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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44B
$30.8 Billion 7.05% of portfolio
575,906
Q3 2025 Added 101.29%
$4.09B
$10.4 Billion 2.39% of portfolio
205,406
Q3 2025 New
$3.57B
$7.29 Billion 1.67% of portfolio
385,315
Q3 2025 Added 81.7%
$6.76B
$3.84 Billion 0.88% of portfolio
102,161
Q4 2023 New

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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