Halter Ferguson Financial Inc.

Q3 2025 13F Holdings

  • Location
    carmel, IN
  • Num holdings

    33

  • Value ($000)

    $437,416

  • Date Filed
    10/09/2025
  • Form type
    13F-HR
  • CIK
    0001842665
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TSLA
TSLA

TESLA INC

COM
$227.93M
52 %

512,519

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$59.77M
14 %

99,558

LMND
LMND

LEMONADE INC

COM
$30.83M
7 %

575,906

TSLA
TSLA

TESLA INC

COM
$24.01M
6 %

54,000

call
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$16.97M
4 %

25,479

AEHR
AEHR

AEHR TEST SYS

COM
$13.64M
3 %

453,012

---

BITMINE IMMERSION TECNOLOGIE

COM NEW
$11.32M
3 %

217,953

UPST
UPST

UPSTART HLDGS INC

COM
$10.43M
2 %

205,406

NVDA
NVDA

NVIDIA CORPORATION

COM
$8.97M
2 %

48,081

OSCR
OSCR

OSCAR HEALTH INC

CL A
$7.29M
2 %

385,315

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