Halter Ferguson Financial Inc.
Top Portfolio Positions
29 positions ·
$447,611,806 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
587,462 | $218,388,998 | 48.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
72,786 | $42,010,623 | 9.39% | |
| UPST |
Upstart Holdings, Inc.
Financial Services
|
1,467,360 | $37,637,784 | 8.41% | |
| LMND |
Lemonade, Inc.
Financial Services
|
546,324 | $34,243,588 | 7.65% | |
| MU |
Micron Technology Inc
Technology
|
64,685 | $21,853,180 | 4.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,887 | $16,835,351 | 3.76% | |
| ORCL |
Oracle Corp
Technology
|
105,795 | $15,563,502 | 3.48% | |
| NVDA |
Nvidia Corp
Technology
|
56,865 | $9,917,256 | 2.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,927 | $7,899,056 | 1.76% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
369,082 | $7,300,441 | 1.63% |
Portfolio Trend
10 quarters · across all stocks
Holdings in LMND
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,243,588 | 546,324 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $42,769,428 | 600,863 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,828,248 | 575,906 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $12,534,172 | 286,103 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $14,984,692 | 476,764 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,739,537 | 292,790 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,238,383 | 742,170 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,278,128 | 744,129 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,672,006 | 711,274 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,428,724 | 398,557 | Shares | Sole | 2024-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||