§ 13F · FUND PROFILE
Halter Ferguson Financial Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $287.7T (13F)Positions · 30Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 508K | $228.4T | 50.2% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 75K | $46.2T | 10.2% | −24% |
| 3 | LMND | LEMONADE INC | 601K | $42.8T | 9.4% | +4% |
| 4 | UPST | UPSTART HLDGS INC | 415K | $18.2T | 4.0% | +102% |
| 5 | SPY | SPDR S&P 500 ETF TR | 26K | $18.0T | 4.0% | +4% |
| 6 | BE | BLOOM ENERGY CORP | 160K | $13.9T | 3.1% | — |
| 7 | AEHR | AEHR TEST SYS | 642K | $13.0T | 2.8% | +42% |
| 8 | MU | MICRON TECHNOLOGY INC | 41K | $11.8T | 2.6% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 49K | $9.2T | 2.0% | +3% |
| 10 | TE | T1 ENERGY INC | 1.27M | $8.5T | 1.9% | NEW |
§ 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 $287696.7 trillion in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed