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HALTER FERGUSON FINANCIAL INC. 13F portfolio summary

HALTER FERGUSON FINANCIAL INC. of HALTER FERGUSON FINANCIAL INC. has 36 current stock holdings with a reported portfolio value of $455.6M. The portfolio 1 year return is +50.79%. Top holdings include QQQ (0.00%), SPY (0.00%), TSLA (54.84%), UPST (9.57%), LMND (8.70%).

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HALTER FERGUSON FINANCIAL INC.

HALTER FERGUSON FINANCIAL INC.
Latest filing: 2026-03-31

HALTER FERGUSON FINANCIAL INC. runs HALTER FERGUSON FINANCIAL INC. and currently holds 36 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $455.64M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HALTER FERGUSON FINANCIAL INC. ranks #392 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HALTER FERGUSON FINANCIAL INC.'s portfolio at HALTER FERGUSON FINANCIAL INC. has delivered returns of +50.79%. Their 3-year annualized return is +74.84%. Looking at the 5-year horizon, HALTER FERGUSON FINANCIAL INC. has achieved +74.84% annualized returns at HALTER FERGUSON FINANCIAL INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+50.79%
#170/1000
3 Year
+74.84%
#418/1000
5 Year
+74.84%
#452/1000

Portfolio Value

$455.64M

Alpha Score

61.6

#392 of 1000

Holdings

36

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change