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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FANG DIAMONDBACK ENERGY INC Energy 1,575.0 $277K 0.04% $175.78 +18.6%
162 PG PROCTER & GAMBLE CO Consumer Defensive 1,834.0 $269K 0.03% $146.64 -1.5%
163 SERV SERVE ROBOTICS INC Industrials 40,404.0 $266K 0.03% +12K +42.8% $6.58 -27.4%
164 FEZ SPDR INDEX SHS FDS 3,800.0 $261K 0.03% $68.68 +4.3%
165 HONEYWELL INTL INC 1,153.0 $258K 0.03% NEW $224.00
166 SPG SIMON PPTY GROUP INC NEW Real Estate 1,140.0 $255K 0.03% $223.65 -0.2%
167 HONEYWELL AEROSPACE INC 1,153.0 $255K 0.03% NEW $221.08
168 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,222.0 $252K 0.03% $206.01 +7.7%
169 SO SOUTHERN CO Utilities 2,600.0 $249K 0.03% $95.71 -3.7%
170 LEU CENTRUS ENERGY CORP Energy 1,456.0 $244K 0.03% +122.0 +9.2% $167.87 +9.4%
171 IWD ISHARES TR 979.0 $237K 0.03% $242.43 +6.7%
172 BK BANK OF NY MELLON CORP Financial Services 1,620.0 $234K 0.03% NEW $144.61 -0.6%
173 NGG NATIONAL GRID PLC Utilities 2,789.0 $231K 0.03% $82.87 -2.7%
174 QBTS D-WAVE QUANTUM INC Technology 9,599.0 $230K 0.03% NEW $23.99 -19.5%
175 IWM ISHARES TR 758.0 $228K 0.03% NEW $300.45 +0.4%
176 IAU ISHARES GOLD TR Financial Services 2,951.0 $223K 0.03% $75.51 +12.4%
177 PSA PUBLIC STORAGE Real Estate 678.0 $216K 0.03% NEW $318.31 +2.1%
178 LMT LOCKHEED MARTIN CORP Industrials 409.0 $208K 0.03% -606.0 -59.7% $509.46 +15.6%
179 UNH UNITEDHEALTH GROUP INC Healthcare 490.0 $204K 0.03% NEW $415.63 -6.5%
Page 9 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%