HALTER FERGUSON FINANCIAL INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CADL | 698K | $3.56M |
 | LMND | 576K | $30.83M |
 | TSLA | 513K | $227.93M |
 | AEHR | 453K | $13.64M |
 | SATL | 389K | $1.28M |
 | OSCR | 385K | $7.29M |
 | UPST | 205K | $10.43M |
 | CADE | 102K | $3.84M |
 | NVDA | 48K | $8.97M |
 | AAPL | 12K | $3.03M |
 | GOOGL | 5K | $1.23M |
 | AMZN | 3K | $718.87K |
 | BE | 3K | $274.51K |
 | MSFT | 2K | $1.21M |
 | GOOG | 2K | $473.70K |
 | GE | 1K | $450.03K |
 | JPM | 1K | $359.20K |
 | AVGO | 1K | $363.23K |
 | CMI | 1K | $453.20K |
 | LLY | 648 | $494.42K |
Candel Therapeutics, Inc.
CADL
Shares Held
698K
Value
$3.56M
Lemonade, Inc.
LMND
Shares Held
576K
Value
$30.83M
Tesla, Inc.
TSLA
Shares Held
513K
Value
$227.93M
Aehr Test Systems
AEHR
Shares Held
453K
Value
$13.64M
Satellogic Inc.
SATL
Shares Held
389K
Value
$1.28M
Oscar Health, Inc.
OSCR
Shares Held
385K
Value
$7.29M
Upstart Holdings, Inc.
UPST
Shares Held
205K
Value
$10.43M
Cadence Bank
CADE
Shares Held
102K
Value
$3.84M
NVIDIA Corporation
NVDA
Shares Held
48K
Value
$8.97M
Apple Inc.
AAPL
Shares Held
12K
Value
$3.03M
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.23M
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$718.87K
Bloom Energy Corporation
BE
Shares Held
3K
Value
$274.51K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.21M
Alphabet Inc.
GOOG
Shares Held
2K
Value
$473.70K
GE Aerospace
GE
Shares Held
1K
Value
$450.03K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$359.20K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$363.23K
Cummins Inc.
CMI
Shares Held
1K
Value
$453.20K
Eli Lilly and Company
LLY
Shares Held
648
Value
$494.42K