JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in HRZN — Horizon Technology Finance Corp
CIK 1903880
MONTGOMERY, AL
Position in HRZN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$428,580
+$289,575 QoQ
Shares Held
90,609
+174.4% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#21
of 107 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRZN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $4,775,583 across 12 Asset Management names. HRZN ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OCSL |
Oaktree Specialty Lending Corp
|
84,506 | $1,009,001 | |
| 2 | ARCC |
Ares Capital Corp
|
32,912 | $609,859 | |
| 3 | OBDC |
Blue Owl Capital Corp
|
52,323 | $568,751 | |
| 4 | HRZN |
Horizon Technology Finance Corp
This page
|
90,609 | $428,580 | |
| 5 | NTRS |
Northern Trust Corp
|
2,442 | $424,517 | |
| 6 | IVZ |
Invesco Ltd.
|
12,465 | $328,951 | |
| 7 | BLK |
BlackRock, Inc.
|
321 | $308,660 | |
| 8 | AMP |
Ameriprise Financial Inc
|
634 | $290,853 |
All Filings in HRZN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,580 | 90,609 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $139,005 | 33,018 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $220,357 | 34,164 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $210,931 | 34,579 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $256,658 | 35,647 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $339,958 | 36,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $331,038 | 36,823 | Shares | Other | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||