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Portfolio (Quarterly) Guide ↗

LAFFER TENGLER INVESTMENTS, INC.

· CIK 0001307878
13F Portfolio $658M AUM 181 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 181 New
Page 10 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 OWL BLUE OWL CAPITAL INC Financial Services 10,609.0 $158K 0.02% NEW $14.94 -34.0%
Page 10 of 10  ·  181 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 32.1%
Financial Services 15.6%
Consumer Cyclical 12.5%
Industrials 11.8%
Healthcare 7.2%
Communication Services 6.2%
Energy 5.0%
Consumer Defensive 4.6%
Basic Materials 2.5%
Utilities 1.3%