Halter Ferguson Financial Inc. Portfolio Holdings

Halter Ferguson Financial Inc.

  • $437 Billion
  • Q3 2025

Halter Ferguson Financial Inc. has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $437 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $228B, Invesco Qqq Trust, Series 1 with a value of $59.8B, Lemonade, Inc. with a value of $30.8B, Spdr S&P 500 ETF Trust with a value of $17B, and Aehr Test Systems with a value of $13.6B.

Examining the 13F form we can see an increase of $150B in the current position value, from $288B to 437B.

Halter Ferguson Financial Inc. is based out at Carmel, IN

Below you can find more details about Halter Ferguson Financial Inc. portfolio as well as his latest detailed transactions.

Portfolio value $437 Billion
Consumer Cyclical: $253 Billion
ETFs: $83 Billion
Financial Services: $45.7 Billion
Technology: $28.7 Billion
Healthcare: $11.3 Billion
Communication Services: $2 Billion
Industrials: $1.42 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.4T
$228 Billion 52.11% of portfolio
512,519
Q3 2025 Added 20.11%
$451B
$8.97 Billion 2.05% of portfolio
48,081
Q3 2025 Reduced 5.6%
$4.22T
$3.03 Billion 0.69% of portfolio
11,912
Q3 2025 Reduced 3.2%
$3.86T
$1.21 Billion 0.28% of portfolio
2,335
Q3 2025 Reduced 12.25%
$1.5T
$1.23 Billion 0.28% of portfolio
5,080
Q3 2025 Reduced 1.91%
$2.26T
$719 Million 0.16% of portfolio
3,274
Q3 2025 Reduced 19.93%
$760B
$494 Million 0.11% of portfolio
648
Q3 2025 Reduced 16.06%
$1.53T
$474 Million 0.11% of portfolio
1,945
Q3 2025 Reduced 0.1%
$335B
$450 Million 0.1% of portfolio
1,496
Q3 2025 Reduced 21.3%
$871B
$359 Million 0.08% of portfolio
1,139
Q3 2025 Reduced 4.53%
$1.65T
$294 Million 0.07% of portfolio
400
Q2 2025 Added 4.71%
$277B
$239 Million 0.05% of portfolio
501
Q3 2025 Reduced 13.77%
$646B
$233 Million 0.05% of portfolio
464
Q3 2025 Reduced 2.93%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $437 Billion
  • Prior Value $288 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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