Halter Ferguson Financial Inc. - Portfolio overview

Halter Ferguson Financial Inc. has 38 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Financial Services.

Largest reported holdings by portfolio allocation

1. TSLA - TESLA INC, 47.27%
2. QQQ - INVESCO QQQ TR, 9.20%
3. UPST - UPSTART HLDGS INC, 8.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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