HF
| |
Halter Ferguson Financial Inc.13F | |
| Halter Ferguson Financial Inc. | |
| Last update 2025-07-12 | 30 Stocks (4 new) |
| Value $288.00 Mil | Turnover 24 % |
Halter Ferguson Financial Inc.... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 426,723 | 135,552.9 | +11.41% | 47.120 | +4.83% | 0.010 | +36.57% | -18.37% | 1,061,788.2 | Vehicles & Parts | |
QQQ | INVESCO QQQ Trust | 106,050 | 58,501.4 | +74.44% | 20.330 | +8.68% | 0.020 | +26.52% | +10.07% | 357,775.2 | ||
TSLA
CALL
| Tesla Inc | 47,200 | 14,993.5 | 0% | 5.210 | 0% | 0.000 | +36.57% | -18.37% | 1,061,788.2 | Vehicles & Parts | |
SPY | SPDR S&P 500 ETF Trust | 22,132 | 13,674.3 | +582.45% | 4.750 | +4.05% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
LMND | Lemonade Inc | 286,103 | 12,534.2 | -39.99% | 4.360 | -3.07% | 0.390 | +57.32% | +14.86% | 3,086.7 | Insurance | |
BE | Bloom Energy Corp | 412,594 | 9,869.3 | New Holding | 3.430 | +3.43% | 0.180 | +47.00% | +12.52% | 5,803.4 | Industrial Products | |
NVDA | NVIDIA Corp | 50,933 | 8,046.9 | +1.45% | 2.800 | +0.04% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AEHR | Aehr Test Systems | 439,714 | 5,685.5 | +3.66% | 1.980 | +0.07% | 1.470 | +86.28% | -9.38% | 450.2 | Semiconductors | |
OSCR | Oscar Health Inc | 212,066 | 4,546.7 | New Holding | 1.580 | +1.58% | 0.080 | +11.55% | -0.15% | 3,417.8 | Healthcare Plans | |
CADL | Candel Therapeutics Inc | 776,516 | 3,929.2 | +12.03% | 1.370 | +0.15% | 1.550 | +47.48% | -22.35% | 337.7 | Biotechnology |
Halter Ferguson Financial Inc.'s Historical Top Holdings Breakdowns
Halter Ferguson Financial Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +8.68% | 416.06 ($496.89) 551.64 | $561.26 | 12.95% | Add 74.44% | 106,050 | 45,257 | |
TSLA | Tesla Inc | 2025-06-30 | Add Add | +4.83% | 221.86 ($300.61) 362.89 | $329.65 | 9.66% | Add 11.41% | 426,723 | 43,715 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +4.05% | 496.48 ($571.44) 617.85 | $627.58 | 9.82% | Add 582.45% | 22,132 | 18,889 | |
BE | Bloom Energy Corp | 2025-06-30 | New Buy New Buy | +3.43% | 16.32 ($19.37) 23.92 | $24.99 | 29.01% | New holding | 412,594 | 412,594 | |
LMND | Lemonade Inc | 2025-06-30 | Reduce Reduce | -3.07% | 25.12 ($33.29) 45.79 | $42.13 | 26.55% | Reduce -39.99% | 286,103 | -190,661 | |
XYZ | Block Inc | 2025-06-30 | Sold Out Sold Out | -2.24% | 46.53 ($58.12) 67.93 | $72.82 | 25.29% | Sold Out | 0 | -80,633 | |
OSCR | Oscar Health Inc | 2025-06-30 | New Buy New Buy | +1.58% | 11.6 ($14.84) 21.44 | $13.42 | -9.57% | New holding | 212,066 | 212,066 | |
ARRY | Array Technologies Inc | 2025-06-30 | Sold Out Sold Out | -1.36% | 3.98 ($6.05) 8.44 | $7.10 | 17.36% | Sold Out | 0 | -545,521 | |
LOVE | The Lovesac Co | 2025-06-30 | Sold Out Sold Out | -0.85% | 12.47 ($18.97) 21.34 | $18.55 | -2.21% | Sold Out | 0 | -91,586 | |
RYT |
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
| 2025-06-30 | Reduce Reduce | -0.42% | 29.52 ($36.17) 40.78 | $282.01 | 679.68% | Reduce -31.74% | 51,483 | -23,936 |
Halter Ferguson Financial Inc. Total Holding History ($B)
Halter Ferguson Financial Inc.'s Asset Allocation
Halter Ferguson Financial Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Halter Ferguson Financial Inc.'s Hypothetical Growth since 2025-06-30
Halter Ferguson Financial Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Halter Ferguson Financial Inc.'s Holdings Heat Map
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Halter Ferguson Financial Inc.'s Holdings Bubble Chart
Halter Ferguson Financial Inc. News
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