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CIK: 0001307878
Total reported value
$772.5M
$772.5M
181 檔
16.0%
As reported in its official Q4 2025 Form 13F filing, Laffer Tengler Investments, Inc.'s tracked investment portfolio stood at $772.5M with 181 total positions.
In Q4 2025, Laffer Tengler Investments, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.60% | +0.22% | -2.10% | |
| 2 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.41% | +0.22% | +3.81% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.18% | -0.34% | +1.78% | |
| 4 | AXP | American Express Co | Stock-Financials | 3.77% | +0.34% | +7.63% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 3.38% | +1.26% | +3.38% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.29% | -0.02% | +3.51% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 3.19% | -0.55% | +3.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.18% | +0.12% | +0.80% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.07% | — | -1.33% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.58% | +0.06% | +5.42% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.18% | -0.26% | +6.80% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.08% | +0.23% | +3.87% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 2.05% | -0.15% | +29.69% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | -0.01% | -1.76% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.74% | -0.46% | +3.59% | |
| 16 | PWR | Quanta Services Inc | Stock-Industrials | 1.64% | +0.11% | -1.79% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.13% | +6.62% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.71% | +9.55% | |
| 19 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.56% | -0.44% | +8.92% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.55% | +1.02% | -4.18% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.51% | +0.07% | +14.68% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.50% | +0.52% | +17.50% | |
| 23 | STLD | Steel Dynamics Inc | Stock-Materials | 1.42% | -0.11% | +5.96% | |
| 24 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.42% | -0.20% | +1.74% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.41% | -0.03% | +4.55% | |
| 26 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.37% | -0.08% | +5.87% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 1.36% | -0.16% | +405.46% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.31% | -0.12% | +0.16% | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.25% | +0.18% | +7.95% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.25% | -0.11% | +7.06% | |
| 31 | CARR | Carrier Global CORP | Stock-Industrials | 1.23% | +0.21% | +6.32% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | +0.01% | +5.30% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 1.09% | +0.28% | +1410.14% | |
| 34 | EOG | Eog Resources Inc | Stock-Energy | 1.05% | -0.85% | EXIT | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 1.00% | -0.07% | +6.52% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.94% | -0.15% | +5.68% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.93% | -0.81% | EXIT | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.87% | +0.46% | +2.71% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.83% | -0.09% | +11.09% | |
| 40 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.83% | +0.07% | +8.26% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.72% | +0.02% | +6.69% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.21% | -9.26% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | -0.17% | +23.99% | |
| 44 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.67% | -0.06% | -0.30% | |
| 45 | HPE 7.625 09-01-27Bond | Hp Enterprise Co | Bond | 0.67% | +0.33% | -0.44% | |
| 46 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.66% | -0.08% | -0.30% | |
| 47 | APO 6.75 07-31-26Bond | Apollo Global Management | Bond | 0.64% | -0.05% | -0.33% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.02% | +2.07% | |
| 49 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.59% | -0.05% | -0.34% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.58% | -0.08% | +56.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.9% | +1410.14% | Add |
| 2 | LRCX | Lam Research CORP | +0.7% | +3.38% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.80% | Add |
| 4 | AXP | American Express Co | +0.5% | +7.63% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.4% | +3.81% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.3% | +17.50% | Add |
| 7 | STLD | Steel Dynamics Inc | +0.3% | +5.96% | Add |
| 8 | RTX | Rtx CORP | +0.2% | +6.80% | Add |
| 9 | WMT | Walmart Inc | +0.2% | +3.79% | Add |
| 10 | TJX | Tjx Companies Inc | +0.2% | +14.68% | Add |
| 11 | JNJ | Johnson & Johnson | +0.2% | +6.62% | Add |
| 12 | SYK | Stryker CORP | +0.2% | +56.67% | Add |
| 13 | GPN 1.5 03-01-31Bond | Global Payments Inc | +0.2% | -82.15% | Trim |
| 14 | PLD | Prologis Inc | +0.1% | +6.52% | Add |
| 15 | ALB 7.25 03-01-27Bond | Albemarle CORP | +0.1% | -0.52% | Trim |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | +23.99% | Add |
| 17 | LITE 0.5 12-15-26Bond | Lumentum Holdings Inc | +0.1% | -94.64% | Trim |
| 18 | NVDA | Nvidia CORP | +0.1% | +9.55% | Add |
| 19 | NEE | Nextera Energy Inc | +0.1% | +5.68% | Add |
| 20 | VTR 3.75 06-01-26Bond | Ventas Realty LP | +0.1% | -88.90% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +3.51% | Add |
| 22 | AAPL | Apple Inc | 0% | -1.33% | Trim |
| 23 | ABBV | Abbvie Inc | 0% | +5.42% | Add |
| 24 | AVGO | Broadcom Inc | -0.1% | -2.10% | Trim |
| 25 | DIS | Walt Disney Co/the | -0.1% | -74.75% | Trim |
| 26 | NFLX | Netflix Inc | -0.1% | +935.36% | Add |
| 27 | COST | Costco Wholesale CORP | -0.2% | -9.26% | Trim |
| 28 | FANG | Diamondback Energy Inc | -0.2% | -73.63% | Trim |
| 29 | VRIG | Invesco Variable Rate Invest | -0.3% | -30.64% | Trim |
| 30 | PANW | Palo Alto Networks Inc | -0.3% | -4.18% | Trim |
| 31 | UBER | Uber Technologies Inc | -0.3% | +0.16% | Add |
| 32 | NOW | Servicenow Inc | -0.3% | +405.46% | Add |
| 33 | SPOT | Spotify Technology S.A. | -0.3% | +1.74% | Add |
| 34 | ORCL | Oracle CORP | -0.3% | +29.69% | Add |
| 35 | HD | Home Depot Inc | -0.4% | +3.87% | Add |
| 36 | MSFT | Microsoft CORP | -0.4% | +1.78% | Add |
| 37 | TXN | Texas Instruments Inc | -1% | -95.08% | Trim |
| 38 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 39 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 40 | SO 4.5 06-15-27Bond | Southern Co | — | EXIT | Sold out |
| 41 | PNW 4.75 06-15-27Bond | Pinnacle West Capital | — | EXIT | Sold out |
| 42 | AKAM 0.375 09-01-27Bond | Akamai Technologies Inc | — | EXIT | Sold out |
| 43 | NMFC 7.5 10-15-25Bond | New Mountain Finance Cor | — | EXIT | Sold out |
| 44 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 45 | HAE 2.5 06-01-29Bond | Haemonetics CORP | — | EXIT | Sold out |
| 46 | MKSI 1.25 06-01-30Bond | Mks Inc | — | EXIT | Sold out |
| 47 | BXSL | Blackstone Secured Lending F | — | EXIT | Sold out |
| 48 | BYLD | Ishares Yield Optimized Bond | — | NEW | New buy |
| 49 | USHY | Ishares Broad Usd High Yield | — | NEW | New buy |
| 50 | MELI | Mercadolibre Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Laffer Tengler Investments, Inc. reported a total U.S. public equity portfolio value of $772.5M across 181 disclosed positions in Q4 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, GS, MSFT) accounted for 16.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
ULTA
市值: $3.1M
Top Position Liquidated / Trimmed
CMG
前期市值: $3.3M
During Q4 2025, Laffer Tengler Investments, Inc.'s top holdings by market value included AVGO (4.6%)、GS (4.4%)、MSFT (4.2%). The largest single position, AVGO, represented 4.6% of total portfolio value.
In Q4 2025, Laffer Tengler Investments, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 12 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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