Laffer Tengler Investments, Inc. Portfolio Stock Holdings
Laffer Tengler Investments, Inc. disclosed 182 stock positions valued at approximately $677.2 million in its latest SEC 13F filing. The largest holdings include GOLDMAN SACHS GROUP INC, LAM RESEARCH CORP, and BROADCOM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 182
- Portfolio Value
- $677.2M
Holdings by Sector
Laffer Tengler Investments, Inc. Portfolio Holdings in Q1 2026
140 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 3.66% | 29,291 | -1,235 | -4.05% | $24,779,893 |
| LAM RESEARCH CORP | LRCX | Other | 3.61% | 114,314 | -6,019 | -5.00% | $24,424,329 |
| BROADCOM INC | AVGO | Technology | 3.54% | 77,546 | -3,297 | -4.08% | $24,001,262 |
| MICROSOFT CORP | MSFT | Technology | 3.28% | 59,928 | +7,337 | +13.95% | $22,183,716 |
| ALPHABET INC | GOOGL | Communication Services | 3.13% | 73,660 | +11,813 | +19.10% | $21,181,670 |
| WALMART INC | WMT | Consumer Defensive | 3.01% | 164,140 | -10,116 | -5.81% | $20,399,319 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2.85% | 63,906 | +1,922 | +3.10% | $19,330,287 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.81% | 64,688 | +2,522 | +4.06% | $19,028,622 |
| APPLE INC | AAPL | Technology | 2.80% | 74,715 | +5,879 | +8.54% | $18,962,007 |
| ABBVIE INC | ABBV | Healthcare | 2.27% | 70,564 | +1,972 | +2.87% | $15,347,091 |
| RTX CORPORATION | RTX | Industrials | 2.14% | 75,002 | +2,678 | +3.70% | $14,467,886 |
| QUANTA SVCS INC | PWR | Industrials | 1.94% | 23,946 | +324 | +1.37% | $13,146,833 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.80% | 37,122 | +330 | +0.90% | $12,209,055 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.76% | 48,797 | +2,523 | +5.45% | $11,927,939 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 1.73% | 34,041 | +1,671 | +5.16% | $11,749,251 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.65% | 53,577 | +274 | +0.51% | $11,158,482 |
| CHEVRON CORPORATION | CVX | Energy | 1.63% | 53,370 | -16,084 | -23.16% | $11,042,378 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.48% | 62,780 | +2,827 | +4.72% | $10,025,966 |
| ORACLE CORP | ORCL | Technology | 1.44% | 66,323 | +2,376 | +3.72% | $9,756,846 |
| CISCO SYS INC | CSCO | Technology | 1.41% | 123,311 | +4,440 | +3.74% | $9,567,700 |
| STEEL DYNAMICS INC | STLD | Basic Materials | 1.39% | 52,360 | +1,351 | +2.65% | $9,424,800 |
| NVIDIA CORPORATION | NVDA | Technology | 1.35% | 52,523 | +1,224 | +2.39% | $9,160,011 |
| EMERSON ELEC CO | EMR | Industrials | 1.30% | 67,093 | +2,260 | +3.49% | $8,790,525 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.24% | 94,001 | +3,627 | +4.01% | $8,421,550 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.23% | 26,776 | +1,890 | +7.59% | $8,321,713 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 1.23% | 147,405 | +5,177 | +3.64% | $8,300,376 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.21% | 51,040 | -314 | -0.61% | $8,182,733 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 1.17% | 16,318 | +1,450 | +9.75% | $7,912,761 |
| WILLIAMS COS INC | WMB | Energy | 1.13% | 104,849 | +20,801 | +24.75% | $7,630,910 |
| BROOKFIELD ASSET MANAGMT LTD | BAM | Financial Services | 1.07% | 162,520 | +3,571 | +2.25% | $7,224,014 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.02% | 95,583 | -1,720 | -1.77% | $6,875,285 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.01% | 73,505 | +2,166 | +3.04% | $6,827,144 |
| PROLOGIS INC. | PLD | Real Estate | 0.99% | 50,793 | +3,276 | +6.89% | $6,713,819 |
| SERVICENOW INC | NOW | Technology | 0.97% | 62,784 | +8,937 | +16.60% | $6,564,067 |
| D R HORTON INC | DHI | Consumer Cyclical | 0.97% | 47,645 | +12,647 | +36.14% | $6,537,847 |
| TESLA INC | TSLA | Consumer Cyclical | 0.90% | 16,466 | +665 | +4.21% | $6,121,236 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.86% | 24,077 | +1,742 | +7.80% | $5,836,024 |
| EOG RES INC | EOG | Energy | 0.85% | 39,829 | -21,313 | -34.86% | $5,758,079 |
| DEERE & CO | DE | Industrials | 0.81% | 9,771 | +407 | +4.35% | $5,504,004 |
| MEDTRONIC PLC | MDT | Other | 0.81% | 63,106 | +3,976 | +6.72% | $5,468,135 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.79% | 5,369 | +420 | +8.49% | $5,349,833 |
| BANK AMERICA CORP | BAC.PRN | Other | 0.75% | 4,213 | +930 | +28.33% | $5,091,364 |
| WELLS FARGO & CO | WFC-L | Other | 0.75% | 4,429 | +1,129 | +34.21% | $5,077,087 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.66% | 11,365 | +116 | +1.03% | $4,437,010 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.63% | 29,396 | +5,718 | +24.15% | $4,300,047 |
| EATON CORP PLC | ETN | Other | 0.62% | 11,659 | +2,348 | +25.22% | $4,170,075 |
| GE VERNOVA INC | GEV | Utilities | 0.52% | 4,062 | +4,062 | +100.00% | $3,545,720 |
| STRYKER CORPORATION | SYK | Healthcare | 0.49% | 10,122 | +97 | +0.97% | $3,325,988 |
| VISA INC | V | Financial Services | 0.49% | 10,875 | +201 | +1.88% | $3,286,860 |
| EQT CORP | EQT | Energy | 0.47% | 50,032 | +941 | +1.92% | $3,184,036 |
| APOLLO GLOBAL MGMT INC | APO-A | Other | 0.46% | 52,450 | +1,200 | +2.34% | $3,081,910 |
| ISHARES TR | IVW | Other | 0.41% | 24,844 | - | - | $2,810,105 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 0.40% | 5,200 | +117 | +2.30% | $2,718,092 |
| NETFLIX INC. | NFLX | Communication Services | 0.38% | 26,690 | +630 | +2.42% | $2,566,244 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.36% | 3,793 | -811 | -17.62% | $2,466,740 |
| SPDR GOLD TR | GLD | Other | 0.36% | 5,600 | +5,000 | +833.33% | $2,409,624 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.33% | 11,117 | +3,982 | +55.81% | $2,261,531 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.33% | 6,979 | +137 | +2.00% | $2,237,118 |
| ISHARES TR | SHYG | Other | 0.30% | 47,395 | +2,982 | +6.71% | $2,005,282 |
| ISHARES TR | IVE | Other | 0.28% | 9,049 | - | - | $1,910,696 |
| JANUS DETROIT STR TR | JAAA | Other | 0.24% | 32,459 | +1,580 | +5.12% | $1,634,960 |
| ETFIS SER TR I | PFFA | Other | 0.23% | 75,121 | +75,121 | +100.00% | $1,529,464 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.22% | 60,064 | -71,278 | -54.27% | $1,503,702 |
| ISHARES TR | BYLD | Other | 0.22% | 64,796 | +25,714 | +65.79% | $1,459,854 |
| ALPHABET INC | GOOG | Communication Services | 0.21% | 4,942 | +216 | +4.57% | $1,417,662 |
| BLACKROCK ETF TRUST II | CLOA | Other | 0.21% | 27,223 | +2,085 | +8.29% | $1,411,104 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 0.18% | 6,984 | +1,332 | +23.57% | $1,201,825 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.17% | 47,759 | - | - | $1,182,035 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 2,434 | +1,970 | +424.57% | $1,166,373 |
| ISHARES INC | IEMG | Other | 0.16% | 15,068 | - | - | $1,050,993 |
| LISTED FDS TR | INFL | Other | 0.15% | 20,000 | +20,000 | +100.00% | $1,041,200 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 1,707 | - | - | $985,083 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.14% | 18,663 | -6,058 | -24.51% | $969,170 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 0.14% | 40,111 | +40,111 | +100.00% | $950,230 |
| TERADYNE INC | TER | Technology | 0.14% | 3,152 | +829 | +35.69% | $934,442 |
| ISHARES INC | EWJ | Other | 0.14% | 10,838 | - | - | $915,161 |
| LINDE PLC | LIN | Other | 0.12% | 1,682 | +218 | +14.89% | $833,868 |
| PAN AMERN SILVER CORP | PAAS | Basic Materials | 0.12% | 14,776 | +1,255 | +9.28% | $807,213 |
| COHERENT CORP | COHR | Technology | 0.12% | 3,317 | +376 | +12.78% | $790,143 |
| CAMECO CORP | CCJ | Energy | 0.12% | 7,231 | +2,001 | +38.26% | $785,359 |
| ISHARES TR | IVV | Other | 0.12% | 1,194 | - | - | $779,933 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.11% | 12,142 | - | - | $778,059 |
| PLANET LABS PBC | PL | Industrials | 0.11% | 27,455 | +11,183 | +68.73% | $767,367 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.11% | 1,663 | +252 | +17.86% | $766,626 |
| ISHARES INC | EZU | Other | 0.10% | 11,235 | - | - | $703,760 |
| ISHARES TR | IWB | Other | 0.10% | 1,892 | - | - | $674,612 |
| ISHARES TR | USHY | Other | 0.10% | 18,233 | +1,420 | +8.45% | $671,704 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.09% | 1,015 | -117 | -10.34% | $613,456 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 3,560 | -1,122 | -23.96% | $603,990 |
| ISHARES TR | EFA | Other | 0.09% | 6,114 | +3,000 | +96.34% | $593,853 |
| US BANCORP | USB | Financial Services | 0.08% | 10,320 | -1,254 | -10.83% | $536,743 |
| ISHARES TR | EWU | Other | 0.08% | 11,600 | - | - | $528,496 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.08% | 1,513 | +1,513 | +100.00% | $519,292 |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 0.08% | 2,533 | +837 | +49.35% | $517,973 |
| HONEYWELL INTL INC | HON | Industrials | 0.08% | 2,253 | +327 | +16.98% | $509,246 |
| GLOBAL X FDS | PAVE | Other | 0.08% | 10,000 | +10,000 | +100.00% | $508,100 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.07% | 1,096 | - | - | $507,656 |
| AMGEN INC | AMGN | Healthcare | 0.07% | 1,437 | -131 | -8.35% | $505,608 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.07% | 285 | - | - | $492,771 |
| VANECK ETF TRUST | CLOI | Other | 0.07% | 9,187 | +712 | +8.40% | $484,155 |