Laffer Tengler Investments, Inc. reported 104 positions worth $631.97M for the quarter ended Jun 30, 2026, up 17.1% on the prior quarter. It opened 10 new positions, added to 60, trimmed 21 and exited 13. Its largest holding is Lam Research Corp at 6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GEV GE Vernova Inc. | +6,944 | +171.0% | $8.16M | 2.05% |
| NVDA Nvidia Corp | +27.0K | +51.3% | $5.40M | 2.52% |
| MU Micron Technology Inc | +3,526 | – | $4.07M | 0.644% |
| SPCX Space Exploration Technologies Corp | +19.9K | – | $3.41M | 0.539% |
| AXP American Express Co | +9,007 | +14.1% | $3.05M | 3.9% |
| HD Home Depot, Inc. | +7,377 | +19.9% | $2.60M | 2.48% |
| TJX Tjx Companies Inc | +16.4K | +26.1% | $2.48M | 1.9% |
| IBM International Business Machines Corp | +7,281 | +30.2% | $2.05M | 1.4% |
| MCD Mcdonalds Corp | +5,120 | +19.1% | $1.38M | 1.36% |
| SBUX Starbucks Corp | +13.0K | +13.8% | $1.33M | 1.73% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LRCX Lam Research Corp | -27.5K | -24.0% | $11.90M | 5.96% |
| EOG Eog Resources Inc | -39.8K | -100.0% | $5.76M | Exited |
| MDT Medtronic plc | -63.1K | -100.0% | $5.47M | Exited |
| NFLX Netflix Inc | -26.7K | -100.0% | $2.57M | Exited |
| STLD Steel Dynamics Inc | -9,384 | -17.9% | $2.15M | 1.56% |
| PWR Quanta Services, Inc. | -1,953 | -8.2% | $1.41M | 2.51% |
| GOOGL Alphabet Inc. | -3,462 | -4.7% | $1.24M | 3.97% |
| BXSL Blackstone Secured Lending Fund | -40.1K | -100.0% | $950.23K | Exited |
| COST Costco Wholesale Corp | -586 | -10.9% | $548.19K | 0.708% |
| USB Us Bancorp \De\ | -10.3K | -100.0% | $536.74K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +3,526 | $4.07M | 0.644% |
| SPCX Space Exploration Technologies Corp | +19.9K | $3.41M | 0.539% |
| MRVL Marvell Technology, Inc. | +1,800 | $536.20K | 0.085% |
| CGNX Cognex Corp | +7,081 | $512.81K | 0.081% |
| INTC Intel Corp | +2,985 | $416.80K | 0.066% |
| HONA Honeywell Aerospace Inc. | +1,153 | $254.91K | 0.04% |
| BNY Bank of New York Mellon Corp | +1,620 | $234.27K | 0.037% |
| QBTS D-Wave Quantum Inc. | +9,599 | $230.28K | 0.036% |
| PSA Public Storage | +678 | $215.81K | 0.034% |
| UNH Unitedhealth Group Inc | +490 | $203.66K | 0.032% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EOG Eog Resources Inc | -39.8K | $5.76M | 1.07% |
| MDT Medtronic plc | -63.1K | $5.47M | 1.01% |
| NFLX Netflix Inc | -26.7K | $2.57M | 0.475% |
| BXSL Blackstone Secured Lending Fund | -40.1K | $950.23K | 0.176% |
| USB Us Bancorp \De\ | -10.3K | $536.74K | 0.099% |
| CRM Salesforce, Inc. | -2,117 | $395.18K | 0.073% |
| SPPP Sprott Physical Platinum & Palladium Trust | -20.0K | $310.60K | 0.058% |
| AVAV AeroVironment Inc | -1,496 | $273.84K | 0.051% |
| WM Waste Management Inc | -1,089 | $250.24K | 0.046% |
| PSLV Sprott Physical Silver Trust | -10.0K | $243.90K | 0.045% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LRCX Lam Research Corp | Technology | 86.9K | $37.64M | 5.96% | -27.5K | -24.0% | Reduced | 0.01% |
| 2 | GS Goldman Sachs Group Inc | Financial Services | 29.6K | $29.98M | 4.74% | +349 | +1.2% | Added | 0.01% |
| 3 | AVGO Broadcom Inc. | Technology | 76.9K | $29.05M | 4.6% | -649 | -0.8% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 70.2K | $25.09M | 3.97% | -3,462 | -4.7% | Reduced | 0% |
| 5 | AXP American Express Co | Financial Services | 72.9K | $24.66M | 3.9% | +9,007 | +14.1% | Added | 0.01% |
| 6 | MSFT Microsoft Corp | Technology | 60.9K | $22.71M | 3.59% | +954 | +1.6% | Added | 0% |
| 7 | AAPL Apple Inc. | Technology | 74.9K | $21.66M | 3.43% | +149 | +0.2% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 65.9K | $21.56M | 3.41% | +1,190 | +1.8% | Added | 0% |
| 9 | WMT Walmart Inc. | Consumer Staples | 167.5K | $18.98M | 3% | +3,405 | +2.1% | Added | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 71.4K | $17.98M | 2.84% | +876 | +1.2% | Added | 0% |
| 11 | PANW Palo Alto Networks Inc | Technology | 50.6K | $17.24M | 2.73% | -485 | -1.0% | Reduced | 0.01% |
| 12 | NVDA Nvidia Corp | Technology | 79.5K | $15.90M | 2.52% | +27.0K | +51.3% | Added | 0% |
| 13 | PWR Quanta Services, Inc. | Industrials | 22.0K | $15.84M | 2.51% | -1,953 | -8.2% | Reduced | 0.01% |
| 14 | HD Home Depot, Inc. | Consumer Discretionary | 44.5K | $15.69M | 2.48% | +7,377 | +19.9% | Added | 0% |
| 15 | CSCO Cisco Systems, Inc. | Technology | 126.7K | $14.88M | 2.35% | +3,386 | +2.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Laffer Tengler Investments.
As of its Q2 2026 13F filing, Laffer Tengler Investments, Inc.’s five largest positions were Lam Research Corp (LRCX) at 6.0%, Goldman Sachs Group Inc (GS) at 4.7%, Broadcom Inc. (AVGO) at 4.6%, Alphabet Inc. (GOOGL) at 4.0%, American Express Co (AXP) at 3.9% of the reported portfolio.
Laffer Tengler Investments, Inc. reported a 13F portfolio worth $631.97M across 104 positions for Q2 2026. That is up 17.1% from the previous quarter.
Its largest purchases by value were GE Vernova Inc. ($8.16M), Nvidia Corp ($5.40M), Micron Technology Inc ($4.07M). It opened 10 new positions.
Its largest sales by value were Lam Research Corp ($11.90M), Eog Resources Inc ($5.76M), Medtronic plc ($5.47M). It exited 13 positions entirely.
From the Form 13F-HR reports Laffer Tengler Investments, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.