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Latest Laffer Investments Stock Portfolio

$781Million | No. of Holdings #146

Laffer Investments Performance

2026 Q2+14.29%
YTD+11.71%
2025+16.36%

About Laffer Investments and 13F Hedge Fund Stock Holdings

LAFFER TENGLER INVESTMENTS, INC. is a hedge fund based in Nashville, TN. On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, LAFFER TENGLER INVESTMENTS, INC. reported an equity portfolio of $781.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LAFFER TENGLER INVESTMENTS, INC. are LRCX, GS, AVGO. The fund has invested 4.8% of it's portfolio in LAM RESEARCH CORP and 3.8% of portfolio in GOLDMAN SACHS GROUP INC. <br><br> The fund managers got completely rid off EOG RES INC (EOG), MEDTRONIC PLC (MDT) and NETFLIX INC. (NFLX) stocks. They significantly reduced their stock positions in LOCKHEED MARTIN CORP (LMT), INVESCO ACTIVELY MANAGED EXC (GSY) and IRIDIUM COMMUNICATIONS INC (IRDM). LAFFER TENGLER INVESTMENTS, INC. opened new stock positions in ALPHABET INC (GOOG), MICRON TECHNOLOGY INC (MU) and WEDBUSH SER TR. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), GE VERNOVA INC and CONSTELLATION ENERGY CORP (CEG).
Laffer Investments Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$781Million
  as of Jul 21, 2026

Laffer Investments Annual Return Estimates Vs S&P 500

Our best estimate is that LAFFER TENGLER INVESTMENTS, INC. made a return of 14.29% in the last quarter. In trailing 12 months, it's portfolio return was 20.74%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc4,189,320
micron technology inc4,070,030
wedbush ser tr3,490,590
space exploration techn corp3,406,950
alliant energy corp3,041,640
gladstone cap corp2,429,100
guidewire software inc1,731,860
marvell technology inc536,202
New stocks bought by Laffer Investments

Additions

Ticker% Inc.
vanguard index fds500
ge vernova inc170
uber technologies inc69.48
constellation energy corp66.55
synaptics inc62.4
nvidia corporation51.34
morgan stanley45.66
serve robotics inc42.81
Additions to existing portfolio by Laffer Investments

Reductions

Ticker% Reduced
lockheed martin corp-59.7
invesco actively managed exc-50.86
iridium communications inc-40.99
texas instrs inc-27.9
lam research corp-24.02
steel dynamics inc-17.92
hilton worldwide hldgs inc-11.1
costco wholesale corporation-10.91
Laffer Investments reduced stake in above stock

Sold off

Ticker$ Sold
medtronic plc-5,468,140
etf opportunities trust-1,967,870
blackstone secd lending fd-950,230
eog res inc-5,758,080
netflix inc.-2,566,240
sprott asset management lp-310,600
us bancorp-536,743
sprott asset management lp-243,900
Laffer Investments got rid off the above stocks

Sector Distribution

LAFFER TENGLER INVESTMENTS, INC. has about 33.6% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Consumer Cyclical
  • Others
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Defensive
  • Energy
  • Basic Materials
  • Utilities
  • Real Estate
Sector%
Technology33.6
Financial Services12.1
Consumer Cyclical11.3
Others11.2
Industrials10.8
Healthcare5.1
Communication Services4.7
Consumer Defensive3.5
Energy3
Basic Materials2.4
Utilities1.2
Real Estate1.1

Market Cap. Distribution

LAFFER TENGLER INVESTMENTS, INC. has about 88.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP60
LARGE-CAP28.4
UNALLOCATED11.2

Stocks belong to which Index?

About 84.6% of the stocks held by LAFFER TENGLER INVESTMENTS, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50084.6
Others15.2
Top 5 Winners (%)%
AMD
advanced micro devices inc
184.8 %
PANW
palo alto networks inc
112.2 %
AMAT
applied matls inc
111.5 %
CRWD
crowdstrike hldgs inc
95.2 %
LRCX
lam research corp
90.5 %
Top 5 Winners ($)$
LRCX
lam research corp
22.1 M
PANW
palo alto networks inc
9.2 M
AVGO
broadcom inc
5.3 M
GOOG
alphabet inc
5.0 M
CSCO
cisco sys inc
5.0 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
ALB
albemarle corp
-22.7 %
PLTM
graniteshares platinum tr
-20.3 %
PLTR
palantir technologies inc
-19.9 %
CVX
chevron corporation
-19.7 %
Top 5 Losers ($)$
CVX
chevron corporation
-2.2 M
LHX
l3harris technologies inc
-1.9 M
WMT
walmart inc
-1.8 M
VB
vanguard index fds
-1.3 M
MCD
mcdonalds corp
-1.2 M

Laffer Investments Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Laffer Investments

LAFFER TENGLER INVESTMENTS, INC. has 146 stocks in it's portfolio. About 31.9% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for LAFFER TENGLER INVESTMENTS, INC. last quarter.

$781.55MTotal Value
200Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Laffer Investments, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
Laffer Investments's holding in Etf Opportunities Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Laffer Investments's holding in Ishares Tr over time
0.24%44,195
$1.87M
0.24%
decreased 6.75 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Laffer Investments's holding in Ishares Tr over time
0.17%59,845
$1.36M
0.17%
decreased 7.64 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Laffer Investments's holding in Ishares Inc over time
0.1%11,235
$780.8K
0.1%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Laffer Investments's holding in Global X Fds over time
0.07%10,000
$589.2K
0.07%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Laffer Investments's holding in Ishares Tr over time
0.07%11,600
$535.2K
0.07%
unchanged 0 percentunchanged
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
Laffer Investments's holding in Etfis Ser Tr I over time
0.19%73,628
$1.51M
0.19%
decreased 1.99 percentreduced