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LAFFER TENGLER INVESTMENTS, INC. Historic Quarter Change: USA Stocks, Reduced

LAFFER TENGLER INVESTMENTS, INC. historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, LAFFER TENGLER INVESTMENTS, INC. opened 699 positions, added to 637, reduced 426 and sold out of 809.

  • Q2 2026: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 114,314.
  • Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 51,040.
  • Q2 2026: Stock AVGO; Country of operation United States; Class COM; Shares before 77,546.
  • Q2 2026: Stock CRWD; Country of operation United States; Class CL A; Shares before 11,365.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1307878), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-17); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-11); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-18); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2004-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026LRCX
LAM RESEARCH CORP
United StatesCOM NEW114,31486,857-27,457$24,424,329$37,637,744+$13,213,4152026-07-21
Q2 2026PANW
PALO ALTO NETWORKS INC
United StatesCOM51,04050,555-485$8,182,733$17,240,266+$9,057,5332026-07-21
Q2 2026AVGO
BROADCOM INC
United StatesCOM77,54676,897-649$24,001,262$29,047,842+$5,046,5802026-07-21
Q2 2026CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A11,36511,292-73$4,437,010$8,617,377+$4,180,3672026-07-21
Q2 2026GOOGL
ALPHABET INC
United StatesCAP STK CL A73,66070,198-3,462$21,181,670$25,086,659+$3,904,9892026-07-21
Q2 2026HPEPRC
HEWLETT PACKARD ENTERPRISE C
United States7.625 MAND CONV63,63062,310-1,320$4,139,068$7,276,001+$3,136,9332026-07-21
Q2 2026PWR
QUANTA SVCS INC
United StatesCOM23,94621,993-1,953$13,146,833$15,835,840+$2,689,0072026-07-21
Q2 2026AMZN
AMAZON COM INC
United StatesCOM53,57753,311-266$11,158,482$12,706,144+$1,547,6622026-07-21
Q2 2026MCHPP
MICROCHIP TECHNOLOGY INC.
United StatesDEP SHS REPSTG51,75550,820-935$2,968,512$3,904,399+$935,8872026-07-21
Q2 2026COST
COSTCO WHOLESALE CORPORATION
United StatesCOM5,3694,783-586$5,349,833$4,474,353-$875,4802026-07-21
Q2 2026ALBPRA
ALBEMARLE CORP
United States7.25% DEP SHS A35,30534,245-1,060$2,541,113$1,897,070-$644,0432026-07-21
Q2 2026ETN
EATON CORP PLC
SHS11,65911,101-558$4,170,075$4,730,358+$560,2832026-07-21
Q2 2026TER
TERADYNE INC
United StatesCOM3,1522,846-306$934,442$1,377,009+$442,5672026-07-21
Q2 2026STLD
STEEL DYNAMICS INC
United StatesCOM52,36042,976-9,384$9,424,800$9,861,273+$436,4732026-07-21
Q2 2026LMT
LOCKHEED MARTIN CORP
United StatesCOM1,015409-606$613,456$208,369-$405,0872026-07-21
Q2 2026COHR
COHERENT CORP
United StatesCOM3,3172,999-318$790,143$1,183,016+$392,8732026-07-21
Q2 2026V
VISA INC
United StatesCOM CL A10,87510,688-187$3,286,860$3,666,946+$380,0862026-07-21
Q2 2026GOOG
ALPHABET INC
United StatesCAP STK CL C4,9424,560-382$1,417,662$1,611,185+$193,5232026-07-21
Q2 2026ISRG
INTUITIVE SURGICAL INC
United StatesCOM NEW1,6631,648-15$766,626$655,377-$111,2492026-07-21
Q2 2026IRDM
IRIDIUM COMMUNICATIONS INC
United StatesCOM16,9139,980-6,933$469,167$547,403+$78,2362026-07-21
Q2 2026KKRPRD
KKR & CO INC
United States6.25 CON SER D60,73059,795-935$2,436,973$2,373,144-$63,8292026-07-21
Q2 2026BAC
BANK OF AMER CORP
United StatesCOM9,1008,841-259$443,625$503,760+$60,1352026-07-21
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW2,4342,403-31$1,166,373$1,202,437+$36,0642026-07-21
Q2 2026TXN
TEXAS INSTRS INC
United StatesCOM1,5701,132-438$304,800$337,415+$32,6152026-07-21
Q2 2026HLT
HILTON WORLDWIDE HLDGS INC
United StatesCOM1,4061,250-156$427,536$413,075-$14,4612026-07-21

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