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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 6 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QQQ INVESCO QQQ TR Financial Services 1,707.0 $1.3M 0.16% $736.28 -3.4%
102 IEMG ISHARES INC 15,068.0 $1.2M 0.16% $82.84 -2.2%
103 BERKSHIRE HATHAWAY INC DEL 2,403.0 $1.2M 0.15% -31.0 -1.3% $500.39
104 SYNAPTICS INC 799.0 $1.2M 0.15% +307.0 +62.4% $1484.83
105 COHR COHERENT CORP Technology 2,999.0 $1.2M 0.15% -318.0 -9.6% $394.47 -26.5%
106 RKLB ROCKET LAB CORP Industrials 10,552.0 $1.1M 0.14% +2K +17.1% $101.65 -28.2%
107 EWJ ISHARES INC 10,838.0 $1.0M 0.13% $93.27 +1.1%
108 INFL LISTED FDS TR 20,000.0 $998K 0.13% $49.88 +9.9%
109 AMAT APPLIED MATLS INC Technology 1,350.0 $976K 0.12% $723.00 -31.4%
110 PL PLANET LABS PBC Industrials 28,309.0 $938K 0.12% +854.0 +3.1% $33.13 -33.1%
111 LIN LINDE PLC Basic Materials 1,742.0 $904K 0.12% +60.0 +3.6% $518.94 -7.3%
112 BINC BLACKROCK ETF TRUST II 17,234.0 $902K 0.12% -1K -7.7% $52.34 -0.6%
113 VEA VANGUARD TAX-MANAGED FDS 12,561.0 $895K 0.12% +419.0 +3.5% $71.25 +2.2%
114 IVV ISHARES TR 1,194.0 $894K 0.11% $748.89 +2.3%
115 CCJ CAMECO CORP Energy 7,907.0 $805K 0.10% +676.0 +9.3% $101.86 -6.2%
116 EZU ISHARES INC 11,235.0 $781K 0.10% $69.50 +2.3%
117 IWB ISHARES TR 1,892.0 $775K 0.10% $409.50 +2.1%
118 VRIG INVESCO ACTIVELY MANAGED EXC 29,514.0 $740K 0.10% -31K -50.9% $25.07 +0.2%
119 PAAS PAN AMERN SILVER CORP Basic Materials 16,048.0 $719K 0.09% +1K +8.6% $44.79 +15.9%
120 COINBASE GLOBAL INC 767.0 $690K 0.09% -45.0 -5.5% $899.81
Page 6 of 9  ·  179 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%