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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 9 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TXN TEXAS INSTRS INC Technology 1,570.0 $305K 0.04% -254.0 -13.9% $194.14 +59.2%
162 PGR PROGRESSIVE CORP Financial Services 1,528.0 $303K 0.04% $198.24 +3.0%
163 AVAV AEROVIRONMENT INC Industrials 1,496.0 $274K 0.04% +573.0 +62.1% $183.05 -8.5%
164 TLN TALEN ENERGY CORP Utilities 830.0 $265K 0.04% +39.0 +4.9% $319.23 +29.7%
165 PG PROCTER & GAMBLE CO Consumer Defensive 1,834.0 $265K 0.04% -2K -45.2% $144.44 +5.6%
166 SHIFT4 PMTS INC 4,850.0 $265K 0.04% NEW $54.57
167 IAU ISHARES GOLD TR Financial Services 2,951.0 $260K 0.04% $88.16 -7.4%
168 KO COCA COLA CO Consumer Defensive 3,419.0 $260K 0.04% -66.0 -1.9% $76.05 +5.6%
169 SO SOUTHERN CO Utilities 2,600.0 $251K 0.04% $96.52 -2.1%
170 WM WASTE MGMT INC DEL Industrials 1,089.0 $250K 0.04% $229.79 -5.5%
171 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 10,000.0 $244K 0.04% NEW $24.39 -8.4%
172 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,221.0 $239K 0.04% -339.0 -21.7% $196.04 +7.5%
173 SERV SERVE ROBOTICS INC Industrials 28,292.0 $239K 0.04% +10K +54.1% $8.44 -20.1%
174 NGG NATIONAL GRID PLC Utilities 2,789.0 $236K 0.04% NEW $84.60 -2.4%
175 FEZ SPDR INDEX SHS FDS 3,800.0 $236K 0.04% $62.08 +12.8%
176 COP CONOCOPHILLIPS Energy 1,770.0 $234K 0.03% NEW $132.00 -16.3%
177 MS MORGAN STANLEY Financial Services 1,417.0 $233K 0.03% -463.0 -24.6% $164.57 +34.0%
178 LEU CENTRUS ENERGY CORP Energy 1,334.0 $232K 0.03% +116.0 +9.5% $173.59 -2.4%
179 ABT ABBOTT LABORATORIES Healthcare 2,181.0 $224K 0.03% -85.0 -3.8% $102.67 -12.6%
180 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 3,154.0 $222K 0.03% NEW $70.51 -20.0%
Page 9 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%