Halter Ferguson Financial Inc.
Q4 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
36
- Value ($000)
$455,011
- Date Filed02/05/2026
- Form type13F-HR
- CIK0001842665
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TESLA INC | COM | 88160R101 | $228.39M | 50 % | 507,846 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $46.22M | 10 % | 75,240 | ||
LEMONADE INC | COM | 52567D107 | $42.77M | 9 % | 600,863 | ||
UPSTART HLDGS INC | COM | 91680M107 | $18.16M | 4 % | 415,321 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.01M | 4 % | 26,404 | ||
BLOOM ENERGY CORP | COM CL A | 093712107 | $13.91M | 3 % | 160,056 | ||
AEHR TEST SYS | COM | 00760J108 | $12.96M | 3 % | 642,129 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | $11.81M | 3 % | 41,390 | ||
NVIDIA CORPORATION | COM | 67066G104 | $9.23M | 2 % | 49,488 | ||
T1 ENERGY INC | COM NEW | 35834F104 | $8.5M | 2 % | 1,273,124 |
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