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Halter Ferguson Financial Inc.

Q1 2026 13F Holdings

  • Location
    carmel, IN
  • Num holdings

    38

  • Value ($000)

    $455,636

  • Date Filed
    04/28/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSLA

TESLA INC

COM
88160R101
$215.75M
47 %

580,362

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$42.01M
9 %

72,786

U
UPST

UPSTART HLDGS INC

COM
91680M107
$37.64M
8 %

1,467,360

L
LMND

LEMONADE INC

COM
52567D107
$34.24M
8 %

546,324

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$21.85M
5 %

64,685

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$16.84M
4 %

25,887

O
ORCL

ORACLE CORP

COM
68389X105
$15.56M
3 %

105,795

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.2M
2 %

52,765

A
AMZN

AMAZON COM INC

COM
023135106
$7.9M
2 %

37,927

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BITMINE IMMERSION TECNOLOGIE

COM NEW
09175A206
$7.3M
2 %

369,082

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