Halter Ferguson Financial Inc.
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 455,011
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 36 | 455,011 | 13F-HR | Halter Ferguson Financial Inc. |
| Q3 2025 | 10/9/2025 | 33 | 437,416 | 13F-HR | Halter Ferguson Financial Inc. |
| Q2 2025 | 7/11/2025 | 30 | 287,697 | 13F-HR | Halter Ferguson Financial Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.511 K
(0.3% of total reported value)
· QoQ Δ:
-24 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 453.5 K | 100.0% | 41.59 K | 0 | 41.59 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
455,011
Holdings
36
QoQ value change ($000)
17,595
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.