Halter Ferguson Financial Inc.
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 617,394
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 36 | 617,394 | 13F-HR | Halter Ferguson Financial Inc. |
| Q1 2026 | 4/28/2026 | 38 | 455,636 | 13F-HR | Halter Ferguson Financial Inc. |
| Q4 2025 | 6/22/2026 | 36 | 455,011 | 13F-HR/A - RESTATEMENT | Halter Ferguson Financial Inc. |
| 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):
3.112 K
(0.5% of total reported value)
· QoQ Δ:
-242
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 526.3 K | 85.7% | 138.9 K | 0 | 138.9 K |
| ETFs | 88 K | 14.3% | 23.14 K | 0 | 23.14 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
617,394
Holdings
36
QoQ value change ($000)
161,758
(35.5%)
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.