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Portfolio (Quarterly) Guide ↗

LAFFER TENGLER INVESTMENTS, INC.

· CIK 0001307878
13F Portfolio $677M AUM 182 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 88 Added 34 Reduced 27 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,406.0 $428K 0.06% +153.0 +12.2% $304.08 +15.2%
82 SYM SYMBOTIC INC Industrials 8,023.0 $427K 0.06% +2K +36.0% $53.20 -23.3%
83 CEG CONSTELLATION ENERGY CORP Utilities 1,459.0 $407K 0.06% +332.0 +29.5% $279.25 -4.0%
84 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,100.0 $406K 0.06% +834.0 +36.8% $131.01 -5.4%
85 AVAV AEROVIRONMENT INC Industrials 1,496.0 $274K 0.04% +573.0 +62.1% $183.05 -8.9%
86 TLN TALEN ENERGY CORP Utilities 830.0 $265K 0.04% +39.0 +4.9% $319.23 +27.3%
87 SERV SERVE ROBOTICS INC Industrials 28,292.0 $239K 0.04% +10K +54.1% $8.44 -22.3%
88 LEU CENTRUS ENERGY CORP Energy 1,334.0 $232K 0.03% +116.0 +9.5% $173.59 -4.7%
Page 5 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 14.3%
Industrials 13.3%
Consumer Cyclical 12.4%
Healthcare 7.1%
Communication Services 6.2%
Energy 5.6%
Consumer Defensive 5.0%
Basic Materials 2.8%
Utilities 2.3%