Long-term investor
Halter Ferguson Financial Inc. @halterfergusonfinanciali
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001842665).
Record
- Tracked since 2025-06-30 (479 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +40.2% · 1 year +43.8% · all +43.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSLA · 25.7% · long · since 2025-09-30
- SPCX · 17.2% · long · since 2026-06-30
- MU · 8.9% · long · since 2025-12-31
- 46090E103 · 8.4% · long · since 2025-09-30
- 91532F102 · 7.6% · long · since 2026-06-30
- LMND · 6.5% · long · since 2025-09-30
- OSCR · 6.5% · long · since 2025-09-30
- 91680M107 · 5.6% · long · since 2025-09-30
- 78462F103 · 4.4% · long · since 2025-09-30
- BLZE · 3.1% · long · since 2026-06-30
- 77926X320 · 2.3% · long · since 2026-06-30
- HBAN · 0.7% · long · since 2026-03-31