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Salem Investment Counselors’s Hercules Capital HTGC Stock Holding History

Salem Investment Counselors’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 		$23.7K Sell
1,500
-35
-2% -$544 ﹤0.01% 742
2026
Q1 		$22.7K Buy
+1,535
New +$25.1K ﹤0.01% 725
2025
Q4 		– Sell
-700
Closed -$13.2K – 726
2025
Q3 		$13.2K Hold
700
– – ﹤0.01% 824
2025
Q2 		$12.8K Sell
700
-746
-52% -$13.2K ﹤0.01% 806
2025
Q1 		$27.8K Sell
1,446
-100
-6% -$2.02K ﹤0.01% 666
2024
Q4 		$31.1K Sell
1,546
-300
-16% -$5.85K ﹤0.01% 666
2024
Q3 		$36.3K Sell
1,846
-1,500
-45% -$29.5K ﹤0.01% 652
2024
Q2 		$68.4K Buy
3,346
+3,246
+3,246% +$62.4K ﹤0.01% 508
2024
Q1 		$1.84K Hold
100
– – ﹤0.01% 1037
2023
Q4 		$1.67K Hold
100
– – ﹤0.01% 1001
2023
Q3 		$1.64K Hold
100
– – ﹤0.01% 989
2023
Q2 		$1.48K Hold
100
– – ﹤0.01% 1032
2023
Q1 		$1.29K Hold
100
– – ﹤0.01% 1023
2022
Q4 		$1.32K Sell
100
-2,200
-96% -$29.9K ﹤0.01% 986
2022
Q3 		$27K Buy
2,300
+2,200
+2,200% +$31.4K ﹤0.01% 585
2022
Q2 		$1K Buy
+100
New +$1.56K ﹤0.01% 1022

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

Salem Investment Counselors reduced its Hercules Capital (HTGC) stake by 2.3% in Q2 2026, selling an estimated $544 and leaving 1,500 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Salem Investment Counselors first reported a position in HTGC in Q2 2022 and has held it in 16 quarters since. The position peaked at $68.4K in Q2 2024. 132 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Salem Investment Counselors held 1,500 shares of Hercules Capital worth $23.7K as of Q2 2026.
  • Salem Investment Counselors sold 35 Hercules Capital shares in Q2 2026, an estimated $544.
  • Hercules Capital made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #742 holding.
  • Salem Investment Counselors first reported a position in Hercules Capital in Q2 2022 and has held it in 16 quarters since.
  • Salem Investment Counselors's Hercules Capital position peaked at $68.4K in Q2 2024.
  • 132 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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