LAFFER TENGLER INVESTMENTS, INC.
Long book
$607.8M
Q1 2026
Positions
152
Top-10 weight
34%
concentration
Last quarter
+14.2%
SPY +14.8%
Turnover
32%
of book per quarter
Strategy in plain words
auto-generated from filingsLAFFER TENGLER INVESTMENTS, INC. is an institutional manager, running a $607.8M US long book across 152 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: GOLDMAN SACHS GROUP INC, LAM RESEARCH CORP, BROADCOM INC, MICROSOFT CORP, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 0.6pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.1%
Q2 2024
+7.3%
Q3 2024
+2.3%
Q4 2024
-4.5%
Q1 2025
+15.9%
Q2 2025
+8.4%
Q3 2025
+1.5%
Q4 2025
-1.0%
Q1 2026
+14.2%
Sector allocation
Technology 30%
Industrials 19%
Consumer discretionary 14%
Financials 14%
Healthcare 7%
Other 4%
Energy 4%
Utilities 3%
Long book by quarter
What does LAFFER TENGLER own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GS GOLDMAN SACHS GROUP INC | Financials | 29.3K | $24.8M | 4.1% | -4.0% |
| LRCX LAM RESEARCH CORP | Industrials | 114.3K | $24.4M | 4.0% | -5.0% |
| AVGO BROADCOM INC | Technology | 77.5K | $24.0M | 3.9% | -4.1% |
| MSFT MICROSOFT CORP | Technology | 59.9K | $22.2M | 3.6% | +14.0% |
| GOOGL ALPHABET INC-CL A | Technology | 73.7K | $21.2M | 3.5% | +19.1% |
| WMT WALMART INC | Consumer discretionary | 164.1K | $20.4M | 3.4% | -5.8% |
| AXP AMERICAN EXPRESS CO | Financials | 63.9K | $19.3M | 3.2% | +3.1% |
| JPM JPMORGAN CHASE & CO | Financials | 64.7K | $19.0M | 3.1% | +4.1% |
| AAPL APPLE INC | Technology | 74.7K | $19.0M | 3.1% | +8.5% |
| ABBV ABBVIE INC | Healthcare | 70.6K | $15.3M | 2.5% | +2.9% |
| RTX RTX CORP | Industrials | 75.0K | $14.5M | 2.4% | +3.7% |
| PWR QUANTA SERVICES INC | Industrials | 23.9K | $13.1M | 2.2% | +1.4% |
| HD HOME DEPOT INC | Consumer discretionary | 37.1K | $12.2M | 2.0% | +0.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 48.8K | $11.9M | 2.0% | +5.5% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 34.0K | $11.7M | 1.9% | +5.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 53.6K | $11.2M | 1.8% | +0.5% |
| CVX CHEVRON CORP | Energy | 53.4K | $11.0M | 1.8% | -23.2% |
| TJX TJX COMPANIES INC | Consumer discretionary | 62.8K | $10.0M | 1.6% | +4.7% |
| ORCL ORACLE CORP | Technology | 66.3K | $9.8M | 1.6% | +3.7% |
| CSCO CISCO SYSTEMS INC | Technology | 123.3K | $9.6M | 1.6% | +3.7% |
| STLD STEEL DYNAMICS INC | Industrials | 52.4K | $9.4M | 1.6% | +2.6% |
| NVDA NVIDIA CORP | Technology | 52.5K | $9.2M | 1.5% | +2.4% |
| EMR EMERSON ELECTRIC CO | Industrials | 67.1K | $8.8M | 1.4% | +3.5% |
| SBUX STARBUCKS CORP | Consumer discretionary | 94.0K | $8.4M | 1.4% | +4.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 26.8K | $8.3M | 1.4% | +7.6% |
| CARR CARRIER GLOBAL CORP | Industrials | 147.4K | $8.3M | 1.4% | +3.6% |
| PANW PALO ALTO NETWORKS INC | Technology | 51.0K | $8.2M | 1.3% | -0.6% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 16.3K | $7.9M | 1.3% | +9.8% |
| WMB WILLIAMS COS INC | Utilities | 104.8K | $7.6M | 1.3% | +24.7% |
| BAM BROOKFIELD ASSET MGMT-A | Financials | 162.5K | $7.2M | 1.2% | +2.2% |
| UBER UBER TECHNOLOGIES INC | Services media | 95.6K | $6.9M | 1.1% | -1.8% |
| NEE NEXTERA ENERGY INC | Utilities | 73.5K | $6.8M | 1.1% | +3.0% |
| NOW SERVICENOW INC | Technology | 62.8K | $6.6M | 1.1% | +16.6% |
| DHI DR HORTON INC | Industrials | 47.6K | $6.5M | 1.1% | +36.1% |
| TSLA TESLA INC | Industrials | 16.5K | $6.1M | 1.0% | +4.2% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 24.1K | $5.8M | 1.0% | +7.8% |
| EOG EOG RESOURCES INC | Energy | 39.8K | $5.8M | 0.9% | -34.9% |
| DE DEERE & CO | Industrials | 9.8K | $5.5M | 0.9% | +4.3% |
| MDT MEDTRONIC PLC | Healthcare | 63.1K | $5.5M | 0.9% | +6.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 5.4K | $5.3M | 0.9% | +8.5% |
| BAC 7.25 PERP L BANK OF AMERICA CORP | — | 4.2K | $5.1M | 0.8% | +28.3% |
| WFC 7.5 PERP L WELLS FARGO & COMPANY | — | 4.4K | $5.1M | 0.8% | +34.2% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 11.4K | $4.4M | 0.7% | +1.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 29.4K | $4.3M | 0.7% | +24.1% |
| ETN EATON CORP PLC | Industrials | 11.7K | $4.2M | 0.7% | +25.2% |
| HPE 7.625 09/01/27 HP ENTERPRISE CO | — | 63.6K | $4.1M | 0.7% | +3.8% |
| GEV GE VERNOVA INC | Industrials | 4.1K | $3.5M | 0.6% | New |
| SYK STRYKER CORP | Healthcare | 10.1K | $3.3M | 0.5% | +1.0% |
| BA 6 10/15/27 BOEING CO/THE | — | 51.0K | $3.3M | 0.5% | -0.5% |
| V VISA INC-CLASS A SHARES | Services media | 10.9K | $3.3M | 0.5% | +1.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 182 | $677.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 181 | $658.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 162 | $631.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 163 | $561.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 132 | $469.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 146 | $508.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 4, 2024 | 172 | $493.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 393 | $464.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 409 | $387.3M | canonical | SEC ↗ |
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