Halter Ferguson Financial Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Halter Ferguson Financial Inc. held in its portfolio 35 assets valued at $455,011,361 (i.e. $455.01M).
The most valuable assets in the portfolio included: TESLA INC ($228.39M), INVESCO QQQ TR ($46.22M), and LEMONADE INC ($42.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Halter Ferguson Financial Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TESLA INC | 507846 | 228388566 | COM |
| INVESCO QQQ TR | 75240 | 46220685 | UNIT SER 1 |
| LEMONADE INC | 600863 | 42769429 | COM |
| UPSTART HLDGS INC | 415321 | 18161988 | COM |
| SPDR S&P 500 ETF TR | 26404 | 18005416 | TR UNIT |
| BLOOM ENERGY CORP | 160056 | 13907266 | COM CL A |
| AEHR TEST SYS | 642129 | 12964587 | COM |
| MICRON TECHNOLOGY INC | 41390 | 11813120 | COM |
| NVIDIA CORPORATION | 49488 | 9229441 | COM |
| T1 ENERGY INC | 1273124 | 8504471 | COM NEW |
| OSCAR HEALTH INC | 389397 | 5595635 | CL A |
| BITMINE IMMERSION TECNOLOGIE | 203106 | 5514328 | COM NEW |
| CADENCE BANK | 102161 | 4376578 | COM |
| CANDEL THERAPEUTICS INC | 748055 | 4226509 | COM |
| APPLE INC | 14366 | 3905663 | COM |
| ALPHABET INC | 8304 | 2599255 | CAP STK CL A |
| GRAYSCALE ETHEREUM TRUST ETF | 75371 | 1836792 | SHS |
| ISHARES TR | 17563 | 1754193 | CORE US AGGBD ET |
| SATELLOGIC INC | 839832 | 1570487 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 31533 | 1435067 | S&P500 EQL TEC |
| AMAZON COM INC | 5881 | 1357453 | COM |
| VANGUARD TAX-MANAGED FDS | 19251 | 1202610 | VAN FTSE DEV MKT |
| MICROSOFT CORP | 2457 | 1188274 | COM |
| VANGUARD INDEX FDS | 3081 | 1032967 | TOTAL STK MKT |
| ELI LILLY & CO | 891 | 957540 | COM |
| ISHARES TR | 6469 | 833402 | ESG MSCI KLD 400 |
| PALANTIR TECHNOLOGIES INC | 4353 | 773746 | CL A |
| ALPHABET INC | 1932 | 606262 | CAP STK CL C |
| CUMMINS INC | 1070 | 546182 | COM |
| BROADCOM INC | 1409 | 487545 | COM |
| GE AEROSPACE | 1496 | 460815 | COM NEW |
| JPMORGAN CHASE & CO. | 1225 | 394647 | COM |
| CATERPILLAR INC | 579 | 331692 | COM |
| META PLATFORMS INC | 480 | 316881 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 460 | 231219 | CL B NEW |
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