The Analysis of Halter Ferguson Financial Inc.'s Holdings


Currently, Halter Ferguson Financial Inc. holds 31 types of securities in its portfolio with a total value $411.9M. In the most recent quarter, they have increased their positions in TSLA (+85.8K shares, valued at $38.2M), LMND (+289.8K shares, valued at $15.5M), BMNR (+218.0K shares, valued at $11.3M); decreased their positions in BE (-409.3K shares, valued at $34.6M), QQQ (-6.5K shares, valued at $3.9M), RSPT (-17.3K shares, valued at $771.4K); initiated new positions in BMNR (+218.0K shares, valued at $11.3M), UPST (+205.4K shares, valued at $10.4M), SATL (+388.9K shares, valued at $1.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSLA TESLA INC512.5K shares20.11%2025-09-302025-10-09history
QQQ INVESCO QQQ TR99.6K shares-6.12%2025-09-302025-10-09history
LMND LEMONADE INC575.9K shares101.29%2025-09-302025-10-09history
SPY SPDR S&P 500 ETF TR25.5K shares15.12%2025-09-302025-10-09history
AEHR AEHR TEST SYS453.0K shares3.02%2025-09-302025-10-09history
BMNR BITMINE IMMERSION TECNOLOGIE218.0K sharesnew addition2025-09-302025-10-09history
UPST UPSTART HLDGS INC205.4K sharesnew addition2025-09-302025-10-09history
NVDA NVIDIA CORPORATION48.1K shares-5.60%2025-09-302025-10-09history
Sponsored
OSCR OSCAR HEALTH INC385.3K shares81.70%2025-09-302025-10-09history
CADE CADENCE BANK102.2K shares0.00%2025-09-302025-10-09history
CADL CANDEL THERAPEUTICS INC698.0K shares-10.11%2025-09-302025-10-09history
AAPL APPLE INC11.9K shares-3.20%2025-09-302025-10-09history
AGG ISHARES TR17.3K shares1.97%2025-09-302025-10-09history
RSPT INVESCO EXCHANGE TRADED FD T34.2K shares-33.61%2025-09-302025-10-09history
SATL SATELLOGIC INC388.9K sharesnew addition2025-09-302025-10-09history
GOOGL ALPHABET INC5.1K shares-1.91%2025-09-302025-10-09history
Sponsored
MSFT MICROSOFT CORP2.3K shares-12.25%2025-09-302025-10-09history
VEA VANGUARD TAX-MANAGED FDS19.3K shares-22.06%2025-09-302025-10-09history
VTI VANGUARD INDEX FDS3.1K shares-2.60%2025-09-302025-10-09history
DSI ISHARES TR6.6K shares-8.35%2025-09-302025-10-09history
AMZN AMAZON COM INC3.3K shares-19.93%2025-09-302025-10-09history
LLY ELI LILLY & CO648 shares-16.06%2025-09-302025-10-09history
GOOG ALPHABET INC1.9K shares-0.10%2025-09-302025-10-09history
CMI CUMMINS INC1.1K shares0.00%2025-09-302025-10-09history
Sponsored
GE GE AEROSPACE1.5K shares-21.30%2025-09-302025-10-09history
AVGO BROADCOM INC1.1K shares0.00%2025-09-302025-10-09history
JPM JPMORGAN CHASE & CO.1.1K shares-4.53%2025-09-302025-10-09history
META META PLATFORMS INC400 shares0.00%2025-09-302025-10-09history
BE BLOOM ENERGY CORP3.2K shares-99.21%2025-09-302025-10-09history
CAT CATERPILLAR INC501 shares-13.77%2025-09-302025-10-09history
BRK.B BERKSHIRE HATHAWAY INC DEL464 shares-2.93%2025-09-302025-10-09history

Call Option Holdings
TSLA Call CallTESLA INC54.0K shares14.41%2025-09-302025-10-09history
NVDA Call CallNVIDIA CORPORATION8.0K shares0.00%2025-09-302025-10-09history

Put Option Holdings
No put option holdings data available