Halter Ferguson Financial Inc. Top Holdings and 13F Report (2025) About Halter Ferguson Financial Inc.Investment ActivityHalter Ferguson Financial Inc. has $437.42 million in total holdings as of September 30, 2025.Halter Ferguson Financial Inc. owns shares of 31 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 19.58% of the portfolio was purchased this quarter.About 9.46% of the portfolio was sold this quarter.This quarter, Halter Ferguson Financial Inc. has purchased 28 new stocks and bought additional shares in 6 stocks.Halter Ferguson Financial Inc. sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings Tesla $251,942,428Invesco QQQ $59,771,637Lemonade $30,828,249SPDR S&P 500 ETF Trust $16,973,601Aehr Test Systems $13,640,192 Largest New Holdings this Quarter 09175A206 - BITMINE IMMERSION TECNOLOGIE $11,318,300 Holding91680M107 - Upstart $10,434,625 Holding80401C100 - SATELLOGIC INC $1,275,510 Holding Largest Purchases this Quarter Tesla 92,596 shares (about $41.18M)Lemonade 289,803 shares (about $15.51M)BITMINE IMMERSION TECNOLOGIE 217,953 shares (about $11.32M)Upstart 205,406 shares (about $10.43M)Oscar Health 173,249 shares (about $3.28M) Largest Sales this Quarter Bloom Energy 409,348 shares (about $34.62M)Invesco QQQ 6,492 shares (about $3.90M)Invesco S&P 500 Equal Weight Technology ETF 17,303 shares (about $771.37K)NVIDIA 2,852 shares (about $532.13K)Candel Therapeutics 78,512 shares (about $400.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHalter Ferguson Financial Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSLATesla$251,942,428$41,179,309 ▲19.5%566,51957.6%Auto/Tires/TrucksQQQInvesco QQQ$59,771,637$3,897,602 ▼-6.1%99,55813.7%FinanceLMNDLemonade$30,828,249$15,513,155 ▲101.3%575,9067.0%FinanceSPYSPDR S&P 500 ETF Trust$16,973,601$2,229,705 ▲15.1%25,4793.9%FinanceAEHRAehr Test Systems$13,640,192$400,403 ▲3.0%453,0123.1%Computer and TechnologyBITMINE IMMERSION TECNOLOGIE$11,318,300$11,318,300 ▲New Holding217,9532.6%COM NEWNVDANVIDIA$10,463,587$532,126 ▼-4.8%56,0812.4%Computer and TechnologyUPSTUpstart$10,434,625$10,434,625 ▲New Holding205,4062.4%FinanceOSCROscar Health$7,294,013$3,279,604 ▲81.7%385,3151.7%FinanceCADECadence Bank$3,835,1240.0%102,1610.9%FinanceCADLCandel Therapeutics$3,559,821$400,411 ▼-10.1%698,0040.8%MedicalAAPLApple$3,033,217$100,326 ▼-3.2%11,9120.7%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,733,824$33,484 ▲2.0%17,2950.4%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$1,523,745$771,368 ▼-33.6%34,1800.3%ETFSATELLOGIC INC$1,275,510$1,275,510 ▲New Holding388,8750.3%COM CL AGOOGLAlphabet$1,234,948$24,067 ▼-1.9%5,0800.3%Computer and TechnologyMSFTMicrosoft$1,209,425$168,853 ▼-12.3%2,3350.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,157,895$327,703 ▼-22.1%19,3240.3%ETFVTIVanguard Total Stock Market ETF$1,006,826$26,910 ▼-2.6%3,0680.2%ETFDSIiShares ESG MSCI KLD 400 ETF$825,603$75,192 ▼-8.3%6,5550.2%ETFAMZNAmazon.com$718,873$178,950 ▼-19.9%3,2740.2%Retail/WholesaleLLYEli Lilly and Company$494,424$94,612 ▼-16.1%6480.1%MedicalGOOGAlphabet$473,705$487 ▼-0.1%1,9450.1%Computer and TechnologyCMICummins$453,2040.0%1,0730.1%Auto/Tires/TrucksGEGE Aerospace$450,028$121,832 ▼-21.3%1,4960.1%AerospaceAVGOBroadcom$363,2310.0%1,1010.1%Computer and TechnologyJPMJPMorgan Chase & Co.$359,204$17,030 ▼-4.5%1,1390.1%FinanceMETAMeta Platforms$293,7520.0%4000.1%Computer and TechnologyBEBloom Energy$274,515$34,618,659 ▼-99.2%3,2460.1%EnergyCATCaterpillar$239,053$38,172 ▼-13.8%5010.1%IndustrialsBRK.BBerkshire Hathaway$233,272$7,038 ▼-2.9%4640.1%FinanceShowing largest 100 holdings. 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