LAFFER TENGLER INVESTMENTS, INC.
181 holdingsFiling period: 2026-06-30Current AUM: $764.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | 86.9K | $37.6M | $23.5M | 3.08% | -27,457 | 2026-06-30 |
| 2 | GS | GOLDMAN SACHS GROUP INC | 29.6K | $30.0M | $28.9M | 3.79% | +349 | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 76.9K | $29.0M | $26.1M | 3.41% | -649 | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC | 70.2K | $25.1M | $24.2M | 3.17% | -3,462 | 2026-06-30 |
| 5 | AXP | AMERICAN EXPRESS CO | 72.9K | $24.7M | $23.7M | 3.09% | +9.0K | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 60.9K | $22.7M | $30.3M | 3.96% | +954 | 2026-06-30 |
| 7 | AAPL | APPLE INC | 74.9K | $21.7M | $24.8M | 3.24% | +149 | 2026-06-30 |
| 8 | JPM | JPMORGAN CHASE & CO | 65.9K | $21.6M | $23.2M | 3.04% | +1.2K | 2026-06-30 |
| 9 | WMT | WALMART INC | 167.5K | $19.0M | $18.1M | 2.37% | +3.4K | 2026-06-30 |
| 10 | ABBV | ABBVIE INC | 71.4K | $18.0M | $18.8M | 2.46% | +876 | 2026-06-30 |
| 11 | PANW | PALO ALTO NETWORKS INC | 50.6K | $17.2M | $19.0M | 2.48% | -485 | 2026-06-30 |
| 12 | NVDA | NVIDIA CORPORATION | 79.5K | $15.9M | $16.9M | 2.21% | +27.0K | 2026-06-30 |
| 13 | PWR | QUANTA SVCS INC | 22.0K | $15.8M | $13.5M | 1.76% | -1,953 | 2026-06-30 |
| 14 | HD | HOME DEPOT INC | 44.5K | $15.7M | $13.6M | 1.78% | +7.4K | 2026-06-30 |
| 15 | CSCO | CISCO SYS INC | 126.7K | $14.9M | $13.9M | 1.82% | +3.4K | 2026-06-30 |
| 16 | RTX | RTX CORPORATION | 76.7K | $14.6M | $15.0M | 1.96% | +1.7K | 2026-06-30 |
| 17 | GEV | GE VERNOVA INC | 11.0K | $12.9M | $9.7M | 1.27% | +6.9K | 2026-06-30 |
| 18 | AMZN | AMAZON COM INC | 53.3K | $12.7M | $13.2M | 1.73% | -266 | 2026-06-30 |
| 19 | JNJ | JOHNSON & JOHNSON | 49.7K | $12.6M | $13.3M | 1.74% | +909 | 2026-06-30 |
| 20 | TJX | TJX COS INC NEW | 79.1K | $12.0M | $9.9M | 1.29% | +16.4K | 2026-06-30 |
| 21 | CARR | CARRIER GLOBAL CORPORATION | 151.2K | $11.1M | $8.4M | 1.10% | +3.8K | 2026-06-30 |
| 22 | SBUX | STARBUCKS CORP | 107.0K | $10.9M | $10.3M | 1.35% | +13.0K | 2026-06-30 |
| 23 | ORCL | ORACLE CORP | 67.8K | $9.9M | $9.5M | 1.24% | +1.5K | 2026-06-30 |
| 24 | LHX | L3HARRIS TECHNOLOGIES INC | 34.2K | $9.9M | $8.5M | 1.12% | +168 | 2026-06-30 |
| 25 | STLD | STEEL DYNAMICS INC | 43.0K | $9.9M | $10.3M | 1.34% | -9,384 | 2026-06-30 |
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