Halter Ferguson Financial Inc.

CIK: 0001842665Latest portfolio: $455.0M · Q4 2025

Holdings

35

Total Value

$455.0M

New Positions

4

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
TSLATESLA INC
507,846$228.4M50.19%NEW
2
NDQINVESCO QQQ TR
75,240$46.2M10.16%-24,318
3
LMNDLEMONADE INC
600,863$42.8M9.40%+25K
4
UPSTUPSTART HLDGS INC
415,321$18.2M3.99%+210K
5
SPYSPDR S&P 500 ETF TR
26,404$18.0M3.96%+925
6
BEBLOOM ENERGY CORP
160,056$13.9M3.06%+157K
7
AEHRAEHR TEST SYS
642,129$13.0M2.85%+189K
8
MUMICRON TECHNOLOGY INC
41,390$11.8M2.60%NEW
9
NVDANVIDIA CORPORATION
57,588$10.7M2.36%+2KCall
10
TET1 ENERGY INC
1,273,124$8.5M1.87%NEW
11
OSCROSCAR HEALTH INC
389,397$5.6M1.23%+4K
12
BMNRBITMINE IMMERSION TECNOLOGIE
203,106$5.5M1.21%-14,847
13
CADECADENCE BANK
102,161$4.4M0.96%
14
CADLCANDEL THERAPEUTICS INC
748,055$4.2M0.93%+50K
15
AAPLAPPLE INC
14,366$3.9M0.86%+2K
16
GOOGLALPHABET INC
8,304$2.6M0.57%+3K
17
ETHEGRAYSCALE ETHEREUM TRUST ETF
75,371$1.8M0.40%NEW
18
AGGISHARES TR
17,563$1.8M0.39%+268
19
SATLSATELLOGIC INC
839,832$1.6M0.35%+451K
20
RSPTINVESCO EXCHANGE TRADED FD T
31,533$1.4M0.32%-2,647
21
AMZNAMAZON COM INC
5,881$1.4M0.30%+3K
22
VEAVANGUARD TAX-MANAGED FDS
19,251$1.2M0.26%-73
23
MSFTMICROSOFT CORP
2,457$1.2M0.26%+122
24
VTIVANGUARD INDEX FDS
3,081$1.0M0.23%+13
25
LLYELI LILLY & CO
891$957K0.21%+243

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SATL840K+451K
UPST415K+210K
AEHR642K+189K
CADL748K+50K
LMND601K+25K
OSCR389K+4K
GOOGL8K+3K
AMZN6K+3K
AAPL14K+2K
NVDA58K+2K

Decreased Positions

NameSharesChange
NDQ75K-24318
BMNR203K-14847
RSPT32K-2647
DSI6K-86
VEA19K-73
GOOG2K-13
BRK/B460-4
CMI1K-3
BE160K157K

Sector Breakdown

Financial Services0.0% ($4.2769181611800555e+31T)
Technology0.0% ($1.2964118131073937e+27T)
Industrials0.0% ($139078504.5T)
Unknown0.0% ($462.2T)
Healthcare0.0% ($56.0T)
Communication Services0.0% ($2.6T)
Consumer Cyclical0.0% ($2.3T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$455.0M36
Q3 2025Oct 9, 2025$437.4B33
Q2 2025Jul 11, 2025$287.7B30
Q1 2025May 9, 2025$195.4B31
Q4 2024Feb 11, 2025$244.5B34

Fund Information

CIK0001842665
Most Recent FilingFeb 5, 2026
Number of Filings5

Halter Ferguson Financial Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $455.0M across 35 holdings. The largest position is TESLA INC (TSLA), representing 50.2% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.