Mirador Capital Partners’s Hercules Capital HTGC Stock Holding History

Mirador Capital Partners’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 Q2	$700K	Sell	44,414 -286	-0.6%	-$4.45K	0.09%	125
2026 Q1	$660K	Buy	44,700 +1,083	+2%	+$17.7K	0.09%	123
2025 Q4	$821K	Sell	43,617 -550	-1%	-$9.92K	0.11%	115
2025 Q3	$835K	Sell	44,167 -1,433	-3%	-$27.5K	0.12%	115
2025 Q2	$834K	Buy	45,600 +1,918	+4%	+$34K	0.14%	107
2025 Q1	$839K	Buy	43,682 +605	+1%	+$12.2K	0.15%	102
2024 Q4	$865K	Buy	43,077 +2,850	+7%	+$55.6K	0.16%	95
2024 Q3	$790K	Buy	40,227 +2,009	+5%	+$39.6K	0.14%	101
2024 Q2	$782K	Buy	38,218 +2,063	+6%	+$39.7K	0.15%	92
2024 Q1	$667K	Buy	36,155 +2,885	+9%	+$51.2K	0.13%	109
2023 Q4	$555K	Sell	33,270 -15,020	-31%	-$238K	0.12%	109
2023 Q3	$793K	Buy	48,290 +1,634	+4%	+$26.7K	0.18%	90
2023 Q2	$691K	Buy	46,656 +26,046	+126%	+$357K	0.16%	102
2023 Q1	$266K	Buy	+20,610	New	+$288K	0.06%	159

Other funds holding HTGC

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Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Secure Asset Management Troy, Michigan $711M AUM 27.91% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return