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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Diamondback Energy, Inc.

FANG|25278X109

Shares:15.9K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$469.7M)

Xylem Inc.

XYL|98419M100

Shares:21.1K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$469.7M)

140501AE7

Shares:2.6K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$469.7M)

472145AF8

Shares:2.4K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$469.7M)

42824C208

Shares:51.1K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$469.7M)

337932AR8

Shares:2.3K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$469.7M)

55024UAD1

Shares:2.3K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$469.7M)

516544AB9

Shares:1.6K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$469.7M)

90353TAM2

Shares:1.8K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$469.7M)

85571BBA2

Shares:2.0K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$469.7M)

40637HAD1

Shares:2.0K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$469.7M)

STRYKER CORP

SYK|863667101

Shares:5.5K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$469.7M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:4.2K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$469.7M)

00971TAL5

Shares:2.0K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$469.7M)

EQUINIX INC

EQIX|29444U700

Shares:2.4K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$469.7M)

70202LAB8

Shares:1.3K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$469.7M)

46434V407

Shares:38.6K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$469.7M)

09709UV70

Shares:1.5K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$469.7M)

007973AE0

Shares:1.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$469.7M)

47103U845

Shares:28.0K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$469.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Diamondback Energy, Inc.(FANGcusip25278X109)	15.9K	QoQ +13.38% (+1.9K) YoY +40.96% (+4.6K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$469.7M)	QoQ +10.65% (+$244.4K) YoY +13.72% (+$306.4K)
Xylem Inc.(XYLcusip98419M100)	21.1K	QoQ +0.06% (+14) YoY +26.99% (+4.5K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$469.7M)	QoQ +3.03% (+$74.4K) YoY +17.38% (+$374.0K)
(cusip140501AE7)✕	2.6K	QoQ +0.39% (+10) YoY NEW(+2.6K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$469.7M)	QoQ +0.39% (+$9.9K) YoY NEW(+$2.5M)
(cusip472145AF8)✕	2.4K	QoQ +0.17% (+4) YoY NEW(+2.4K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$469.7M)	QoQ +3.34% (+$79.8K) YoY NEW(+$2.5M)
(cusip42824C208)✕	51.1K	QoQ +0.16% (-85) YoY NEW(+51.1K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$469.7M)	QoQ -22.58% (-$713.9K) YoY NEW(+$2.4M)
(cusip337932AR8)✕	2.3K	QoQ +0.04% (+1) YoY NEW(+2.3K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$469.7M)	QoQ +2.92% (+$67.9K) YoY NEW(+$2.4M)
(cusip55024UAD1)✕	2.3K	QoQ +0.08% (-2) YoY -3.67% (-87)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$469.7M)	QoQ -5.59% (-$140.7K) YoY +13.39% (-$280.5K)
(cusip516544AB9)✕	1.6K	QoQ +0.19% (+3) YoY NEW(+1.6K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$469.7M)	QoQ +7.16% (+$149.8K) YoY NEW(+$2.2M)
(cusip90353TAM2)✕	1.8K	QoQ +0.21% (+4) YoY NEW(+1.8K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$469.7M)	QoQ +11.19% (+$224.6K) YoY NEW(+$2.2M)
(cusip85571BBA2)✕	2.0K	QoQ +0.19% (-4) YoY -3.15% (-66)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$469.7M)	QoQ -1.18% (-$26.4K) YoY -3.79% (-$87.0K)
(cusip40637HAD1)✕	2.0K	QoQ +0.14% (+3) YoY -3.13% (-66)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$469.7M)	QoQ +10.99% (+$214.5K) YoY +15.70% (-$293.8K)
STRYKER CORP(SYKcusip863667101)	5.5K	QoQ -25.44% (-1.9K) YoY +152.64% (+3.3K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$469.7M)	QoQ -22.92% (-$607.8K) YoY +162.79% (+$1.3M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	4.2K	QoQ +0.45% (+19) YoY +84.33% (+1.9K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$469.7M)	QoQ +20.94% (+$348.7K) YoY +113.79% (+$1.1M)
(cusip00971TAL5)✕	2.0K	QoQ +0.19% (-4) YoY -3.43% (-72)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$469.7M)	QoQ -2.91% (-$59.3K) YoY -10.66% (-$236.4K)
EQUINIX INC(EQIXcusip29444U700)	2.4K	QoQ -19.49% (-576) YoY -8.18% (-212)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$469.7M)	QoQ -30.38% (-$846.5K) YoY -9.29% (-$198.8K)
(cusip70202LAB8)✕	1.3K	QoQ +0.07% (-1) YoY -4.63% (-63)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$469.7M)	QoQ -35.29% (-$935.1K) YoY -31.57% (-$791.1K)
(cusip46434V407)✕	38.6K	QoQ +6.92% (+2.5K) YoY +91.63% (+18.4K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$469.7M)	QoQ +6.69% (+$102.9K) YoY +91.50% (+$783.6K)
(cusip09709UV70)✕	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$469.7M)	QoQ -2.45% (-$37.8K) YoY -21.49% (-$410.5K)
(cusip007973AE0)✕	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$469.7M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip47103U845)✕	28.0K	QoQ NEW(+28.0K) YoY NEW(+28.0K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$469.7M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)