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CIK: 0001307878
Total reported value
$772.5M
$772.5M
162 檔
15.0%
At the close of Q3 2025, Laffer Tengler Investments, Inc. disclosed equity holdings valued at approximately $772.5M, spread across 162 reported holdings.
In Q3 2025, Laffer Tengler Investments, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.31% | +0.22% | -10.56% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.24% | -0.34% | +9.33% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.71% | +0.22% | +13.74% | |
| 4 | AXP | American Express Co | Stock-Financials | 3.03% | +0.34% | +14.56% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.00% | -0.02% | +14.71% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.81% | — | -16.85% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.74% | -0.55% | +17.38% | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 2.47% | +1.26% | +18.40% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.39% | +0.06% | +4.61% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.36% | +0.12% | +17.14% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.27% | +0.23% | +16.90% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 2.20% | -0.15% | -20.49% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | -0.01% | +4.59% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.79% | -0.26% | -2.64% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.73% | +1.02% | +11.81% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.65% | -0.46% | +5.36% | |
| 17 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.62% | -0.20% | +13.98% | |
| 18 | PWR | Quanta Services Inc | Stock-Industrials | 1.58% | +0.11% | +24.78% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.55% | -0.16% | +14.13% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.51% | -0.12% | +7.29% | |
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.44% | -0.44% | +21.24% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.71% | +2.97% | |
| 23 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.35% | -0.08% | +16.11% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.29% | -0.03% | +18.56% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.13% | -13.91% | |
| 26 | CARR | Carrier Global CORP | Stock-Industrials | 1.26% | +0.21% | +20.31% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.20% | +0.07% | +43.91% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.12% | +0.18% | +39.08% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.12% | -0.11% | +14.51% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.10% | +0.52% | +34.93% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.08% | — | +15.54% | |
| 32 | STLD | Steel Dynamics Inc | Stock-Materials | 1.06% | -0.11% | +19.65% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | +0.01% | +7.21% | |
| 34 | EOG | Eog Resources Inc | Stock-Energy | 1.01% | -0.85% | EXIT | |
| 35 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.87% | +0.07% | — | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.85% | +0.46% | +21.81% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.85% | -0.81% | EXIT | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 0.81% | -0.07% | +20.73% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.81% | -0.15% | +16.68% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.21% | -7.61% | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.76% | -0.09% | +19.74% | |
| 42 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.75% | -0.12% | +118.31% | |
| 43 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.67% | -0.06% | +0.34% | |
| 44 | HPE 7.625 09-01-27Bond | Hp Enterprise Co | Bond | 0.66% | +0.33% | +23.77% | |
| 45 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.65% | -0.08% | +0.30% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.64% | +0.02% | — | |
| 47 | LITE 0.5 12-15-26Bond | Lumentum Holdings Inc | Bond | 0.59% | — | +898.20% | |
| 48 | APO 6.75 07-31-26Bond | Apollo Global Management | Bond | 0.57% | -0.05% | -0.06% | |
| 49 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.57% | -0.05% | +0.06% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.02% | +16.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +1% | +34.93% | Add |
| 2 | PWR | Quanta Services Inc | +0.9% | +24.78% | Add |
| 3 | LRCX | Lam Research CORP | +0.8% | +18.40% | Add |
| 4 | AAPL | Apple Inc | +0.7% | -16.85% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +17.14% | Add |
| 6 | AVGO | Broadcom Inc | +0.5% | -10.56% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.5% | +13.74% | Add |
| 8 | NVDA | Nvidia CORP | +0.5% | +2.97% | Add |
| 9 | MSFT | Microsoft CORP | +0.4% | +9.33% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | -51.61% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +143.34% | Add |
| 12 | TSLA | Tesla Inc | +0.3% | +7.21% | Add |
| 13 | NFLX | Netflix Inc | +0.3% | +54.13% | Add |
| 14 | ORCL | Oracle CORP | +0.3% | -20.49% | Trim |
| 15 | MCHP 7.5 03-15-28Bond | Microchip Technology Inc | +0.2% | +47.83% | Add |
| 16 | EQT | Eqt CORP | +0.2% | +78.24% | Add |
| 17 | UBER | Uber Technologies Inc | +0.2% | +7.29% | Add |
| 18 | LHX | L3harris Technologies Inc | +0.2% | +21.24% | Add |
| 19 | KKR 6.25 03-01-28 DBond | Kkr & Co Inc | +0.2% | +0.23% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +21.81% | Add |
| 21 | VRIG | Invesco Variable Rate Invest | +0.2% | +118.31% | Add |
| 22 | HPE 7.625 09-01-27Bond | Hp Enterprise Co | +0.1% | +23.77% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +4.59% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +14.71% | Add |
| 25 | PANW | Palo Alto Networks Inc | 0% | +11.81% | Add |
| 26 | SPOT | Spotify Technology S.A. | 0% | +13.98% | Add |
| 27 | AXP | American Express Co | 0% | +14.56% | Add |
| 28 | NOW | Servicenow Inc | 0% | +14.13% | Add |
| 29 | HD | Home Depot Inc | -0.2% | +16.90% | Add |
| 30 | WMT | Walmart Inc | -0.3% | +17.38% | Add |
| 31 | CMG | Chipotle Mexican Grill Inc | -0.7% | -25.93% | Trim |
| 32 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 33 | DHI | Dr Horton Inc | — | NEW | New buy |
| 34 | NXPI | NXP Semiconductors N.V. | — | EXIT | Sold out |
| 35 | NRG 2.75 06-01-48Bond | Nrg Energy Inc | — | EXIT | Sold out |
| 36 | DE | Deere & Co | — | NEW | New buy |
| 37 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 38 | BKNG 0.75 05-01-25Bond | Booking Holdings Inc | — | EXIT | Sold out |
| 39 | SO 4.5 06-15-27Bond | Southern Co | — | NEW | New buy |
| 40 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 41 | SO 3.875 12-15-25Bond | Southern Co | — | EXIT | Sold out |
| 42 | CNP 4.25 08-15-26Bond | Centerpoint Energy Inc | — | NEW | New buy |
| 43 | ABR 7.5 08-01-25Bond | Arbor Realty Trust Inc | — | EXIT | Sold out |
| 44 | PNW 4.75 06-15-27Bond | Pinnacle West Capital | — | NEW | New buy |
| 45 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 46 | MTH 1.75 05-15-28Bond | Meritage Homes CORP | — | NEW | New buy |
| 47 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | Sold out |
| 48 | EQIX | Equinix Inc | — | EXIT | Sold out |
| 49 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 50 | PSN 0.25 08-15-25Bond | Parsons CORP | — | 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 162 disclosed positions in Q3 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 15.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
TJX
市值: $7.6M
Top Position Liquidated / Trimmed
NXPI
前期市值: $5.2M
During Q3 2025, Laffer Tengler Investments, Inc.'s top holdings by market value included AVGO (4.3%)、MSFT (4.2%)、GS (3.7%). The largest single position, AVGO, represented 4.3% of total portfolio value.
In Q3 2025, Laffer Tengler Investments, Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 28 positions, trimming 3 holdings, and fully liquidating 8 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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