Halter Ferguson Financial Inc.

The risk map is unusually clear. Nearly half the book is tied to Tesla, while the next layer leans into high-volatility growth, fintech, software, semiconductors, and AI infrastructure. Upstart, Lemonade, Micron, Oracle, NVIDIA, Amazon, Bitmine Immersion Technologies, Oscar Health, and Candel Therapeutics make this a portfolio with far more idiosyncratic growth exposure than a typical advisory 13F. The ETF positions in QQQ and SPY provide market beta, but they do not neutralize the single-name weight sitting above them.

The quarter-over-quarter moves are just as dramatic. Halter Ferguson increased TSLA shares by 15.7% even though the reported value slipped by nearly $10.0M, meaning the firm added into price weakness rather than passively riding the mark. UPST shares rose 253.3%, lifting the position by roughly $19.5M. MU shares rose 56.3%, AMZN shares jumped 544.9% from a small base, and LLY shares rose more than sevenfold. The firm also opened a major new ORCL position at 3.42% of assets and added HBAN, Oddity Tech, Berkshire Hathaway A shares, and Walmart.