Laffer Tengler Investments Portfolio Holdings

Laffer Tengler Investments

  • $470 Billion
  • Q1 2025

Laffer Tengler Investments has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $470 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.9B, Broadcom Inc. with a value of $17.9B, Goldman Sachs Group Inc with a value of $15.2B, Walmart Inc. with a value of $14.4B, and American Express CO with a value of $14.4B.

Examining the 13F form we can see an decrease of $38.9B in the current position value, from $509B to 470B.

Laffer Tengler Investments is based out at Nashville, TN

Below you can find more details about Laffer Tengler Investments portfolio as well as his latest detailed transactions.

Portfolio value $470 Billion
Technology: $97.4 Billion
Financial Services: $48.4 Billion
Consumer Cyclical: $45 Billion
Industrials: $39.9 Billion
Healthcare: $33.9 Billion
Energy: $26.1 Billion
Consumer Defensive: $20 Billion
Communication Services: $18.2 Billion
Other: $30.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$17.9 Billion 3.81% of portfolio
47,711
Q1 2025 Reduced 4.7%
$113B
$17.9 Billion 3.81% of portfolio
106,924
Q1 2025 Reduced 1.6%
$239B
$15.2 Billion 3.24% of portfolio
27,866
Q1 2025 Added 2.5%
$260B
$14.4 Billion 3.06% of portfolio
163,809
Q1 2025 Reduced 2.37%
$227B
$14.4 Billion 3.06% of portfolio
53,497
Q1 2025 Reduced 5.17%
$331B
$13.8 Billion 2.95% of portfolio
66,038
Q1 2025 Added 2.57%
$855B
$13.8 Billion 2.94% of portfolio
56,204
Q1 2025 Reduced 7.41%
$380B
$11.6 Billion 2.46% of portfolio
31,519
Q1 2025 Reduced 1.42%
$294B
$10.8 Billion 2.3% of portfolio
64,504
Q1 2025 Added 1.04%
$219B
$10.5 Billion 2.23% of portfolio
78,966
Q1 2025 Reduced 4.19%
$3.45T
$9.92 Billion 2.11% of portfolio
44,677
Q1 2025 Reduced 13.43%
$439B
$9.63 Billion 2.05% of portfolio
58,041
Q1 2025 Added 6.86%
$642B
$9.05 Billion 1.93% of portfolio
64,734
Q1 2025 Reduced 7.19%
$220B
$8.68 Billion 1.85% of portfolio
27,796
Q1 2025 Reduced 7.45%
$85.3B
$8.64 Billion 1.84% of portfolio
78,776
Q1 2025 Reduced 3.59%
$1.14T
$8.64 Billion 1.84% of portfolio
55,864
Q1 2025 Reduced 3.52%
$63.9B
$8.11 Billion 1.73% of portfolio
127,981
Q1 2025 Reduced 5.14%
$58.9B
$8.04 Billion 1.71% of portfolio
47,130
Q1 2025 Added 5.91%
Lam Research Corp
-
$7.8 Billion 1.66% of portfolio
-
Q1 2025 Added 1.01%
$131B
$7.51 Billion 1.6% of portfolio
13,660
Q1 2025 Added 4.47%
$17.2B
$7.53 Billion 1.6% of portfolio
60,186
Q1 2025 Reduced 5.91%
$194B
$7.41 Billion 1.58% of portfolio
9,304
Q1 2025 Added 5.11%
Brookfield Asset Managmt LTD
-
$7.32 Billion 1.56% of portfolio
-
Q1 2025 Added 2.3%
$69.1B
$7.23 Billion 1.54% of portfolio
56,359
Q1 2025 Reduced 3.89%
$111B
$6.63 Billion 1.41% of portfolio
67,563
Q1 2025 Reduced 3.35%
$177B
$6.4 Billion 1.36% of portfolio
35,633
Q1 2025 Reduced 6.02%
$182B
$6.01 Billion 1.28% of portfolio
82,457
Q1 2025 Added 18.45%
$50.6B
$5.89 Billion 1.25% of portfolio
28,119
Q1 2025 Reduced 4.64%
$1.45B
$5.73 Billion 1.22% of portfolio
114,097
Q1 2025 Added 17.16%
$59.9B
$5.15 Billion 1.1% of portfolio
27,122
Q1 2025 Added 3.04%
Nrg Energy Inc
-
$5.14 Billion 1.09% of portfolio
-
Q1 2025 Reduced 0.27%
$122B
$4.92 Billion 1.05% of portfolio
54,738
Q1 2025 Reduced 8.77%
$101B
$4.89 Billion 1.04% of portfolio
43,763
Q1 2025 Added 7.25%
$152B
$4.79 Billion 1.02% of portfolio
67,500
Q1 2025 Added 9.63%
$417B
$4.55 Billion 0.97% of portfolio
4,811
Q1 2025 Reduced 22.15%
$69.9B
$4.42 Billion 0.94% of portfolio
73,966
Q1 2025 New
$416B
$4.36 Billion 0.93% of portfolio
40,183
Q1 2025 Added 14.8%
Bank America Corp
-
$4.14 Billion 0.88% of portfolio
-
Q1 2025 Added 0.27%
Wells Fargo CO New
-
$4.06 Billion 0.87% of portfolio
-
Q1 2025 Added 0.3%
Apollo Global Mgmt Inc
-
$3.88 Billion 0.83% of portfolio
-
Q1 2025 Reduced 11.91%
$1.05T
$3.62 Billion 0.77% of portfolio
13,970
Q1 2025 Added 20.03%
$56.5B
$3.25 Billion 0.69% of portfolio
12,769
Q1 2025 Reduced 5.95%
Ares Management Corporation
-
$3.17 Billion 0.68% of portfolio
-
Q1 2025 Added 17.73%
$101B
$3.16 Billion 0.67% of portfolio
8,968
Q1 2025 Added 2.03%
$575B
$3.14 Billion 0.67% of portfolio
8,957
Q1 2025 Reduced 13.43%
Boeing CO
-
$3.13 Billion 0.67% of portfolio
-
Q1 2025 Added 0.27%
Booking Holdings Inc
-
$3.08 Billion 0.66% of portfolio
-
Q1 2025 Reduced 0.32%
Duke Energy Corp New
-
$3.01 Billion 0.64% of portfolio
-
Q1 2025 Added 0.04%
Ppl Cap Fdg Inc
-
$2.95 Billion 0.63% of portfolio
-
Q1 2025 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $470 Billion
  • Prior Value $509 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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