Arkolith/Funds/Laffer Tengler Investments, Inc.

Laffer Tengler Investments, Inc.

CIK 1307878
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Laffer Tengler Investments, Inc. holds a diversified book of 179 stocks worth $781.6M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Alphabet Inc and trimmed Lam Research Corp. Their largest long position is Lam Research Corp at 5% of the equity book. Cloning the disclosed picks since 2024 would be +40% (+21.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show LAFFER TENGLER INVESTMENTS, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
115
new positions
Added to
72
existing
Trimmed
57
reduced
Sold out
21
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+39.8%
+21.6%/yr · since Nov '24
Their reported book
+35.0%
held from quarter-end
S&P 500
+32.6%
same window
$9K$10K$12K$13K$15KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Laffer Tengler Investments, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.8 points over this window.

Growth of $10,000 cloning Laffer Tengler Investments, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
32%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

80% mapped to company sectors

Information Technology
30%
ETF / fund or unclassified
20%
Industrials
14%
Consumer Discretionary
12%
Financials
12%
Health Care
5%
Utilities
2%
Materials
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

179 positions
#SecurityValueShares% PortLast moveHistory
1Lam Research Corp
COM NEW
$37.6M86.9K
4.8%
−24%
Reduced · −27K sh
2Goldman Sachs Group Inc
COM
$30.0M29.6K
3.8%
+1.2%
Added · +349 sh
3Broadcom Inc
COM
$29.0M76.9K
3.7%
−0.8%
Reduced · −649 sh
4Alphabet Inc
CAP STK CL A
$25.1M70.2K
3.2%
−4.7%
Reduced · −3K sh
5American Express Co
COM
$24.7M72.9K
3.2%
+14%
Added · +9K sh
6Microsoft Corp
COM
$22.7M60.9K
2.9%
+1.6%
Added · +954 sh
7Apple Inc
COM
$21.7M74.9K
2.8%
+0.2%
Added · +149 sh
8JPMorgan Chase & Co
COM
$21.6M65.9K
2.8%
+1.8%
Added · +1K sh
9Walmart Inc
COM
$19.0M167.5K
2.4%
+2.1%
Added · +3K sh
10Abbvie Inc
COM
$18.0M71.4K
2.3%
+1.2%
Added · +876 sh
11Palo Alto Networks Inc
COM
$17.2M50.6K
2.2%
−0.9%
Reduced · −485 sh
12Nvidia Corporation
COM
$15.9M79.5K
2.0%
+51%
Added · +27K sh
13Quanta Svcs Inc
COM
$15.8M22.0K
2.0%
−8.2%
Reduced · −2K sh
14Home Depot Inc
COM
$15.7M44.5K
2.0%
+20%
Added · +7K sh
15Cisco Sys Inc
COM
$14.9M126.7K
1.9%
+2.7%
Added · +3K sh
16RTX Corporation
COM
$14.6M76.7K
1.9%
+2.3%
Added · +2K sh
17Ge Vernova Inc
COM
$12.9M11.0K
1.7%
+171%
Added · +7K sh
18Amazon Com Inc
COM
$12.7M53.3K
1.6%
−0.5%
Reduced · −266 sh
19Johnson & Johnson
COM
$12.6M49.7K
1.6%
+1.9%
Added · +909 sh
20TJX Cos Inc New
COM
$12.0M79.1K
1.5%
+26%
Added · +16K sh
21Carrier Global Corporation
COM
$11.1M151.2K
1.4%
+2.5%
Added · +4K sh
22Starbucks Corp
COM
$10.9M107.0K
1.4%
+14%
Added · +13K sh
23Oracle Corp
COM
$9.9M67.8K
1.3%
+2.3%
Added · +2K sh
24L3harris Technologies Inc
COM
$9.9M34.2K
1.3%
+0.5%
Added · +168 sh
25Steel Dynamics Inc
COM
$9.9M43.0K
1.3%
−18%
Reduced · −9K sh
26Emerson Elec Co
COM
$9.8M68.7K
1.3%
+2.3%
Added · +2K sh
27Chevron Corporation
COM
$9.1M54.7K
1.2%
+2.4%
Added · +1K sh
28International Business Machs
COM
$8.8M31.4K
1.1%
+30%
Added · +7K sh
29McDonalds Corp
COM
$8.6M31.9K
1.1%
+19%
Added · +5K sh
30Crowdstrike Hldgs Inc
CL A
$8.6M11.3K
1.1%
−0.6%
Reduced · −73 sh
31D R Horton Inc
COM
$8.0M49.4K
1.0%
+3.6%
Added · +2K sh
32Williams Cos Inc
COM
$8.0M107.9K
1.0%
+2.9%
Added · +3K sh
33Brookfield Asset Managmt Ltd
CL A LMT VTG SHS
$7.6M170.3K
1.0%
+4.8%
Added · +8K sh
34Spotify Technology S A
SHS
$7.5M16.4K
1.0%
+0.3%
Added · +58 sh
35Hewlett Packard Enterprise C
7.625 MAND CONV
$7.3M62.3K
0.9%
−2.1%
Reduced · −1K sh
36Prologis Inc.
COM
$7.1M52.2K
0.9%
+2.8%
Added · +1K sh
37Tesla Inc
COM
$7.0M16.7K
0.9%
+1.4%
Added · +223 sh
38Uber Technologies Inc
COM
$7.0M96.4K
0.9%
+0.8%
Added · +816 sh
39NextEra Energy Inc
COM
$6.6M75.3K
0.8%
+2.4%
Added · +2K sh
40Advanced Micro Devices Inc
COM
$6.5M11.2K
0.8%
+0.3%
Added · +34 sh
41Deere & Co
COM
$6.4M10.1K
0.8%
+3.0%
Added · +295 sh
42Servicenow Inc
COM
$6.2M62.9K
0.8%
+0.3%
Added · +164 sh
43Bank Of Amer Corp
7.25%CNV PFD L
$5.4M4.3K
0.7%
+1.9%
Added · +81 sh
44Wells Fargo & Co
PERP PFD CNV A
$5.2M4.5K
0.7%
+0.5%
Added · +22 sh
45Eaton Corp PLC
SHS
$4.7M11.1K
0.6%
−4.8%
Reduced · −558 sh
46Costco Wholesale Corporation
COM
$4.5M4.8K
0.6%
−11%
Reduced · −586 sh
47Alphabet Inc
DEP SHS RP1/20 A
$4.2M82.9K
0.5%
New
New position
48Micron Technology Inc
COM
$4.1M3.5K
0.5%
New
New position
49Microchip Technology Inc.
DEP SHS REPSTG
$3.9M50.8K
0.5%
−1.8%
Reduced · −935 sh
50Visa Inc
COM CL A
$3.7M10.7K
0.5%
−1.7%
Reduced · −187 sh
Showing 50 of 179 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026179$781.6M13F-HR
Q1 2026Mar 31, 2026May 13, 2026182$677.2M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026181$658.0M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025162$631.5M13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025163$561.1M13F-HR
Q1 2025Mar 31, 2025May 14, 2025132$469.7M13F-HR
Q4 2024Dec 31, 2024Feb 6, 2025146$508.6M13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024172$493.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.