SageGuard Financial Group, LLC

Position in HTGC — Hercules Capital, Inc.

CIK 1861378 GOODLETTSVILLE, TN

Position in HTGC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$162,699

+$10,436 QoQ

Shares Held

10,317

+0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#237

of 332 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SageGuard Financial Group, LLC holds $1,780,219 across 5 Asset Management names. HTGC ranks #5 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBDC	Barings BDC, Inc.	105,864	$901,961
2	ARCC	Ares Capital Corp	15,176	$281,211
3	JPC	Nuveen Preferred & Income Opportunities Fund	27,604	$217,519
4	CSWC	Capital Southwest Corp	9,122	$216,829
5	HTGC	Hercules Capital, Inc. This page	10,317	$162,699

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$162,699	10,317	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$152,263	10,309	-3.7%	Shares	Sole	2026-04-23
2025-12-31	$201,468	10,705	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.