Filed: 7/21/2026ACC: 0001172661-26-002716
📋 What this filing means
LAFFER TENGLER INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 179 equity positions with a total reported market value of $781.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$781.55M
Total AUM (reported)
4.28M
Total Shares
Allocation by class
COM$520.71M66.6%
COM NEW$39.14M5.0%
CAP STK CL A$25.09M3.2%
SHS$13.15M1.7%
CL A$12.85M1.6%
CL A LMT VTG SHS$7.64M1.0%
7.625 MAND CONV$7.28M0.9%
Portfolio Concentration
Top 3$96.66M12.4%
4–10$152.64M19.5%
11–25$196.13M25.1%
Rest$336.12M43.0%
Top 3 weight
12.4%
Top 10 weight
31.9%
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)
Sole179
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings179
Rows:
LAM RESEARCH CORP
SOLEShares86.86K
TypeSH
Market value$37.64M
4.82%
Sole
86.86K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares29.64K
TypeSH
Market value$29.98M
3.84%
Sole
29.64K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares76.90K
TypeSH
Market value$29.05M
3.72%
Sole
76.90K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares70.20K
TypeSH
Market value$25.09M
3.21%
Sole
70.20K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares72.91K
TypeSH
Market value$24.66M
3.16%
Sole
72.91K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares60.88K
TypeSH
Market value$22.71M
2.91%
Sole
60.88K
Shared
0.00
None
0.00
APPLE INC
SOLEShares74.86K
TypeSH
Market value$21.66M
2.77%
Sole
74.86K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares65.88K
TypeSH
Market value$21.56M
2.76%
Sole
65.88K
Shared
0.00
None
0.00
WALMART INC
SOLEShares167.54K
TypeSH
Market value$18.98M
2.43%
Sole
167.54K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares71.44K
TypeSH
Market value$17.98M
2.30%
Sole
71.44K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares50.55K
TypeSH
Market value$17.24M
2.21%
Sole
50.55K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares79.49K
TypeSH
Market value$15.90M
2.03%
Sole
79.49K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares21.99K
TypeSH
Market value$15.84M
2.03%
Sole
21.99K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares44.50K
TypeSH
Market value$15.69M
2.01%
Sole
44.50K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares126.70K
TypeSH
Market value$14.88M
1.90%
Sole
126.70K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares76.72K
TypeSH
Market value$14.56M
1.86%
Sole
76.72K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares11.01K
TypeSH
Market value$12.93M
1.65%
Sole
11.01K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares53.31K
TypeSH
Market value$12.71M
1.63%
Sole
53.31K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares49.71K
TypeSH
Market value$12.62M
1.62%
Sole
49.71K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares79.14K
TypeSH
Market value$11.99M
1.53%
Sole
79.14K
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares151.17K
TypeSH
Market value$11.09M
1.42%
Sole
151.17K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares106.98K
TypeSH
Market value$10.93M
1.40%
Sole
106.98K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares67.84K
TypeSH
Market value$9.94M
1.27%
Sole
67.84K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares34.21K
TypeSH
Market value$9.94M
1.27%
Sole
34.21K
Shared
0.00
None
0.00
STEEL DYNAMICS INC
SOLEShares42.98K
TypeSH
Market value$9.86M
1.26%
Sole
42.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LAM RESEARCH CORPSOLE | COM NEW | 86.86K | SH | $37.64M 4.82% | 86.86K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 29.64K | SH | $29.98M 3.84% | 29.64K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 76.90K | SH | $29.05M 3.72% | 76.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 70.20K | SH | $25.09M 3.21% | 70.20K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 72.91K | SH | $24.66M 3.16% | 72.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 60.88K | SH | $22.71M 2.91% | 60.88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 74.86K | SH | $21.66M 2.77% | 74.86K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 65.88K | SH | $21.56M 2.76% | 65.88K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 167.54K | SH | $18.98M 2.43% | 167.54K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 71.44K | SH | $17.98M 2.30% | 71.44K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 50.55K | SH | $17.24M 2.21% | 50.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 79.49K | SH | $15.90M 2.03% | 79.49K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 21.99K | SH | $15.84M 2.03% | 21.99K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 44.50K | SH | $15.69M 2.01% | 44.50K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 126.70K | SH | $14.88M 1.90% | 126.70K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 76.72K | SH | $14.56M 1.86% | 76.72K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 11.01K | SH | $12.93M 1.65% | 11.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 53.31K | SH | $12.71M 1.63% | 53.31K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 49.71K | SH | $12.62M 1.62% | 49.71K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 79.14K | SH | $11.99M 1.53% | 79.14K | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 151.17K | SH | $11.09M 1.42% | 151.17K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 106.98K | SH | $10.93M 1.40% | 106.98K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 67.84K | SH | $9.94M 1.27% | 67.84K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 34.21K | SH | $9.94M 1.27% | 34.21K | 0.00 | 0.00 |
STEEL DYNAMICS INCSOLE | COM | 42.98K | SH | $9.86M 1.26% | 42.98K | 0.00 | 0.00 |
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