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Sheila Asher

@Laffer Tengler Investments, Inc.

Latest period2024 - Q3ReportedManaged Assets$493.797MTotal holdings172
Assets growth rate6.43%Assets growth rate (2-Q avg)13.11%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Laffer Tengler Investments, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 172 positions.

Assets under management

The assets under management (AUM) of Laffer Tengler Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 493.797M in assets, with a quarterly growth rate of 6.43% and a 2-quarter average growth rate of 13.11%. The portfolio is managed by Sheila Asher, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ORCLOracle Corp
Recent Activity
Decreased -1.6%
2.29%
$11.282M
66,207 shares@ $170.41 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.05%
2.29%
$11.276M
53,477 shares@ $210.86 avg price
RTXRtx Corporation
Recent Activity
Decreased -3.57%
1.71%
$8.436M
69,629 shares@ $121.16 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.67%
1.59%
$7.82M
25,680 shares@ $304.52 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -0.43%
1.15%
$5.63M
57,754 shares@ $97.49 avg price
6293⤦Nrg Energy Inc
Recent Activity
Decreased -0.57%
1.02%
$5.014M
2,239 shares@ $2239.44 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.79%
0.98%
$4.797M
5,411 shares@ $886.53 avg price
PEPPepsico Inc
Recent Activity
Decreased -8.83%
0.92%
$4.526M
26,614 shares@ $170.06 avg price
PLDPrologis Inc.
Recent Activity
Decreased -1.72%
0.86%
$4.243M
33,601 shares@ $126.28 avg price
TSLATesla Inc
Recent Activity
Decreased -8.24%
0.67%
$3.277M
12,524 shares@ $261.63 avg price