Filed: 11/12/2025ACC: 0001172661-25-004718
📋 What this filing means
LAFFER TENGLER INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $631.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$631.48M
Total AUM (reported)
4.40M
Total Shares
Allocation by class
COM$421.88M66.8%
SHS$19.53M3.1%
COM NEW$17.02M2.7%
CAP STK CL A$14.92M2.4%
CL A$9.49M1.5%
CL A LMT VTG SHS$8.55M1.4%
VAR RATE INVT$4.75M0.8%
Portfolio Concentration
Top 3$77.42M12.3%
4–10$118.71M18.8%
11–25$154.82M24.5%
Rest$280.53M44.4%
Top 3 weight
12.3%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 4.40M
Sole
Full voting authority
4.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole162
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings162
Rows:
BROADCOM INC
SOLEShares82.58K
TypeSH
Market value$27.24M
4.31%
Sole
82.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares51.67K
TypeSH
Market value$26.76M
4.24%
Sole
51.67K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares29.41K
TypeSH
Market value$23.42M
3.71%
Sole
29.41K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares57.59K
TypeSH
Market value$19.13M
3.03%
Sole
57.59K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares60.06K
TypeSH
Market value$18.94M
3.00%
Sole
60.06K
Shared
0.00
None
0.00
APPLE INC
SOLEShares69.77K
TypeSH
Market value$17.76M
2.81%
Sole
69.77K
Shared
0.00
None
0.00
WALMART INC
SOLEShares167.90K
TypeSH
Market value$17.30M
2.74%
Sole
167.90K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares116.40K
TypeSH
Market value$15.59M
2.47%
Sole
116.40K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares65.07K
TypeSH
Market value$15.07M
2.39%
Sole
65.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares61.36K
TypeSH
Market value$14.92M
2.36%
Sole
61.36K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares35.42K
TypeSH
Market value$14.35M
2.27%
Sole
35.42K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares49.31K
TypeSH
Market value$13.87M
2.20%
Sole
49.31K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares54.26K
TypeSH
Market value$11.91M
1.89%
Sole
54.26K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares67.72K
TypeSH
Market value$11.33M
1.79%
Sole
67.72K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares53.59K
TypeSH
Market value$10.91M
1.73%
Sole
53.59K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares67.05K
TypeSH
Market value$10.41M
1.65%
Sole
67.05K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares14.61K
TypeSH
Market value$10.20M
1.62%
Sole
14.61K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares24.05K
TypeSH
Market value$9.97M
1.58%
Sole
24.05K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares10.65K
TypeSH
Market value$9.80M
1.55%
Sole
10.65K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares97.14K
TypeSH
Market value$9.52M
1.51%
Sole
97.14K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares29.72K
TypeSH
Market value$9.08M
1.44%
Sole
29.72K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares46.83K
TypeSH
Market value$8.74M
1.38%
Sole
46.83K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares150.14K
TypeSH
Market value$8.55M
1.35%
Sole
150.14K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares62.01K
TypeSH
Market value$8.13M
1.29%
Sole
62.01K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares43.40K
TypeSH
Market value$8.05M
1.27%
Sole
43.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 82.58K | SH | $27.24M 4.31% | 82.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 51.67K | SH | $26.76M 4.24% | 51.67K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 29.41K | SH | $23.42M 3.71% | 29.41K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 57.59K | SH | $19.13M 3.03% | 57.59K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 60.06K | SH | $18.94M 3.00% | 60.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 69.77K | SH | $17.76M 2.81% | 69.77K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 167.90K | SH | $17.30M 2.74% | 167.90K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 116.40K | SH | $15.59M 2.47% | 116.40K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 65.07K | SH | $15.07M 2.39% | 65.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 61.36K | SH | $14.92M 2.36% | 61.36K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 35.42K | SH | $14.35M 2.27% | 35.42K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 49.31K | SH | $13.87M 2.20% | 49.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 54.26K | SH | $11.91M 1.89% | 54.26K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 67.72K | SH | $11.33M 1.79% | 67.72K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 53.59K | SH | $10.91M 1.73% | 53.59K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 67.05K | SH | $10.41M 1.65% | 67.05K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 14.61K | SH | $10.20M 1.62% | 14.61K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 24.05K | SH | $9.97M 1.58% | 24.05K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 10.65K | SH | $9.80M 1.55% | 10.65K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 97.14K | SH | $9.52M 1.51% | 97.14K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 29.72K | SH | $9.08M 1.44% | 29.72K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 46.83K | SH | $8.74M 1.38% | 46.83K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 150.14K | SH | $8.55M 1.35% | 150.14K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 62.01K | SH | $8.13M 1.29% | 62.01K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 43.40K | SH | $8.05M 1.27% | 43.40K | 0.00 | 0.00 |
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