Fund Holdings

LAFFER TENGLER INVESTMENTS, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
LAM RESEARCH CORP(LRCX)120,333114,314-6,01920,598,60324,424,3293.61%+3,825,726
GE VERNOVA INC(GEV)04,062+4,06203,545,7200.52%+3,545,720
PINNACLE WEST CAP CORP(PNW)00003,314,7160.49%+3,314,716
SOUTHERN CO(SO)00003,286,1880.49%+3,286,188
QUANTA SVCS INC23,62223,946+3249,969,90113,146,8331.94%+3,176,932
WEC ENERGY GROUP INC(WEC)00003,134,7030.46%+3,134,703
CMS ENERGY CORP(CMS)00002,925,0740.43%+2,925,074
WILLIAMS COS INC(WMB)84,048104,849+20,8015,052,1257,630,9101.13%+2,578,785
ITRON INC(ITRI)00002,506,5400.37%+2,506,540
JOHNSON & JOHNSON(JNJ)46,27448,797+2,5239,576,40411,927,9391.76%+2,351,535
ORACLE CORP(ORCL)049,970+49,97002,283,9790.34%+2,283,979
L3HARRIS TECHNOLOGIES INC(LHX)32,37034,041+1,6719,502,86111,749,2511.73%+2,246,390
SPDR GOLD TR(GLD)6005,600+5,000237,7862,409,6240.36%+2,171,838
MERITAGE HOMES CORP(MTH)00001,950,4540.29%+1,950,454
MKS INC.(MKSI)00001,903,4190.28%+1,903,419
ALPHABET INC(GOOG)61,84773,660+11,81319,358,28021,181,6703.13%+1,823,390
ETFIS SER TR I
VIRTUS INFRCAP
075,121+75,12101,529,4640.23%+1,529,464
D R HORTON INC(DHI)34,99847,645+12,6475,040,7626,537,8470.97%+1,497,085
HAEMONETICS CORP MASS(HAE)00001,345,8110.20%+1,345,811
EATON CORP PLC(ETN)9,31111,659+2,3482,965,6474,170,0750.62%+1,204,428
RTX CORPORATION(RTX)72,32475,002+2,67813,264,22214,467,8862.14%+1,203,664
DEERE & CO(DE)9,3649,771+4074,359,5975,504,0040.81%+1,144,407
NEXTERA ENERGY INC(NEE)71,33973,505+2,1665,727,0956,827,1441.01%+1,100,049
WELLS FARGO & CO(WFC)3,3004,429+1,1293,989,4435,077,0870.75%+1,087,644
COSTCO WHOLESALE CORPORATION(COST)4,9495,369+4204,267,7215,349,8330.79%+1,082,112
LISTED FDS TR
HORI KI INFL ETF
020,000+20,00001,041,2000.15%+1,041,200
ADVANCED ENERGY INDS(AEIS)1,3490-1,3492,234,2843,236,2610.48%+1,001,977
BANK AMERICA CORP3,2834,213+9304,094,3615,091,3640.75%+997,003
WALMART INC(WMT)174,256164,140-10,11619,413,86120,399,3193.01%+985,458
BLACKSTONE SECD LENDING FD(BXSL)040,111+40,1110950,2300.14%+950,230
BERKSHIRE HATHAWAY INC DEL4642,434+1,970233,2301,166,3730.17%+933,143
ISHARES INC
MSCI JAPAN ETF
010,838+10,8380915,1610.14%+915,161
TJX COS INC NEW(TJX)59,95362,780+2,8279,209,38010,025,9661.48%+816,586
STARBUCKS CORP(SBUX)90,37494,001+3,6277,610,3958,421,5501.24%+811,155
CARRIER GLOBAL CORPORATION(CARR)142,228147,405+5,1777,515,3288,300,3761.23%+785,048
STEEL DYNAMICS INC(STLD)51,00952,360+1,3518,643,4759,424,8001.39%+781,325
COINBASE GLOBAL INC(COIN)0000756,9550.11%+756,955
ADVANCED MICRO DEVICES INC(AMD)7,13511,117+3,9821,528,0322,261,5310.33%+733,499
MCDONALDS CORP(MCD)24,88626,776+1,8907,605,9088,321,7131.23%+715,805
PROLOGIS INC.(PLD)47,51750,793+3,2766,066,0206,713,8190.99%+647,799
ROCKET LAB CORP(RKLB)09,013+9,0130578,8150.09%+578,815
ISHARES TR
YLD OPTIM BD
39,08264,796+25,714890,0811,459,8540.22%+569,773
EQT CORP(EQT)49,09150,032+9412,631,2783,184,0360.47%+552,758
GENERAL DYNAMICS CORP(GD)01,513+1,5130519,2920.08%+519,292
SYNAPTICS INC(SYNA)0000510,6710.08%+510,671
GLOBAL X FDS
US INFR DEV ETF
010,000+10,0000508,1000.08%+508,100
TERADYNE INC(TER)2,3233,152+829449,640934,4420.14%+484,802
VIPER ENERGY INC(VNOM)010,200+10,2000479,2980.07%+479,298
CHEVRON CORPORATION(CVX)69,45453,370-16,08410,585,57611,042,3781.63%+456,802
PLANET LABS PBC(PL)16,27227,455+11,183320,884767,3670.11%+446,483
PPL CAP FDG INC(PPL)2,5500-2,5502,842,1803,285,1760.49%+442,996
ALBEMARLE CORP35,52035,305-2152,098,6992,541,1130.38%+442,414
ETF OPPORTUNITIES TRUST
LAFFER TEN EQ IN
43,00854,382+11,3741,553,9781,967,8670.29%+413,889
CISCO SYS INC(CSCO)118,871123,311+4,4409,156,6339,567,7001.41%+411,067
CENTERPOINT ENERGY INC(CNP)2,4810-2,4812,795,8423,193,6970.47%+397,855
VARONIS SYS INC(VRNS)0000393,0970.06%+393,097
SOUTHERN COPPER CORP(SCCO)5,6526,984+1,332811,0081,201,8250.18%+390,817
NUTANIX INC(NTNX)0000373,8710.06%+373,871
PHILIP MORRIS INTL INC(PM)02,001+2,0010330,8450.05%+330,845
VISTRA CORP(VST)02,069+2,0690311,0330.05%+311,033
SPROTT ASSET MANAGEMENT LP020,000+20,0000310,6000.05%+310,600
CAMECO CORP(CCJ)5,2307,231+2,001478,493785,3590.12%+306,866
ISHARES TR3,1146,114+3,000299,037593,8530.09%+294,816
AMERICAN WTR CAP CORP(AWK)2,5110-2,5112,511,0812,793,6960.41%+282,615
SHIFT4 PMTS INC(FOUR)04,850+4,8500264,6550.04%+264,655
APPLE INC(AAPL)68,83674,715+5,87918,713,92918,962,0072.80%+248,078
COHERENT CORP(COHR)2,9413,317+376542,820790,1430.12%+247,323
SPROTT ASSET MANAGEMENT LP(PSLV)010,000+10,0000243,9000.04%+243,900
NATIONAL GRID PLC(NGG)02,789+2,7890235,9490.03%+235,949
SPDR INDEX SHS FDS
ST STR EU 50 ETF
03,800+3,8000235,9040.03%+235,904
CONOCOPHILLIPS(COP)01,770+1,7700233,6400.03%+233,640
BWX TECHNOLOGIES INC(BWXT)1,6962,533+837293,137517,9730.08%+224,836
KRATOS DEFENSE & SEC SOLUTIO(KTOS)03,154+3,1540222,3890.03%+222,389
VENTAS RLTY LTD PARTNERSHIP(VTR)2,4270-2,4273,450,0533,660,3700.54%+210,317
LINDE PLC(LIN)1,4641,682+218624,235833,8680.12%+209,633
FIRSTENERGY CORP(FE)2,4750-2,4752,565,4702,768,2140.41%+202,744
EMERSON ELEC CO(EMR)64,83367,093+2,2608,604,6368,790,5251.30%+185,889
BOFA FIN LLC(BAC)1,5000-1,5001,635,1201,803,4650.27%+168,345
LANTHEUS HLDGS INC(LNTH)1,4650-1,4651,682,4691,841,7380.27%+159,269
STARWOOD PPTY TR INC(STWD)1,9620-1,9622,153,1182,311,1810.34%+158,063
JAZZ INVESTMENTS I LTD(JAZZ)2,2830-2,2832,649,6902,791,5350.41%+141,845
WHEATON PRECIOUS METALS CORP(WPM)2,2663,100+834266,300406,1310.06%+139,831
IRIDIUM COMMUNICATIONS INC(IRDM)19,26916,913-2,356334,895469,1670.07%+134,272
HONEYWELL INTL INC(HON)1,9262,253+327375,743509,2460.08%+133,503
GRANITESHARES PLATINUM TR(PLTM)20,67228,091+7,419407,859531,2010.08%+123,342
NETFLIX INC.(NFLX)26,06026,690+6302,443,3862,566,2440.38%+122,858
APPLIED MATLS INC1,3661,350-16351,048461,4170.07%+110,369
BLACKROCK ETF TRUST II25,13827,223+2,0851,300,7561,411,1040.21%+110,348
TETRA TECH INC NEW(TTEK)2,2670-2,2672,501,5662,611,7850.39%+110,219
PAN AMERN SILVER CORP(PAAS)13,52114,776+1,255700,523807,2130.12%+106,690
ISHARES TR
0-5YR HI YL CP
44,41347,395+2,9821,903,9852,005,2820.30%+101,297
ON SEMICONDUCTOR CORP(ON)2,9430-2,9432,804,7482,900,8990.43%+96,151
PALANTIR TECHNOLOGIES INC(PLTR)23,67829,396+5,7184,208,7654,300,0470.63%+91,282
SYMBOTIC INC(SYM)5,8988,023+2,125350,931426,8240.06%+75,893
JANUS DETROIT STR TR
HENDRSON AAA CL
30,87932,459+1,5801,561,8601,634,9600.24%+73,100
HEWLETT PACKARD ENTERPRISE C(HPE)61,32563,630+2,3054,068,0554,139,0680.61%+71,013
HILTON WORLDWIDE HLDGS INC(HLT)1,2531,406+153359,924427,5360.06%+67,612
LOCKHEED MARTIN CORP(LMT)1,1321,015-117547,514613,4560.09%+65,942
AEROVIRONMENT INC9231,496+573223,264273,8430.04%+50,579
SERVE ROBOTICS INC18,35528,292+9,937190,525238,7840.04%+48,259
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