Beaumont Financial Advisors
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Beaumont Financial Advisors’s Hercules Capital HTGC Stock Holding History

Beaumont Financial Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$236K Hold
14,047
– – 0.01% 345
2026
Q2 		$222K Buy
14,047
+808
+6% +$12.6K 0.01% 352
2026
Q1 		$196K Buy
13,239
+394
+3% +$6.44K 0.01% 358
2025
Q4 		$242K Buy
12,845
+321
+3% +$5.79K 0.02% 330
2025
Q3 		$237K Buy
12,524
+284
+2% +$5.44K 0.02% 358
2025
Q2 		$224K Buy
12,240
+295
+2% +$5.23K 0.02% 348
2025
Q1 		$229K Buy
11,945
+257
+2% +$5.19K 0.02% 335
2024
Q4 		$235K Buy
11,688
+269
+2% +$5.25K 0.02% 332
2024
Q3 		$224K Buy
+11,419
New +$225K 0.02% 322
2024
Q1 		– Sell
-14,093
Closed -$235K – 370
2023
Q4 		$235K Buy
14,093
+396
+3% +$6.26K 0.02% 305
2023
Q3 		$225K Buy
13,697
+369
+3% +$6.04K 0.02% 295
2023
Q2 		$197K Buy
13,328
+413
+3% +$5.66K 0.02% 329
2023
Q1 		$166K Buy
+12,915
New +$181K 0.02% 302

Other funds holding HTGC

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Beaumont Financial Advisors's HTGC Position: Q3 2026 in Review

Beaumont Financial Advisors held its Hercules Capital (HTGC) position steady in Q3 2026 at 14,047 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #345.

Beaumont Financial Advisors first reported a position in HTGC in Q1 2023 and has held it in 13 quarters since. The position peaked at $242K in Q4 2025. 107 funds tracked by Wall St. Rank hold HTGC as of Q3 2026.

  • Beaumont Financial Advisors held 14,047 shares of Hercules Capital worth $236K as of Q3 2026.
  • Beaumont Financial Advisors left its Hercules Capital share count unchanged in Q3 2026.
  • Hercules Capital made up 0.01% of Beaumont Financial Advisors's portfolio in Q3 2026, its #345 holding.
  • Beaumont Financial Advisors first reported a position in Hercules Capital in Q1 2023 and has held it in 13 quarters since.
  • Beaumont Financial Advisors's Hercules Capital position peaked at $242K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2026.

Based on Beaumont Financial Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.