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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
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BINC BLACKROCK ETF TRUST II 17,234.0 $902K 0.12% -1K -7.7% $52.34 -0.6%
42 VRIG INVESCO ACTIVELY MANAGED EXC 29,514.0 $740K 0.10% -31K -50.9% $25.07 +0.2%
43 COINBASE GLOBAL INC 767.0 $690K 0.09% -45.0 -5.5% $899.81
44 ISRG INTUITIVE SURGICAL INC Healthcare 1,648.0 $655K 0.08% -15.0 -0.9% $397.68 -5.8%
45 USHY ISHARES TR 16,824.0 $623K 0.08% -1K -7.7% $37.02 -0.6%
46 PARSONS CORP DEL 608.0 $610K 0.08% -33.0 -5.2% $1003.45
47 EFA ISHARES TR 5,453.0 $566K 0.07% -661.0 -10.8% $103.88 +3.3%
48 IRIDIUM COMMUNICATIONS INC 9,980.0 $547K 0.07% -7K -41.0% $54.85
49 BAC BANK OF AMER CORP Financial Services 8,841.0 $504K 0.06% -259.0 -2.9% $56.98 +8.6%
50 CLOI VANECK ETF TRUST 8,474.0 $449K 0.06% -713.0 -7.8% $52.95 -0.1%
51 VARONIS SYS INC 423.0 $415K 0.05% -27.0 -6.0% $980.57
52 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,250.0 $413K 0.05% -156.0 -11.1% $330.46 -0.3%
53 NUTANIX INC 391.0 $386K 0.05% -21.0 -5.1% $986.41
54 TXN TEXAS INSTRS INC Technology 1,132.0 $337K 0.04% -438.0 -27.9% $298.07 -10.9%
55 LMT LOCKHEED MARTIN CORP Industrials 409.0 $208K 0.03% -606.0 -59.7% $509.46 +12.2%
Page 3 of 3  ·  55 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 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%