CIK 1842665
Halter Ferguson Financial Inc.
Institutional 13F holdings & portfolio
Holdings
35
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–35 of 35
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSLA | TESLA INC | 508K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 75K | $1M+ | SH |
| LMND | LEMONADE INC | 601K | $1M+ | SH |
| UPST | UPSTART HLDGS INC | 415K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 26K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 160K | $1M+ | SH |
| AEHR | AEHR TEST SYS | 642K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 41K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 49K | $1M+ | SH |
| TE | T1 ENERGY INC | 1.3M | $1M+ | SH |
| OSCR | OSCAR HEALTH INC | 389K | $1M+ | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 203K | $1M+ | SH |
| CADE | CADENCE BANK | 102K | $1M+ | SH |
| CADL | CANDEL THERAPEUTICS INC | 748K | $1M+ | SH |
| AAPL | APPLE INC | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 75K | $1M+ | SH |
| AGG | ISHARES TR | 18K | $1M+ | SH |
| SATL | SATELLOGIC INC | 840K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 32K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 19K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| LLY | ELI LILLY & CO | 891 | $500K+ | SH |
| DSI | ISHARES TR | 6K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 579 | $100K–$500K | SH |
| META | META PLATFORMS INC | 480 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 460 | $100K–$500K | SH |