Halter Ferguson Financial Inc.: 13F holdings
CIK 18426652026Q2
| Positions | 35 |
|---|---|
| Reported value | $617.4m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSLA TESLA INC | 629,194 | $264.6m | 42.9% |
| LMND LEMONADE INC | 1,005,815 | $65.4m | 10.6% |
| UPST UPSTART HLDGS INC | 1,748,119 | $61.9m | 10.0% |
| QQQ INVESCO QQQ TR | 63,482 | $46.7m | 7.6% |
| UNUSUAL MACHS INC | 1,532,348 | $34.2m | 5.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 36,400 | $27.2m | 4.4% |
| MU MICRON TECHNOLOGY INC | 18,140 | $20.9m | 3.4% |
| OSCR OSCAR HEALTH INC | 627,007 | $17.9m | 2.9% |
| LLY ELI LILLY & CO | 8,287 | $9.9m | 1.6% |
| AMZN AMAZON COM INC | 40,371 | $9.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842665")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.