LAFFER TENGLER INVESTMENTS, INC.
•CIK: 1307878•Filing: Q4 2025
**LAFFER TENGLER INVESTMENTS, INC.** manages $658M across a diversified portfolio of 181 positions. The fund exhibits significant conviction in technology and financial sectors, with top holdings including AVGO at $28.0M and GS at $26.8M. Notable allocations also include MSFT ($25.4M), AXP ($22.9M), and LRCX ($20.6M). This concentration suggests a tactical, large-cap growth and value orientation.
Total AUM
$658.0M
QoQ Performance
+16.9%
Positions
156
Top 10 Concentration
33.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO4.3%
GS4.1%
MSFT3.9%
AXP3.5%
LRCX3.1%
JPM3.0%
WMT3.0%
GOOGL2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.7%
Technology23.4%
Consumer12.0%
Financial11.3%
Healthcare4.9%
Industrial2.9%
Communication1.8%
Energy1.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW55 new positions
↑63 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023