Hurley Capital’s Saratoga Investment SAR Stock Holding History

Hurley Capital’s Portfolio SAR Stock Details SAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$267	Buy	16 +1	+7%	+$19	﹤0.01%	623
2026 Q2	$344	Hold	15	–	–	﹤0.01%	630
2026 Q1	$326	Buy	15 +1	+7%	+$23	﹤0.01%	625
2025 Q4	$333	Hold	14	–	–	﹤0.01%	553
2025 Q3	$341	Hold	14	–	–	﹤0.01%	623
2025 Q2	$336	Buy	14 +1	+8%	+$24	﹤0.01%	434
2025 Q1	$333	Hold	13	–	–	﹤0.01%	466
2024 Q4	$311	Buy	+13	New	+$315	﹤0.01%	382

Other funds holding SAR

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Hurley Capital's SAR Position: Q3 2026 in Review

Hurley Capital increased its Saratoga Investment (SAR) stake by 6.7% in Q3 2026, buying an estimated $19 and bringing the position to 16 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Hurley Capital first reported a position in SAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $344 in Q2 2026. 27 funds tracked by Wall St. Rank hold SAR as of Q3 2026.

Hurley Capital held 16 shares of Saratoga Investment worth $267 as of Q3 2026.
Hurley Capital bought 1 Saratoga Investment share in Q3 2026, an estimated $19.
Saratoga Investment made up ﹤0.01% of Hurley Capital's portfolio in Q3 2026, its #623 holding.
Hurley Capital first reported a position in Saratoga Investment in Q4 2024 and has held it in 8 quarters since.
Hurley Capital's Saratoga Investment position peaked at $344 in Q2 2026.
27 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.