SEC Form 13F · Q4 2025

Halter Ferguson Financial Inc.

Institutional Holdings Report (Amended)

13F-HR/AIN
$455.0M
Portfolio Value
36
Holdings
Q4 2025
Reporting Period
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Filing Details

Manager
Halter Ferguson Financial Inc.
CIK
1842665
Accession No.
0001842665-26-000003
Location
CARMEL, IN
Form Type
13F-HR/A (Amendment)
Portfolio Value
$455.0M
Holdings Reported
36
Reporting Period
Q4 2025
Filed
June 22, 2026

About this Filing

Halter Ferguson Financial Inc. is an institutional investment manager based in CARMEL, IN reporting approximately $455.0M in 13(f) securities across 36 positions as of Q4 2025. 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/A filing on EDGAR.