account_balance
Investment manager · 13F filer · SEC CIK 1842665
Halter Ferguson Financial Inc.
Reported value$614Mas of Jun 30, 2026
Positions35 5 new, 6 sold out
Top 10 weight90.9%TSLA alone is 43%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSLATesla Inc
43.1%Added +8%
LMNDLemonade Inc
10.7%Added +84%
UPSTUpstart Hldgs Inc
10.1%Added +19%
QQQInvesco QQQ Tr
7.6%Trimmed −13%
UMACUnusual Machs Inc
5.6%New
SPYState STR SPDR S&P 500 ETF T
4.4%Added +41%
MUMicron Technology Inc
3.4%Trimmed −72%
OSCR2.9%LLYEli Lilly & Co
1.6%Added +8%
AMZNAmazon Com Inc
1.6%Added +6%
CADL1.3%ATAI1.3%
TSLATesla Inc
43.1%Added +8%
LMNDLemonade Inc
10.7%Added +84%
UPSTUpstart Hldgs Inc
10.1%Added +19%
QQQ7.6%
UMAC5.6%SPY4.4%MU3.4%OSCR2.9%LLYAMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSLA Tesla Inc 43.1% Added +8%LMND Lemonade Inc 10.7% Added +84%UPST Upstart Hldgs Inc 10.1% Added +19%
QQQ Invesco QQQ Tr 7.6% Trimmed −13%
UMAC Unusual Machs Inc 5.6% NewSPY State STR SPDR S&P 500 ETF T 4.4% Added +41%MU Micron Technology Inc 3.4% Trimmed −72%OSCR Oscar Health Inc 2.9% Added +55%LLY Eli Lilly & Co 1.6% Added +8%AMZN Amazon Com Inc 1.6% Added +6%CADL Candel Therapeutics Inc 1.3% Trimmed −15%ATAI Ataibeckley Inc 1.3% New
What changed