Forum Financial Management’s Horizon Technology Finance HRZN Stock Holding History

Forum Financial 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
2026 Q2	$117K	Buy	+24,760	New	+$107K	﹤0.01%	337

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

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

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Forum Financial Management's HRZN Position: Q2 2026 in Review

Forum Financial Management opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 24,760 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings.

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

Forum Financial Management held 24,760 shares of Horizon Technology Finance worth $117K as of Q2 2026.
Horizon Technology Finance was a new Forum Financial Management position in Q2 2026.
Horizon Technology Finance made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #337 holding.
15 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.