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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Wheaton Precious Metals Corp.

WPM|962879102

Shares:3.1K

Value:$238.6K

% of Portfolio:0.1% ($238.6K/$469.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:955

Value:$237.5K

% of Portfolio:0.1% ($237.5K/$469.7M)

S&P Global Inc.

SPGI|78409V104

Shares:462

Value:$234.7K

% of Portfolio:0.0% ($234.7K/$469.7M)

PAN AMERICAN SILVER CORP

PAAS|697900108

Shares:9.0K

Value:$231.7K

% of Portfolio:0.0% ($231.7K/$469.7M)

464286756

Shares:5.4K

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$469.7M)

Motorola Solutions, Inc.

MSI|620076307

Shares:500

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$469.7M)

Salesforce, Inc.

CRM|79466L302

Shares:783

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$469.7M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.2K

Value:$209.6K

% of Portfolio:0.0% ($209.6K/$469.7M)

464286103

Shares:8.9K

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$469.7M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:5.5K

Value:$208.4K

% of Portfolio:0.0% ($208.4K/$469.7M)

464287200

IVV|464287200

Shares:364

Value:$204.5K

% of Portfolio:0.0% ($204.5K/$469.7M)

38748T103

Shares:13.3K

Value:$128.3K

% of Portfolio:0.0% ($128.3K/$469.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Wheaton Precious Metals Corp.(WPMcusip962879102)	3.1K	QoQ NEW(+3.1K) YoY +25.07% (+616)	All Managers (Combined)	$238.6K	0.1% ($238.6K/$469.7M)	QoQ NEW(+$238.6K) YoY +106.01% (+$122.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	955	QoQ +1.27% (+12) YoY -0.10% (-1)	All Managers (Combined)	$237.5K	0.1% ($237.5K/$469.7M)	QoQ +14.55% (+$30.2K) YoY +30.05% (-$54.9K)
S&P Global Inc.(SPGIcusip78409V104)	462	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$234.7K	0.0% ($234.7K/$469.7M)	QoQ +2.02% (+$4.7K) YoY +19.42% (+$38.2K)
PAN AMERICAN SILVER CORP(PAAScusip697900108)	9.0K	QoQ -11.80% (-1.2K) YoY +25.15% (+1.8K)	All Managers (Combined)	$231.7K	0.0% ($231.7K/$469.7M)	QoQ +12.66% (-$26.0K) YoY +114.37% (+$123.6K)
(cusip464286756)✕	5.4K	QoQ 0.00% (+0) YoY NEW(+5.4K)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$469.7M)	QoQ +12.72% (+$25.7K) YoY NEW(+$227.9K)
Motorola Solutions, Inc.(MSIcusip620076307)	500	QoQ 0.00% (-0) YoY NEW(+500)	All Managers (Combined)	$218.9K	0.0% ($218.9K/$469.7M)	QoQ -5.28% (-$12.2K) YoY NEW(+$218.9K)
Salesforce, Inc.(CRMcusip79466L302)	783	QoQ 0.00% (-0) YoY -82.62% (-3.7K)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$469.7M)	QoQ -19.73% (-$51.7K) YoY -84.51% (-$1.1M)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.2K	QoQ -37.94% (-1.4K) YoY -37.94% (-1.4K)	All Managers (Combined)	$209.6K	0.0% ($209.6K/$469.7M)	QoQ -36.04% (-$118.1K) YoY -35.43% (-$115.0K)
(cusip464286103)✕	8.9K	QoQ 0.00% (-0) YoY +5.74% (+484)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$469.7M)	QoQ -1.76% (-$3.7K) YoY +0.51% (+$1.1K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	5.5K	QoQ -11.45% (-712) YoY +22.63% (-1.0K)	All Managers (Combined)	$208.4K	0.0% ($208.4K/$469.7M)	QoQ -11.96% (-$28.3K) YoY -1.25% (-$2.7K)
(IVVcusip464287200)	364	QoQ NEW(+364) YoY NEW(+364)	All Managers (Combined)	$204.5K	0.0% ($204.5K/$469.7M)	QoQ NEW(+$204.5K) YoY NEW(+$204.5K)
(cusip38748T103)✕	13.3K	QoQ -11.81% (-1.8K) YoY +25.30% (+2.7K)	All Managers (Combined)	$128.3K	0.0% ($128.3K/$469.7M)	QoQ -2.88% (-$3.8K) YoY +37.21% (+$34.8K)