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Home > Institutional Investor > Halter Ferguson Financial Inc. > Profile

Instuitional Investor - Halter Ferguson Financial Inc.

Fund Profile
Filing Period:
Fund Name: Halter Ferguson Financial Inc.
Portfolio Value $156,708,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tesla Inc.
 TSLA 270,556 $67,227,526 42.89%
2.
Nvidia Corp
 NVDA 258,830 $12,818,056 8.17%
3.
Invesco Qqq Tr
 22,791 $9,333,368 5.95%
4.
Aehr Test Systems
 AEHR 321,612 $8,532,339 5.44%
5.
Eli Lilly & Co
 LLY 12,057 $7,027,684 4.48%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)