American Capital Advisory’s Super Micro Computer SMCI Stock Holding History

American Capital Advisory’s Portfolio SMCI Stock Details SMCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$118	Sell	4 -1	-20%	-$32	﹤0.01%	1117
2026 Q1	$114	Sell	5 -8	-62%	-$240	﹤0.01%	1083
2025 Q4	$381	Buy	13 +1	+8%	+$41	﹤0.01%	824
2025 Q3	$576	Sell	12 -2	-14%	-$95	﹤0.01%	658
2025 Q2	$687	Buy	14 +6	+75%	+$231	﹤0.01%	558
2025 Q1	$274	Sell	8 -2	-20%	-$76	﹤0.01%	648
2024 Q4	$305	Buy	+10	New	+$363	﹤0.01%	449

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

American Capital Advisory's SMCI Position: Q2 2026 in Review

American Capital Advisory reduced its Super Micro Computer (SMCI) stake by 20% in Q2 2026, selling an estimated $32 and leaving 4 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

American Capital Advisory first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $687 in Q2 2025. 234 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

American Capital Advisory held 4 shares of Super Micro Computer worth $118 as of Q2 2026.
American Capital Advisory sold 1 Super Micro Computer share in Q2 2026, an estimated $32.
Super Micro Computer made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1117 holding.
American Capital Advisory first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
American Capital Advisory's Super Micro Computer position peaked at $687 in Q2 2025.
234 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.