§ 13F · FUND PROFILE
Halter Ferguson Financial Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $437M (13F)Positions · 33Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 580K | $216M | 47.4% | +16% |
| 2 | QQQ | INVESCO QQQ TR | 73K | $42M | 9.2% | −3% |
| 3 | UPST | UPSTART HLDGS INC | 1.47M | $38M | 8.3% | +253% |
| 4 | LMND | LEMONADE INC | 546K | $34M | 7.5% | −9% |
| 5 | MU | MICRON TECHNOLOGY INC | 65K | $22M | 4.8% | +56% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 26K | $17M | 3.7% | −2% |
| 7 | ORCL | ORACLE CORP | 106K | $16M | 3.4% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 53K | $9M | 2.0% | −1% |
| 9 | AMZN | AMAZON COM INC | 38K | $8M | 1.7% | +545% |
| 10 | BMNR | BITMINE IMMERSION TECNOLOGIE | 369K | $7M | 1.6% | +82% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HALTER SIGNAL
AC read
Halter Ferguson Financial Inc. is a Other fund managing $437 million in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed