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The Analysis of Halter Ferguson Financial Inc.'s Holdings & P&L

Currently, Halter Ferguson Financial Inc. holds 36 types of securities in its portfolio with a total value $452.3M. In the most recent quarter, they have increased their positions in UPST (+1.1M shares, valued at $27.0M), TSLA (+72.5K shares, valued at $27.0M), ORCL (+105.8K shares, valued at $15.6M); decreased their positions in AEHR (-627.5K shares, valued at $23.3M), LMND (-54.5K shares, valued at $3.4M), SATL (-352.4K shares, valued at $1.9M); initiated new positions in ORCL (+105.8K shares, valued at $15.6M), HBAN (+253.0K shares, valued at $4.0M), ODD (+208.4K shares, valued at $2.8M).

1M P&L

+46.4M+10.61%

3M P&L

+44.9M+10.24%

HY P&L

+25.2M+5.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Auto Manufacturers215.7M

54.0%

2Credit Services37.6M

9.4%

3Insurance - Property & Casualty34.2M

8.6%

Top Industries by Stock Count

1N/A7 stocks

24.1%

2Software - Infrastructure4 stocks

13.8%

3Semiconductors2 stocks

6.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSLA TESLA INC580.4K shares14.28%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR72.8K shares-3.26%2026-03-312026-04-28

UPST UPSTART HLDGS INC1.5M shares253.31%2026-03-312026-04-28

LMND LEMONADE INC546.3K shares-9.08%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC64.7K shares56.28%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T25.9K shares-1.96%2026-03-312026-04-28

ORCL ORACLE CORP105.8K sharesnew addition2026-03-312026-04-28

NVDA NVIDIA CORPORATION52.8K shares6.62%2026-03-312026-04-28

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AMZN AMAZON COM INC37.9K shares544.91%2026-03-312026-04-28

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE369.1K shares81.72%2026-03-312026-04-28

LLY ELI LILLY & CO7.7K shares762.63%2026-03-312026-04-28

OSCR OSCAR HEALTH INC405.7K shares4.19%2026-03-312026-04-28

CADL CANDEL THERAPEUTICS INC904.1K shares20.85%2026-03-312026-04-28

HBAN HUNTINGTON BANCSHARES INC253.0K sharesnew addition2026-03-312026-04-28

AAPL APPLE INC12.5K shares-12.85%2026-03-312026-04-28

ODD ODDITY TECH LTD208.4K sharesnew addition2026-03-312026-04-28

Sponsored

SATL SATELLOGIC INC487.4K shares-41.96%2026-03-312026-04-28

AGG ISHARES TR17.6K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC5.7K shares-31.31%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL2 sharesnew addition2026-03-312026-04-28

RSPT INVESCO EXCHANGE TRADED FD T30.3K shares-3.91%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS18.0K shares-6.74%2026-03-312026-04-28

VTI VANGUARD INDEX FDS3.0K shares-2.40%2026-03-312026-04-28

MSFT MICROSOFT CORP2.4K shares-1.99%2026-03-312026-04-28

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PLTR PALANTIR TECHNOLOGIES INC5.9K shares35.56%2026-03-312026-04-28

DSI ISHARES TR6.5K shares0.00%2026-03-312026-04-28

CMI CUMMINS INC1.1K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC2.0K shares3.57%2026-03-312026-04-28

META META PLATFORMS INC968 shares101.67%2026-03-312026-04-28

AEHR AEHR TEST SYS14.6K shares-97.72%2026-03-312026-04-28

BROADCOM INC BROADCOM INC1.4K shares0.00%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE1.5K shares-0.20%2026-03-312026-04-28

Sponsored

CAT CATERPILLAR INC579 shares0.00%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO1.2K shares-5.63%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL705 shares53.26%2026-03-312026-04-28

WMT WALMART INC1.7K sharesnew addition2026-03-312026-04-28

TSLA

TESLA INC

14.28%

Shares580.4K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-3.26%

Shares72.8K

Event2026-03-31

Filed2026-04-28

UPST

UPSTART HLDGS INC

253.31%

Shares1.5M

Event2026-03-31

Filed2026-04-28

LMND

LEMONADE INC

-9.08%

Shares546.3K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC

56.28%

Shares64.7K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-1.96%

Shares25.9K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP

New

Shares105.8K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

6.62%

Shares52.8K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

544.91%

Shares37.9K

Event2026-03-31

Filed2026-04-28

BITMINE IMMERSION TECNOLOGIE

81.72%

Shares369.1K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

762.63%

Shares7.7K

Event2026-03-31

Filed2026-04-28

OSCR

OSCAR HEALTH INC

4.19%

Shares405.7K

Event2026-03-31

Filed2026-04-28

CADL

CANDEL THERAPEUTICS INC

20.85%

Shares904.1K

Event2026-03-31

Filed2026-04-28

HBAN

HUNTINGTON BANCSHARES INC

New

Shares253.0K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-12.85%

Shares12.5K

Event2026-03-31

Filed2026-04-28

ODD

ODDITY TECH LTD

New

Shares208.4K

Event2026-03-31

Filed2026-04-28

SATL

SATELLOGIC INC

-41.96%

Shares487.4K

Event2026-03-31

Filed2026-04-28

AGG

ISHARES TR

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-31.31%

Shares5.7K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares2

Event2026-03-31

Filed2026-04-28

RSPT

INVESCO EXCHANGE TRADED FD T

-3.91%

Shares30.3K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

-6.74%

Shares18.0K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-2.40%

Shares3.0K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-1.99%

Shares2.4K

Event2026-03-31

Filed2026-04-28

PLTR

PALANTIR TECHNOLOGIES INC

35.56%

Shares5.9K

Event2026-03-31

Filed2026-04-28

DSI

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-28

CMI

CUMMINS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

3.57%

Shares2.0K

Event2026-03-31

Filed2026-04-28