LAFFER TENGLER INVESTMENTS, INC. — 13F holdings

LAFFER TENGLER INVESTMENTS, INC. reported 179 holdings worth $782M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

  1. LRCX LAM RESEARCH CORP — $37.6M (4.8%)
  2. GS GOLDMAN SACHS GROUP INC — $30.0M (3.8%)
  3. AVGO BROADCOM INC — $29.0M (3.7%)
  4. GOOGL ALPHABET INC — $25.1M (3.2%)
  5. AXP AMERICAN EXPRESS CO — $24.7M (3.2%)
  6. MSFT MICROSOFT CORP — $22.7M (2.9%)
  7. AAPL APPLE INC — $21.7M (2.8%)
  8. JPM JPMorgan Chase & Co. — $21.6M (2.8%)
  9. WMT Walmart Inc — $19.0M (2.4%)
  10. ABBV ABBVIE INC — $18.0M (2.3%)