CFFP
SMCI icon

Center for Financial Planning’s Super Micro Computer SMCI Stock Holding History

Center for Financial Planning’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 		$3.81K Hold
130
– – ﹤0.01% 557
2026
Q1 		$2.96K Hold
130
– – ﹤0.01% 557
2025
Q4 		$3.81K Hold
130
– – ﹤0.01% 575
2025
Q3 		$6.23K Buy
+130
New +$6.21K ﹤0.01% 532

Other funds holding SMCI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NI
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Center for Financial Planning's SMCI Position: Q2 2026 in Review

Center for Financial Planning held its Super Micro Computer (SMCI) position steady in Q2 2026 at 130 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Center for Financial Planning first reported a position in SMCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.23K in Q3 2025. 166 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Center for Financial Planning held 130 shares of Super Micro Computer worth $3.81K as of Q2 2026.
  • Center for Financial Planning left its Super Micro Computer share count unchanged in Q2 2026.
  • Super Micro Computer made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #557 holding.
  • Center for Financial Planning first reported a position in Super Micro Computer in Q3 2025 and has held it in 4 quarters since.
  • Center for Financial Planning's Super Micro Computer position peaked at $6.23K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.