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Burkett Financial Services’s Super Micro Computer SMCI Stock Holding History

Burkett Financial Services’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
Q3 		$20.5K Hold
500
– – 0.01% 249
2026
Q2 		$14.7K Hold
500
– – ﹤0.01% 164
2026
Q1 		$11.4K Hold
500
– – ﹤0.01% 164
2025
Q4 		$14.6K Hold
500
– – 0.01% 153
2025
Q3 		$24K Sell
500
-50
-9% -$2.39K 0.01% 134
2025
Q2 		$27K Sell
550
-50
-8% -$1.93K 0.01% 116
2025
Q1 		$20.5K Buy
600
+100
+20% +$3.79K 0.01% 133
2024
Q4 		$15.2K Buy
+500
New +$18.2K 0.01% 129

Other funds holding SMCI

IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services's SMCI Position: Q3 2026 in Review

Burkett Financial Services held its Super Micro Computer (SMCI) position steady in Q3 2026 at 500 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #249.

Burkett Financial Services first reported a position in SMCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $27K in Q2 2025. 21 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Burkett Financial Services held 500 shares of Super Micro Computer worth $20.5K as of Q3 2026.
  • Burkett Financial Services left its Super Micro Computer share count unchanged in Q3 2026.
  • Super Micro Computer made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #249 holding.
  • Burkett Financial Services first reported a position in Super Micro Computer in Q4 2024 and has held it in 8 quarters since.
  • Burkett Financial Services's Super Micro Computer position peaked at $27K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.