Loading…
CIK 0001842665 • 8 13F filings • May 9, 2025 – Oct 21, 2026
Import this data to Google Sheets with:
=jivedata("halter-ferguson-financial-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AEHR TEST SYS | COM | $13.0M | 2.8% | 642,129 SH | New |
| ALPHABET INC | CAP STK CL A | $2.6M | 0.6%Prev: 0.1% | 8,304 SH | Increased+6,314 SH |
| ALPHABET INC | CAP STK CL C | $606K | 0.1%Prev: 0.1% | 1,932 SH | Increased+153 SH |
| AMAZON COM INC | COM | $1.4M | 0.3%Prev: 0.1% | 5,881 SH | Increased+4,164 SH |
| APPLE INC | COM | $3.9M | 0.9%Prev: 0.7% | 14,366 SH | Increased+2,893 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $231K | 0.1%Prev: 0.1% | 460 SH | Decreased-245 SH |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | $5.5M | 1.2% | 203,106 SH | New |
| BLOOM ENERGY CORP | COM CL A | $13.9M | 3.1% | 160,056 SH | New |
| BROADCOM INC | COM | $488K | 0.1%Prev: 0.1% | 1,409 SH | Increased+318 SH |
| CADENCE BANK | COM | $4.4M | 1.0% | 102,161 SH | New |
| CANDEL THERAPEUTICS INC | COM | $4.2M | 0.9% | 748,055 SH | New |
| CATERPILLAR INC | COM | $332K | 0.1%Prev: 0.1% | 579 SH | Decreased+49 SH |
| CUMMINS INC | COM | $546K | 0.1%Prev: 0.1% | 1,070 SH | Increased+15 SH |
| ELI LILLY & CO | COM | $958K | 0.2%Prev: 0.2% | 891 SH | Increased+77 SH |
| GE AEROSPACE | COM NEW | $461K | 0.1%Prev: 0.1% | 1,496 SH | Increased+24 SH |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | $1.8M | 0.4% | 75,371 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $1.4M | 0.3%Prev: 0.3% | 31,533 SH | Decreased+8,980 SH |
| INVESCO QQQ TR | UNIT SER 1 | $46.2M | 10.2%Prev: 8.4% | 75,240 SH | Decreased+9,493 SH |
| ISHARES TR | CORE US AGGBD ET | $1.8M | 0.4% | 17,563 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $833K | 0.2% | 6,469 SH | New |
| JPMORGAN CHASE & CO. | COM | $395K | 0.1% | 1,225 SH | New |
| LEMONADE INC | COM | $42.8M | 9.4%Prev: 6.5% | 600,863 SH | Increased-229,392 SH |
| META PLATFORMS INC | CL A | $317K | 0.1%Prev: 0.0% | 480 SH | Increased+113 SH |
| MICRON TECHNOLOGY INC | COM | $11.8M | 2.6%Prev: 8.9% | 41,390 SH | Decreased-6,903 SH |
| MICROSOFT CORP | COM | $1.2M | 0.3%Prev: 0.2% | 2,457 SH | Increased+467 SH |
| NVIDIA CORPORATION | COM | $10.7M | 2.4%Prev: 0.4% | 57,588 SH | Increased+47,603 SH |
| OSCAR HEALTH INC | CL A | $5.6M | 1.2%Prev: 6.5% | 389,397 SH | Decreased-822,428 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $774K | 0.2%Prev: 0.1% | 4,353 SH | Increased+2,046 SH |
| SATELLOGIC INC | COM CL A | $1.6M | 0.3% | 839,832 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $18.0M | 4.0% | 26,404 SH | New |
| T1 ENERGY INC | COM NEW | $8.5M | 1.9% | 1,273,124 SH | New |
| TESLA INC | COM | $228.4M | 50.2%Prev: 25.7% | 507,846 SH | Increased+90,577 SH |
| UPSTART HLDGS INC | COM | $18.2M | 4.0%Prev: 5.6% | 415,321 SH | Decreased-1,001,162 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.0M | 0.2% | 3,081 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.3% | 19,251 SH | New |
| 13F-HR |
| 0001085146-25-005868 |
| $437.4M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001842665-26-000005 | $617.4M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003763 | $287.7M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001842665-26-000002 | $455.6M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002873 | $195.4M | View |