LAFFER TENGLER INVESTMENTS, INC.
CIK: 0001307878SEC EDGAR →
Portfolio Value
$658.0B
Holdings
181
As of
Q4 2025
New Positions
37
Closed Positions
38
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 80,843 | $28.0B | 4.25% |
| 2 | GOLDMAN SACHS GROUP INC | 30,526 | $26.8B | 4.08% |
| 3 | MICROSOFT CORP | 52,591 | $25.4B | 3.87% |
| 4 | AMERICAN EXPRESS CO | 61,984 | $22.9B | 3.48% |
| 5 | LAM RESEARCH CORP | 120,333 | $20.6B | 3.13% |
| 6 | JPMORGAN CHASE & CO. | 62,166 | $20.0B | 3.04% |
| 7 | WALMART INC | 174,256 | $19.4B | 2.95% |
| 8 | ALPHABET INC | 61,847 | $19.4B | 2.94% |
| 9 | APPLE INC | 68,836 | $18.7B | 2.84% |
| 10 | ABBVIE INC | 68,592 | $15.7B | 2.38% |
Quarterly Changes
Top Buys
Top Sells
TXN↓ Decreased
$6.5B
CMGCLOSED
$3.3B
SO 4.5 06/15/27CLOSED
$3.1B
PNW 4.75 06/15/27CLOSED
$2.8B
AKAM 0.375 09/01/27CLOSED
$1.9B
New Positions (32)
$3.1B · 5K shares
$1.6B · 7K shares
$890.0M · 39K shares
$628.0M · 17K shares
$574.0M · 285 shares
$542.0M · 3K shares
$526.0M · 1K shares
$450.0M · 419 shares
$449.0M · 2K shares
$447.0M · 8K shares
$398.0M · 1K shares
$380.0M · 4K shares
$375.0M · 2K shares
$359.0M · 1K shares
$351.0M · 1K shares
$350.0M · 6K shares
$334.0M · 19K shares
$333.0M · 2K shares
$320.0M · 16K shares
$296.0M · 791 shares
$295.0M · 1K shares
$293.0M · 2K shares
$275.0M · 16K shares
$258.0M · 1K shares
$223.0M · 923 shares
$217.0M · 899 shares
$205.0M · 979 shares
$205.0M · 4K shares
$201.0M · 667 shares
$199.0M · 11K shares
$190.0M · 18K shares
$158.0M · 11K shares
Closed Positions (13)
$3.3B · 83K shares
$3.1B · 27K shares
$2.8B · 25K shares
$1.9B · 20K shares
$1.9B · 18K shares
$1.2B · 13K shares
$1.1B · 10K shares
$1.0B · 40K shares
$486.6M · 5K shares
$469.7M · 5K shares
$468.1M · 981 shares
$401.2M · 4K shares
$244.1M · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $170.0B | 25.8% |
| Financial Services | 53 | $119.9B | 18.2% |
| Unknown | 40 | $92.7B | 14.1% |
| Consumer Cyclical | 10 | $65.3B | 9.9% |
| Industrials | 16 | $61.9B | 9.4% |
| Healthcare | 9 | $38.1B | 5.8% |
| Communication Services | 9 | $33.5B | 5.1% |
| Energy | 7 | $25.9B | 3.9% |
| Consumer Defensive | 4 | $24.4B | 3.7% |
| Basic Materials | 6 | $13.3B | 2.0% |
| Utilities | 4 | $6.6B | 1.0% |
| Real Estate | 2 | $6.3B | 1.0% |