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Hercules Technology Growth Capital shares owned by Core Wealth Partners

Quarter-by-quarter ownership of Hercules Technology Growth Capital (HTGC) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in Hercules Technology Growth Capital

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

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Quarterly reported holdings in Hercules Technology Growth Capital by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $446k 24k 18.45
2023-12-31 $403k 24k 16.67
2023-09-30 $345k 21k 16.42
2023-06-30 $311k 21k 14.80
2023-03-31 $196k 15k 12.89
2022-12-31 $201k 15k 13.22

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Skyworks Solutions (SWKS)
Ametek (AME)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding Hercules Technology Growth Capital

Sound Income Strategies
Van Eck Associates Corp.
Marshall Wace
Legal & General Group
Morgan Stanley
Hudson Bay Capital Management
Advisors Capital Management
LPL Financial
Two Sigma Advisers
Raymond James & Associates
Royal Bank of Canada
Citadel Advisors
Melia Wealth
BlackRock
Two Sigma Investments

View all funds holding Hercules Technology Growth Capital