Laffer Tengler Investments Portfolio Holdings by Sector

Laffer Tengler Investments

$631 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT ORCL PANW CRWD PLTR 5 stocks	$60.4 Million 12.0% of portfolio	3	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA TXN AMD 4 stocks	$43.9 Million 8.73% of portfolio	3	1	1	-	0 Calls 0 Puts
ETFs \| ETFs VRIG SPY IVW SHYG IVE JAAA HYBB SCHF 32 stocks	$30.1 Million 5.98% of portfolio	27	5	20	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL SPOT GOOG META 4 stocks	$26.6 Million 5.29% of portfolio	2	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW 2 stocks	$23.8 Million 4.73% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ AMGN 3 stocks	$23.7 Million 4.7% of portfolio	1	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V 2 stocks	$22.7 Million 4.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$22.4 Million 4.44% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX LHX LMT BA 4 stocks	$21.2 Million 4.22% of portfolio	2	2	1	-	0 Calls 0 Puts

Software—Application \| Technology NOW UBER CRM 3 stocks	$19.5 Million 3.88% of portfolio	2	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$19.2 Million 3.82% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$17.8 Million 3.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD CMG DRI 4 stocks	$17.7 Million 3.52% of portfolio	2	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR ETN XYL 3 stocks	$14.9 Million 2.97% of portfolio	2	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$14.4 Million 2.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$11.9 Million 2.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$10.8 Million 2.15% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EOG EQT FANG 3 stocks	$10.4 Million 2.06% of portfolio	2	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$9.97 Million 1.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT SYK ABT 3 stocks	$8.03 Million 1.59% of portfolio	2	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR 1 stocks	$7.99 Million 1.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$7.56 Million 1.5% of portfolio	1	-	-	-	0 Calls 0 Puts

Communication Equipment \| Technology CSCO 1 stocks	$6.92 Million 1.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials STLD 1 stocks	$6.71 Million 1.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$6.67 Million 1.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$5.48 Million 1.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE SO 2 stocks	$5.34 Million 1.06% of portfolio	2	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$5.11 Million 1.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB 1 stocks	$4.79 Million 0.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$4.48 Million 0.89% of portfolio	1	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$3.85 Million 0.77% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$2.3 Million 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts

Asset Management \| Financial Services BXSL 1 stocks	$1.05 Million 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$558,936 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$505,816 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$462,853 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$417,315 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials SCCO 1 stocks	$416,803 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$415,924 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$402,490 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$379,809 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$346,468 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$272,853 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$272,774 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ 1 stocks	$257,618 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$245,840 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$242,692 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$225,347 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials WPM 1 stocks	$218,759 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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Laffer Tengler Investments Portfolio Holdings by Sector

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