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CIK: 0001307878
Total reported value
$772.5M
$772.5M
182 檔
15.1%
The Q1 2026 SEC filing reveals that Laffer Tengler Investments, Inc. held a total portfolio value of $772.5M, covering 182 public equity positions.
In Q1 2026, Laffer Tengler Investments, Inc. displayed an active expansion posture, initiating 28 new positions and adding to 88 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.66% | +0.22% | -4.05% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 3.61% | +1.26% | -5.00% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.54% | +0.22% | -4.08% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.34% | +13.95% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.13% | +0.12% | +19.10% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.01% | -0.55% | -5.81% | |
| 7 | AXP | American Express Co | Stock-Financials | 2.85% | +0.34% | +3.10% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | -0.02% | +4.06% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.80% | — | +8.54% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.27% | +0.06% | +2.88% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.14% | -0.26% | +3.70% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 1.94% | +0.11% | +1.37% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.80% | +0.23% | +0.90% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.76% | -0.13% | +5.45% | |
| 15 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.73% | -0.44% | +5.16% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.01% | +0.51% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.63% | -0.46% | -23.16% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.48% | +0.07% | +4.72% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.44% | -0.15% | +3.72% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.41% | +0.52% | +3.74% | |
| 21 | STLD | Steel Dynamics Inc | Stock-Materials | 1.39% | -0.11% | +2.65% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.71% | +2.39% | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.30% | -0.03% | +3.49% | |
| 24 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.24% | +0.18% | +4.01% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.23% | -0.11% | +7.59% | |
| 26 | CARR | Carrier Global CORP | Stock-Industrials | 1.23% | +0.21% | +3.64% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.21% | +1.02% | -0.61% | |
| 28 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.17% | -0.20% | +9.75% | |
| 29 | WMB | Williams Cos Inc | Stock-Energy | 1.13% | -0.09% | +24.75% | |
| 30 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.07% | -0.08% | +2.25% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 1.02% | -0.12% | -1.77% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.01% | -0.15% | +3.04% | |
| 33 | PLD | Prologis Inc | Stock-Real Estate | 0.99% | -0.07% | +6.89% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.97% | -0.16% | +16.60% | |
| 35 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.97% | +0.07% | +36.14% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | +0.01% | +4.21% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.28% | +7.80% | |
| 38 | EOG | Eog Resources Inc | Stock-Energy | 0.85% | -0.85% | EXIT | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.81% | +0.02% | +4.35% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.81% | -0.81% | EXIT | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.21% | +8.49% | |
| 42 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.75% | -0.06% | +28.33% | |
| 43 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.75% | -0.08% | +34.21% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | +0.46% | +1.03% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.63% | -0.17% | +24.15% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.62% | -0.01% | +25.22% | |
| 47 | HPE 7.625 09-01-27Bond | Hp Enterprise Co | Bond | 0.61% | +0.33% | +3.76% | |
| 48 | VTR 3.75 06-01-26Bond | Ventas Realty LP | Bond | 0.54% | -0.54% | EXIT | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.52% | +1.15% | — | |
| 50 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | Bond | 0.52% | -0.06% | -0.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTR 3.75 06-01-26Bond | Ventas Realty LP | +0.5% | -0.99% | Trim |
| 2 | GEV | GE Vernova Inc | +0.5% | NEW | New buy |
| 3 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | +0.5% | -0.52% | Trim |
| 4 | PNW 4.75 06-15-27Bond | Pinnacle West Capital | +0.5% | NEW | New buy |
| 5 | SO 4.5 06-15-27Bond | Southern Co | +0.5% | NEW | New buy |
| 6 | PPL 2.875 03-15-28Bond | Ppl Capital Funding Inc | +0.5% | +9.69% | Add |
| 7 | AEIS 2.5 09-15-28Bond | Advanced Energy Ind | +0.5% | -0.37% | Trim |
| 8 | CNP 4.25 08-15-26Bond | Centerpoint Energy Inc | +0.5% | +7.62% | Add |
| 9 | WEC 4.375 06-01-29Bond | Wec Energy Group Inc | +0.5% | NEW | New buy |
| 10 | CMS 3.375 05-01-28Bond | Cms Energy CORP | +0.4% | NEW | New buy |
| 11 | ON 0.5 03-01-29Bond | On Semiconductor CORP | +0.4% | +0.58% | Add |
| 12 | BXMT 5.5 03-15-27Bond | Blackstone Mortgage Tr | +0.4% | -0.38% | Trim |
| 13 | AWK 3.625 06-15-26Bond | American Water Capital C | +0.4% | +9.12% | Add |
| 14 | TTEK 2.25 08-15-28Bond | Tetra Tech Inc | +0.4% | +9.09% | Add |
| 15 | GPN 1.5 03-01-31Bond | Global Payments Inc | +0.4% | -0.61% | Trim |
| 16 | ITRI 1.375 07-15-30Bond | Itron Inc | +0.4% | NEW | New buy |
| 17 | ORCL 6.5 01-15-29 DBond | Oracle CORP | +0.3% | NEW | New buy |
| 18 | GLD | Spdr Gold Shares | +0.3% | +833.33% | Add |
| 19 | UBER 0.875 12-01-28 2028Bond | Uber Technologies Inc | +0.3% | -0.06% | Trim |
| 20 | PWR | Quanta Services Inc | +0.3% | +1.37% | Add |
| 21 | WMB | Williams Cos Inc | +0.3% | +24.75% | Add |
| 22 | HALO 0.25 03-01-27Bond | Halozyme Therapeutics In | +0.3% | -0.40% | Trim |
| 23 | MTH 1.75 05-15-28Bond | Meritage Homes CORP | +0.3% | -0.25% | Trim |
| 24 | MKSI 1.25 06-01-30Bond | Mks Inc | +0.3% | NEW | New buy |
| 25 | LNTH 2.625 12-15-27Bond | Lantheus Holdings Inc | +0.3% | +3.41% | Add |
| 26 | LRCX | Lam Research CORP | +0.2% | -5.00% | Trim |
| 27 | PFFA | Virtus Infracap US Pref Stck | +0.2% | NEW | New buy |
| 28 | HAE 2.5 06-01-29Bond | Haemonetics CORP | +0.2% | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | +0.2% | +5.45% | Add |
| 30 | LHX | L3harris Technologies Inc | +0.2% | +5.16% | Add |
| 31 | INFL | Horizon Kinetics Infl Benef | +0.2% | NEW | New buy |
| 32 | DHI | Dr Horton Inc | +0.1% | +36.14% | Add |
| 33 | BXSL | Blackstone Secured Lending F | +0.1% | NEW | New buy |
| 34 | ETN | Eaton Corporation plc | +0.1% | +25.22% | Add |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +424.57% | Add |
| 36 | COIN 0.25 04-01-30Bond | Coinbase Global Inc | +0.1% | NEW | New buy |
| 37 | DE | Deere & Co | +0.1% | +4.35% | Add |
| 38 | WFC 7.5 PERP LBond | Wells Fargo & Company | +0.1% | +34.21% | Add |
| 39 | COST | Costco Wholesale CORP | +0.1% | +8.49% | Add |
| 40 | PSN 2.625 03-01-29Bond | Parsons CORP | +0.1% | +10.90% | Add |
| 41 | RKLB | Rocket Lab CORP | +0.1% | NEW | New buy |
| 42 | BAC 7.25 PERP LBond | Bank Of America CORP | +0.1% | +28.33% | Add |
| 43 | AMD | Advanced Micro Devices | +0.1% | +55.81% | Add |
| 44 | GD | General Dynamics CORP | +0.1% | NEW | New buy |
| 45 | SYNA 0.75 12-01-31Bond | Synaptics Inc | +0.1% | NEW | New buy |
| 46 | PAVE | Global X US Infrastructure | +0.1% | NEW | New buy |
| 47 | NEE | Nextera Energy Inc | +0.1% | +3.04% | Add |
| 48 | BYLD | Ishares Yield Optimized Bond | +0.1% | +65.80% | Add |
| 49 | TER | Teradyne Inc | +0.1% | +35.69% | Add |
| 50 | VNOM | Viper Energy Inc-cl A | +0.1% | 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 182 disclosed positions in Q1 2026.
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 GS, LRCX, AVGO) accounted for 15.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
GEV
市值: $3.5M
Top Position Liquidated / Trimmed
XYL
前期市值: $3.1M
During Q1 2026, Laffer Tengler Investments, Inc.'s top holdings by market value included GS (3.7%)、LRCX (3.6%)、AVGO (3.5%). The largest single position, GS, represented 3.7% of total portfolio value.
In Q1 2026, Laffer Tengler Investments, Inc. made 182 total portfolio adjustments, initiating 28 new buys, adding to 88 positions, trimming 43 holdings, and fully liquidating 23 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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