SEC Form 13F · Q1 2026

Halter Ferguson Financial Inc.

Institutional Holdings Report

13F-HRIN
$455.6M
Portfolio Value
38
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Halter Ferguson Financial Inc.
CIK
1842665
Accession No.
0001842665-26-000002
Location
CARMEL, IN
Form Type
13F-HR
Portfolio Value
$455.6M
Holdings Reported
38
Reporting Period
Q1 2026
Filed
April 28, 2026

About this Filing

Halter Ferguson Financial Inc. is an institutional investment manager based in CARMEL, IN reporting approximately $455.6M in 13(f) securities across 38 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.