Halter Ferguson Financial Inc.
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $833.4K | 0.2% |
| Palantir Technologies Inc | $773.7K | 0.2% |
| Alphabet Inc. | $606.3K | 0.1% |
| CUMMINS INC | $546.2K | 0.1% |
| Broadcom Inc. | $487.5K | 0.1% |
| GENERAL ELECTRIC CO | $460.8K | 0.1% |
| JPMORGAN CHASE & CO | $394.6K | 0.1% |
| CATERPILLAR INC | $331.7K | 0.1% |
| Meta Platforms Inc | $316.9K | 0.1% |
| Warren E. Buffett | $231.2K | 0.1% |