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Alpha Cubed Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Alpha Cubed Investments’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$500K Buy
1,388
+218
+19% +$76.5K 0.02% 180
2025
Q3 		$382K Buy
1,170
+28
+2% +$8.29K 0.01% 207
2025
Q2 		$318K Buy
1,142
+17
+2% +$3.94K 0.01% 226
2025
Q1 		$238K Buy
+1,125
New +$270K 0.01% 255
2024
Q3 		– Sell
-949
Closed -$247K – 299
2024
Q2 		$247K Buy
+949
New +$223K 0.01% 234

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alpha Cubed Investments's SMH Position: Q4 2025 in Review

Alpha Cubed Investments increased its VanEck Semiconductor ETF (SMH) stake by 19% in Q4 2025, buying an estimated $76.5K and bringing the position to 1,388 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #180.

Alpha Cubed Investments first reported a position in SMH in Q2 2024 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

  • Alpha Cubed Investments held 1,388 shares of VanEck Semiconductor ETF worth $500K as of Q4 2025.
  • Alpha Cubed Investments bought 218 VanEck Semiconductor ETF shares in Q4 2025, an estimated $76.5K.
  • VanEck Semiconductor ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #180 holding.
  • Alpha Cubed Investments first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,207 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.