Institutional Fund
Laffer Tengler Investments, Inc.
Scottsdale, AZCIK 13078785 filings on record
Portfolio Value
$607.83M
Q1 2026
Holdings
152
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-7.6%
from $658.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Goldman Sachs Group Inc4.1%
- Lam Research Corp4.0%
- Broadcom Inc3.9%
- Microsoft Corp3.6%
- Alphabet Inc3.5%
- Walmart Inc3.4%
- Other77.5%
Portfolio Holdings
152 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc | 29.3K | $24.78M | 4.1% | −1.2K | Reduced |
| 2 | Lam Research Corp | 114.3K | $24.42M | 4.0% | −6.0K | Reduced |
| 3 | Broadcom Inc | 77.5K | $24.00M | 3.9% | −3.3K | Reduced |
| 4 | Microsoft Corp | 59.9K | $22.18M | 3.6% | +7.3K | Added |
| 5 | Alphabet Inc | 73.7K | $21.18M | 3.5% | +11.8K | Added |
| 6 | Walmart Inc | 164.1K | $20.40M | 3.4% | −10.1K | Reduced |
| 7 | American Express Co | 63.9K | $19.33M | 3.2% | +1.9K | Added |
| 8 | Jpmorgan Chase & Co. | 64.7K | $19.03M | 3.1% | +2.5K | Added |
| 9 | Apple Inc | 74.7K | $18.96M | 3.1% | +5.9K | Added |
| 10 | Abbvie Inc | 70.6K | $15.35M | 2.5% | +2.0K | Added |
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