Universe · entity
Halter Ferguson Financial Inc.
Institutional manager (13F) · CIK 1842665
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $452M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TESLA INC | $216M | 580,362 |
| 2 | INVESCO QQQ TR | $42M | 72,786 |
| 3 | UPSTART HLDGS INC | $38M | 1,467,360 |
| 4 | LEMONADE INC | $34M | 546,324 |
| 5 | MICRON TECHNOLOGY INC | $22M | 64,685 |
| 6 | STATE STR SPDR S&P 500 ETF T | $17M | 25,887 |
| 7 | ORACLE CORP | $16M | 105,795 |
| 8 | NVIDIA CORPORATION | $9M | 52,765 |
| 9 | AMAZON COM INC | $8M | 37,927 |
| 10 | BITMINE IMMERSION TECNOLOGIE | $7M | 369,082 |
| 11 | ELI LILLY & CO | $7M | 7,686 |
| 12 | OSCAR HEALTH INC | $5M | 405,732 |
| 13 | CANDEL THERAPEUTICS INC | $4M | 904,051 |
| 14 | HUNTINGTON BANCSHARES INC | $4M | 253,026 |
| 15 | APPLE INC | $3M | 12,520 |
| 16 | ODDITY TECH LTD | $3M | 208,439 |
| 17 | SATELLOGIC INC | $3M | 487,443 |
| 18 | ISHARES TR | $2M | 17,563 |
| 19 | ALPHABET INC | $2M | 5,704 |
| 20 | BERKSHIRE HATHAWAY INC DEL | $1M | 2 |
| 21 | INVESCO EXCHANGE TRADED FD T | $1M | 30,299 |
| 22 | VANGUARD TAX-MANAGED FDS | $1M | 17,953 |
| 23 | VANGUARD INDEX FDS | $965k | 3,007 |
| 24 | MICROSOFT CORP | $891k | 2,408 |
| 25 | PALANTIR TECHNOLOGIES INC | $863k | 5,901 |
| 26 | ISHARES TR | $784k | 6,469 |
| 27 | CUMMINS INC | $576k | 1,070 |
| 28 | ALPHABET INC | $574k | 2,001 |
| 29 | META PLATFORMS INC | $554k | 968 |
| 30 | AEHR TEST SYS | $543k | 14,631 |
| 31 | BROADCOM INC | $436k | 1,409 |
| 32 | GE AEROSPACE | $424k | 1,493 |
| 33 | CATERPILLAR INC | $410k | 579 |
| 34 | JPMORGAN CHASE & CO | $340k | 1,156 |
| 35 | BERKSHIRE HATHAWAY INC DEL | $338k | 705 |
| 36 | WALMART INC | $217k | 1,742 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.