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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
HDHome Depot Inc
Recent Activity
Increased 5.37%
2.26%
$11.148M
27,512 shares@ $405.2 avg price
CVXChevron Corp New
Recent Activity
Increased 2.42%
2.05%
$10.11M
68,653 shares@ $147.27 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.86%
2%
$9.829M
60,652 shares@ $162.06 avg price
CARRCarrier Global Corporation
Recent Activity
Increased 4.34%
1.8%
$8.887M
110,412 shares@ $80.5 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.25%
1.76%
$8.667M
46,512 shares@ $186.34 avg price
RTXRtx Corporation
Recent Activity
Decreased -3.57%
1.71%
$8.436M
69,629 shares@ $121.16 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 17.18%
1.66%
$8.15M
49,138 shares@ $165.85 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.67%
1.59%
$7.82M
25,680 shares@ $304.52 avg price
LRCXLam Research Corp
Recent Activity
Increased 1.76%
1.57%
$7.732M
9,474 shares@ $816.09 avg price
EMREmerson Elec Co
Recent Activity
Increased 7.45%
1.48%
$7.293M
66,678 shares@ $109.38 avg price