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LAFFER TENGLER INVESTMENTS 13F portfolio summary

LAFFER TENGLER INVESTMENTS of LAFFER TENGLER INVESTMENTS has 179 current stock holdings with a reported portfolio value of $781.6M. The portfolio 1 year return is +105.08%. Top holdings include LRCX (4.82%), GS (3.84%), AVGO (3.72%), GOOGL (3.21%), AXP (3.16%).

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LAFFER TENGLER INVESTMENTS

LAFFER TENGLER INVESTMENTS
Latest filing: 2026-06-30

LAFFER TENGLER INVESTMENTS runs LAFFER TENGLER INVESTMENTS and currently holds 179 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $781.55M. Their top holdings are LRCX, GS, AVGO, GOOGL, AXP. The top five represent 18.7% of reported portfolio weight. LAFFER TENGLER INVESTMENTS ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, LAFFER TENGLER INVESTMENTS initiated 4 new positions. They added to 51 existing positions. They trimmed 28 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
LRCX4.8%
GS3.8%
AVGO3.7%
GOOGL3.2%
AXP3.2%
Top 5: 18.7%
Portfolio Returns
1 Year
+105.08%
#0/1000
3 Year
+175.78%
#0/1000
5 Year
+173.68%
#0/1000

Portfolio Value

$781.55M

Alpha Score

144.7

#0 of 1000

Holdings

179

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179 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
LRCX
LAM RESEARCH CORP
4.82%$84.74$314.00+270.55%
Trimmed
-24.02%
GS
GOLDMAN SACHS GROUP INC
3.84%$443.41$1,039.41+134.41%
Added
+1.19%
AVGO
BROADCOM INC
3.72%$74.91$368.45+391.86%
Trimmed
-0.84%
GOOGL
ALPHABET INC
3.21%$191.00$344.82+80.53%
Trimmed
-4.70%
AXP
AMERICAN EXPRESS CO
3.16%$236.57$336.07+42.06%
Added
+14.09%
MSFT
MICROSOFT CORP
2.91%$328.27$483.24+47.21%
Added
+1.59%
AAPL
APPLE INC
2.77%$193.33$309.35+60.01%
Added
+0.20%
JPM
JPMORGAN CHASE & CO
2.76%$185.37$351.64+89.69%
Added
+1.84%
WMT
WALMART INC
2.43%$68.68$103.70+50.99%
Added
+2.07%
ABBV
ABBVIE INC
2.30%$149.67$265.01+77.06%
Added
+1.24%

Showing 1-10 of 179