Secure Asset Management’s Hercules Capital HTGC Stock Holding History

Secure Asset Management’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	$1.23M	Buy	77,837 +12,298	+19%	+$191K	0.17%	121
2026 Q1	$968K	Buy	65,539 +17,022	+35%	+$278K	0.15%	130
2025 Q4	$913K	Buy	+48,517	New	+$875K	0.14%	137

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Secure Asset Management's HTGC Position: Q2 2026 in Review

Secure Asset Management increased its Hercules Capital (HTGC) stake by 19% in Q2 2026, buying an estimated $191K and bringing the position to 77,837 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #121.

Secure Asset Management first reported a position in HTGC in Q4 2025 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Secure Asset Management held 77,837 shares of Hercules Capital worth $1.23M as of Q2 2026.
Secure Asset Management bought 12,298 Hercules Capital shares in Q2 2026, an estimated $191K.
Hercules Capital made up 0.17% of Secure Asset Management's portfolio in Q2 2026, its #121 holding.
Secure Asset Management first reported a position in Hercules Capital in Q4 2025 and has held it in 3 quarters since.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.