LAFFER TENGLER INVESTMENTS, INC.

Q4 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$658,020
Net value change ($000)
+26,535 (4.2%)
New positions
34
Sold out positions
6
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IBM 6,199 1486.6%
LRCX 5,013 32.2%
GOOGL 4,442 29.8%
AXP 3,802 19.9%
GS 3,415 14.6%
ULTA 3,075 NEW
TETRA TECH INC NEW 2,502 NEW
CSCO 2,235 32.3%
WMT 2,111 12.2%
RTX 1,933 17.1%
Top Reduces (Value $000, Stocks/ETFs)
TXN -6,498 -95.4%
CMG -3,270 -100.0%
HD -1,692 -11.8%
SPOT -1,567 -15.4%
UBER -1,566 -16.5%
NOW -1,555 -15.9%
VRIG -1,456 -30.6%
PANW -1,453 -13.3%
ORCL -1,404 -10.1%
MSFT -1,329 -5.0%
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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type