MondegarAI
LAFFER TENGLER INVESTMENTS, INC.

Q1 2026 · 13F-HR

LAFFER TENGLER INVESTMENTS, INC.holdings as filed

Filed 2026-05-13 · accession 0001172661-26-001771

$677.2M
Reported value
182
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · LAFFER TENGLER INVESTMENTS, INC. · Q1 2026

AI · grounded in 13F

LAFFER TENGLER INVESTMENTS, INC. closed its position in LUMENTUM HLDGS INC [[stock:LITE 0.5 12/15/26]] for a reduction of $4.4M. The fund established new positions in GE VERNOVA INC GEV for $3.5M and PINNACLE WEST CAP CORP [[stock:PNW 4.75 06/15/27]] for $3.3M. It also exited positions in XYLEM INC XYL and TWO HARBORS INVENTMENT CORPO [[stock:TWO 6.25 01/15/26]].

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
38141G104GSGOLDMAN SACHS GROUP INC$24.8M3.66%29,291CommonSOLE
512807306LRCXLAM RESEARCH CORP$24.4M3.61%114,314CommonSOLE
11135F101AVGOBROADCOM INC$24.0M3.54%77,546CommonSOLE
594918104MSFTMICROSOFT CORP$22.2M3.28%59,928CommonSOLE
02079K305GOOGLALPHABET INC$21.2M3.13%73,660CommonSOLE
931142103WMTWALMART INC$20.4M3.01%164,140CommonSOLE
025816109AXPAMERICAN EXPRESS CO$19.3M2.85%63,906CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$19.0M2.81%64,688CommonSOLE
037833100AAPLAPPLE INC$19.0M2.80%74,715CommonSOLE
00287Y109ABBVABBVIE INC$15.3M2.27%70,564CommonSOLE
75513E101RTXRTX CORPORATION$14.5M2.14%75,002CommonSOLE
74762E102QUREQUANTA SVCS INC$13.1M1.94%23,946CommonSOLE
437076102HDHOME DEPOT INC$12.2M1.80%37,122CommonSOLE
478160104JNJJOHNSON & JOHNSON$11.9M1.76%48,797CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$11.7M1.73%34,041CommonSOLE
023135106AMZNAMAZON COM INC$11.2M1.65%53,577CommonSOLE
166764100CVXCHEVRON CORPORATION$11.0M1.63%53,370CommonSOLE
872540109TJXTJX COS INC NEW$10.0M1.48%62,780CommonSOLE
68389X105ORCLORACLE CORP$9.8M1.44%66,323CommonSOLE
17275R102CSCOCISCO SYS INC$9.6M1.41%123,311CommonSOLE
858119100STLDSTEEL DYNAMICS INC$9.4M1.39%52,360CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.2M1.35%52,523CommonSOLE
291011104EMREMERSON ELEC CO$8.8M1.30%67,093CommonSOLE
855244109SBUXSTARBUCKS CORP$8.4M1.24%94,001CommonSOLE
580135101MCDMCDONALDS CORP$8.3M1.23%26,776CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$8.3M1.23%147,405CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.2M1.21%51,040CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$7.9M1.17%16,318CommonSOLE
969457100WMBWILLIAMS COS INC$7.6M1.13%104,849CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$7.2M1.07%162,520CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$6.9M1.02%95,583CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.8M1.01%73,505CommonSOLE
74340W103PLDPROLOGIS INC.$6.7M0.99%50,793CommonSOLE
81762P102NOWSERVICENOW INC$6.6M0.97%62,784CommonSOLE
23331A109DHID R HORTON INC$6.5M0.97%47,645CommonSOLE
88160R101TSLATESLA INC$6.1M0.90%16,466CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.8M0.86%24,077CommonSOLE
26875P101EOGEOG RES INC$5.8M0.85%39,829CommonSOLE
244199105DEDEERE & CO$5.5M0.81%9,771CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.5M0.81%63,106CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.3M0.79%5,369CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$5.1M0.75%4,213CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO & CO$5.1M0.75%4,429CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.4M0.66%11,365CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.3M0.63%29,396CommonSOLE
G29183103ETNEATON CORP PLC$4.2M0.62%11,659CommonSOLE
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$4.1M0.61%63,630CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$3.7M0.54%2,403CommonSOLE
36828A101GEVGE VERNOVA INC$3.5M0.52%4,062CommonSOLE
140501AE7CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$3.5M0.52%3,431CommonSOLE
863667101SYKSTRYKER CORPORATION$3.3M0.49%10,122CommonSOLE
723484AK7PNW 4.75 06/15/27PINNACLE WEST CAP CORP$3.3M0.49%2,823CommonSOLE
097023204BA 6 10/15/27BOEING CO$3.3M0.49%51,005CommonSOLE
92826C839VVISA INC$3.3M0.49%10,875CommonSOLE
842587DZ7SO 4.5 06/15/27SOUTHERN CO$3.3M0.49%2,885CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$3.3M0.49%2,797CommonSOLE
007973AE0AEIS 2.5 09/15/28ADVANCED ENERGY INDS$3.2M0.48%1,344CommonSOLE
15189TBD8CNP 4.25 08/15/26CENTERPOINT ENERGY INC$3.2M0.47%2,670CommonSOLE
26884L109EQTEQT CORP$3.2M0.47%50,032CommonSOLE
92939UAR7WEC 4.375 06/01/29WEC ENERGY GROUP INC$3.1M0.46%2,475CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$3.1M0.46%52,450CommonSOLE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$3.0M0.44%51,755CommonSOLE
125896BX7CMS 3.375 05/01/28CMS ENERGY CORP$2.9M0.43%2,525CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$2.9M0.43%2,960CommonSOLE
09257WAE0BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN$2.9M0.42%2,864CommonSOLE
464287309IVWISHARES TR$2.8M0.41%24,844CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$2.8M0.41%2,740CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$2.8M0.41%2,274CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$2.8M0.41%2,464CommonSOLE
90384S303ULTAULTA BEAUTY INC$2.7M0.40%5,200CommonSOLE
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$2.6M0.39%2,473CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$2.6M0.38%2,923CommonSOLE
64110L106NFLXNETFLIX INC.$2.6M0.38%26,690CommonSOLE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$2.5M0.38%69,610CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$2.5M0.38%35,305CommonSOLE
465741AQ9ITRI 1.375 07/15/30ITRON INC$2.5M0.37%2,477CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.5M0.36%3,793CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$2.4M0.36%60,730CommonSOLE
78463V107GLDSPDR GOLD TR$2.4M0.36%5,600CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$2.3M0.34%2,204CommonSOLE
68389X204ORCL 6.5 01/15/29 DORACLE CORP$2.3M0.34%49,970CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.3M0.33%11,117CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.2M0.33%6,979CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$2.2M0.32%1,779CommonSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$2.1M0.30%1,968CommonSOLE
46434V407SHYGISHARES TR$2.0M0.30%47,395CommonSOLE
26923N7692649699DETF OPPORTUNITIES TRUST$2.0M0.29%54,382CommonSOLE
59001ABF8MTH 1.75 05/15/28MERITAGE HOMES CORP$2.0M0.29%1,993CommonSOLE
464287408IVEISHARES TR$1.9M0.28%9,049CommonSOLE
55306NAB0MKSI 1.25 06/01/30MKS INC.$1.9M0.28%1,143CommonSOLE
516544AB9LNTH 2.625 12/15/27LANTHEUS HLDGS INC$1.8M0.27%1,515CommonSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$1.8M0.27%1,500CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$1.6M0.24%32,459CommonSOLE
26923G822PFFAETFIS SER TR I$1.5M0.23%75,121CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$1.5M0.22%60,064CommonSOLE
46434V787BYLDISHARES TR$1.5M0.22%64,796CommonSOLE
02079K107GOOGALPHABET INC$1.4M0.21%4,942CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$1.4M0.21%27,223CommonSOLE
405024AD2HAE 2.5 06/01/29HAEMONETICS CORP MASS$1.3M0.20%1,389CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1.2M0.18%6,984CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$1.2M0.17%47,759CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.17%2,434CommonSOLE
46434G103IEMGISHARES INC$1.1M0.16%15,068CommonSOLE
53656F623INFLLISTED FDS TR$1.0M0.15%20,000CommonSOLE
46090E103QQQINVESCO QQQ TR$985,0830.15%1,707CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$969,1700.14%18,663CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$950,2300.14%40,111CommonSOLE
880770102TERTERADYNE INC$934,4420.14%3,152CommonSOLE
46434G822EWJISHARES INC$915,1610.14%10,838CommonSOLE
G54950103LINLINDE PLC$833,8680.12%1,682CommonSOLE
697900108PAASPAN AMERN SILVER CORP$807,2130.12%14,776CommonSOLE
19247G107COHRCOHERENT CORP$790,1430.12%3,317CommonSOLE
13321L108CCJCAMECO CORP$785,3590.12%7,231CommonSOLE
464287200IVVISHARES TR$779,9330.12%1,194CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$778,0590.11%12,142CommonSOLE
72703X106PLPLANET LABS PBC$767,3670.11%27,455CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$766,6260.11%1,663CommonSOLE
19260QAF4COIN 0.25 04/01/30COINBASE GLOBAL INC$756,9550.11%812CommonSOLE
464286608EZUISHARES INC$703,7600.10%11,235CommonSOLE
464287622IWBISHARES TR$674,6120.10%1,892CommonSOLE
46435U853USHYISHARES TR$671,7040.10%18,233CommonSOLE
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$634,5740.09%641CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$613,4560.09%1,015CommonSOLE
30231G102XOMEXXON MOBIL CORP$603,9900.09%3,560CommonSOLE
464287465EFAISHARES TR$593,8530.09%6,114CommonSOLE
773121108RKLBROCKET LAB CORP$578,8150.09%9,013CommonSOLE
902973304USBUS BANCORP$536,7430.08%10,320CommonSOLE
38748T103PLTMGRANITESHARES PLATINUM TR$531,2010.08%28,091CommonSOLE
46435G334EWUISHARES TR$528,4960.08%11,600CommonSOLE
369550108GDGENERAL DYNAMICS CORP$519,2920.08%1,513CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$517,9730.08%2,533CommonSOLE
87157DAJ8SYNA 0.75 12/01/31SYNAPTICS INC$510,6710.08%492CommonSOLE
438516106HONHONEYWELL INTL INC$509,2460.08%2,253CommonSOLE
37954Y673PAVEGLOBAL X FDS$508,1000.08%10,000CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$507,6560.07%1,096CommonSOLE
031162100AMGNAMGEN INC$505,6080.07%1,437CommonSOLE
58733R102MELIMERCADOLIBRE INC$492,7710.07%285CommonSOLE
92189H748CLOIVANECK ETF TRUST$484,1550.07%9,187CommonSOLE
64361Q101VNOMVIPER ENERGY INC$479,2980.07%10,200CommonSOLE
922908736VUGVANGUARD INDEX FDS$476,1010.07%1,090CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$469,1670.07%16,913CommonSOLE
038222105AMATAPPLIED MATLS INC$461,4170.07%1,350CommonSOLE
46429B598INDAISHARES TR$452,1470.07%9,653CommonSOLE
060505104BACBANK AMERICA CORP$443,6250.07%9,100CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$427,5360.06%1,406CommonSOLE
87151X101SYMSYMBOTIC INC$426,8240.06%8,023CommonSOLE
629377508NRGNRG ENERGY INC$416,4990.06%2,850CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$407,4260.06%1,459CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$406,1310.06%3,100CommonSOLE
79466L302CRMSALESFORCE INC$395,1800.06%2,117CommonSOLE
922280AD4VRNS 1 09/15/29VARONIS SYS INC$393,0970.06%450CommonSOLE
532457108LLYELI LILLY & CO$378,0250.06%411CommonSOLE
67059NAK4NTNX 0.5 12/15/29NUTANIX INC$373,8710.06%412CommonSOLE
92204A405VFHVANGUARD WORLD FD$353,2480.05%2,924CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$345,7580.05%6,397CommonSOLE
92204A884VOXVANGUARD WORLD FD$345,2930.05%1,920CommonSOLE
718172109PMPHILIP MORRIS INTL INC$330,8450.05%2,001CommonSOLE
92840M102VSTVISTRA CORP$311,0330.05%2,069CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$310,9260.05%1,572CommonSOLE
85207Q104SPPPSPROTT ASSET MANAGEMENT LP$310,6000.05%20,000CommonSOLE
882508104TXNTEXAS INSTRS INC$304,8000.05%1,570CommonSOLE
743315103PGRPROGRESSIVE CORP$302,9110.04%1,528CommonSOLE
008073108AVAVAEROVIRONMENT INC$273,8430.04%1,496CommonSOLE
87422Q109TLNTALEN ENERGY CORP$264,9610.04%830CommonSOLE
742718109PGPROCTER & GAMBLE CO$264,9030.04%1,834CommonSOLE
82452J307FOUR 6 05/01/28SHIFT4 PMTS INC$264,6550.04%4,850CommonSOLE
464285204IAUISHARES GOLD TR$260,1600.04%2,951CommonSOLE
191216100KOCOCA COLA CO$260,0150.04%3,419CommonSOLE
842587107SOSOUTHERN CO$250,9520.04%2,600CommonSOLE
94106L109WMWASTE MGMT INC DEL$250,2410.04%1,089CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$243,9000.04%10,000CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$239,3650.04%1,221CommonSOLE
81758H106SERVSERVE ROBOTICS INC$238,7840.04%28,292CommonSOLE
636274409NGGNATIONAL GRID PLC$235,9490.03%2,789CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$235,9040.03%3,800CommonSOLE
20825C104COPCONOCOPHILLIPS$233,6400.03%1,770CommonSOLE
617446448MSMORGAN STANLEY$233,1960.03%1,417CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$231,5690.03%1,334CommonSOLE
002824100ABTABBOTT LABORATORIES$223,9230.03%2,181CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$222,3890.03%3,154CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$212,0850.03%1,137CommonSOLE
464287598IWDISHARES TR$209,1830.03%979CommonSOLE

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.