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Hercules Technology Growth Capital shares owned by Summit Financial

Quarter-by-quarter ownership of Hercules Technology Growth Capital (HTGC) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Hercules Technology Growth Capital

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All positions including Hercules Technology Growth Capital held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hercules Technology Growth Capital by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $772k 41k 18.91
2025-06-30 $746k 41k 18.28

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Hercules Technology Growth Capital

Van Eck Associates Corp.
Sound Income Strategies
Two Sigma Advisers
LPL Financial
Two Sigma Investments
Millennium Management
Morgan Stanley
BlackRock
UBS Group
Citadel Advisors
Legal & General Group
Qube Research & Technologies
Muzinich & Co
Franklin Resources
Sumitomo Mitsui Trust Holdings

View all funds holding Hercules Technology Growth Capital