LAFFER TENGLER INVESTMENTS, INC.

PrivateCIK: 1307878
Location

NASHVILLE, TN

179
Positions
$781.55M
Total AUM (reported)
4.28M
Total Shares

Allocation by class

TOTAL AUM$781.55M179 positions
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 312.4%4–1019.5%11–2525.1%Rest43.0%TOP 1031.9%0%100%
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

SOLE
COM NEW
Shares86.86K
TypeSH
Market value$37.64M
4.82%
Sole
86.86K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares29.64K
TypeSH
Market value$29.98M
3.84%
Sole
29.64K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares76.90K
TypeSH
Market value$29.05M
3.72%
Sole
76.90K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares70.20K
TypeSH
Market value$25.09M
3.21%
Sole
70.20K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares72.91K
TypeSH
Market value$24.66M
3.16%
Sole
72.91K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares60.88K
TypeSH
Market value$22.71M
2.91%
Sole
60.88K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares74.86K
TypeSH
Market value$21.66M
2.77%
Sole
74.86K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares65.88K
TypeSH
Market value$21.56M
2.76%
Sole
65.88K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares167.54K
TypeSH
Market value$18.98M
2.43%
Sole
167.54K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares71.44K
TypeSH
Market value$17.98M
2.30%
Sole
71.44K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares50.55K
TypeSH
Market value$17.24M
2.21%
Sole
50.55K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares79.49K
TypeSH
Market value$15.90M
2.03%
Sole
79.49K
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares21.99K
TypeSH
Market value$15.84M
2.03%
Sole
21.99K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares44.50K
TypeSH
Market value$15.69M
2.01%
Sole
44.50K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares126.70K
TypeSH
Market value$14.88M
1.90%
Sole
126.70K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares76.72K
TypeSH
Market value$14.56M
1.86%
Sole
76.72K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares11.01K
TypeSH
Market value$12.93M
1.65%
Sole
11.01K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares53.31K
TypeSH
Market value$12.71M
1.63%
Sole
53.31K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares49.71K
TypeSH
Market value$12.62M
1.62%
Sole
49.71K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares79.14K
TypeSH
Market value$11.99M
1.53%
Sole
79.14K
Shared
0.00
None
0.00

CARRIER GLOBAL CORPORATION

SOLE
COM
Shares151.17K
TypeSH
Market value$11.09M
1.42%
Sole
151.17K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares106.98K
TypeSH
Market value$10.93M
1.40%
Sole
106.98K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares67.84K
TypeSH
Market value$9.94M
1.27%
Sole
67.84K
Shared
0.00
None
0.00

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares34.21K
TypeSH
Market value$9.94M
1.27%
Sole
34.21K
Shared
0.00
None
0.00

STEEL DYNAMICS INC

SOLE
COM
Shares42.98K
TypeSH
Market value$9.86M
1.26%
Sole
42.98K
Shared
0.00
None
0.00
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