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Home > Institutional Investor > Halter Ferguson Financial Inc. > Profile

Instuitional Investor - Halter Ferguson Financial Inc.

Fund Profile
Filing Period:
Fund Name: Halter Ferguson Financial Inc.
Portfolio Value $617,393,722
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tesla Inc.
 TSLA 629,194 $264,638,845 42.86%
2.
Lemonade Inc.
 LMND 1,005,815 $65,428,279 10.6%
3.
Upstart Holdings Inc.
 UPST 1,748,119 $61,935,857 10.03%
4.
Invesco Qqq Tr
 63,482 $46,748,298 7.57%
5.
Unusual Machines Inc.
 UMAC 1,532,348 $34,171,361 5.53%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.