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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

CMF

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

ETC

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Burkett Financial Services's SMCI Position: Q2 2026 in Review

Burkett Financial Services held its Super Micro Computer (SMCI) position steady in Q2 2026 at 500 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Burkett Financial Services first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $27K in Q2 2025. 148 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Burkett Financial Services held 500 shares of Super Micro Computer worth $14.7K as of Q2 2026.
Burkett Financial Services left its Super Micro Computer share count unchanged in Q2 2026.
Super Micro Computer made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #164 holding.
Burkett Financial Services first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
Burkett Financial Services's Super Micro Computer position peaked at $27K in Q2 2025.
148 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.