Laffer Tengler Investments, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$677.2M
Q ending 2026-03-31
Prior quarter
$658.0M
Q ending 2025-12-31
Change
+2.9% QoQ · +44.2% YoY
Positions
182
reported holdings
Largest positions
Top 100 of 182 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Goldman Sachs Group Inc | GS | Shares | $24.8M | 29K |
| Lam Research Corp | LRCX | Shares | $24.4M | 114K |
| Broadcom Inc | AVGO | Shares | $24.0M | 78K |
| Microsoft Corp | MSFT | Shares | $22.2M | 60K |
| Alphabet Inc | GOOGL | Shares | $21.2M | 74K |
| Walmart Inc | WMT | Shares | $20.4M | 164K |
| American Express Co | AXP | Shares | $19.3M | 64K |
| Jpmorgan Chase & Co | JPM | Shares | $19.0M | 65K |
| Apple Inc | AAPL | Shares | $19.0M | 75K |
| Abbvie Inc | ABBV | Shares | $15.3M | 71K |
| Rtx Corporation | RTX | Shares | $14.5M | 75K |
| Quanta Svcs Inc | PWR | Shares | $13.1M | 24K |
| Home Depot Inc | HD | Shares | $12.2M | 37K |
| Johnson & Johnson | JNJ | Shares | $11.9M | 49K |
| L3Harris Technologies Inc | LHX | Shares | $11.7M | 34K |
| Amazon Com Inc | AMZN | Shares | $11.2M | 54K |
| Chevron Corporation | CVX | Shares | $11.0M | 53K |
| Tjx Cos Inc New | TJX | Shares | $10.0M | 63K |
| Oracle Corp | ORCL | Shares | $9.8M | 66K |
| Cisco Sys Inc | CSCO | Shares | $9.6M | 123K |
| Steel Dynamics Inc | STLD | Shares | $9.4M | 52K |
| Nvidia Corporation | NVDA | Shares | $9.2M | 53K |
| Emerson Elec Co | EMR | Shares | $8.8M | 67K |
| Starbucks Corp | SBUX | Shares | $8.4M | 94K |
| Mcdonalds Corp | MCD | Shares | $8.3M | 27K |
| Carrier Global Corporation | CARR | Shares | $8.3M | 147K |
| Palo Alto Networks Inc | PANW | Shares | $8.2M | 51K |
| Spotify Technology S A | Shares | $7.9M | 16K | |
| Williams Cos Inc | WMB | Shares | $7.6M | 105K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $7.2M | 163K |
| Uber Technologies Inc | UBER | Shares | $6.9M | 96K |
| Nextera Energy Inc | NEE | Shares | $6.8M | 74K |
| Prologis Inc. | PLD | Shares | $6.7M | 51K |
| Servicenow Inc | NOW | Shares | $6.6M | 63K |
| D R Horton Inc | DHI | Shares | $6.5M | 48K |
| Tesla Inc | TSLA | Shares | $6.1M | 16K |
| International Business Machs | IBM | Shares | $5.8M | 24K |
| Eog Res Inc | EOG | Shares | $5.8M | 40K |
| Deere & Co | DE | Shares | $5.5M | 10K |
| Medtronic Plc | Shares | $5.5M | 63K | |
| Costco Wholesale Corporation | COST | Shares | $5.3M | 5K |
| Bank America Corp | BAC 7.25 PERP L | Shares | $5.1M | 4K |
| Wells Fargo & Co | WFC 7.5 PERP L | Shares | $5.1M | 4K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $4.4M | 11K |
| Palantir Technologies Inc | PLTR | Shares | $4.3M | 29K |
| Eaton Corp Plc | Shares | $4.2M | 12K | |
| Hewlett Packard Enterprise C | HPE 7.625 09/01/27 | Shares | $4.1M | 64K |
| Ventas Rlty Ltd Partnership | VTR 3.75 06/01/26 | Principal | $3.7M | 2K |
| Ge Vernova Inc | GEV | Shares | $3.5M | 4K |
| Capital Southwest Corp | CSWC 5.125 11/15/29 | Principal | $3.5M | 3K |
| Stryker Corporation | SYK | Shares | $3.3M | 10K |
| Pinnacle West Cap Corp | PNW 4.75 06/15/27 | Principal | $3.3M | 3K |
| Boeing Co | BA 6 10/15/27 | Shares | $3.3M | 51K |
| Visa Inc | V | Shares | $3.3M | 11K |
| Southern Co | SO 4.5 06/15/27 | Principal | $3.3M | 3K |
| Ppl Cap Fdg Inc | PPL 2.875 03/15/28 | Principal | $3.3M | 3K |
| Advanced Energy Inds | AEIS 2.5 09/15/28 | Principal | $3.2M | 1K |
| Centerpoint Energy Inc | CNP 4.25 08/15/26 | Principal | $3.2M | 3K |
| Eqt Corp | EQT | Shares | $3.2M | 50K |
| Wec Energy Group Inc | WEC 4.375 06/01/29 | Principal | $3.1M | 2K |
| Apollo Global Mgmt Inc | APO 6.75 07/31/26 | Shares | $3.1M | 52K |
| Microchip Technology Inc. | MCHP 7.5 03/15/28 | Shares | $3.0M | 52K |
| Cms Energy Corp | CMS 3.375 05/01/28 | Principal | $2.9M | 3K |
| On Semiconductor Corp | ON 0.5 03/01/29 | Principal | $2.9M | 3K |
| Blackstone Mortgage Trust In | BXMT 5.5 03/15/27 | Principal | $2.9M | 3K |
| Ishares Tr | IVW | Shares | $2.8M | 25K |
| American Wtr Cap Corp | AWK 3.625 06/15/26 | Principal | $2.8M | 3K |
| Jazz Investments I Ltd | JAZZ 2 06/15/26 | Principal | $2.8M | 2K |
| Firstenergy Corp | FE 4 05/01/26 | Principal | $2.8M | 2K |
| Ulta Beauty Inc | ULTA | Shares | $2.7M | 5K |
| Tetra Tech Inc New | TTEK 2.25 08/15/28 | Principal | $2.6M | 2K |
| Global Pmts Inc | GPN 1.5 03/01/31 | Principal | $2.6M | 3K |
| Netflix Inc. | NFLX | Shares | $2.6M | 27K |
| Ares Management Corporation | ARES 6.75 10/01/27 B | Shares | $2.5M | 70K |
| Albemarle Corp | ALB 7.25 03/01/27 | Shares | $2.5M | 35K |
| Itron Inc | ITRI 1.375 07/15/30 | Principal | $2.5M | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.5M | 4K |
| Kkr & Co Inc | KKR 6.25 03/01/28 D | Shares | $2.4M | 61K |
| Spdr Gold Tr | GLD | Shares | $2.4M | 6K |
| Starwood Ppty Tr Inc | STWD 6.75 07/15/27 | Principal | $2.3M | 2K |
| Oracle Corp | ORCL 6.5 01/15/29 D | Shares | $2.3M | 50K |
| Advanced Micro Devices Inc | AMD | Shares | $2.3M | 11K |
| Sherwin Williams Co | SHW | Shares | $2.2M | 7K |
| Uber Technologies Inc | UBER 0.875 12/01/28 2028 | Principal | $2.2M | 2K |
| Halozyme Therapeutics Inc | HALO 0.25 03/01/27 | Principal | $2.1M | 2K |
| Ishares Tr | SHYG | Shares | $2.0M | 47K |
| Etf Opportunities Trust | 2649699D | Shares | $2.0M | 54K |
| Meritage Homes Corp | MTH 1.75 05/15/28 | Principal | $2.0M | 2K |
| Ishares Tr | IVE | Shares | $1.9M | 9K |
| Mks Inc. | MKSI 1.25 06/01/30 | Principal | $1.9M | 1K |
| Lantheus Hldgs Inc | LNTH 2.625 12/15/27 | Principal | $1.8M | 2K |
| Bofa Fin Llc | BAC 0.6 05/25/27 MTN | Principal | $1.8M | 2K |
| Janus Detroit Str Tr | JAAA | Shares | $1.6M | 32K |
| Etfis Ser Tr I | PFFA | Shares | $1.5M | 75K |
| Invesco Actively Managed Exc | VRIG | Shares | $1.5M | 60K |
| Ishares Tr | BYLD | Shares | $1.5M | 65K |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Blackrock Etf Trust Ii | CLOA | Shares | $1.4M | 27K |
| Haemonetics Corp Mass | HAE 2.5 06/01/29 | Principal | $1.3M | 1K |
| Southern Copper Corp | SCCO | Shares | $1.2M | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.