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Sheila Asher

Laffer Tengler Investments, Inc.

Assets Managed
$677.244M
Holdings
182
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
2.93%(2Q avg: 3.57%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Laffer Tengler Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 182 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 2026 - Q1, they manage 677.244M in assets, with a quarterly growth rate of 2.93% and a 2-quarter average growth rate of 3.57%. The portfolio is managed by Sheila Asher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -4.04%
3.66%
$24.78M
29,291 shares@ $845.99 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -5%
3.61%
$24.424M
114,314 shares@ $213.66 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -4.07%
3.55%
$24.001M
77,546 shares@ $309.51 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 13.96%
3.28%
$22.184M
59,928 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 19.11%
3.13%
$21.182M
73,660 shares@ $287.57 avg price
WMT
Walmart Inc
Recent Activity
Decreased -5.8%
3.02%
$20.399M
164,140 shares@ $124.28 avg price
AXP
American Express Co
Recent Activity
Increased 3.11%
2.86%
$19.33M
63,906 shares@ $302.49 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 4.06%
2.81%
$19.029M
64,688 shares@ $294.16 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.55%
2.8%
$18.962M
74,715 shares@ $253.8 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 2.88%
2.27%
$15.347M
70,564 shares@ $217.5 avg price

1-10 of 182