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Cavalier Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Cavalier Investments’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
Q1 		$11.7M Sell
30,595
-6,137
-17% -$2.44M 0.32% 34
2025
Q4 		$13.2M Sell
36,732
-11,658
-24% -$4.09M 0.68% 22
2025
Q3 		$14.1M Sell
48,390
-2,842
-6% -$841K 1.15% 17
2025
Q2 		$14.3M Sell
51,232
-7,300
-12% -$1.69M 4.33% 6
2025
Q1 		$12.4M Buy
58,532
+36,862
+170% +$8.84M 4.21% 4
2024
Q4 		$5.25M Sell
21,670
-9,741
-31% -$2.42M 1.75% 11
2024
Q3 		$7.71M Sell
31,411
-102,846
-77% -$25M 2.37% 9
2024
Q2 		$35M Sell
134,257
-18,948
-12% -$4.44M 10.77% 1
2024
Q1 		$34.5M Buy
153,205
+45,185
+42% +$9.08M 12.58% 1
2023
Q4 		$18.9M Buy
108,020
+14,732
+16% +$2.31M 6.96% 2
2023
Q3 		$13.5M Buy
93,288
+3,420
+4% +$518K 5.29% 4
2023
Q2 		$13.7M Buy
89,868
+5,726
+7% +$774K 4.98% 3
2023
Q1 		$11.1M Buy
84,142
+4,898
+6% +$587K 4.53% 3
2022
Q4 		$8.04M Sell
79,244
-4,096
-5% -$416K 2.89% 10
2022
Q3 		$7.71M Sell
83,340
-7,170
-8% -$782K 2.79% 11
2022
Q2 		$9.22M Buy
90,510
+1,398
+2% +$162K 3.22% 7
2022
Q1 		$12M Buy
89,112
+6,736
+8% +$922K 3.14% 6
2021
Q4 		$12.7M Buy
82,376
+14,834
+22% +$2.14M 3.3% 3
2021
Q3 		$8.65M Buy
67,542
+12,330
+22% +$1.62M 2.73% 6
2021
Q2 		$7.24M Buy
55,212
+3,510
+7% +$433K 2.61% 5
2021
Q1 		$6.3M Buy
51,702
+3,654
+8% +$433K 2.74% 4
2020
Q4 		$5.25M Sell
48,048
-17,724
-27% -$1.76M 2.4% 7
2020
Q3 		$5.73M Sell
65,772
-1,600
-2% -$134K 3.89% 9
2020
Q2 		$5.15M Sell
67,372
-14,678
-18% -$1.01M 2.97% 11
2020
Q1 		$4.81M Buy
82,050
+23,874
+41% +$1.61M 2.84% 10
2019
Q4 		$4.11M Buy
+58,176
New +$3.81M 1.78% 15

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Cavalier Investments's SMH Position: Q1 2026 in Review

Cavalier Investments reduced its VanEck Semiconductor ETF (SMH) stake by 17% in Q1 2026, selling an estimated $2.44M and leaving 30,595 shares worth $11.7M. The position accounts for 0.32% of the portfolio, ranked #34.

Cavalier Investments first reported a position in SMH in Q4 2019 and has held it in 26 quarters since. The position peaked at $35M in Q2 2024. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Cavalier Investments held 30,595 shares of VanEck Semiconductor ETF worth $11.7M as of Q1 2026.
  • Cavalier Investments sold 6,137 VanEck Semiconductor ETF shares in Q1 2026, an estimated $2.44M.
  • VanEck Semiconductor ETF made up 0.32% of Cavalier Investments's portfolio in Q1 2026, its #34 holding.
  • Cavalier Investments first reported a position in VanEck Semiconductor ETF in Q4 2019 and has held it in 26 quarters since.
  • Cavalier Investments's VanEck Semiconductor ETF position peaked at $35M in Q2 2024.
  • 1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.