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CIK: 0001307878
Total reported value
$772.5M
$772.5M
163 檔
13.0%
As reported in its official Q2 2025 Form 13F filing, Laffer Tengler Investments, Inc.'s tracked investment portfolio stood at $772.5M with 163 total positions.
In Q2 2025, Laffer Tengler Investments, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.97% | +0.22% | -13.65% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.59% | -0.34% | -0.94% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.57% | +0.22% | -7.22% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.36% | — | +87.79% | |
| 5 | AXP | American Express Co | Stock-Financials | 3.13% | +0.34% | -6.03% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.96% | -0.02% | -6.85% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.73% | -0.55% | -12.68% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.65% | -0.15% | -4.20% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.25% | +0.06% | -5.81% | |
| 10 | USB | US Bancorp | Stock-Financials | 2.24% | -0.08% | EXIT | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | -0.01% | +16.70% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.17% | +0.23% | -3.87% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.98% | -0.26% | -11.92% | |
| 14 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.92% | -0.20% | -6.14% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.91% | +1.02% | +1.70% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 1.87% | -0.16% | +0.32% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.87% | +1.26% | -8.39% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.12% | -6.24% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.78% | -0.46% | -1.34% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.65% | -0.12% | +9.81% | |
| 21 | CARR | Carrier Global CORP | Stock-Industrials | 1.59% | +0.21% | -13.12% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | -0.13% | -13.14% | |
| 23 | PWR | Quanta Services Inc | Stock-Industrials | 1.42% | +0.11% | +50.96% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.71% | +13.17% | |
| 25 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.40% | -0.08% | -14.46% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.36% | -0.03% | -33.61% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 1.30% | — | -9.91% | |
| 28 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.23% | — | -1.26% | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.20% | -0.44% | -12.83% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.11% | -26.97% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.21% | +22.70% | |
| 32 | EOG | Eog Resources Inc | Stock-Energy | 1.13% | -0.85% | EXIT | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.08% | +0.18% | -10.91% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.05% | -0.17% | +207.90% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.52% | +1214.29% | |
| 36 | STLD | Steel Dynamics Inc | Stock-Materials | 1.01% | -0.11% | -33.16% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.89% | +0.46% | +0.26% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.88% | +0.07% | — | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | -0.01% | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.01% | +0.19% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.80% | -0.81% | EXIT | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.15% | -14.29% | |
| 43 | WMB | Williams Cos Inc | Stock-Energy | 0.77% | -0.09% | -14.57% | |
| 44 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.77% | -0.06% | -2.58% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.76% | -0.07% | -15.57% | |
| 46 | APO 6.75 07-31-26Bond | Apollo Global Management | Bond | 0.75% | -0.05% | -2.65% | |
| 47 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.75% | -0.08% | -2.65% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.70% | — | — | |
| 49 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.69% | -0.05% | -2.81% | |
| 50 | ARES 6.75 10-01-27 BBond | Ares Management CORP | Bond | 0.68% | -0.06% | -2.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USB | US Bancorp | +2.1% | +2031.15% | Add |
| 2 | AAPL | Apple Inc | +0.9% | +87.79% | Add |
| 3 | CSCO | Cisco Systems Inc | +0.9% | +1214.29% | Add |
| 4 | TJX | Tjx Companies Inc | +0.9% | NEW | New buy |
| 5 | ETN | Eaton Corporation plc | +0.9% | NEW | New buy |
| 6 | PLTR | Palantir Technologies Inc-a | +0.8% | +207.90% | Add |
| 7 | ACN | Accenture plc | +0.7% | NEW | New buy |
| 8 | PWR | Quanta Services Inc | +0.6% | +50.96% | Add |
| 9 | AVGO | Broadcom Inc | +0.6% | -13.65% | Trim |
| 10 | ABR 7.5 08-01-25Bond | Arbor Realty Trust Inc | +0.5% | -3.13% | Trim |
| 11 | PNW 4.75 06-15-27Bond | Pinnacle West Capital | +0.5% | NEW | New buy |
| 12 | NMFC 7.5 10-15-25Bond | New Mountain Finance Cor | +0.5% | -3.03% | Trim |
| 13 | LMT | Lockheed Martin CORP | +0.5% | +482.55% | Add |
| 14 | ORCL | Oracle CORP | +0.4% | -4.20% | Trim |
| 15 | FE 4 05-01-26Bond | Firstenergy CORP | +0.4% | -2.76% | Trim |
| 16 | LNTH 2.625 12-15-27Bond | Lantheus Holdings Inc | +0.4% | -2.68% | Trim |
| 17 | NVDA | Nvidia CORP | +0.3% | +13.17% | Add |
| 18 | KKR 6.25 03-01-28 DBond | Kkr & Co Inc | +0.3% | +124.49% | Add |
| 19 | JAZZ | Jazz Pharmaceuticals plc | +0.3% | NEW | New buy |
| 20 | PH | Parker Hannifin CORP | +0.3% | NEW | New buy |
| 21 | VYM | Vanguard High Dvd Yield ETF | +0.3% | NEW | New buy |
| 22 | MSFT | Microsoft CORP | +0.2% | -0.94% | Trim |
| 23 | NFLX | Netflix Inc | +0.2% | +73.91% | Add |
| 24 | SCHF | Schwab Intl Equity ETF | +0.2% | NEW | New buy |
| 25 | UBER | Uber Technologies Inc | +0.2% | +9.81% | Add |
| 26 | WM | Waste Management Inc | +0.2% | +424.67% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | New buy |
| 28 | AMZN | Amazon.com Inc | +0.2% | +16.70% | Add |
| 29 | MCHP 7.5 03-15-28Bond | Microchip Technology Inc | +0.2% | +48.64% | Add |
| 30 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.26% | Add |
| 31 | SPOT | Spotify Technology S.A. | +0.1% | -6.14% | Trim |
| 32 | NOW | Servicenow Inc | +0.1% | +0.32% | Add |
| 33 | COST | Costco Wholesale CORP | 0% | +22.70% | Add |
| 34 | LRCX | Lam Research CORP | 0% | -8.39% | Trim |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | +1.70% | Add |
| 36 | GS | Goldman Sachs Group Inc | -0.1% | -7.22% | Trim |
| 37 | AXP | American Express Co | -0.4% | -6.03% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | -0.4% | -6.85% | Trim |
| 39 | PLD | Prologis Inc | -0.4% | -15.57% | Trim |
| 40 | EQIX | Equinix Inc | -0.5% | EXIT | Sold out |
| 41 | SBUX | Starbucks CORP | -0.5% | -10.91% | Trim |
| 42 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | -0.6% | +37.08% | Add |
| 43 | EOG | Eog Resources Inc | -0.6% | -14.39% | Trim |
| 44 | EMR | Emerson Electric Co | -0.7% | -33.61% | Trim |
| 45 | STLD | Steel Dynamics Inc | -0.8% | -33.16% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.9% | -13.14% | Trim |
| 47 | CVX | Chevron CORP | -0.9% | -1.34% | Trim |
| 48 | MCD | Mcdonald's CORP | -1% | -26.97% | Trim |
| 49 | ABBV | Abbvie Inc | -1.1% | -5.81% | Trim |
| 50 | NXPI | NXP Semiconductors N.V. | -1.3% | 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 163 disclosed positions in Q2 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 AVGO, MSFT, GS) accounted for 13.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
TJX
市值: $4.5M
Top Position Liquidated / Trimmed
NXPI
前期市值: $5.2M
During Q2 2025, Laffer Tengler Investments, Inc.'s top holdings by market value included AVGO (5.0%)、MSFT (4.6%)、GS (3.6%). The largest single position, AVGO, represented 5.0% of total portfolio value.
In Q2 2025, Laffer Tengler Investments, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 21 holdings, and fully liquidating 2 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.
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