Laffer-Tengler-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "CAT",
  "AVGO",
  null,
  null,
  "EOG",
  "FCX",
  null,
  null,
  null,
  null,
  "APO-PA",
  null,
  null,
  "BA-PA",
  null,
  "HD",
  "MCD",
  null,
  null,
  "SCCO",
  "ISRG",
  null,
  null,
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  "PWR",
  null,
  null,
  "MDT",
  "MSFT",
  "EQIX",
  "EQT",
  null,
  "ORCL",
  "PANW",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "LMT",
  "PG",
  "AMGN",
  "SPGI",
  null,
  "NOW",
  "RTX",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TXN",
  "UBER",
  "SCHW",
  "VWO",
  null,
  null,
  "ARES-PB",
  null,
  null,
  "VRTX",
  "DRI",
  "WM",
  "AMZN",
  "MSI",
  "USB",
  "VUG",
  "V",
  "WMT",
  null,
  "WPM",
  "WMB",
  "XYL",
  "NXPI",
  "SO",
  "CRM",
  "SPOT",
  "PAAS",
  "NRG",
  "BRK-B",
  null,
  "BAM.TO",
  "CARR",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COST",
  "CRWD",
  "FANG",
  "NEE",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 132
Total Value: 469669034
Accession Number: 0001172661-25-001805
Form Type: 13F-HR
CIK: laffer-tengler-investments
Manager Name: Laffer-Tengler-Investments

Data Enrichment

65% identified

86 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

132 positions • $469.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apollo Global Management, Inc.

APO-PA|03769M304

Shares:52.9K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$469.7M)

Tesla, Inc.

TSLA|88160R101

Shares:14.0K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$469.7M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:12.8K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$469.7M)

Ares Management Corp

ARES-PB|03990B309

Shares:66.6K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$469.7M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:9.0K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$469.7M)

VISA INC.

V|92826C839

Shares:9.0K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$469.7M)

BOEING CO

BA-PA|097023204

Shares:52.9K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$469.7M)

09857LAN8

Shares:1.2K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$469.7M)

26441CBY0

Shares:2.7K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$469.7M)

92277GAZ0

Shares:2.3K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$469.7M)

69352PAS2

Shares:2.6K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$469.7M)

09257WAE0

Shares:3.0K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$469.7M)

842587DP9

Shares:2.6K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$469.7M)

647551AE0

Shares:2.6K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$469.7M)

90187BAB7

Shares:2.8K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$469.7M)

038923BA5

Shares:2.7K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$469.7M)

46090A879

Shares:108.9K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$469.7M)

682189AU9

Shares:3.1K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$469.7M)

03040WBE4

Shares:2.5K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$469.7M)

018802AC2

Shares:2.4K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$469.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apollo Global Management, Inc.(APO-PAcusip03769M304)	52.9K	QoQ -11.90% (-7.1K) YoY -18.76% (-12.2K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$469.7M)	QoQ -25.83% (-$1.4M) YoY -7.03% (-$293.6K)
Tesla, Inc.(TSLAcusip88160R101)	14.0K	QoQ +20.02% (-2.3K) YoY +23.97% (+2.7K)	All Managers (Combined)	$3.6M	0.8% ($3.6M/$469.7M)	QoQ -22.97% (-$1.1M) YoY +82.77% (+$1.6M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	12.8K	QoQ -5.95% (-808) YoY +1148.19% (+11.7K)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$469.7M)	QoQ -24.36% (-$1.0M) YoY +1121.19% (+$3.0M)
Ares Management Corp(ARES-PBcusip03990B309)	66.6K	QoQ +17.72% (+10.0K) YoY NEW(+66.6K)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$469.7M)	QoQ +0.86% (+$27.1K) YoY NEW(+$3.2M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	9.0K	QoQ +2.02% (+178) YoY +378.80% (+7.1K)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$469.7M)	QoQ +5.13% (+$154.4K) YoY +426.58% (+$2.6M)
VISA INC.(Vcusip92826C839)	9.0K	QoQ -13.43% (-1.4K) YoY +51.58% (+3.0K)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$469.7M)	QoQ -4.00% (-$131.0K) YoY +90.35% (+$1.5M)
BOEING CO(BA-PAcusip097023204)	52.9K	QoQ +0.27% (-145) YoY NEW(+52.9K)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$469.7M)	QoQ -2.49% (-$80.2K) YoY NEW(+$3.1M)
(cusip09857LAN8)✕	1.2K	QoQ -0.31% (-4) YoY -11.17% (-157)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$469.7M)	QoQ -7.07% (-$234.1K) YoY +13.00% (-$354.2K)
(cusip26441CBY0)✕	2.7K	QoQ +0.03% (+1) YoY NEW(+2.7K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$469.7M)	QoQ +7.61% (+$213.0K) YoY NEW(+$3.0M)
(cusip92277GAZ0)✕	2.3K	QoQ +0.17% (+4) YoY NEW(+2.3K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$469.7M)	QoQ +14.62% (+$377.1K) YoY NEW(+$3.0M)
(cusip69352PAS2)✕	2.6K	QoQ +0.11% (+3) YoY +1.00% (+26)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$469.7M)	QoQ +6.00% (+$167.1K) YoY +18.06% (+$451.4K)
(cusip09257WAE0)✕	3.0K	QoQ +0.03% (-1) YoY -3.98% (-124)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$469.7M)	QoQ -1.61% (-$48.1K) YoY +3.29% (-$93.6K)
(cusip842587DP9)✕	2.6K	QoQ +0.11% (+3) YoY +3.40% (+84)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$469.7M)	QoQ +8.48% (+$228.1K) YoY +15.87% (+$399.5K)
(cusip647551AE0)✕	2.6K	QoQ 0.00% (+0) YoY +2.00% (+52)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$469.7M)	QoQ +4.22% (+$115.7K) YoY +1.14% (+$32.3K)
(cusip90187BAB7)✕	2.8K	QoQ +0.10% (-3) YoY -3.67% (-105)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$469.7M)	QoQ -2.33% (-$67.2K) YoY +0.81% (-$22.8K)
(cusip038923BA5)✕	2.7K	QoQ +0.03% (-1) YoY -3.41% (-96)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$469.7M)	QoQ -4.00% (-$115.7K) YoY -2.61% (-$74.4K)
(cusip46090A879)✕	108.9K	QoQ +71.44% (+45.4K) YoY +129.74% (+61.5K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$469.7M)	QoQ +71.20% (+$1.1M) YoY +129.65% (+$1.5M)
(cusip682189AU9)✕	3.1K	QoQ +0.12% (-4) YoY +346.47% (+2.4K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$469.7M)	QoQ -8.73% (-$256.2K) YoY +290.00% (+$2.0M)
(cusip03040WBE4)✕	2.5K	QoQ +0.23% (+6) YoY NEW(+2.5K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$469.7M)	QoQ +5.73% (+$144.5K) YoY NEW(+$2.7M)
(cusip018802AC2)✕	2.4K	QoQ +0.08% (+2) YoY +13.85% (+297)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$469.7M)	QoQ +2.34% (+$60.2K) YoY +23.71% (+$503.0K)