CMA
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Cedar Mountain Advisors’s Semtech SMTC Stock Holding History

Cedar Mountain Advisors’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.8K Hold
209
– – 0.01% 238
2026
Q1 		$16.1K Buy
209
+190
+1,000% +$15.6K ﹤0.01% 351
2025
Q4 		$1.4K Hold
19
– – ﹤0.01% 449
2025
Q3 		$1.36K Buy
+19
New +$1.03K ﹤0.01% 472

Other funds holding SMTC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors's SMTC Position: Q2 2026 in Review

Cedar Mountain Advisors held its Semtech (SMTC) position steady in Q2 2026 at 209 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #238.

Cedar Mountain Advisors first reported a position in SMTC in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Cedar Mountain Advisors held 209 shares of Semtech worth $33.8K as of Q2 2026.
  • Cedar Mountain Advisors left its Semtech share count unchanged in Q2 2026.
  • Semtech made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #238 holding.
  • Cedar Mountain Advisors first reported a position in Semtech in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.