Institutions / Halter Ferguson Financial Inc.
Halter Ferguson Financial Inc.
CIK 1842665 · Institution · as of Dec 31, 2025
Portfolio value
$453.50M
Positions
35
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 35 →
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $228.39M | 50.4% |
| Invesco Qqq Tr | $46.22M | 10.2% |
| Lemonade, Inc. | $42.77M | 9.4% |
| Upstart Holdings, INC. | $18.16M | 4.0% |
| SPDR S&P 500 ETF Tr | $18.01M | 4.0% |
| Bloom Energy Corp | $13.91M | 3.1% |
| Aehr Test Systems | $12.96M | 2.9% |
| Micron Technology Inc | $11.81M | 2.6% |
| NVIDIA Corp | $9.23M | 2.0% |
| T1 Energy Inc | $8.50M | 1.9% |
| Oscar Health, Inc. | $5.60M | 1.2% |
| Bitmine Immersion Technologies, Inc.BMNR | $5.51M | 1.2% |
| Cadence Bank | $4.38M | 1.0% |
| Candel Therapeutics, Inc.CADL | $4.23M | 0.9% |
| Apple Inc. | $3.91M | 0.9% |
| Alphabet Inc. | $2.60M | 0.6% |
| Grayscale Ethereum Trust ETF | $1.84M | 0.4% |
| iShares Tr | $1.75M | 0.4% |
| Satellogic Inc. | $1.57M | 0.3% |
| Invesco Exchange Traded Fd T | $1.44M | 0.3% |
| Amazon.com Inc | $1.36M | 0.3% |
| Vanguard Tax-Managed Fds | $1.20M | 0.3% |
| Microsoft Corp | $1.19M | 0.3% |
| Vanguard Index Fds | $1.03M | 0.2% |
| ELI LILLY & Co | $957.5K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.