LAFFER TENGLER INVESTMENTS, INC.

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
182
Total value ($000)
$677,244
Net value change ($000)
+19,224 (2.9%)
New positions
17
Sold out positions
25
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 3,825 18.6%
GEV 3,546 NEW
PWR 3,177 31.9%
WMB 2,579 51.0%
JNJ 2,352 24.6%
ORCL 2,284 NEW
LHX 2,246 23.6%
GLD 2,172 912.6%
GOOGL 1,824 9.4%
PFFA 1,529 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVGO -3,979 -14.2%
AXP -3,601 -15.7%
MSFT -3,250 -12.8%
XYL -3,149 -100.0%
ORCL -2,707 -21.7%
TETRA TECH INC NEW -2,502 -100.0%
GS -2,052 -7.6%
VRIG -1,793 -54.4%
NOW -1,685 -20.4%
BAC -1,635 -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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type