Laffer Tengler Investments Portfolio Holdings

Laffer Tengler Investments

  • $561 Billion
  • Q2 2025

Laffer Tengler Investments has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $561 Billion distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $25.4B, Microsoft Corp with a value of $23.5B, Goldman Sachs Group Inc with a value of $18.3B, Apple Inc. with a value of $17.2B, and American Express CO with a value of $16B.

Examining the 13F form we can see an increase of $91.5B in the current position value, from $470B to 561B.

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 $561 Billion
Technology: $143 Billion
Financial Services: $67.2 Billion
Industrials: $52.8 Billion
Consumer Cyclical: $51.1 Billion
Healthcare: $31.5 Billion
Communication Services: $23.6 Billion
Energy: $23.1 Billion
Consumer Defensive: $21.6 Billion
Other: $31.4 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.19B
$6.33 Billion 1.13% of portfolio
112,663
Q2 2025 Reduced 1.26%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $561 Billion
  • Prior Value $470 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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