Burney Company’s VanEck Semiconductor ETF SMH Stock Holding History

Burney Company’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
2026 Q2	$475K	Buy	724 +48	+7%	+$26.2K	0.01%	471
2026 Q1	$259K	Sell	676 -320	-32%	-$127K	0.01%	529
2025 Q4	$359K	Buy	996 +71	+8%	+$24.9K	0.01%	501
2025 Q3	$302K	Sell	925 -7	-0.8%	-$2.07K	0.01%	505
2025 Q2	$260K	Buy	+932	New	+$216K	0.01%	514
2025 Q1	–	Sell	-920	Closed	-$223K	–	598
2024 Q4	$223K	Hold	920	–	–	0.01%	561
2024 Q3	$226K	Hold	920	–	–	0.01%	575
2024 Q2	$240K	Hold	920	–	–	0.01%	547
2024 Q1	$207K	Buy	+920	New	+$185K	0.01%	578

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Burney Company's SMH Position: Q2 2026 in Review

Burney Company increased its VanEck Semiconductor ETF (SMH) stake by 7.1% in Q2 2026, buying an estimated $26.2K and bringing the position to 724 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #471.

Burney Company first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Burney Company held 724 shares of VanEck Semiconductor ETF worth $475K as of Q2 2026.
Burney Company bought 48 VanEck Semiconductor ETF shares in Q2 2026, an estimated $26.2K.
VanEck Semiconductor ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #471 holding.
Burney Company first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.