LAFFER TENGLER INVESTMENTS, INC.

Q3 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$776,527
Net value change ($000)
-5,026 (-0.6%)
New positions
9
Sold out positions
15
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
NVDA 16,557 104.1%
AMZN 13,171 103.7%
MSFT 9,863 43.4%
MU 8,760 215.2%
META 7,071 NEW
LLY 5,306 1076.3%
PLTR 3,633 102.2%
ABBV 3,449 19.2%
WMB 2,519 31.4%
CVX 2,033 22.4%
Top Reduces (Value $000, Stocks/ETFs)
CARR -11,088 -100.0%
LHX -9,941 -100.0%
LRCX -9,563 -25.4%
DHI -8,039 -100.0%
IBM -7,912 -89.7%
PLD -7,071 -100.0%
NEE -6,606 -100.0%
GS -5,516 -18.4%
APO -3,133 -100.0%
HD -3,072 -19.6%
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