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HALTER FERGUSON FINANCIAL INC.
HALTER FERGUSON FINANCIAL INC.
Latest filing: 2026-06-30
HALTER FERGUSON FINANCIAL INC. runs HALTER FERGUSON FINANCIAL INC. and currently holds 36 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $617.39M. Their top holdings are TSLA, LMND, UPST, QQQ, SPY. The top five represent 75.5% of reported portfolio weight. HALTER FERGUSON FINANCIAL INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, HALTER FERGUSON FINANCIAL INC. initiated 3 new positions. They added to 8 existing positions. They trimmed 13 positions. Their current best-performing preview position is MU with returns of +241.67%.
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36 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TSLA TESLA INC | 42.86% | $306.94 | $362.86 | +18.22% | Added +8.41% |
 LMND LEMONADE INC | 10.60% | $51.08 | $53.38 | +4.50% | Added +84.11% |
 UPST UPSTART HLDGS INC | 10.03% | $32.35 | $30.31 | -6.32% | Added +19.13% |
 QQQ INVESCO QQQ TR | 7.57% | $501.85 | $713.44 | +42.16% | Trimmed -12.78% |
 SPY STATE STR SPDR S&P 500 ETF T | 4.40% | $648.65 | $765.62 | +18.03% | Added +40.61% |
 MU MICRON TECHNOLOGY INC | 3.39% | $304.29 | $966.78 | +217.72% | Trimmed -71.96% |
 OSCR OSCAR HEALTH INC | 2.90% | $22.94 | $32.05 | +39.71% | Added +54.54% |
 LLY ELI LILLY & CO | 1.61% | $920.85 | $1,254.77 | +36.26% | Added +7.82% |
 AMZN AMAZON COM INC | 1.56% | $209.35 | $258.63 | +23.54% | Added +6.44% |
 ATAI ATAIBECKLEY INC | 1.27% | $5.27 | $7.38 | +40.04% | New Buy |
Showing 1-10 of 36