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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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