The Analysis of Halter Ferguson Financial Inc.'s Holdings
Currently, Halter Ferguson Financial Inc. holds 35 types of securities in its portfolio with a total value $453.5M. In the most recent quarter, they have increased their positions in BE (+156.8K shares, valued at $13.6M), MU (+41.4K shares, valued at $11.8M), UPST (+209.9K shares, valued at $9.2M); decreased their positions in N/A (-24.3K shares, valued at $14.9M), TSLA (-4.7K shares, valued at $2.1M), N/A (-14.8K shares, valued at $403.1K); initiated new positions in MU (+41.4K shares, valued at $11.8M), TE (+1.3M shares, valued at $8.5M), ETHE (+75.4K shares, valued at $1.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSLA TESLA INC507.8K shares-0.91%2025-12-312026-02-05
LMND LEMONADE INC600.9K shares4.33%2025-12-312026-02-05 UPST UPSTART HLDGS INC415.3K shares102.20%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR26.4K shares3.63%2025-12-312026-02-05 BE BLOOM ENERGY CORP160.1K shares4830.87%2025-12-312026-02-05 AEHR AEHR TEST SYS642.1K shares41.75%2025-12-312026-02-05 MU MICRON TECHNOLOGY INC41.4K sharesnew addition2025-12-312026-02-05 NVDA NVIDIA CORPORATION49.5K shares2.93%2025-12-312026-02-05 TE T1 ENERGY INC1.3M sharesnew addition2025-12-312026-02-05 OSCR OSCAR HEALTH INC389.4K shares1.06%2025-12-312026-02-05 CADENCE BANK CADENCE BANK102.2K shares0.00%2025-12-312026-02-05 CADL CANDEL THERAPEUTICS INC748.1K shares7.17%2025-12-312026-02-05 AAPL APPLE INC14.4K shares20.60%2025-12-312026-02-05 ALPHABET INC ALPHABET INC8.3K shares63.46%2025-12-312026-02-05 ETHE GRAYSCALE ETHEREUM TRUST ETF75.4K sharesnew addition2025-12-312026-02-05 AGG ISHARES TR17.6K shares1.55%2025-12-312026-02-05 SATL SATELLOGIC INC839.8K shares115.96%2025-12-312026-02-05 RSPT INVESCO EXCHANGE TRADED FD T31.5K shares-7.74%2025-12-312026-02-05 AMZN AMAZON COM INC5.9K shares79.63%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS19.3K shares-0.38%2025-12-312026-02-05 MSFT MICROSOFT CORP2.5K shares5.22%2025-12-312026-02-05 VTI VANGUARD INDEX FDS3.1K shares0.42%2025-12-312026-02-05 LLY ELI LILLY & CO891 shares37.50%2025-12-312026-02-05 DSI ISHARES TR6.5K shares-1.31%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC4.4K sharesnew addition2025-12-312026-02-05 ALPHABET INC ALPHABET INC1.9K shares-0.67%2025-12-312026-02-05 CMI CUMMINS INC1.1K shares-0.28%2025-12-312026-02-05 BROADCOM INC BROADCOM INC1.4K shares27.97%2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE1.5K shares0.00%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.1.2K shares7.55%2025-12-312026-02-05 CAT CATERPILLAR INC579 shares15.57%2025-12-312026-02-05 META META PLATFORMS INC480 shares20.00%2025-12-312026-02-05 Call Option Holdings
Put Option Holdings
No put option holdings data available