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
$0
$402 Million 0.09% of portfolio
7,813
Q1 2025 Added 99.67%
Linde PLC
-
$419 Million 0.09% of portfolio
-
Q1 2025 Reduced 7.7%
$145B
$446 Million 0.09% of portfolio
1,575
Q1 2025 Added 3.08%
$76.7B
$370 Million 0.08% of portfolio
3,964
Q1 2025 Reduced 6.84%
$280B
$352 Million 0.07% of portfolio
5,705
Q1 2025 Added 32.83%
$181B
$310 Million 0.07% of portfolio
625
Q1 2025 Added 1.13%
$622B
$331 Million 0.07% of portfolio
621
Q1 2025 New
$25.6B
$320 Million 0.07% of portfolio
1,538
Q1 2025 Added 2.67%
$173B
$315 Million 0.07% of portfolio
4,025
Q3 2023 Reduced 78.07%
$267B
$264 Million 0.06% of portfolio
505
Q4 2024 Reduced 28.57%
$220B
$295 Million 0.06% of portfolio
2,222
Q1 2025 Added 1.93%
$0
$282 Million 0.06% of portfolio
6,227
Q2 2024 Reduced 6.84%
$220B
$301 Million 0.06% of portfolio
912
Q4 2024 Reduced 39.08%
$301B
$297 Million 0.06% of portfolio
4,144
Q4 2024 Reduced 45.89%
$36.2B
$272 Million 0.06% of portfolio
2,850
Q1 2025 Reduced 2.4%
$452B
$276 Million 0.06% of portfolio
2,318
Q1 2025 Reduced 22.11%
$104B
$239 Million 0.05% of portfolio
2,600
Q1 2024 Reduced 2.77%
$43.2B
$239 Million 0.05% of portfolio
3,073
Q1 2025 New
$93.2B
$242 Million 0.05% of portfolio
1,046
Q4 2024 Reduced 80.62%
$253B
$237 Million 0.05% of portfolio
955
Q1 2025 Added 1.27%
$0
$249 Million 0.05% of portfolio
671
Q4 2024 Reduced 20.21%
$0
$228 Million 0.05% of portfolio
5,417
Q4 2024 Reduced 8.03%
$6.35B
$232 Million 0.05% of portfolio
8,970
Q1 2025 Reduced 11.81%
$70.3B
$219 Million 0.05% of portfolio
500
Q4 2024 Reduced 89.25%
$169B
$235 Million 0.05% of portfolio
462
Q1 2024 Reduced 5.52%
$0
$205 Million 0.04% of portfolio
364
Q1 2025 New
$74B
$210 Million 0.04% of portfolio
2,237
Q1 2025 Reduced 37.95%
$65.5B
$208 Million 0.04% of portfolio
5,505
Q1 2025 Reduced 11.45%
$0
$209 Million 0.04% of portfolio
8,909
Q4 2024 Reduced 8.05%
$264B
$210 Million 0.04% of portfolio
783
Q4 2024 Reduced 62.46%
$72.9M
$128 Million 0.03% of portfolio
13,255
Q1 2025 Reduced 11.82%

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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