LAFFER TENGLER INVESTMENTS, INC. — 13F Holdings & Portfolio
CIK 1307878 · latest 13F-HR filed 2026-07-21
LAFFER TENGLER INVESTMENTS, INC. manages $781.6M in 13F-reported U.S. long-equity assets across 179 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LRCX (4.82%), GS (3.84%), AVGO (3.72%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions and exited 21; 89 existing positions rose in reported value and 28 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$781.6M
Long-equity book
Holdings
179
Distinct positions
Period
2026-06-30
Filed 2026-07-21
Q/Q Activity
+18 / −21 / ↑89 / ↓28
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26LRCX4.8% · -24%GS3.8% · +1%AVGO3.7% · -1%GOOGL3.2% · -5%AXP3.2% · +14%MSFT2.9% · +2%AAPL2.8% · +0%JPM2.8% · +2%WMT2.4% · +2%ABBV2.3% · +1%PANW2.2% · -1%NVDA2.0% · +51%PWR2.0% · -8%HD2.0% · +20%CSCO1.9% · +3%RTX1.9% · +2%GEV1.7% · +171%AMZN1.6% · -0%JNJ1.6% · +2%TJX1.5% · +26%CARR1.4% · +3%SBUX1.4% · +14%UBER1.4% · +4%ORCL1.3% · +2%LHX1.3% · +0%STLD1.3% · -18%EMR1.3% · +2%CVX1.2% · +2%IBM1.1% · +30%MCD1.1% · +19%CRWD1.1% · -1%DHI1.0% · +4%WMB1.0% · +3%BAM1.0% · +5%SPOT1.0% · +0%HPEPC0.9% · -2%PLD0.9% · +3%TSLA0.9% · +1%NEE0.8% · +2%AMD0.8% · +0%DE0.8% · +3%NOW0.8% · +0%BACPL0.7% · +2%WFCPL0.7% · +0%ETN0.6% · -5%COST0.6% · -11%GOOGM0.5% · newMU0.5% · newMCHPP0.5% · -2%V0.5% · -2%SO0.5% · +119%AEIS0.5% · newPLTR0.5% · +4%CSWC0.5% · newON0.4% · newTGLR0.4% · newIVW0.4% · 0%SPCX0.4% · newBAPA0.4% · -2%PNW0.4% · new
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 31.9%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 26, 2026.
Assets Under Management
$800.1M
Discretionary
$800.1M
Employees
14
Accounts
767
Address
1005 17TH AVE S
SUITE 900
NASHVILLE, TN 37212
SUITE 900
NASHVILLE, TN 37212
Phone
(800) 838-3468
Mailing Address
6730 N. SCOTTSDALE ROAD SUITE 230, SCOTTSDALE, AZ, 85253
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC Control | OWNER since Nov 2019 | 75% or more | Domestic Entity |
| LAFFER, ARTHUR, BETZ Control | PORTFOLIO MANAGER AND PRESIDENT since Dec 2020 | Less than 5% | Individual |
| TENGLER, NANCY, CAVEN Control | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER since Nov 2019 | Less than 5% | Individual |
| Asher, Sheila | CHIEF OPERATING OFFICER since Jan 2022 | Less than 5% | Individual |
| LYNCH, DEBRA, BELLANTONI | CHIEF COMPLIANCE OFFICER since Dec 2022 | Less than 5% | Individual |
| BUTCHER, KEITH, DELBERT Control Indirect owner via BUTCHERJOSEPH & CO. LLC | MANAGING PARTNER since Dec 2010 | 25–50% | Individual |
| BUTCHERJOSEPH & CO. LLC Control Indirect owner via BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC | OWNER since Jun 2016 | 50–75% | Domestic Entity |
| STRYCHARZ, JOSEPH, JOHN Control Indirect owner via BUTCHERJOSEPH & CO. LLC | MANAGING PARTNER since Dec 2010 | 25–50% | Individual |
Ownership & leadership changes · 8 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 26, 2024 filing
- AddedAsher, Sheila · CHIEF OPERATING OFFICER · Less than 5%
Dec 21, 2022 filing
- No longer listedSOS, JESSICA, MORGAN · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since May 2022
- AddedLYNCH, DEBRA, BELLANTONI · CHIEF COMPLIANCE OFFICER · Less than 5%
Jun 21, 2022 filing
- No longer listedBARGE, MARVIN, HARRIS · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Dec 2021
- AddedSOS, JESSICA, MORGAN · CHIEF COMPLIANCE OFFICER · Less than 5%
Dec 2, 2021 filing
- No longer listedCURLEY, JONATHAN, E · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Nov 2019
- No longer listedMACH, KATHERINE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2020
- AddedBARGE, MARVIN, HARRIS · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedLAFFER, ARTHUR, BETZ · title PORTFOLIO MANAGER → PORTFOLIO MANAGER AND PRESIDENT
- ChangedTENGLER, NANCY, CAVEN · title CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER
Dec 10, 2020 filing
- ChangedLAFFER, ARTHUR, BETZ · title CHIEF OPERATING OFFICER → PORTFOLIO MANAGER
Jul 1, 2020 filing
- ChangedCURLEY, JONATHAN, E · title CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER
- ChangedMACH, KATHERINE, MARIE · title ASSISTANT COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER
Nov 8, 2019 filing
- No longer listedALTREE, TRICIA, MARGARET · SHAREHOLDER · 5–10% · listed since Aug 2000
- No longer listedGENERAL ELECTRIC PENSION TRUST · SHAREHOLDER · 5–10% · listed since Nov 2004
- No longer listedLAFFER, ALLISON, BLAIR · SHAREHOLDER · 5–10% · listed since Aug 2000
- No longer listedLAFFER, ARTHUR, BETZ · CHAIRMAN/DIRECTOR · 10–25% · control person · listed since Oct 1999
- No longer listedLAFFER, JUSTIN, CHARLES · SHAREHOLDER · 5–10% · listed since Aug 2000
- No longer listedLAFFER, RACHEL, VIRGINIA · SHAREHOLDER · 5–10% · listed since Aug 2000
- No longer listedREMBERT, MOLLY, BETZ · SHAREHOLDER · 5–10% · listed since Aug 2000
- AddedBUTCHER, KEITH, DELBERT · MANAGING PARTNER · 25–50% · indirect via BUTCHERJOSEPH & CO. LLC · control person
- AddedBUTCHERJOSEPH & CO. LLC · OWNER · 50–75% · indirect via BUTCHERJOSEPH FINANCIAL HOLDINGS, LLC · control person
- AddedBUTCHERJOSEPH FINANCIAL HOLDINGS, LLC · OWNER · 75% or more · control person
- AddedCURLEY, JONATHAN, E · CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedMACH, KATHERINE, MARIE · ASSISTANT COMPLIANCE OFFICER · Less than 5% · control person
- AddedSTRYCHARZ, JOSEPH, JOHN · MANAGING PARTNER · 25–50% · indirect via BUTCHERJOSEPH & CO. LLC · control person
- AddedTENGLER, NANCY, CAVEN · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedLAFFER, ARTHUR, BETZ · title PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR → CHIEF OPERATING OFFICER; ownership 10–25% → Less than 5%
Mar 27, 2014 filing
- ChangedLAFFER, RACHEL, VIRGINIA · no longer a control person
Mar 30, 2012 filing (earliest on record)
- ListedALTREE, TRICIA, MARGARET · SHAREHOLDER · 5–10%
- ListedGENERAL ELECTRIC PENSION TRUST · SHAREHOLDER · 5–10%
- ListedLAFFER, ALLISON, BLAIR · SHAREHOLDER · 5–10%
- ListedLAFFER, ARTHUR, BETZ · PRESIDENT & CHIEF COMPLIANCE OFFICER/DIRECTOR · 10–25% · control person
- ListedLAFFER, ARTHUR, BETZ · CHAIRMAN/DIRECTOR · 10–25% · control person
- ListedLAFFER, JUSTIN, CHARLES · SHAREHOLDER · 5–10%
- ListedLAFFER, RACHEL, VIRGINIA · SHAREHOLDER · 5–10% · control person
- ListedREMBERT, MOLLY, BETZ · SHAREHOLDER · 5–10%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- LAM RESEARCH CORP$13.2M +54.1%
- GE VERNOVA INC$9.4M +264.7%
- PALO ALTO NETWORKS INC$9.1M +110.7%
- NVIDIA CORPORATION$6.7M +73.6%
- AMERICAN EXPRESS CO$5.3M +27.6%
Top Trims
- CHEVRON CORPORATION-$2.0M -17.9%
- L3HARRIS TECHNOLOGIES INC-$1.8M -15.4%
- WALMART INC-$1.4M -7.0%
- COSTCO WHOLESALE CORPORATION-$875.5K -16.4%
- INVESCO ACTIVELY MANAGED EXC-$763.8K -50.8%
New Positions
- ALPHABET INC$4.2M
- MICRON TECHNOLOGY INC$4.1M
- WEDBUSH SER TR$3.5M
- SPACE EXPLORATION TECHN CORP$3.4M
- ALLIANT ENERGY CORP$3.0M
Exited Positions
- EOG RES INC$5.8M
- MEDTRONIC PLC$5.5M
- VENTAS RLTY LTD PARTNERSHIP$3.7M
- AMERICAN WTR CAP CORP$2.8M
- JAZZ INVESTMENTS I LTD$2.8M
LAFFER TENGLER INVESTMENTS, INC. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | LRCX | 512807306 | $37.6M | 4.82% | 86,857 | SH |
| 2 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $30.0M | 3.84% | 29,640 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $29.0M | 3.72% | 76,897 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $25.1M | 3.21% | 70,198 | SH |
| 5 | AMERICAN EXPRESS CO | AXP | 025816109 | $24.7M | 3.16% | 72,913 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $22.7M | 2.91% | 60,882 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $21.7M | 2.77% | 74,864 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $21.6M | 2.76% | 65,878 | SH |
| 9 | WALMART INC | WMT | 931142103 | $19.0M | 2.43% | 167,545 | SH |
| 10 | ABBVIE INC | ABBV | 00287Y109 | $18.0M | 2.30% | 71,440 | SH |
| 11 | PALO ALTO NETWORKS INC | PANW | 697435105 | $17.2M | 2.21% | 50,555 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.9M | 2.03% | 79,486 | SH |
| 13 | QUANTA SVCS INC | PWR | 74762E102 | $15.8M | 2.03% | 21,993 | SH |
| 14 | HOME DEPOT INC | HD | 437076102 | $15.7M | 2.01% | 44,499 | SH |
| 15 | CISCO SYS INC | CSCO | 17275R102 | $14.9M | 1.90% | 126,697 | SH |
| 16 | RTX CORPORATION | RTX | 75513E101 | $14.6M | 1.86% | 76,724 | SH |
| 17 | GE VERNOVA INC | GEV | 36828A101 | $12.9M | 1.65% | 11,006 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $12.7M | 1.63% | 53,311 | SH |
| 19 | JOHNSON & JOHNSON | JNJ | 478160104 | $12.6M | 1.62% | 49,706 | SH |
| 20 | TJX COS INC NEW | TJX | 872540109 | $12.0M | 1.53% | 79,142 | SH |
| 21 | CARRIER GLOBAL CORPORATION | CARR | 14448C104 | $11.1M | 1.42% | 151,169 | SH |
| 22 | STARBUCKS CORP | SBUX | 855244109 | $10.9M | 1.40% | 106,976 | SH |
| 23 | ORACLE CORP | ORCL | 68389X105 | $9.9M | 1.27% | 67,839 | SH |
| 24 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $9.9M | 1.27% | 34,209 | SH |
| 25 | STEEL DYNAMICS INC | STLD | 858119100 | $9.9M | 1.26% | 42,976 | SH |
| 26 | EMERSON ELEC CO | EMR | 291011104 | $9.8M | 1.26% | 68,654 | SH |
| 27 | CHEVRON CORPORATION | CVX | 166764100 | $9.1M | 1.16% | 54,667 | SH |
| 28 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $8.8M | 1.13% | 31,358 | SH |
| 29 | MCDONALDS CORP | MCD | 580135101 | $8.6M | 1.10% | 31,896 | SH |
| 30 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $8.6M | 1.10% | 11,292 | SH |
| 31 | D R HORTON INC | DHI | 23331A109 | $8.0M | 1.03% | 49,358 | SH |
| 32 | WILLIAMS COS INC | WMB | 969457100 | $8.0M | 1.03% | 107,897 | SH |
| 33 | BROOKFIELD ASSET MANAGMT LTD | BAM | 113004105 | $7.6M | 0.98% | 170,279 | SH |
| 34 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $7.5M | 0.96% | 16,376 | SH |
| 35 | HEWLETT PACKARD ENTERPRISE C | HPEPC | 42824C208 | $7.3M | 0.93% | 62,310 | SH |
| 36 | PROLOGIS INC. | PLD | 74340W103 | $7.1M | 0.90% | 52,193 | SH |
| 37 | TESLA INC | TSLA | 88160R101 | $7.0M | 0.90% | 16,689 | SH |
| 38 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $7.0M | 0.89% | 96,399 | SH |
| 39 | NEXTERA ENERGY INC | NEE | 65339F101 | $6.6M | 0.85% | 75,264 | SH |
| 40 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $6.5M | 0.83% | 11,151 | SH |
| 41 | DEERE & CO | DE | 244199105 | $6.4M | 0.82% | 10,066 | SH |
| 42 | SERVICENOW INC | NOW | 81762P102 | $6.2M | 0.80% | 62,948 | SH |
| 43 | BANK OF AMER CORP | BACPL | 060505682 | $5.4M | 0.69% | 4,294 | SH |
| 44 | WELLS FARGO & CO | WFCPL | 949746804 | $5.2M | 0.66% | 4,451 | SH |
| 45 | EATON CORP PLC | ETN | G29183103 | $4.7M | 0.61% | 11,101 | SH |
| 46 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.5M | 0.57% | 4,783 | SH |
| 47 | ALPHABET INC | GOOGM | 02079K404 | $4.2M | 0.54% | 82,855 | SH |
| 48 | MICRON TECHNOLOGY INC | MU | 595112103 | $4.1M | 0.52% | 3,526 | SH |
| 49 | MICROCHIP TECHNOLOGY INC. | MCHPP | 595017302 | $3.9M | 0.50% | 50,820 | SH |
| 50 | VISA INC | V | 92826C839 | $3.7M | 0.47% | 10,688 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-21 | $781.6M | 179 | 0001172661-26-002716 |
| 2026-03-31 | 2026-05-13 | $677.2M | 182 | 0001172661-26-001771 |
| 2025-12-31 | 2026-02-12 | $658.0M | 181 | 0001172661-26-000684 |
| 2025-09-30 | 2025-11-12 | $631.5M | 162 | 0001172661-25-004718 |
Filer Information
Address
1005 17TH AVE SSUITE 900
NASHVILLE, TN 37212
Phone
(800) 838-3468
Filing Manager
LAFFER TENGLER INVESTMENTS, INC.
Scottsdale, AZ
Signatory
Sheila Asher
Chief Operating Officer