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Portfolio (Quarterly) Guide ↗

LAFFER TENGLER INVESTMENTS, INC.

· CIK 0001307878
13F Portfolio $782M AUM 179 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 58 Added 55 Reduced 21 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ALPHABET INC 82,855.0 $4.2M 0.54% NEW $50.56
2 MU MICRON TECHNOLOGY INC Technology 3,526.0 $4.1M 0.52% NEW $1154.29 -15.6%
3 TGLR WEDBUSH SER TR 86,177.0 $3.5M 0.45% NEW $40.50 -1.3%
4 SPACE EXPLORATION TECHN CORP 19,940.0 $3.4M 0.44% NEW $170.86
5 ALLIANT ENERGY CORP 2,764.0 $3.0M 0.39% NEW $1100.45
6 GLADSTONE CAP CORP 2,453.0 $2.4M 0.31% NEW $990.26
7 GUIDEWIRE SOFTWARE INC 1,791.0 $1.7M 0.22% NEW $966.98
8 MRVL MARVELL TECHNOLOGY INC Technology 1,800.0 $536K 0.07% NEW $297.89 -15.7%
9 CGNX COGNEX CORP Technology 7,081.0 $513K 0.07% NEW $72.42 -17.5%
10 INTC INTEL CORP Technology 2,985.0 $417K 0.05% NEW $139.63 -34.0%
11 WHIRLPOOL CORP 9,330.0 $327K 0.04% NEW $35.07
12 HONEYWELL INTL INC 1,153.0 $258K 0.03% NEW $224.00
13 HONEYWELL AEROSPACE INC 1,153.0 $255K 0.03% NEW $221.08
14 BK BANK OF NY MELLON CORP Financial Services 1,620.0 $234K 0.03% NEW $144.61 -0.6%
15 QBTS D-WAVE QUANTUM INC Technology 9,599.0 $230K 0.03% NEW $23.99 -21.6%
16 IWM ISHARES TR 758.0 $228K 0.03% NEW $300.45 -0.9%
17 PSA PUBLIC STORAGE Real Estate 678.0 $216K 0.03% NEW $318.31 +1.4%
18 UNH UNITEDHEALTH GROUP INC Healthcare 490.0 $204K 0.03% NEW $415.63 -7.4%

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 35.1%
Financial Services 14.2%
Consumer Cyclical 12.6%
Industrials 12.2%
Healthcare 5.7%
Communication Services 5.5%
Consumer Defensive 3.9%
Energy 3.5%
Utilities 3.5%
Basic Materials 2.5%