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Laffer Investments
RIA/Wealth
Laffer Investments is a RIA/Wealth based in Nashville, TN led by Nancy Caven Tengler, reporting $622.0M in AUM as of Q3 2025 with 31% Technology concentration.
CEONancy Caven Tengler
- Portfolio Value
- $535.5M
- Positions
- 123
- Top Holding
- AVGO at 5.09%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Laffer Investments's portfolio (36.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $27.2M | 5.09% | -$3.2M Sold | 0.00% 82.6K shares | |
Software - Infrastructure Technology | $26.8M | 5.00% | +$2.3M Bought | 0.00% 51.7K shares | |
Financial - Capital Markets Financial Services | $23.4M | 4.37% | +$2.8M Bought | 0.01% 29.4K shares | |
Financial - Credit Services Financial Services | $19.1M | 3.57% | +$2.4M Bought | 0.01% 57.6K shares | |
Banks - Diversified Financial Services | $18.9M | 3.54% | +$2.4M Bought | 0.00% 60.1K shares | |
Consumer Electronics Technology | $17.8M | 3.32% | -$3.6M Sold | 0.00% 69.8K shares | |
Discount Stores Consumer Defensive | $17.3M | 3.23% | +$2.6M Bought | 0.00% 167.9K shares | |
Semiconductors Technology | $15.6M | 2.91% | +$2.4M Bought | 0.01% 116.4K shares | |
Drug Manufacturers - General Healthcare | $15.1M | 2.81% | +$664.1K Bought | 0.00% 65.1K shares | |
Internet Content & Information Communication Services | $14.9M | 2.79% | +$2.2M Bought | 0.00% 61.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Laffer Investments's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Laffer Investments
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