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Salem Investment Counselors’s Horizon Technology Finance HRZN Stock Holding History

Salem Investment Counselors’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 		– Sell
-700
Closed -$2.99K – 1267
2026
Q1 		$2.99K Buy
+700
New +$4.05K ﹤0.01% 1035
2025
Q4 		– Sell
-700
Closed -$4.27K – 724
2025
Q3 		$4.27K Hold
700
– – ﹤0.01% 1001
2025
Q2 		$5.04K Hold
700
– – ﹤0.01% 940
2025
Q1 		$6.59K Buy
+700
New +$6.57K ﹤0.01% 896

Other funds holding HRZN

CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Salem Investment Counselors's HRZN Position: Q2 2026 in Review

Salem Investment Counselors sold out of Horizon Technology Finance (HRZN) in Q2 2026, closing a stake of 700 shares — an estimated $2.99K sold.

Salem Investment Counselors first reported a position in HRZN in Q1 2025 and held it in 4 quarters. The position peaked at $6.59K in Q1 2025. 40 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Salem Investment Counselors reported no remaining Horizon Technology Finance position as of Q2 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 700 Horizon Technology Finance shares in Q2 2026, an estimated $2.99K.
  • Salem Investment Counselors first reported a position in Horizon Technology Finance in Q1 2025 and held it in 4 quarters.
  • Salem Investment Counselors's Horizon Technology Finance position peaked at $6.59K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.