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Halter Ferguson Financial Inc.
Halter Ferguson Financial Inc. is a registered investment adviser headquartered in Carmel, Indiana. The firm was founded in 2011 and typically employs about 9–12 staff, with the majority serving investor clients. It serves both high net worth individuals and other individual investors, providing personalized investment advisory services and financial planning. The firm is focused on discretionary portfolio management and related financial services for its clientele.
Investment Strategy
Halter Ferguson Financial Inc. primarily provides discretionary investment management for individuals and high net worth individuals, focusing on building diversified portfolios based on clients’ financial objectives and risk tolerance. They utilize a mix of equities, ETFs, and managed funds, adapting asset allocations in line with market conditions and client goals. Their strategy emphasizes broad diversification, regular portfolio reviews, and a long-term investment approach.
Latest 13F Filing Activity
Halter Ferguson Financial Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 31 equity positions and 2 options positions with a total 13F market value of $437M. The fund increased holdings in Tesla Inc., Lemonade Inc., Bitmine Immersion Tecnologie among other positions. Halter Ferguson Financial Inc. reduced exposure to Bloom Energy Corp., Invesco Exchange Traded FD T, Candel Therapeutics Inc. among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | 52.11% | $227.9M | 512,519 | $286.76 | $444.72 | +$92.4M |
Q QQQ | INVESCO QQQ TR | 13.66% | $59.8M | 99,558 | $501.85 | $600.37 | +$1.3M |
L LMND | LEMONADE INC | 7.05% | $30.8M | 575,906 | $37.94 | $53.53 | +$18.3M |
S SPY | SPDR S&P 500 ETF TR | 3.88% | $17.0M | 25,479 | $606.15 | $666.18 | +$3.3M |
A AEHR | AEHR TEST SYS | 3.12% | $13.6M | 453,012 | $18.51 | $30.11 | +$8.0M |
Options Positions (2)
Industry Allocation
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