Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Halter Ferguson Financial Inc. (CIK 1842665) reported $455.6M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSLA ($218.4M, 47.93%), QQQ ($42.0M, 9.22%), UPST ($37.6M, 8.26%), LMND ($34.2M, 7.52%), MU ($21.9M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $218.4M | 47.93% | 587,462 | Added |
| 2 | QQQ | INVESCO QQQ TR | $42.0M | 9.22% | 72,786 | Trimmed |
| 3 | UPST | UPSTART HLDGS INC | $37.6M | 8.26% | 1.5M | Added |
| 4 | LMND | LEMONADE INC | $34.2M | 7.52% | 546,324 | Trimmed |
| 5 | MU | MICRON TECHNOLOGY INC | $21.9M | 4.80% | 64,685 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $16.8M | 3.69% | 25,887 | Trimmed |
| 7 | ORCL | ORACLE CORP | $15.6M | 3.42% | 105,795 | New |
| 8 | NVDA | NVIDIA CORPORATION | $9.9M | 2.18% | 56,865 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $7.9M | 1.73% | 37,927 | Added |
| 10 | BMNRD | BITMINE IMMERSION TECNOLOGIE | $7.3M | 1.60% | 369,082 | Added |
| 11 | LLY | ELI LILLY & CO | $7.1M | 1.55% | 7,686 | Added |
| 12 | OSCR | OSCAR HEALTH INC | $4.7M | 1.02% | 405,732 | Added |
| 13 | CADL | CANDEL THERAPEUTICS INC | $4.4M | 0.97% | 904,051 | Added |
| 14 | HBAN | HUNTINGTON BANCSHARES INC | $4.0M | 0.87% | 253,026 | New |
| 15 | AAPL | APPLE INC | $3.2M | 0.70% | 12,520 | Trimmed |
| 16 | ODD | ODDITY TECH LTD | $2.8M | 0.61% | 208,439 | New |
| 17 | SATL | SATELLOGIC INC | $2.7M | 0.58% | 487,443 | Trimmed |
| 18 | AGG | ISHARES TR | $1.7M | 0.38% | 17,563 | Hold |
| 19 | GOOGL | ALPHABET INC | $1.6M | 0.36% | 5,704 | Trimmed |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.32% | 2 | New |
| 21 | RYT | INVESCO EXCHANGE TRADED FD T | $1.4M | 0.30% | 30,299 | Trimmed |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 0.25% | 17,953 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $964,676 | 0.21% | 3,007 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $891,379 | 0.20% | 2,408 | Trimmed |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $863,199 | 0.19% | 5,901 | Added |
Source: SEC Form 13F filings · as of 2026-03-31