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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 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CLOI VANECK ETF TRUST 8,474.0 $449K 0.06% -713.0 -7.8% $52.95 -0.1%
142 VNOM VIPER ENERGY INC Energy 10,206.0 $433K 0.06% $42.40 +6.2%
143 MS MORGAN STANLEY Financial Services 2,064.0 $431K 0.06% +647.0 +45.7% $209.04 -0.7%
144 INTC INTEL CORP Technology 2,985.0 $417K 0.05% NEW $139.63 -34.0%
145 NRG NRG ENERGY INC Utilities 2,850.0 $416K 0.05% $146.06 -21.0%
146 VARONIS SYS INC 423.0 $415K 0.05% -27.0 -6.0% $980.57
147 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,250.0 $413K 0.05% -156.0 -11.1% $330.46 -0.3%
148 TLN TALEN ENERGY CORP Utilities 1,061.0 $408K 0.05% +231.0 +27.8% $384.26 -17.5%
149 SYM SYMBOTIC INC Industrials 8,766.0 $394K 0.05% +743.0 +9.3% $44.95 -7.8%
150 VST VISTRA CORP Utilities 2,471.0 $392K 0.05% +402.0 +19.4% $158.63 -12.4%
151 NUTANIX INC 391.0 $386K 0.05% -21.0 -5.1% $986.41
152 VFH VANGUARD WORLD FD 2,924.0 $385K 0.05% $131.60 +5.9%
153 VWO VANGUARD INTL EQUITY INDEX F 6,397.0 $382K 0.05% $59.69 +0.6%
154 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,388.0 $381K 0.05% +288.0 +9.3% $112.32 +33.8%
155 PM PHILIP MORRIS INTL INC Consumer Defensive 2,004.0 $363K 0.05% $180.91 +5.9%
156 VOX VANGUARD WORLD FD 1,920.0 $353K 0.04% $183.95 +0.3%
157 TXN TEXAS INSTRS INC Technology 1,132.0 $337K 0.04% -438.0 -27.9% $298.07 -10.9%
158 PGR PROGRESSIVE CORP Financial Services 1,528.0 $334K 0.04% $218.45 +0.9%
159 WHIRLPOOL CORP 9,330.0 $327K 0.04% NEW $35.07
160 KO COCA COLA CO Consumer Defensive 3,419.0 $278K 0.04% $81.27 +11.4%
Page 8 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%