StockDriftsStockDriftsTop 33 Halter Ferguson Financial Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | 43.08% | 629.2K | $264.6M | +8.41%(+48.83K) | $294.44(+12.70%) | 2026-06-30 | |
| LMND | LEMONADE INC | 10.65% | 1.01M | $65.4M | +84.11%(+459.49K) | $48.21(+9.45%) | 2026-06-30 | |
| UPST | UPSTART HLDGS INC | 10.08% | 1.75M | $61.9M | +19.13%(+280.76K) | $38.13(-22.12%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.61% | 63.5K | $46.7M | -12.78%(-9.30K) | $475.93(+51.45%) | 2026-06-30 | |
| UMAC | UNUSUAL MACHS INC | 5.56% | 1.53M | $34.2M | new | $16.70(+66.45%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.43% | 36.4K | $27.2M | +40.61%(+10.51K) | $611.80(+26.43%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.41% | 18.1K | $20.9M | -71.96%(-46.55K) | $257.07(+235.33%) | 2026-06-30 | |
| OSCR | OSCAR HEALTH INC | 2.91% | 627.0K | $17.9M | +54.54%(+221.28K) | $18.84(+45.23%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.62% | 8.3K | $9.9M | +7.82%(+601) | $967.60(+27.01%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.57% | 40.4K | $9.6M | +6.44%(+2.44K) | $215.94(+27.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +127.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +117.70% |
Halter Ferguson Financial Inc. reports $617.39M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are TSLA (43.1%), LMND (10.7%) and UPST (10.1%). The top 20 holdings account for 97.41% of reported assets. Its disclosed equity book has returned +127.65% cumulatively over 10 quarters. Figures reflect the Q2 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