LAFFER TENGLER INVESTMENTS, INC.

Q3 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
162
Total value ($000)
$631,485
Net value change ($000)
+70,362 (12.5%)
New positions
33
Sold out positions
38
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 6,017 62.9%
GOOGL 5,685 61.6%
DHI 5,479 NEW
GS 5,120 28.0%
DE 4,013 NEW
JPM 3,767 24.8%
ABBV 3,521 30.5%
WMT 3,317 23.7%
MSFT 3,255 13.8%
HD 3,243 29.2%
Top Reduces (Value $000, Stocks/ETFs)
USB -10,935 -95.1%
ACN -3,603 -100.0%
CMG -3,056 -48.3%
LMT -2,666 -82.5%
PLTR -1,896 -35.2%
VRTX -1,748 -100.0%
BAC -1,476 -100.0%
JAZZ -1,427 -100.0%
PH -1,397 -100.0%
TETRA TECH INC NEW -1,388 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type