Q2 2026 13F · SEC CIK 1307878

Laffer Tengler Investments, Inc.

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $781.6M
Reported positions: 179
Top holdings a year, 3 yrs: +24.9%
Assets under management: $800.1M

Laffer Tengler Investments, Inc. is a wealth manager that reported 179 positions worth $781.6M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Lam Research Corp (LRCX, 4.8%), Goldman Sachs Group Inc (GS, 3.8%), Broadcom Inc (AVGO, 3.7%). A portfolio copying its top holdings returned 24.9% a year over the last 3 years, against 20.4% for the S&P 500.

Laffer Tengler Investments, Inc. holdings largest 50 of 179 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Laffer Tengler Investments, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
LRCXLam Research Corp	4.8%	4.0%	86,857	-24.0%	$37.6M
GSGoldman Sachs Group Inc	3.8%	4.1%	29,640	+1.2%	$30.0M
AVGOBroadcom Inc	3.7%	3.9%	76,897	-0.8%	$29.0M
GOOGLAlphabet Inc	3.2%	3.5%	70,198	-4.7%	$25.1M
AXPAmerican Express Co Com	3.2%	3.2%	72,913	+14.1%	$24.7M
MSFTMicrosoft Corp	2.9%	3.6%	60,882	+1.6%	$22.7M
AAPLApple Inc	2.8%	3.1%	74,864	+0.2%	$21.7M
JPMJpmorgan Chase & Co	2.8%	3.1%	65,878	+1.8%	$21.6M
WMTWalmart Inc	2.4%	3.4%	167,545	+2.1%	$19.0M
ABBVAbbvie Inc	2.3%	2.5%	71,440	+1.2%	$18.0M
PANWPalo Alto Networks Inc	2.2%	1.3%	50,555	-1.0%	$17.2M
NVDANvidia Corporation Com	2.0%	1.5%	79,486	+51.3%	$15.9M
PWRQuanta Svcs Inc Com	2.0%	2.2%	21,993	-8.2%	$15.8M
HDHome Depot Inc Com	2.0%	2.0%	44,499	+19.9%	$15.7M
CSCOCisco Sys Inc	1.9%	1.6%	126,697	+2.7%	$14.9M
RTXRtx Corporation Com	1.9%	2.4%	76,724	+2.3%	$14.6M
GEVGe Vernova Inc	1.7%	0.6%	11,006	+171.0%	$12.9M
AMZNAmazon Com Inc Com	1.6%	1.8%	53,311	-0.5%	$12.7M
JNJJohnson & Johnson	1.6%	2.0%	49,706	+1.9%	$12.6M
TJXTjx Cos Inc New Com	1.5%	1.6%	79,142	+26.1%	$12.0M
CARRCarrier Global Corporation	1.4%	1.4%	151,169	+2.6%	$11.1M
SBUXStarbucks Corp Com	1.4%	1.4%	106,976	+13.8%	$10.9M
ORCLOracle Corp	1.3%	1.6%	67,839	+2.3%	$9.9M
LHXL3harris Technologies Inc	1.3%	1.9%	34,209	+0.5%	$9.9M
STLDSteel Dynamics, Inc.	1.3%	1.6%	42,976	-17.9%	$9.9M
EMREmerson Elec Co Com	1.3%	1.4%	68,654	+2.3%	$9.8M
CVXChevron Corp New	1.2%	1.8%	54,667	+2.4%	$9.1M
IBMInternational Business Machs	1.1%	1.0%	31,358	+30.2%	$8.8M
MCDMcdonalds Corp Com	1.1%	1.4%	31,896	+19.1%	$8.6M
CRWDCrowdstrike Hldgs Inc Class A	1.1%	0.7%	11,292	-0.6%	$8.6M
DHIDR Horton Inc	1.0%	1.1%	49,358	+3.6%	$8.0M
WMBWilliams Companies	1.0%	1.3%	107,897	+2.9%	$8.0M
BAMBrookfield Asset Management	1.0%	1.2%	170,279	+4.8%	$7.6M
SPOTSpotify Technology S A	1.0%	1.3%	16,376	+0.4%	$7.5M
42824C208Hewlett Packard Enterprise C 7.625 Mand	0.9%	0.7%	62,310	-2.1%	$7.3M
PLDPrologis Inc	0.9%	1.1%	52,193	+2.8%	$7.1M
TSLATesla Inc Com	0.9%	1.0%	16,689	+1.4%	$7.0M
UBERUber Technologies Inc	0.9%	1.1%	96,399	+0.9%	$7.0M
NEENextera Energy Inc Com	0.8%	1.1%	75,264	+2.4%	$6.6M
AMDAdvanced Micro Devices Inc	0.8%	—	11,151	—	$6.5M
DEDeere & Co Com	0.8%	0.9%	10,066	+3.0%	$6.4M
NOWServicenow Inc Com	0.8%	1.1%	62,948	+0.3%	$6.2M
BAC-PLBank of Amer Corp	0.7%	0.8%	4,294	+1.9%	$5.4M
WFC-PLWells Fargo Co New Perp Pfd Cnv A	0.7%	0.8%	4,451	+0.5%	$5.2M
ETNEaton Corp PLC	0.6%	0.7%	11,101	-4.8%	$4.7M
COSTCostco Whsl Corp New	0.6%	0.9%	4,783	-10.9%	$4.5M
GOOGMAlphabet Inc	0.5%	—	82,855	—	$4.2M
MUMicron Technology Inc	0.5%	—	3,526	—	$4.1M
MCHPPMicrochip Technology Inc.	0.5%	—	50,820	—	$3.9M
VVisa Inc Com Cl A	0.5%	—	10,688	—	$3.7M

What Laffer Tengler Investments, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GEV Ge Vernova Inc+171.0% shares
NVDA Nvidia Corporation Com+51.3% shares
IBM International Business Machs+30.2% shares
TJX Tjx Cos Inc New Com+26.1% shares
HD Home Depot Inc Com+19.9% shares
MCD Mcdonalds Corp Com+19.1% shares
AXP American Express Co Com+14.1% shares
SBUX Starbucks Corp Com+13.8% shares

Reduced

Left the top 50

EOG Eog Res Incwas 0.9%
MDT Medtronic PLCwas 0.9%
PLTR Palantir Technologies Inclass Class Awas 0.7%
SYK Stryker Corporationwas 0.5%
Boeing Cowas 0.5%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.5% /yr; S&P 500 +20.1%
3 years: +24.9% /yr; S&P 500 +20.4%
5 years: +15.2% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$781.6M	179
Q1 2026	$607.8M	152
Q4 2025	$658.0M	181
Q3 2025	$563.1M	132
Q2 2025	$561.1M	163
Q1 2025	$469.7M	132
Q4 2024	$508.6M	146
Q3 2024	$493.8M	172
Q2 2024	$464.0M	393
Q1 2024	$387.3M	409
Q4 2023	$376.2M	414
Q3 2023	$340.1M	320

Questions about Laffer Tengler Investments, Inc.'s portfolio

What stocks does Laffer Tengler Investments, Inc. own?

Laffer Tengler Investments, Inc.'s latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 179 positions worth $781.6M. The largest are Lam Research Corp (LRCX) at 4.8%, Goldman Sachs Group Inc (GS) at 3.8%, Broadcom Inc (AVGO) at 3.7%, Alphabet Inc (GOOGL) at 3.2% and American Express Co Com (AXP) at 3.2%.

What did Laffer Tengler Investments, Inc. buy last quarter?

In Q2 2026, Laffer Tengler Investments, Inc. added Ge Vernova Inc (GEV) (+171.0% shares), Nvidia Corporation Com (NVDA) (+51.3% shares) and International Business Machs (IBM) (+30.2% shares), compared with its Q1 2026 filing.

What did Laffer Tengler Investments, Inc. sell last quarter?

In Q2 2026, Laffer Tengler Investments, Inc. cut from its top 50 Eog Res Inc (EOG), cut from its top 50 Medtronic PLC (MDT), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Boeing Co, Lam Research Corp (LRCX) (-24.0% shares), Steel Dynamics, Inc. (STLD) (-17.9% shares) and Costco Whsl Corp New (COST) (-10.9% shares), compared with its Q1 2026 filing.

How has Laffer Tengler Investments, Inc.'s portfolio performed?

A portfolio copying Laffer Tengler Investments, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.5% against +20.1%. Over 5 years: +15.2% a year against +13.0%.

When is Laffer Tengler Investments, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Laffer Tengler Investments, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Laffer Tengler Investments, Inc. manage?

Laffer Tengler Investments, Inc. reported $800.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $781.6M.