Halter Ferguson Financial Inc.
RIA/Wealth
Halter Ferguson Financial Inc. is a RIA/Wealth based in Carmel, IN led by Bradford Scott Ferguson, reporting $487.8M in AUM as of Q3 2025 with 56% Consumer Cyclical concentration, 95% concentrated in top 10 holdings, and 55% allocation to TSLA.
PresidentBradford Scott Ferguson
- Portfolio Value
- $411.9M
- Positions
- 31
- Top Holding
- TSLA at 55.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Halter Ferguson Financial Inc.'s portfolio (94.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $227.9M | 55.33% | +$38.2M Bought | 0.02% 512.5K shares | |
ETF ETF | $59.8M | 14.51% | -$3.9M Sold | — 99.6K shares | |
Insurance - Property & Casualty Financial Services | $30.8M | 7.48% | +$15.5M Bought | 0.78% 575.9K shares | |
ETF ETF | $17.0M | 4.12% | +$2.2M Bought | — 25.5K shares | |
Semiconductors Technology | $13.6M | 3.31% | +$400.4K Bought | 1.51% 453.0K shares | |
Unknown Unknown | $11.3M | 2.75% | +$11.3M New | — 218.0K shares | |
Financial - Credit Services Financial Services | $10.4M | 2.53% | +$10.4M New | 0.21% 205.4K shares | |
Semiconductors Technology | $9.0M | 2.18% | -$532.1K Sold | 0.00% 48.1K shares | |
Medical - Healthcare Plans Healthcare | $7.3M | 1.77% | +$3.3M Bought | 0.15% 385.3K shares | |
Banks - Regional Financial Services | $3.8M | 0.93% | — | — 102.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Halter Ferguson Financial Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+101.29% | |
+81.7% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-99.21% | |
-33.61% | |
-22.06% | |
-21.3% | |
-19.93% |
Analytics
Portfolio insights and performance metrics for Halter Ferguson Financial Inc.
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