integrated Financial Solutions, Inc. | 15 / 80 | $149.2M |
| New World Advisors LLC | 33 / 80 | $467.1M |
| Draper Asset Management, LLC | 9 / 80 | $156.5M |
| Lynch Asset Management, Inc. | 26 / 80 | $288.4M |
| Emerald Advisors, LLC | 23 / 80 | $625.4M |
| Independent Investors Inc | 26 / 80 | $410.7M |
| 9823 Capital, L.P. | 8 / 80 | $115.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Laffer Tengler Investments, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp COM NEW | $37.6M | 86.9K | 4.8% | ▼−24% Reduced · −27K sh | |
| 2 | Goldman Sachs Group Inc COM | $30.0M | 29.6K | 3.8% | ▲+1.2% Added · +349 sh | |
| 3 | Broadcom Inc COM | $29.0M | 76.9K | 3.7% | ▼−0.8% Reduced · −649 sh | |
| 4 | Alphabet Inc CAP STK CL A | $25.1M | 70.2K | 3.2% | ▼−4.7% Reduced · −3K sh | |
| 5 | American Express Co COM | $24.7M | 72.9K | 3.2% | ▲+14% Added · +9K sh | |
| 6 | Microsoft Corp COM | $22.7M | 60.9K | 2.9% | ▲+1.6% Added · +954 sh | |
| 7 | Apple Inc COM | $21.7M | 74.9K | 2.8% | ▲+0.2% Added · +149 sh | |
| 8 | JPMorgan Chase & Co COM | $21.6M | 65.9K | 2.8% | ▲+1.8% Added · +1K sh | |
| 9 | Walmart Inc COM | $19.0M | 167.5K | 2.4% | ▲+2.1% Added · +3K sh | |
| 10 | Abbvie Inc COM | $18.0M | 71.4K | 2.3% | ▲+1.2% Added · +876 sh | |
| 11 | Palo Alto Networks Inc COM | $17.2M | 50.6K | 2.2% | ▼−0.9% Reduced · −485 sh | |
| 12 | Nvidia Corporation COM | $15.9M | 79.5K | 2.0% | ▲+51% Added · +27K sh | |
| 13 | Quanta Svcs Inc COM | $15.8M | 22.0K | 2.0% | ▼−8.2% Reduced · −2K sh | |
| 14 | Home Depot Inc COM | $15.7M | 44.5K | 2.0% | ▲+20% Added · +7K sh | |
| 15 | Cisco Sys Inc COM | $14.9M | 126.7K | 1.9% | ▲+2.7% Added · +3K sh | |
| 16 | RTX Corporation COM | $14.6M | 76.7K | 1.9% | ▲+2.3% Added · +2K sh | |
| 17 | Ge Vernova Inc COM | $12.9M | 11.0K | 1.7% | ▲+171% Added · +7K sh | |
| 18 | Amazon Com Inc COM | $12.7M | 53.3K | 1.6% | ▼−0.5% Reduced · −266 sh | |
| 19 | Johnson & Johnson COM | $12.6M | 49.7K | 1.6% | ▲+1.9% Added · +909 sh | |
| 20 | TJX Cos Inc New COM | $12.0M | 79.1K | 1.5% | ▲+26% Added · +16K sh | |
| 21 | Carrier Global Corporation COM | $11.1M | 151.2K | 1.4% | ▲+2.5% Added · +4K sh | |
| 22 | Starbucks Corp COM | $10.9M | 107.0K | 1.4% | ▲+14% Added · +13K sh | |
| 23 | Oracle Corp COM | $9.9M | 67.8K | 1.3% | ▲+2.3% Added · +2K sh | |
| 24 | L3harris Technologies Inc COM | $9.9M | 34.2K | 1.3% | ▲+0.5% Added · +168 sh | |
| 25 | Steel Dynamics Inc COM | $9.9M | 43.0K | 1.3% | ▼−18% Reduced · −9K sh | |
| 26 | Emerson Elec Co COM | $9.8M | 68.7K | 1.3% | ▲+2.3% Added · +2K sh | |
| 27 | Chevron Corporation COM | $9.1M | 54.7K | 1.2% | ▲+2.4% Added · +1K sh | |
| 28 | International Business Machs COM | $8.8M | 31.4K | 1.1% | ▲+30% Added · +7K sh | |
| 29 | McDonalds Corp COM | $8.6M | 31.9K | 1.1% | ▲+19% Added · +5K sh | |
| 30 | Crowdstrike Hldgs Inc CL A | $8.6M | 11.3K | 1.1% | ▼−0.6% Reduced · −73 sh | |
| 31 | D R Horton Inc COM | $8.0M | 49.4K | 1.0% | ▲+3.6% Added · +2K sh | |
| 32 | Williams Cos Inc COM | $8.0M | 107.9K | 1.0% | ▲+2.9% Added · +3K sh | |
| 33 | Brookfield Asset Managmt Ltd CL A LMT VTG SHS | $7.6M | 170.3K | 1.0% | ▲+4.8% Added · +8K sh | |
| 34 | Spotify Technology S A SHS | $7.5M | 16.4K | 1.0% | ▲+0.3% Added · +58 sh | |
| 35 | Hewlett Packard Enterprise C 7.625 MAND CONV | $7.3M | 62.3K | 0.9% | ▼−2.1% Reduced · −1K sh | |
| 36 | Prologis Inc. COM | $7.1M | 52.2K | 0.9% | ▲+2.8% Added · +1K sh | |
| 37 | Tesla Inc COM | $7.0M | 16.7K | 0.9% | ▲+1.4% Added · +223 sh | |
| 38 | Uber Technologies Inc COM | $7.0M | 96.4K | 0.9% | ▲+0.8% Added · +816 sh | |
| 39 | NextEra Energy Inc COM | $6.6M | 75.3K | 0.8% | ▲+2.4% Added · +2K sh | |
| 40 | Advanced Micro Devices Inc COM | $6.5M | 11.2K | 0.8% | ▲+0.3% Added · +34 sh | |
| 41 | Deere & Co COM | $6.4M | 10.1K | 0.8% | ▲+3.0% Added · +295 sh | |
| 42 | Servicenow Inc COM | $6.2M | 62.9K | 0.8% | ▲+0.3% Added · +164 sh | |
| 43 | Bank Of Amer Corp 7.25%CNV PFD L | $5.4M | 4.3K | 0.7% | ▲+1.9% Added · +81 sh | |
| 44 | Wells Fargo & Co PERP PFD CNV A | $5.2M | 4.5K | 0.7% | ▲+0.5% Added · +22 sh | |
| 45 | Eaton Corp PLC SHS | $4.7M | 11.1K | 0.6% | ▼−4.8% Reduced · −558 sh | |
| 46 | Costco Wholesale Corporation COM | $4.5M | 4.8K | 0.6% | ▼−11% Reduced · −586 sh | |
| 47 | Alphabet Inc DEP SHS RP1/20 A | $4.2M | 82.9K | 0.5% | ▲New New position | |
| 48 | Micron Technology Inc COM | $4.1M | 3.5K | 0.5% | ▲New New position | |
| 49 | Microchip Technology Inc. DEP SHS REPSTG | $3.9M | 50.8K | 0.5% | ▼−1.8% Reduced · −935 sh | |
| 50 | Visa Inc COM CL A | $3.7M | 10.7K | 0.5% | ▼−1.7% Reduced · −187 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1307878/holdings"
Use Arkolith to show LAFFER TENGLER INVESTMENTS, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 179 | $781.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 182 | $677.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 181 | $658.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 162 | $631.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 163 | $561.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 132 | $469.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 146 | $508.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 172 | $493.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.