LAFFER TENGLER INVESTMENTS, INC.
CIK 0001307878 · NASHVILLE, TN · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$781.6M
2026 Q2
Positions
179
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
LRCX
LAM RESEARCH CORP
4.8%
GS
GOLDMAN SACHS GROUP INC
3.8%
AVGO
BROADCOM INC
3.7%
GOOGL
ALPHABET INC
3.2%
AXP
AMERICAN EXPRESS CO
3.2%
MSFT
MICROSOFT CORP
2.9%
AAPL
APPLE INC
2.8%
JPM
JPMORGAN CHASE & CO
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.