LAFFER TENGLER INVESTMENTS, INC.
CIK 1307878
13F filing for Q2 2026・No. 3,002
- Holdings
- US$781.55M
- Quarter change
- +US$104.31M
- Entries
- 179
- Net bought (estimate)
- +US$81.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 44
- Sold out 17
- Cut 38
- Added 65
- Corporate actions 2
- Unchanged 32
Largest holdings
179 stocks worth US$781.55M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 86,857 | US$37.64M | 4.82% |
| GSGOLDMAN SACHS GROUP INCCOM | Added | 29,640 | US$29.98M | 3.84% |
| AVGOBroadcomCOM | Cut | 76,897 | US$29.05M | 3.72% |
| GOOGLAlphabetCAP STK CL A | Cut | 70,198 | US$25.09M | 3.21% |
| AXPAMERICAN EXPRESS COCOM | Added | 72,913 | US$24.66M | 3.16% |
| MSFTMicrosoftCOM | Added | 60,882 | US$22.71M | 2.91% |
| AAPLAppleCOM | Added | 74,864 | US$21.66M | 2.77% |
| JPMJPMORGAN CHASE & COCOM | Added | 65,878 | US$21.56M | 2.76% |
| WMTWALMART INCCOM | Added | 167,545 | US$18.98M | 2.43% |
| ABBVABBVIE INCCOM | Added | 71,440 | US$17.98M | 2.30% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.