13F Filings History of Halter Ferguson Financial Inc.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$453,500,711
Signature - Title
Teresa Sandifer - Operations Manager
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Halter Ferguson Financial Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Halter Ferguson Financial Inc. reported 35 stock holdings with total value $453,500,711 as of Q4 2025. Top holdings included TSLA, QQQ, LMND, UPST, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 35 $453,500,711 +$56,266,681 -$17,587,154 +$38,679,527 TSLA, QQQ, LMND, UPST, SPY 13F-HR 04 Feb 2026, 18:31
Q3 2025 31 $411,908,311 +$82,640,000 -$41,401,338 +$41,238,662 TSLA, QQQ, LMND, SPY, AEHR 13F-HR 09 Oct 2025, 09:48
Q2 2025 28 $271,439,213 +$67,854,660 -$19,005,732 +$48,848,928 TSLA, QQQ, SPY, LMND, BE 13F-HR 11 Jul 2025, 17:22
Q1 2025 29 $183,214,849 +$29,399,529 -$21,858,145 +$7,541,384 TSLA, QQQ, LMND, NVDA, XYZ 13F-HR 09 May 2025, 11:37
Q4 2024 32 $235,275,813 +$15,247,218 -$19,525,635 -$4,278,417 TSLA, QQQ, LMND, AEHR, NVDA 13F-HR 10 Feb 2025, 21:07
Q3 2024 32 $176,764,400 +$23,382,427 -$9,083,838 +$14,298,589 TSLA, QQQ, LMND, AEHR, NVDA 13F-HR 13 Nov 2024, 17:17
Q2 2024 29 $140,772,618 +$21,711,156 -$11,130,211 +$10,580,945 TSLA, QQQ, LMND, AEHR, LLY 13F-HR 13 Aug 2024, 16:01
Q1 2024 27 $128,590,020 +$14,587,929 -$30,674,555 -$16,086,626 TSLA, QQQ, LMND, LLY, AEHR 13F-HR 13 May 2024, 12:27
Q4 2023 29 $155,338,314 $0 $0 $0 TSLA, NVDA, QQQ, AEHR, LLY 13F-HR 09 Feb 2024, 15:58