LAFFER TENGLER INVESTMENTS, INC.
Q2 2026 13F filing
Updated 51 days ago179 disclosed positions worth $781.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LRCX LAM RESEARCH CORP | $37.6M | 86.9K | 4.82% | Trimmed(-24.0%) |
| 2 | G GS-PD GOLDMAN SACHS GROUP INC | $30M | 29.6K | 3.84% | Added(+1.2%) |
| 3 | A AVGO BROADCOM INC | $29M | 76.9K | 3.72% | Trimmed(-0.8%) |
| 4 | G GOOGN ALPHABET INC | $25.1M | 70.2K | 3.21% | Trimmed(-4.7%) |
| 5 | A AXP AMERICAN EXPRESS CO | $24.7M | 72.9K | 3.16% | Added(+14.1%) |
| 6 | M MSFT MICROSOFT CORP | $22.7M | 60.9K | 2.91% | Added(+1.6%) |
| 7 | A AAPL APPLE INC | $21.7M | 74.9K | 2.77% | Added(+0.2%) |
| 8 | J JPM-PM JPMORGAN CHASE & CO | $21.6M | 65.9K | 2.76% | Added(+1.8%) |
| 9 | W WMT WALMART INC | $19M | 167.5K | 2.43% | Added(+2.1%) |
| 10 | A ABBV ABBVIE INC | $18M | 71.4K | 2.30% | Added(+1.2%) |
| 11 | P PANW PALO ALTO NETWORKS INC | $17.2M | 50.6K | 2.21% | Trimmed(-0.9%) |
| 12 | N NVDA NVIDIA CORPORATION | $15.9M | 79.5K | 2.04% | Added(+51.3%) |
| 13 | P PWR QUANTA SVCS INC | $15.8M | 22.0K | 2.03% | Trimmed(-8.2%) |
| 14 | H HD HOME DEPOT INC | $15.7M | 44.5K | 2.01% | Added(+19.9%) |
| 15 | C CSCO CISCO SYS INC | $14.9M | 126.7K | 1.90% | Added(+2.8%) |
| 16 | R RTX RTX CORPORATION | $14.6M | 76.7K | 1.86% | Added(+2.3%) |
| 17 | G GEV GE VERNOVA INC | $12.9M | 11.0K | 1.65% | Added(+170.9%) |
| 18 | A AMZN AMAZON COM INC | $12.7M | 53.3K | 1.63% | Trimmed(-0.5%) |
| 19 | J JNJ JOHNSON & JOHNSON | $12.6M | 49.7K | 1.62% | Added(+1.9%) |
| 20 | T TJX TJX COS INC NEW | $12M | 79.1K | 1.53% | Added(+26.1%) |
| 21 | C CARR CARRIER GLOBAL CORPORATION | $11.1M | 151.2K | 1.42% | Added(+2.5%) |
| 22 | S SBUX STARBUCKS CORP | $10.9M | 107.0K | 1.40% | Added(+13.8%) |
| 23 | O ORCL-PD ORACLE CORP | $9.9M | 67.8K | 1.27% | Added(+2.3%) |
| 24 | L LHX L3HARRIS TECHNOLOGIES INC | $9.9M | 34.2K | 1.27% | Added(+0.5%) |
| 25 | S STLD STEEL DYNAMICS INC | $9.9M | 43.0K | 1.26% | Trimmed(-17.9%) |
| 26 | E EMR EMERSON ELEC CO | $9.8M | 68.7K | 1.26% | Added(+2.3%) |
| 27 | C CVX CHEVRON CORPORATION | $9.1M | 54.7K | 1.16% | Added(+2.4%) |
| 28 | I IBM INTERNATIONAL BUSINESS MACHS | $8.8M | 31.4K | 1.13% | Added(+30.2%) |
| 29 | M MCD MCDONALDS CORP | $8.6M | 31.9K | 1.10% | Added(+19.1%) |
| 30 | C CRWD CROWDSTRIKE HLDGS INC | $8.6M | 11.3K | 1.10% | Trimmed(-0.6%) |
| 31 | ? N/A D R HORTON INC | $8M | 49.4K | 1.03% | Added(+3.6%) |
| 32 | F FBTC WILLIAMS COS INC | $8M | 107.9K | 1.03% | Added(+2.9%) |
| 33 | B BAM BROOKFIELD ASSET MANAGMT LTD | $7.6M | 170.3K | 0.98% | Added(+4.8%) |
| 34 | S SPOT SPOTIFY TECHNOLOGY S A | $7.5M | 16.4K | 0.96% | Added(+0.4%) |
| 35 | H HPE-PC HEWLETT PACKARD ENTERPRISE C | $7.3M | 62.3K | 0.93% | Trimmed(-2.1%) |
| 36 | P PLDGP PROLOGIS INC. | $7.1M | 52.2K | 0.90% | Added(+2.8%) |
| 37 | T TSLA TESLA INC | $7M | 16.7K | 0.90% | Added(+1.4%) |
| 38 | U UBER UBER TECHNOLOGIES INC | $7M | 96.4K | 0.89% | Added(+0.8%) |
| 39 | N NEE-PS NEXTERA ENERGY INC | $6.6M | 75.3K | 0.85% | Added(+2.4%) |
| 40 | A AMD ADVANCED MICRO DEVICES INC | $6.5M | 11.2K | 0.83% | Added(+0.3%) |
| 41 | D DE DEERE & CO | $6.4M | 10.1K | 0.82% | Added(+3.0%) |
| 42 | N NOW SERVICENOW INC | $6.2M | 62.9K | 0.80% | Added(+0.3%) |
| 43 | ? N/A BANK OF AMER CORP | $5.4M | 4.3K | 0.69% | Added(+1.9%) |
| 44 | W WFC-PZ WELLS FARGO & CO | $5.2M | 4.5K | 0.66% | Added(+0.5%) |
| 45 | E ETN EATON CORP PLC | $4.7M | 11.1K | 0.61% | Trimmed(-4.8%) |
| 46 | C COST COSTCO WHOLESALE CORPORATION | $4.5M | 4.8K | 0.57% | Trimmed(-10.9%) |
| 47 | G GOOGN ALPHABET INC | $4.2M | 82.9K | 0.54% | — |
| 48 | M MU MICRON TECHNOLOGY INC | $4.1M | 3.5K | 0.52% | — |
| 49 | M MCHPP MICROCHIP TECHNOLOGY INC. | $3.9M | 50.8K | 0.50% | Trimmed(-1.8%) |
| 50 | V V VISA INC | $3.7M | 10.7K | 0.47% | Trimmed(-1.7%) |