1y return+22.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $149 against $143 in the S&P 500.2
Laffer Tengler Investments, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LRCXLam Research Corp | $37.6M | 4.8% | −24.0% |
| GSGoldman Sachs Group Inc | $30.0M | 3.8% | +1.2% |
| AVGOBroadcom Inc | $29.0M | 3.7% | |
| GOOGLAlphabet Inc | $25.1M | 3.2% | −4.7% |
| AXPAmerican Express Co | $24.7M | 3.2% | +14.1% |
| MSFTMicrosoft Corp | $22.7M | 2.9% | +1.6% |
| AAPLApple Inc | $21.7M | 2.8% | |
| JPMJpmorgan Chase & Co | $21.6M | 2.8% | +1.8% |
| WMTWalmart Inc | $19.0M | 2.4% | +2.1% |
| ABBVAbbvie Inc | $18.0M | 2.3% | +1.2% |
| PANWPalo Alto Networks Inc | $17.2M | 2.2% | |
| NVDANvidia Corporation | $15.9M | 2.0% | +51.3% |
| PWRQuanta Svcs Inc | $15.8M | 2.0% | −8.2% |
| HDHome Depot Inc | $15.7M | 2.0% | +19.9% |
| CSCOCisco Sys Inc | $14.9M | 1.9% | +2.7% |
| RTXRtx Corporation | $14.6M | 1.9% | +2.3% |
| GEVGe Vernova Inc | $12.9M | 1.7% | +171.0% |
| AMZNAmazon Com Inc | $12.7M | 1.6% | |
| JNJJohnson & Johnson | $12.6M | 1.6% | +1.9% |
| TJXTjx Cos Inc New | $12.0M | 1.5% | +26.1% |
| CARRCarrier Global Corporation | $11.1M | 1.4% | +2.6% |
| SBUXStarbucks Corp | $10.9M | 1.4% | +13.8% |
| ORCLOracle Corp | $9.9M | 1.3% | +2.3% |
| LHXL3harris Technologies Inc | $9.9M | 1.3% | |
| STLDSteel Dynamics Inc | $9.9M | 1.3% | −17.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $29.0M |
| NVDANvidia Corporation | September 30, 2021 | +865.9% | $15.9M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $17.2M |
| PWRQuanta Svcs Inc | December 31, 2021 | +528.0% | $15.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $37.6M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $30.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $25.1M |
| Spotify Technology S ACUSIP L8681T102 | June 30, 2022 | +389.3% | $7.5M |
| STLDSteel Dynamics Inc | March 31, 2021 | +352.0% | $9.9M |
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $6.5M |
Sold off last quarter
- EOGEog Res Inc was $5.8M
- Medtronic PLCCUSIP G5960L103 was $5.5M
- NFLXNetflix Inc. was $2.6M
- Etf Opportunities TrustCUSIP 26923N769 was $2.0M
- BXSLBlackstone Secd Lending Fd was $950K
- USBUs Bancorp was $537K
- Honeywell Intl IncCUSIP 438516106 was $509K
- INDAIshares Tr was $452K
- CRMSalesforce Inc was $395K
- SPPPSprott Asset Management LP was $311K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.0% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +14.8% | +10.5% |
| March 31, 2025 | −5.0% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2023 | +3.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Laffer Tengler Investments, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1307878&type=13F-HR&dateb=&owner=include&count=40CIK 1307878
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1307878/000117266126002716/Filed July 21, 2026 · accession 0001172661-26-002716