Filed: 5/13/2026ACC: 0001172661-26-001771
📋 What this filing means
LAFFER TENGLER INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 182 equity positions with a total reported market value of $677.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
182
Positions
$677.24M
Total AUM (reported)
4.28M
Total Shares
Allocation by class
COM$445.77M65.8%
COM NEW$26.60M3.9%
CAP STK CL A$21.18M3.1%
SHS$18.38M2.7%
CL A$9.45M1.4%
CL A LMT VTG SHS$7.22M1.1%
7.25%CNV PFD L$5.09M0.8%
Portfolio Concentration
Top 3$73.21M10.8%
4–10$136.43M20.1%
11–25$159.17M23.5%
Rest$308.44M45.5%
Top 3 weight
10.8%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 4.28M
Sole
Full voting authority
4.28M
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)
Sole182
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings182
Rows:
GOLDMAN SACHS GROUP INC
SOLEShares29.29K
TypeSH
Market value$24.78M
3.66%
Sole
29.29K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares114.31K
TypeSH
Market value$24.42M
3.61%
Sole
114.31K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares77.55K
TypeSH
Market value$24.00M
3.54%
Sole
77.55K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares59.93K
TypeSH
Market value$22.18M
3.28%
Sole
59.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares73.66K
TypeSH
Market value$21.18M
3.13%
Sole
73.66K
Shared
0.00
None
0.00
WALMART INC
SOLEShares164.14K
TypeSH
Market value$20.40M
3.01%
Sole
164.14K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares63.91K
TypeSH
Market value$19.33M
2.85%
Sole
63.91K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares64.69K
TypeSH
Market value$19.03M
2.81%
Sole
64.69K
Shared
0.00
None
0.00
APPLE INC
SOLEShares74.72K
TypeSH
Market value$18.96M
2.80%
Sole
74.72K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares70.56K
TypeSH
Market value$15.35M
2.27%
Sole
70.56K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares75K
TypeSH
Market value$14.47M
2.14%
Sole
75K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares23.95K
TypeSH
Market value$13.15M
1.94%
Sole
23.95K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares37.12K
TypeSH
Market value$12.21M
1.80%
Sole
37.12K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares48.80K
TypeSH
Market value$11.93M
1.76%
Sole
48.80K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares34.04K
TypeSH
Market value$11.75M
1.73%
Sole
34.04K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares53.58K
TypeSH
Market value$11.16M
1.65%
Sole
53.58K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares53.37K
TypeSH
Market value$11.04M
1.63%
Sole
53.37K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares62.78K
TypeSH
Market value$10.03M
1.48%
Sole
62.78K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares66.32K
TypeSH
Market value$9.76M
1.44%
Sole
66.32K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares123.31K
TypeSH
Market value$9.57M
1.41%
Sole
123.31K
Shared
0.00
None
0.00
STEEL DYNAMICS INC
SOLEShares52.36K
TypeSH
Market value$9.42M
1.39%
Sole
52.36K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares52.52K
TypeSH
Market value$9.16M
1.35%
Sole
52.52K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares67.09K
TypeSH
Market value$8.79M
1.30%
Sole
67.09K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares94K
TypeSH
Market value$8.42M
1.24%
Sole
94K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares26.78K
TypeSH
Market value$8.32M
1.23%
Sole
26.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS GROUP INCSOLE | COM | 29.29K | SH | $24.78M 3.66% | 29.29K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 114.31K | SH | $24.42M 3.61% | 114.31K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 77.55K | SH | $24.00M 3.54% | 77.55K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 59.93K | SH | $22.18M 3.28% | 59.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 73.66K | SH | $21.18M 3.13% | 73.66K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 164.14K | SH | $20.40M 3.01% | 164.14K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 63.91K | SH | $19.33M 2.85% | 63.91K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 64.69K | SH | $19.03M 2.81% | 64.69K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 74.72K | SH | $18.96M 2.80% | 74.72K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 70.56K | SH | $15.35M 2.27% | 70.56K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 75K | SH | $14.47M 2.14% | 75K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 23.95K | SH | $13.15M 1.94% | 23.95K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 37.12K | SH | $12.21M 1.80% | 37.12K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 48.80K | SH | $11.93M 1.76% | 48.80K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 34.04K | SH | $11.75M 1.73% | 34.04K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 53.58K | SH | $11.16M 1.65% | 53.58K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 53.37K | SH | $11.04M 1.63% | 53.37K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 62.78K | SH | $10.03M 1.48% | 62.78K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 66.32K | SH | $9.76M 1.44% | 66.32K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 123.31K | SH | $9.57M 1.41% | 123.31K | 0.00 | 0.00 |
STEEL DYNAMICS INCSOLE | COM | 52.36K | SH | $9.42M 1.39% | 52.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 52.52K | SH | $9.16M 1.35% | 52.52K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 67.09K | SH | $8.79M 1.30% | 67.09K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 94K | SH | $8.42M 1.24% | 94K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 26.78K | SH | $8.32M 1.23% | 26.78K | 0.00 | 0.00 |
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