Caprock Group’s Horizon Technology Finance HRZN Stock Holding History

Caprock Group’s Portfolio HRZN Stock Details HRZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Buy	+454,442	New	+$1.97M	0.04%	372

Other funds holding HRZN

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Caprock Group's HRZN Position: Q2 2026 in Review

Caprock Group opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 454,442 shares worth $2.16M. The stake represents 0.04% of the portfolio and ranks #372 among its holdings.

24 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

Caprock Group held 454,442 shares of Horizon Technology Finance worth $2.16M as of Q2 2026.
Horizon Technology Finance was a new Caprock Group position in Q2 2026.
Horizon Technology Finance made up 0.04% of Caprock Group's portfolio in Q2 2026, its #372 holding.
24 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.