Calton & Associates’s Super Micro Computer SMCI Stock Holding History

Calton & Associates’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	$208K	Buy	+7,090	New	+$226K	0.03%	403
2025 Q4	–	Sell	-6,150	Closed	-$295K	–	482
2025 Q3	$295K	Buy	+6,150	New	+$294K	0.04%	325
2024 Q3	–	Sell	-2,970	Closed	-$243K	–	271
2024 Q2	$243K	Buy	+2,970	New	+$254K	0.12%	155
2024 Q1	–	Sell	-14,240	Closed	-$405K	–	245
2023 Q4	$405K	Buy	+14,240	New	+$395K	0.16%	126
2023 Q3	–	Sell	-10,010	Closed	-$249K	–	226
2023 Q2	$249K	Buy	+10,010	New	+$168K	0.12%	164

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Calton & Associates's SMCI Position: Q2 2026 in Review

Calton & Associates opened a new position in Super Micro Computer (SMCI) in Q2 2026: 7,090 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #403 among its holdings. This is a return to the name: Calton & Associates previously reported a position in SMCI as recently as Q3 2025.

Calton & Associates first reported a position in SMCI in Q2 2023 and has held it in 5 quarters since. The position peaked at $405K in Q4 2023. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Calton & Associates held 7,090 shares of Super Micro Computer worth $208K as of Q2 2026.
Super Micro Computer was a new Calton & Associates position in Q2 2026.
Super Micro Computer made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #403 holding.
Calton & Associates first reported a position in Super Micro Computer in Q2 2023 and has held it in 5 quarters since.
Calton & Associates's Super Micro Computer position peaked at $405K in Q4 2023.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.