13F Filings History of LAFFER TENGLER INVESTMENTS, INC.

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$599,642,128
Signature - Title
Sheila Asher - Chief Operating Officer
Location
Nashville, TN
Summary
This page shows a list of all the recent 13F filings made by LAFFER TENGLER INVESTMENTS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LAFFER TENGLER INVESTMENTS, INC. reported 181 stock holdings with total value $599,642,128 as of Q4 2025. Top holdings included AVGO, GS, MSFT, AXP, and LRCX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 181 $599,642,128 +$56,996,511 -$17,780,518 +$39,215,993 AVGO, GS, MSFT, AXP, LRCX 13F-HR 12 Feb 2026, 15:45
Q3 2025 162 $563,117,979 +$88,598,908 -$64,890,906 +$23,708,002 AVGO, MSFT, GS, AXP, JPM 13F-HR 12 Nov 2025, 14:07
Q2 2025 163 $500,466,469 +$79,419,415 -$43,478,283 +$35,941,132 AVGO, MSFT, GS, AAPL, AXP 13F-HR 07 Aug 2025, 16:22
Q1 2025 132 $402,434,273 +$21,967,460 -$37,748,651 -$15,781,191 MSFT, AVGO, GS, AXP, WMT 13F-HR 14 May 2025, 11:32
Q4 2024 146 $438,095,286 +$70,991,855 -$62,332,829 +$8,659,026 AVGO, MSFT, AXP, GS, WMT 13F-HR 06 Feb 2025, 12:44
Q3 2024 172 $428,334,008 +$45,409,534 -$24,597,079 +$20,812,455 AAPL, AVGO, MSFT, AXP, USB 13F-HR 04 Nov 2024, 16:17
Q2 2024 393 $395,171,951 +$96,757,913 -$19,883,848 +$76,874,065 AAPL, AVGO, MSFT, AXP, JPM 13F-HR 14 Aug 2024, 16:12
Q1 2024 409 $316,768,906 +$39,276,940 -$46,774,347 -$7,497,407 MSFT, AVGO, AAPL, JPM, AXP 13F-HR 15 May 2024, 10:29
Q4 2023 414 $310,311,327 +$23,329,586 -$13,891,056 +$9,438,530 MSFT, AVGO, HD, CVX, LRCX 13F-HR 08 Feb 2024, 13:02
Q3 2023 320 $269,659,040 +$50,805,859 -$71,961,174 -$21,155,315 MSFT, CVX, AVGO, HD, JNJ 13F-HR 14 Nov 2023, 16:13
Q2 2023 385 $304,244,271 +$33,723,241 -$55,324,604 -$21,601,363 AVGO, MSFT, LRCX, JNJ, HD 13F-HR 14 Aug 2023, 13:32
Q1 2023 400 $308,848,987 +$29,062,015 -$20,595,894 +$8,466,121 MSFT, AVGO, ABBV, TXN, STLD 13F-HR 09 May 2023, 13:58
Q4 2022 418 $290,137,278 +$72,630,952 -$17,580,010 +$55,050,942 MSFT, ABBV, AVGO, JNJ, STLD 13F-HR 10 Feb 2023, 12:22
Q3 2022 432 $215,930,279 +$17,764,967 -$16,193,360 +$1,571,607 AAPL, MSFT, JNJ, TXN, ABBV 13F-HR 10 Nov 2022, 12:27
Q2 2022 389 $227,777,472 +$25,905,194 -$32,101,604 -$6,196,410 MSFT, AAPL, JNJ, ABBV, TXN 13F-HR 15 Aug 2022, 13:10
Q1 2022 418 $273,492,949 +$20,773,709 -$20,001,900 +$771,809 AAPL, MSFT, DHRPRA, AVGOP, JNJ 13F-HR 13 May 2022, 13:03
Q4 2021 384 $284,893,240 +$13,359,271 -$33,752,560 -$20,393,289 AAPL, MSFT, DHRPRA, AVGOP, HD 13F-HR 11 Feb 2022, 14:28
Q3 2021 483 $288,106,553 +$96,685,052 -$15,065,241 +$81,619,811 DHRPRA, MSFT, AAPL, TXN, JNJ 13F-HR 16 Nov 2021, 14:06
Q2 2021 322 $207,813,341 +$38,913,999 -$3,564,761,163 -$3,525,847,164 DHRPRA, AVGOP, MSFT, GS, SLQD 13F-HR 16 Aug 2021, 16:27
Q1 2021 341 $264,151,068 +$93,328,486 -$19,263,652 +$74,064,834 AAPL, DHRPRA, TLRY, HANNON ARMSTRONG, MSFT 13F-HR 17 May 2021, 14:46
Q4 2020 295 $185,037,692 +$25,456,991 -$4,433,835 +$21,023,156 AAPL, DHRPRA, AVGOP, DCUE, MSFT Restatement 11 Jun 2021, 11:22
Q3 2020 268 $152,715,297 +$28,142,195 -$9,719,675 +$18,422,520 DHRPRA, AAPL, DCUE, AVGOP, MSFT Restatement 11 Jun 2021, 11:19
Q2 2020 258 $129,079,148 +$37,320,668 -$12,610,060 +$24,710,608 DHRPRA, DCUE, AAPL, CCIPRA, AVGOP Restatement 11 Jun 2021, 10:51
Q1 2020 126 $125,825,138 +$13,030,639 -$7,283,474 +$5,747,165 CCIPRA, BDXA, DCUE, DHRPRA, Vereit Inc 13F-HR 28 Apr 2020, 11:06
Q4 2019 136 $106,913,732 +$39,099,839 -$7,536,122 +$31,563,717 BDXA, DCUE, CCIPRA, DHRPRA, Deutsche Bank AG London/VOYA 13F-HR 20 Feb 2020, 12:25
Q3 2019 122 $73,570,836 +$5,179,681 -$4,323,350 +$856,331 BDXA, CCIPRA, DCUE, DHRPRA, SWP 13F-HR 14 Nov 2019, 13:36
Q2 2019 100 $71,668,994 +$6,549,880 -$265,198,153 -$258,648,273 BDXA, DCUE, CCIPRA, DHRPRA, SWP 13F-HR 15 Aug 2019, 12:10
Q1 2019 188 $329,067,249 +$8,346,988 -$9,918,147 -$1,571,159 MSFT, JPM, MRK, UNH, AMGN 13F-HR 14 May 2019, 12:24
Q4 2018 183 $296,566,023 +$6,850,975 -$24,373,991 -$17,523,016 MSFT, JPM, MRK, UNH, AMGN 13F-HR 15 Feb 2019, 14:23
Q3 2018 191 $357,538,016 +$9,195,477 -$12,009,220 -$2,813,743 MSFT, JPM, UNH, AMGN, MRK 13F-HR 14 Nov 2018, 10:48
Q2 2018 195 $343,716,559 +$10,108,392 -$17,996,404 -$7,888,012 MSFT, JPM, UNH, WFC, BDXA 13F-HR 16 Aug 2018, 11:39
Q1 2018 195 $347,756,665 +$158,380,818 -$155,426,096 +$2,954,722 MSFT, JPM, BDXA, WFC, ANTX 13F-HR 14 May 2018, 11:55
Q4 2017 210 $344,765,655 +$2,636,259 -$5,202,525 -$2,566,266 MSFT, JPM, HD, INTC, DCUD 13F-HR 13 Feb 2018, 11:12
Q3 2017 206 $328,829,397 +$7,976,256 -$32,605,346 -$24,629,090 MSFT, JPM, DCUD, HD, ANTX 13F-HR 16 Nov 2017, 11:55
Q2 2017 213 $344,159,082 +$9,510,261 -$6,246,140 +$3,264,121 MSFT, JPM, HD, ANTX, AGNPRA 13F-HR 11 Aug 2017, 11:18
Q1 2017 213 $330,602,531 +$9,409,541 -$17,193,688 -$7,784,147 MSFT, JPM, ANTX, HD, AGNPRA 13F-HR 16 May 2017, 13:41
Q4 2016 216 $322,785,246 +$192,996,846 -$187,647,489 +$5,349,357 MSFT, JPM, ANTX, INTC, DCUC 13F-HR 15 Feb 2017, 14:31
Q3 2016 208 $314,839,459 +$6,875,105 -$5,717,759 +$1,157,346 AAPL, MSFT, JNJ, XOM, PG 13F-HR 15 Nov 2016, 14:48
Q2 2016 206 $315,807,903 +$201,564,141 -$217,615,996 -$16,051,855 AAPL, MSFT, JNJ, XOM, PG 13F-HR 15 Aug 2016, 13:02
Q1 2016 214 $327,570,634 +$327,570,634 -$323,776,596 +$3,794,038 BRKB, KO, SPY, HD, V 13F-HR 17 May 2016, 11:19
Q4 2015 218 $323,776,596 +$7,858,161 -$31,581,477 -$23,723,316 BRKB, SPY, KO, V, HD 13F-HR 16 Feb 2016, 15:12
Q3 2015 223 $334,724,028 +$334,724,028 -$365,546,832 -$30,822,804 BRKB, KO, INDA, SPY, EWU 13F-HR 06 Nov 2015, 12:48
Q2 2015 219 $365,546,832 +$168,822,556 -$457,276,555 -$288,453,999 BRKB, DXJ, SPY, KO, EWH 13F-HR 14 Aug 2015, 13:14
Q1 2015 202 $661,616,777 +$661,616,777 -$646,874,133 +$14,742,644 PAYX, NRF, BLK, OHI, WMB 13F-HR 11 May 2015, 15:10
Q4 2014 217 $646,874,133 +$646,874,133 -$617,493,441 +$29,380,692 TGT, MSFT, PAYX, UPS, NRF 13F-HR 17 Feb 2015, 09:59
Q3 2014 242 $617,493,441 +$62,889,869 -$85,784,069 -$22,894,200 LYB, WMB, AAPL, MSFT, OKE 13F-HR 14 Nov 2014, 15:03
Q2 2014 208 $649,146,826 +$146,151,855 -$79,145,529 +$67,006,326 WMB, OKE, LYB, AAPL, NEE 13F-HR 14 Aug 2014, 14:38
Q1 2014 216 $562,616,659 +$44,178,880 -$36,339,495 +$7,839,385 WMB, ESV, LYB, OKE, MSFT 13F-HR 15 May 2014, 13:42
Q4 2013 217 $546,607,519 $0 $0 $0 WMB, NRF, GE, BLK, OKE 13F-HR 18 Feb 2014, 16:03