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LAFFER TENGLER INVESTMENTS, INC.

Q3 2024 · 13F-HR

LAFFER TENGLER INVESTMENTS, INC.holdings as filed

Filed 2024-11-04 · accession 0001172661-24-004456

$493.8M
Reported value
172
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$20.5M4.16%88,176CommonSOLE
11135F101AVGOBROADCOM INC$18.1M3.66%104,830CommonSOLE
594918104MSFTMICROSOFT CORP$17.3M3.51%40,257CommonSOLE
025816109AXPAMERICAN EXPRESS CO$13.5M2.73%49,702CommonSOLE
902973304USBUS BANCORP DEL$11.6M2.35%253,967CommonSOLE
931142103WMTWALMART INC$11.6M2.34%143,109CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$11.5M2.33%23,223CommonSOLE
68389X105ORCLORACLE CORP$11.3M2.28%66,207CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$11.3M2.28%53,477CommonSOLE
00287Y109ABBVABBVIE INC$11.2M2.26%56,528CommonSOLE
437076102HDHOME DEPOT INC$11.1M2.26%27,512CommonSOLE
166764100CVXCHEVRON CORP NEW$10.1M2.05%68,653CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.8M1.99%60,652CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$8.9M1.80%110,412CommonSOLE
023135106AMZNAMAZON COM INC$8.7M1.76%46,512CommonSOLE
75513E101RTXRTX CORPORATION$8.4M1.71%69,629CommonSOLE
02079K305GOOGLALPHABET INC$8.1M1.65%49,138CommonSOLE
580135101MCDMCDONALDS CORP$7.8M1.58%25,680CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$7.7M1.57%9,474CommonSOLE
291011104EMREMERSON ELEC CO$7.3M1.48%66,678CommonSOLE
81762P102NOWSERVICENOW INC$6.9M1.40%7,753CommonSOLE
882508104TXNTEXAS INSTRS INC$6.6M1.35%32,188CommonSOLE
858119100STLDSTEEL DYNAMICS INC$6.6M1.34%52,657CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.5M1.32%19,052CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6.3M1.27%52,806CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.8M1.17%24,241CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$5.7M1.15%23,574CommonSOLE
855244109SBUXSTARBUCKS CORP$5.6M1.14%57,754CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$5.6M1.14%119,005CommonSOLE
26875P101EOGEOG RES INC$5.1M1.03%41,425CommonSOLE
629377CG5NRG 2.75 06/01/48NRG ENERGY INC$5.0M1.02%2,239CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.8M0.97%5,411CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.5M0.92%60,416CommonSOLE
713448108PEPPEPSICO INC$4.5M0.92%26,614CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.5M0.92%78,427CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.5M0.91%50,101CommonSOLE
00724F101ADBEADOBE INC$4.4M0.90%8,543CommonSOLE
74340W103PLDPROLOGIS INC.$4.2M0.86%33,601CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$4.2M0.85%3,288CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$4.2M0.85%61,110CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$4.2M0.84%3,273CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.1M0.82%6,963CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.7M0.76%44,119CommonSOLE
74762E102QUREQUANTA SVCS INC$3.5M0.71%11,786CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.4M0.68%27,787CommonSOLE
88160R101TSLATESLA INC$3.3M0.66%12,524CommonSOLE
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$3.0M0.61%49,470CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$3.0M0.60%8,100CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$3.0M0.60%1,325CommonSOLE
70202LAB8PSN 0.25 08/15/25PARSONS CORP DEL$2.9M0.59%1,266CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$2.9M0.58%2,614CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$2.8M0.57%2,487CommonSOLE
09257WAE0BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN$2.8M0.56%2,918CommonSOLE
647551AE0NMFC 7.5 10/15/25NEW MTN FIN CORP$2.8M0.56%2,553CommonSOLE
038923BA5ABR 7.5 08/01/25ARBOR REALTY TRUST INC$2.8M0.56%2,643CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$2.7M0.55%2,847CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$2.7M0.55%2,207CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$2.7M0.55%2,187CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$2.7M0.55%2,558CommonSOLE
90187BAB7TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO$2.7M0.55%2,675CommonSOLE
92826C839VVISA INC$2.6M0.53%9,562CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$2.6M0.53%2,652CommonSOLE
74348TAT9PSEC 6.375 03/01/25PROSPECT CAP CORP$2.6M0.52%2,548CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$2.5M0.52%2,500CommonSOLE
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY CORP$2.5M0.51%2,386CommonSOLE
98419M100XYLXYLEM INC$2.5M0.51%18,509CommonSOLE
863667101SYKSTRYKER CORPORATION$2.5M0.50%6,782CommonSOLE
653656AB4NICEIT 0 09/15/25NICE LTD$2.4M0.49%2,511CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$2.4M0.49%2,221CommonSOLE
29444U700EQIXEQUINIX INC$2.4M0.48%2,696CommonSOLE
516544AB9LNTH 2.625 12/15/27LANTHEUS HLDGS INC$2.4M0.48%1,520CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.4M0.48%13,799CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$2.3M0.47%2,287CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$2.2M0.44%2,224CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$2.2M0.44%1,966CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.1M0.42%4,650CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$2.0M0.41%1,972CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.0M0.41%7,137CommonSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$2.0M0.40%1,982CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$1.9M0.38%1,841CommonSOLE
G29183103ETNEATON CORP PLC$1.8M0.37%5,483CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.7M0.34%10,236CommonSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$1.7M0.34%1,500CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$1.6M0.32%35,485CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.5M0.30%13,450CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$1.4M0.28%55,873CommonSOLE
46434V407SHYGISHARES TR$1.4M0.28%31,936CommonSOLE
46434V860TFLOISHARES TR$1.3M0.27%26,679CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.3M0.27%2,874CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.3M0.26%10,102CommonSOLE
92189F486FLTRVANECK ETF TRUST$1.3M0.26%50,674CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.3M0.26%2,000CommonSOLE
26923N7692649699DETF OPPORTUNITIES TRUST$1.3M0.25%42,008CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.1M0.23%5,396CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.22%25,850CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$1.1M0.22%20,755CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.0M0.21%5,966CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.0M0.21%1,784CommonSOLE
464287309IVWISHARES TR$951,4680.19%9,937CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$930,0000.19%25,000CommonSOLE
031162100AMGNAMGEN INC$906,2740.18%2,813CommonSOLE
02079K107GOOGALPHABET INC$882,7630.18%5,280CommonSOLE
46090E103QQQINVESCO QQQ TR$880,3400.18%1,804CommonSOLE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$856,6150.17%249CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$770,3680.16%736CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$736,8730.15%12,996CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$679,3450.14%1,867CommonSOLE
G54950103LINLINDE PLC$646,6220.13%1,356CommonSOLE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$589,5490.12%68,156CommonSOLE
62944T105NVRNVR INC$588,7080.12%60CommonSOLE
149123101CATCATERPILLAR INC$585,5070.12%1,497CommonSOLE
58733R102MELIMERCADOLIBRE INC$584,8090.12%285CommonSOLE
46435U473HYBBISHARES TR$583,1150.12%12,315CommonSOLE
09260D107BXBLACKSTONE INC$578,8310.12%3,780CommonSOLE
79466L302CRMSALESFORCE INC$570,9590.12%2,086CommonSOLE
191216100KOCOCA COLA CO$550,3120.11%7,658CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$539,2720.11%537CommonSOLE
532457108LLYELI LILLY & CO$487,2670.10%550CommonSOLE
G4705A100ICLRICON PLC$474,0620.10%1,650CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$434,8380.09%3,759CommonSOLE
30303M102METAMETA PLATFORMS INC$420,1710.09%734CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$413,3690.08%707CommonSOLE
743315103PGRPROGRESSIVE CORP$387,7450.08%1,528CommonSOLE
87612E106TGTTARGET CORP$379,3910.08%2,434CommonSOLE
37955N106SELFGLOBAL SELF STORAGE INC$378,1890.08%72,589CommonSOLE
002824100ABTABBOTT LABS$374,8650.08%3,288CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$374,2350.08%3,605CommonSOLE
17275R102CSCOCISCO SYS INC$373,8170.08%7,024CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$369,5030.07%3,853CommonSOLE
427866108HSYHERSHEY CO$364,9570.07%1,903CommonSOLE
370334104GISGENERAL MLS INC$358,0990.07%4,849CommonSOLE
097023105BABOEING CO$352,8850.07%2,321CommonSOLE
30231G102XOMEXXON MOBIL CORP$348,8470.07%2,976CommonSOLE
060505104BACBANK AMERICA CORP$343,2320.07%8,650CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$332,7600.07%2,664CommonSOLE
718172109PMPHILIP MORRIS INTL INC$330,5720.07%2,723CommonSOLE
922908736VUGVANGUARD INDEX FDS$322,8850.07%841CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$303,6050.06%618CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$298,4890.06%1,766CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$297,9620.06%6,227CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$296,1840.06%700CommonSOLE
617446448MSMORGAN STANLEY$294,5820.06%2,826CommonSOLE
336433107FSLRFIRST SOLAR INC$293,8400.06%1,178CommonSOLE
20825C104COPCONOCOPHILLIPS$293,4150.06%2,787CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$288,1250.06%1,250CommonSOLE
59156R108METMETLIFE INC$287,0300.06%3,480CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$284,9240.06%1,217CommonSOLE
75281A109RRCRANGE RES CORP$279,9160.06%9,100CommonSOLE
854231107SXISTANDEX INTL CORP$274,1700.06%1,500CommonSOLE
038222105AMATAPPLIED MATLS INC$272,7680.06%1,350CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$271,6350.06%1,655CommonSOLE
629377508NRGNRG ENERGY INC$266,0120.05%2,920CommonSOLE
464286103EWAISHARES INC$262,6690.05%9,689CommonSOLE
37954Y491DAXGLOBAL X FDS$262,3420.05%7,472CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$260,8600.05%4,025CommonSOLE
438516106HONHONEYWELL INTL INC$260,0410.05%1,258CommonSOLE
254687106DISDISNEY WALT CO$258,1800.05%2,684CommonSOLE
464286756EWDISHARES INC$255,6850.05%5,890CommonSOLE
46429B598INDAISHARES TR$249,0450.05%4,255CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$247,5930.05%1,816CommonSOLE
92189F817VNMVANECK ETF TRUST$246,4880.05%19,287CommonSOLE
925652109VICIVICI PPTYS INC$245,8940.05%7,382CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$238,9170.05%4,786CommonSOLE
78409V104SPGIS&P GLOBAL INC$238,6780.05%462CommonSOLE
842587107SOSOUTHERN CO$234,4680.05%2,600CommonSOLE
464286772EWYISHARES INC$230,5120.05%3,604CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$226,8560.05%657CommonSOLE
88579Y101MMM3M CO$223,1390.05%1,632CommonSOLE
609207105MDLZMONDELEZ INTL INC$219,6100.04%2,981CommonSOLE
878742204TECKTECK RESOURCES LTD$216,9000.04%4,152CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$212,1210.04%959CommonSOLE
38748T103PLTMGRANITESHARES PLATINUM TR$110,0450.02%11,577CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.