Creekmur Asset Management’s Horizon Technology Finance HRZN Stock Holding History

Creekmur Asset Management’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
2025 Q3	–	Hold	0	–	–	–	829
2025 Q2	–	Hold	0	–	–	–	846
2025 Q1	–	Hold	0	–	–	–	765
2024 Q4	–	Hold	0	–	–	–	922
2024 Q3	–	Sell	-1	Closed	-$11	–	1001
2024 Q2	$11	Sell	1 -471	-100%	-$5.49K	﹤0.01%	1024
2024 Q1	$5.37K	Sell	472 -3,448	-88%	-$43.5K	﹤0.01%	551
2023 Q4	$51.6K	Buy	+3,920	New	+$48K	0.02%	293

Other funds holding HRZN

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creekmur Asset Management's HRZN Position: Q3 2025 in Review

Creekmur Asset Management held its Horizon Technology Finance (HRZN) position steady in Q3 2025 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Creekmur Asset Management first reported a position in HRZN in Q4 2023 and has held it in 3 quarters since. The position peaked at $51.6K in Q4 2023. 62 funds tracked by Wall St. Rank hold HRZN as of Q3 2025.

Creekmur Asset Management held 0 shares of Horizon Technology Finance worth $3 as of Q3 2025.
Creekmur Asset Management left its Horizon Technology Finance share count unchanged in Q3 2025.
Horizon Technology Finance made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #829 holding.
Creekmur Asset Management first reported a position in Horizon Technology Finance in Q4 2023 and has held it in 3 quarters since.
Creekmur Asset Management's Horizon Technology Finance position peaked at $51.6K in Q4 2023.
62 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.