StockDriftsStockDriftsTop 30 Halter Ferguson Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | 25.66% | 416.9K | $147.9M | -33.75%(-212.32K) | $294.44(+30.93%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 8.92% | 48.3K | $51.4M | +166.22%(+30.15K) | $789.43(+8.49%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 8.44% | 65.7K | $48.6M | +3.57%(+2.27K) | $484.96(+45.26%) | 2026-09-30 | |
| UMAC | UNUSUAL MACHS INC | 7.57% | 1.78M | $43.6M | +16.36%(+250.62K) | $17.64(-3.77%) | 2026-09-30 | |
| LMND | LEMONADE INC | 6.5% | 830.3K | $37.5M | -17.45%(-175.56K) | $48.21(-5.81%) | 2026-09-30 | |
| OSCR | OSCAR HEALTH INC | 6.48% | 1.21M | $37.4M | +93.27%(+584.82K) | $24.07(+38.41%) | 2026-09-30 | |
| UPST | UPSTART HLDGS INC | 5.65% | 1.42M | $32.6M | -18.97%(-331.64K) | $38.13(-38.52%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.38% | 33.1K | $25.2M | -9.15%(-3.33K) | $611.80(+24.87%) | 2026-09-30 | |
| BLZE | BACKBLAZE INC | 3.07% | 1.27M | $17.7M | +176.66%(+808.67K) | $12.99(-33.74%) | 2026-09-30 | |
| HBAN | HUNTINGTON BANCSHARES INC | 0.67% | 253.0K | $3.9M | +0.00%(+0) | $16.50(-5.09%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +98.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +114.79% |
Halter Ferguson Financial INC reports $576.54M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are TSLA (25.7%), MU (8.9%) and QQQ (8.4%). The top 20 holdings account for 79.74% of reported assets. Its disclosed equity book has returned +98.53% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Halter Ferguson Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842665). View Halter Ferguson Financial INC’s 13F filings on SEC