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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 6 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHF SCHWAB STRATEGIC TR 47,759.0 $1.2M 0.17% $24.75 +13.5%
102 BERKSHIRE HATHAWAY INC DEL 2,434.0 $1.2M 0.17% +2K +424.6% $479.20
103 IEMG ISHARES INC 15,068.0 $1.1M 0.15% $69.75 +19.2%
104 INFL LISTED FDS TR 20,000.0 $1.0M 0.15% NEW $52.06 -1.6%
105 QQQ INVESCO QQQ TR Financial Services 1,707.0 $985K 0.14% $577.08 +26.5%
106 BINC BLACKROCK ETF TRUST II 18,663.0 $969K 0.14% -6K -24.5% $51.93 +0.8%
107 BXSL BLACKSTONE SECD LENDING FD Financial Services 40,111.0 $950K 0.14% NEW $23.69 +0.5%
108 TER TERADYNE INC Technology 3,152.0 $934K 0.14% +829.0 +35.7% $296.46 +38.1%
109 EWJ ISHARES INC 10,838.0 $915K 0.14% $84.44 +11.5%
110 LIN LINDE PLC Basic Materials 1,682.0 $834K 0.12% +218.0 +14.9% $495.76 +4.5%
111 PAAS PAN AMERN SILVER CORP Basic Materials 14,776.0 $807K 0.12% +1K +9.3% $54.63 -5.0%
112 COHR COHERENT CORP Technology 3,317.0 $790K 0.12% +376.0 +12.8% $238.21 +60.7%
113 CCJ CAMECO CORP Energy 7,231.0 $785K 0.12% +2K +38.3% $108.61 -0.7%
114 IVV ISHARES TR 1,194.0 $780K 0.12% $653.21 +15.1%
115 VEA VANGUARD TAX-MANAGED FDS 12,142.0 $778K 0.12% $64.08 +12.9%
116 PL PLANET LABS PBC Industrials 27,455.0 $767K 0.11% +11K +68.7% $27.95 +0.9%
117 ISRG INTUITIVE SURGICAL INC Healthcare 1,663.0 $767K 0.11% +252.0 +17.9% $460.99 -9.5%
118 COINBASE GLOBAL INC 812.0 $757K 0.11% NEW $932.21
119 EZU ISHARES INC 11,235.0 $704K 0.10% $62.64 +10.7%
120 IWB ISHARES TR 1,892.0 $675K 0.10% $356.56 +14.8%
Page 6 of 10  ·  182 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%