Halter Ferguson Financial Inc.
Q2 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
30
- Value ($000)
$287,697
- Date Filed07/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TSLA TESLA INC | COM | 88160R101 | $135.55M | 47 % | 426,723 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $58.50M | 20 % | 106,050 | ||
TSLA TESLA INC | COM | 88160R101 | $14.99M | 5 % | 47,200 | call | |
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $13.67M | 5 % | 22,132 | ||
LMND LEMONADE INC | COM | 52567D107 | $12.53M | 4 % | 286,103 | ||
BE BLOOM ENERGY CORP | COM CL A | 093712107 | $9.87M | 3 % | 412,594 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.05M | 3 % | 50,933 | ||
AEHR AEHR TEST SYS | COM | 00760J108 | $5.69M | 2 % | 439,714 | ||
OSCR OSCAR HEALTH INC | CL A | 687793109 | $4.55M | 2 % | 212,066 | ||
CADL CANDEL THERAPEUTICS INC | COM | 137404109 | $3.93M | 1 % | 776,516 |
Rows Per Page
10
- 10
- 50
- 100