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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISRG INTUITIVE SURGICAL INC Healthcare 1,648.0 $655K 0.08% -15.0 -0.9% $397.68 +0.0%
122 USHY ISHARES TR 16,824.0 $623K 0.08% -1K -7.7% $37.02 -0.4%
123 PARSONS CORP DEL 608.0 $610K 0.08% -33.0 -5.2% $1003.45
124 CEG CONSTELLATION ENERGY CORP Utilities 2,430.0 $604K 0.08% +971.0 +66.5% $248.37 +10.4%
125 PAVE GLOBAL X FDS 10,000.0 $589K 0.07% $58.92 -3.6%
126 DIA STATE STR SPDR DOW JONES IND Financial Services 1,096.0 $573K 0.07% $522.39 +2.3%
127 EFA ISHARES TR 5,453.0 $566K 0.07% -661.0 -10.8% $103.88 +3.6%
128 VUG VANGUARD INDEX FDS 6,540.0 $563K 0.07% +5K +500.0% $86.14 +2.1%
129 AMGN AMGEN INC Healthcare 1,522.0 $551K 0.07% +85.0 +5.9% $362.12 +22.2%
130 IRIDIUM COMMUNICATIONS INC 9,980.0 $547K 0.07% -7K -41.0% $54.85
131 MRVL MARVELL TECHNOLOGY INC Technology 1,800.0 $536K 0.07% NEW $297.89 -20.3%
132 GD GENERAL DYNAMICS CORP Industrials 1,513.0 $536K 0.07% $354.24 +10.8%
133 EWU ISHARES TR 11,600.0 $535K 0.07% $46.14 +5.3%
134 BWXT BWX TECHNOLOGIES INC Industrials 2,676.0 $521K 0.07% +143.0 +5.7% $194.65 -16.6%
135 CGNX COGNEX CORP Technology 7,081.0 $513K 0.07% NEW $72.42 -16.3%
136 BAC BANK OF AMER CORP Financial Services 8,841.0 $504K 0.06% -259.0 -2.9% $56.98 +10.9%
137 LLY ELI LILLY & CO Healthcare 411.0 $493K 0.06% $1199.43 +6.8%
138 XOM EXXON MOBIL CORP Energy 3,560.0 $487K 0.06% $136.72 +20.5%
139 MELI MERCADOLIBRE INC Consumer Cyclical 285.0 $484K 0.06% $1697.39 +12.4%
140 PLTM GRANITESHARES PLATINUM TR Financial Services 30,695.0 $459K 0.06% +3K +9.3% $14.94 +16.9%
Page 7 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%