Laffer Tengler Investments Portfolio Holdings

Laffer Tengler Investments

  • $631 Billion
  • Q3 2025

Laffer Tengler Investments has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $631 Billion distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $27.2B, Microsoft Corp with a value of $26.8B, Goldman Sachs Group Inc with a value of $23.4B, American Express CO with a value of $19.1B, and Jpmorgan Chase & CO with a value of $18.9B.

Examining the 13F form we can see an increase of $70.4B in the current position value, from $561B to 631B.

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 $631 Billion
Technology: $149 Billion
Financial Services: $68.2 Billion
Consumer Cyclical: $63.7 Billion
Industrials: $58.8 Billion
Healthcare: $32.1 Billion
Communication Services: $30.8 Billion
ETFs: $30.5 Billion
Energy: $26.2 Billion
Other: $44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$27.2 Billion 4.31% of portfolio
82,578
Q3 2025 Reduced 10.56%
$3.78T
$26.8 Billion 4.24% of portfolio
51,670
Q3 2025 Added 9.33%
$265B
$23.4 Billion 3.71% of portfolio
29,406
Q3 2025 Added 13.74%
$255B
$19.1 Billion 3.03% of portfolio
57,591
Q3 2025 Added 14.56%
$881B
$18.9 Billion 3.0% of portfolio
60,060
Q3 2025 Added 14.71%
$4.3T
$17.8 Billion 2.81% of portfolio
69,767
Q3 2025 Reduced 16.85%
$279B
$17.3 Billion 2.74% of portfolio
167,896
Q3 2025 Added 17.38%
Lam Research Corp
-
$15.6 Billion 2.47% of portfolio
-
Q3 2025 Added 18.4%
$414B
$15.1 Billion 2.39% of portfolio
65,066
Q3 2025 Added 4.61%
$1.65T
$14.9 Billion 2.36% of portfolio
61,359
Q3 2025 Added 17.14%
$367B
$14.4 Billion 2.27% of portfolio
35,421
Q3 2025 Added 16.9%
$593B
$13.9 Billion 2.2% of portfolio
49,309
Q3 2025 Reduced 20.49%
$2.39T
$11.9 Billion 1.89% of portfolio
54,260
Q3 2025 Added 4.59%
$258B
$11.3 Billion 1.79% of portfolio
67,719
Q3 2025 Reduced 2.64%
$61.4B
$10.9 Billion 1.73% of portfolio
53,592
Q3 2025 Added 11.81%
$303B
$10.4 Billion 1.65% of portfolio
67,046
Q3 2025 Added 5.36%
$61.4B
$9.97 Billion 1.58% of portfolio
24,052
Q3 2025 Added 24.78%
$169B
$9.8 Billion 1.55% of portfolio
10,653
Q3 2025 Added 14.13%
$181B
$9.52 Billion 1.51% of portfolio
97,145
Q3 2025 Added 7.29%
$55.4B
$9.08 Billion 1.44% of portfolio
29,718
Q3 2025 Added 21.24%
$465B
$8.74 Billion 1.38% of portfolio
46,828
Q3 2025 Added 2.97%
Brookfield Asset Managmt LTD
-
$8.55 Billion 1.35% of portfolio
-
Q3 2025 Added 16.11%
$75.4B
$8.13 Billion 1.29% of portfolio
62,011
Q3 2025 Added 18.56%
$522B
$8.05 Billion 1.27% of portfolio
43,400
Q3 2025 Reduced 13.91%
$45.2B
$7.99 Billion 1.26% of portfolio
133,775
Q3 2025 Added 20.31%
$170B
$7.56 Billion 1.2% of portfolio
52,277
Q3 2025 Added 43.91%
$224B
$7.06 Billion 1.12% of portfolio
23,245
Q3 2025 Added 14.51%
$97.3B
$7.08 Billion 1.12% of portfolio
83,718
Q3 2025 Added 39.08%
$319B
$6.92 Billion 1.1% of portfolio
101,170
Q3 2025 Added 34.93%
$177B
$6.81 Billion 1.08% of portfolio
37,089
Q3 2025 Added 15.54%
$17.2B
$6.71 Billion 1.06% of portfolio
48,138
Q3 2025 Added 19.65%
$1.29T
$6.67 Billion 1.06% of portfolio
15,005
Q3 2025 Added 7.21%
$64.7B
$6.38 Billion 1.01% of portfolio
56,897
Q3 2025 Added 17.92%
$49.5B
$5.48 Billion 0.87% of portfolio
32,328
Q3 2025 New
$128B
$5.35 Billion 0.85% of portfolio
56,223
Q3 2025 Added 19.44%
$115B
$5.37 Billion 0.85% of portfolio
10,952
Q3 2025 Added 21.81%
$114B
$5.11 Billion 0.81% of portfolio
44,608
Q3 2025 Added 20.73%
$168B
$5.1 Billion 0.81% of portfolio
67,504
Q3 2025 Added 16.68%
$404B
$5.05 Billion 0.8% of portfolio
5,454
Q3 2025 Reduced 7.61%
$74.3B
$4.79 Billion 0.76% of portfolio
75,660
Q3 2025 Added 19.74%
$0
$4.75 Billion 0.75% of portfolio
189,370
Q3 2025 Added 118.31%
Bank America Corp
-
$4.21 Billion 0.67% of portfolio
-
Q3 2025 Added 0.34%
Hewlett Packard Enterprise C
-
$4.2 Billion 0.66% of portfolio
-
Q3 2025 Added 23.77%
Wells Fargo CO New
-
$4.09 Billion 0.65% of portfolio
-
Q3 2025 Added 0.3%
$144B
$4.01 Billion 0.64% of portfolio
8,777
Q3 2025 New
Lumentum Hldgs Inc
-
$3.73 Billion 0.59% of portfolio
-
Q3 2025 Added 898.2%
$533B
$3.57 Billion 0.57% of portfolio
10,458
Q3 2025 Added 16.6%
Boeing CO
-
$3.58 Billion 0.57% of portfolio
-
Q3 2025 Added 0.06%
Apollo Global Mgmt Inc
-
$3.62 Billion 0.57% of portfolio
-
Q3 2025 Reduced 0.06%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $631 Billion
  • Prior Value $561 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 37 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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