Institutional Manager · CIK 0001307878
Laffer Tengler Investments
NASHVILLE, TN · File #028-10975
Latest AUM
$658.0M
Positions
181
Top-10 Concentration
42.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025181 pos · $658.0M
- 13F HOLDINGS REPORTQ/E Sep 2025162 pos · $631.5M
- 13F HOLDINGS REPORTQ/E Jun 2025163 pos · $561.1M
- 13F HOLDINGS REPORTQ/E Mar 2025132 pos · $469.7M
- 13F HOLDINGS REPORTQ/E Dec 2024146 pos · $508.6M
- 13F HOLDINGS REPORTQ/E Sep 2024172 pos · $493.8M
- 13F HOLDINGS REPORTQ/E Jun 2024393 pos · $464.0M
- 13F HOLDINGS REPORTQ/E Mar 2024409 pos · $387.3M
- 13F HOLDINGS REPORTQ/E Dec 2023322 pos · $340.1M
- 13F HOLDINGS REPORTQ/E Sep 2023385 pos · $376.9M
- 13F HOLDINGS REPORTQ/E Jun 2023400 pos · $369.1M
- 13F HOLDINGS REPORTQ/E Mar 2023419 pos · $347.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 80,843 | $28.0M | 5.47% |
| 2 | GOLDMAN SACHS GROUP INC | GSCE | 30,526 | $26.8M | 5.25% |
| 3 | MICROSOFT CORP | MSFT | 52,591 | $25.4M | 4.97% |
| 4 | AMERICAN EXPRESS CO | AXP | 61,984 | $22.9M | 4.48% |
| 5 | LAM RESEARCH CORP | LRCX | 120,333 | $20.6M | 4.03% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 62,166 | $20.0M | 3.92% |
| 7 | WALMART INC | WMT | 174,256 | $19.4M | 3.80% |
| 8 | ALPHABET INC | GOOG | 61,847 | $19.4M | 3.79% |
| 9 | APPLE INC | AAPL | 68,836 | $18.7M | 3.66% |
| 10 | ABBVIE INC | ABBV | 68,592 | $15.7M | 3.06% |
| 11 | RTX CORPORATION | RTX | 72,324 | $13.3M | 2.59% |
| 12 | HOME DEPOT INC | HD | 36,792 | $12.7M | 2.48% |
| 13 | ORACLE CORP | ORCL-PD | 63,947 | $12.5M | 2.44% |
| 14 | AMAZON COM INC | AMZN | 53,303 | $12.3M | 2.41% |
| 15 | CHEVRON CORP NEW | CVX | 69,454 | $10.6M | 2.07% |
| 16 | QUANTA SVCS INC | 74762E102 | 23,622 | $10.0M | 1.95% |
| 17 | JOHNSON & JOHNSON | JNJ | 46,274 | $9.6M | 1.87% |
| 18 | NVIDIA CORPORATION | NVDA | 51,299 | $9.6M | 1.87% |
| 19 | L3HARRIS TECHNOLOGIES INC | LHX | 32,370 | $9.5M | 1.86% |
| 20 | PALO ALTO NETWORKS INC | PANW | 51,354 | $9.5M | 1.85% |