Laffer Tengler Investments
Laffer Tengler Investments reported 179 stocks worth $782M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are LRCX (4.8%), GS (3.8%) and AVGO (3.7%). Compared with Q1 2026, the fund opened new positions in MU, UBER and CSWC, added to GS, AXP and MSFT, trimmed LRCX, AVGO and GOOGL and sold out of EOG, MDT and NFLX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LRCX Lam Research Corp | $37.6M | 4.8% | 87K | −27K (−24%) | 7 of 8 | |
| 2 |  GS Goldman Sachs Group Inc | $30M | 3.8% | 30K | +349 (+1%) | 8 of 8 | |
| 3 |  AVGO Broadcom Inc | $29M | 3.7% | 77K | −649 (−1%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $25.1M | 3.2% | 70K | −3,462 (−5%) | 8 of 8 | |
| 5 |  AXP American Express Co | $24.7M | 3.2% | 73K | +9,007 (+14%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $22.7M | 2.9% | 61K | +954 (+2%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $21.7M | 2.8% | 75K | +149 (+0%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $21.6M | 2.8% | 66K | +1,190 (+2%) | 8 of 8 | |
| 9 |  WMT Walmart Inc | $19M | 2.4% | 168K | +3,405 (+2%) | 8 of 8 | |
| 10 |  ABBV Abbvie Inc | $18M | 2.3% | 71K | +876 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EOG Eog Res Inc | $5.8M | 40K |
 MDT Medtronic PLC F | $5.5M | 63K |
 NFLX Netflix Inc | $2.6M | 27K |
 2649699D ETF Opportunities Trust | $2M | 54K |
 BXSL Blackstone Secured | $950K | 40K |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 21, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Laffer Tengler Investments 13F FAQ
What does Laffer Tengler Investments own?
Laffer Tengler Investments reported 179 stocks worth $782M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are LRCX (4.8%), GS (3.8%) and AVGO (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Laffer Tengler Investments buy and sell in Q2 2026?
Compared with Q1 2026: 44 new positions, 63 added to, 38 trimmed and 17 sold out. New positions include MU, UBER and CSWC. It sold all of EOG, MDT and NFLX.
When will Laffer Tengler Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Laffer Tengler Investments's portfolio worth?
The Q2 2026 filing reports $782M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.