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CIK: 0001307878
Total reported value
$772.5M
$772.5M
132 檔
10.3%
In Q1 2025, Laffer Tengler Investments, Inc.'s U.S. equity holdings reached a combined market value of $772.5M, distributed across 132 disclosed stock positions.
In Q1 2025, Laffer Tengler Investments, Inc. displayed an active expansion posture, initiating 26 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | -0.34% | -4.70% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.36% | +0.22% | -1.60% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.71% | +0.22% | +2.50% | |
| 4 | AXP | American Express Co | Stock-Financials | 3.51% | +0.34% | -5.17% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.50% | -0.55% | -2.37% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.37% | +0.06% | +2.57% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.36% | -0.02% | -7.41% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.81% | +0.23% | -1.42% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.63% | -0.46% | +1.04% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.55% | -0.26% | -4.19% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.42% | — | -13.43% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.35% | -0.13% | +6.86% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 2.21% | -0.15% | -7.19% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.12% | -0.11% | -7.45% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.11% | +0.12% | -3.52% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 2.10% | -0.03% | -3.59% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.01% | -0.78% | |
| 18 | CARR | Carrier Global CORP | Stock-Industrials | 1.98% | +0.21% | -5.14% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.96% | +1.02% | +5.91% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 1.90% | +1.26% | +1.01% | |
| 21 | STLD | Steel Dynamics Inc | Stock-Materials | 1.83% | -0.11% | -5.91% | |
| 22 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.83% | -0.20% | +4.47% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.81% | -0.16% | +5.11% | |
| 24 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.78% | -0.08% | +2.30% | |
| 25 | EOG | Eog Resources Inc | Stock-Energy | 1.76% | -0.85% | EXIT | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.61% | +0.18% | -3.35% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 1.56% | — | -6.02% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.46% | -0.12% | +18.45% | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.43% | -0.44% | -4.64% | |
| 30 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.40% | — | +17.16% | |
| 31 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.26% | — | +3.04% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 1.20% | -0.81% | EXIT | |
| 33 | PLD | Prologis Inc | Stock-Real Estate | 1.19% | -0.07% | +7.25% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.17% | -0.15% | +9.63% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.11% | -0.21% | -22.15% | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 1.08% | -0.09% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.71% | +14.80% | |
| 38 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 1.01% | -0.06% | +0.27% | |
| 39 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.99% | -0.08% | +0.30% | |
| 40 | APO 6.75 07-31-26Bond | Apollo Global Management | Bond | 0.94% | -0.05% | -11.91% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | +0.01% | +20.03% | |
| 42 | PWR | Quanta Services Inc | Stock-Industrials | 0.79% | +0.11% | -5.95% | |
| 43 | ARES 6.75 10-01-27 BBond | Ares Management CORP | Bond | 0.77% | -0.06% | +17.73% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.77% | +0.46% | +2.02% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.02% | -13.43% | |
| 46 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.76% | -0.05% | +0.27% | |
| 47 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.67% | -0.12% | +71.44% | |
| 48 | FANG | Diamondback Energy Inc | Stock-Energy | 0.62% | -0.01% | +13.39% | |
| 49 | XYL | Xylem Inc | Stock-Industrials | 0.62% | — | +0.07% | |
| 50 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | Bond | 0.61% | -0.06% | +0.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | +2.7% | -5.17% | Add |
| 2 | MSFT | Microsoft CORP | +2.3% | -4.70% | Add |
| 3 | WMT | Walmart Inc | +1.9% | -2.37% | Add |
| 4 | CVX | Chevron CORP | +1.6% | +1.04% | Add |
| 5 | AAPL | Apple Inc | +1.5% | -13.43% | Add |
| 6 | STLD | Steel Dynamics Inc | +1.5% | -5.91% | Add |
| 7 | AMZN | Amazon.com Inc | +1.2% | -0.78% | Add |
| 8 | HD | Home Depot Inc | +1.2% | -1.42% | Add |
| 9 | MCD | Mcdonald's CORP | +1.2% | -7.45% | Add |
| 10 | LHX | L3harris Technologies Inc | +1.1% | -4.64% | Add |
| 11 | PANW | Palo Alto Networks Inc | +1.1% | +5.91% | Add |
| 12 | JNJ | Johnson & Johnson | +0.6% | +6.86% | Add |
| 13 | AVGO | Broadcom Inc | — | NEW | New buy |
| 14 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 15 | ABBV | Abbvie Inc | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | RTX | Rtx CORP | — | NEW | New buy |
| 18 | ORCL | Oracle CORP | — | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 20 | EMR | Emerson Electric Co | — | NEW | New buy |
| 21 | CARR | Carrier Global CORP | — | NEW | New buy |
| 22 | LRCX | Lam Research CORP | — | NEW | New buy |
| 23 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 24 | NOW | Servicenow Inc | — | NEW | New buy |
| 25 | BAM | Brookfield Asset Mgmt-a | — | NEW | New buy |
| 26 | EOG | Eog Resources Inc | — | NEW | New buy |
| 27 | DHR 4.75 04-15-22 ABond | Danaher CORP | — | EXIT | Sold out |
| 28 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 29 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 30 | NRG 2.75 06-01-48Bond | Nrg Energy Inc | — | NEW | New buy |
| 31 | ✓ | hannon armstrong sust infr cap | — | EXIT | Sold out |
| 32 | MDT | Medtronic plc | — | NEW | New buy |
| 33 | PLD | Prologis Inc | — | NEW | New buy |
| 34 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 35 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 36 | WMB | Williams Cos Inc | — | NEW | New buy |
| 37 | ✓ | Broadcom Inc | — | EXIT | Sold out |
| 38 | NVDA | Nvidia CORP | — | NEW | New buy |
| 39 | BAC 7.25 PERP LBond | Bank Of America CORP | — | NEW | New buy |
| 40 | ✓ | — | EXIT | Sold out | |
| 41 | ✓ | Ishares 0-5 Year Investment Gr | — | EXIT | Sold out |
| 42 | ✓ | dominion energy inc unit 06/01/22 | — | EXIT | Sold out |
| 43 | APO 6.75 07-31-26Bond | Apollo Global Management | — | NEW | New buy |
| 44 | LRCXEUR | Lam Research CORP | — | EXIT | Sold out |
| 45 | ✓ | Western Digital CORP | — | EXIT | Sold out |
| 46 | BSX 5.5 06-01-23 ABond | Boston Scientific CORP | — | EXIT | Sold out |
| 47 | TSLA | Tesla Inc | — | NEW | New buy |
| 48 | ✓ | southwest airlines co | — | EXIT | Sold out |
| 49 | ✓ | Synaptics Inc | — | EXIT | Sold out |
| 50 | ✓ | deutsche bank ag | — | EXIT | Sold out |
According to official SEC Form 13F filings, Laffer Tengler Investments, Inc. reported a total U.S. public equity portfolio value of $772.5M across 132 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, GS) accounted for 10.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVGO
市值: $17.9M
Top Position Liquidated / Trimmed
DHR 4.75 04-15-22 A
前期市值: $6.4M
During Q1 2025, Laffer Tengler Investments, Inc.'s top holdings by market value included MSFT (4.4%)、AVGO (4.4%)、GS (3.7%). The largest single position, MSFT, represented 4.4% of total portfolio value.
In Q1 2025, Laffer Tengler Investments, Inc. made 50 total portfolio adjustments, initiating 26 new buys, adding to 12 positions, trimming 0 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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