CoreCap Advisors’s Super Micro Computer SMCI Stock Holding History

CoreCap Advisors’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 Q3	$550K	Buy	13,393 +5,681	+74%	+$193K	0.02%	519
2026 Q2	$226K	Buy	7,712 +100	+1%	+$3.19K	0.01%	823
2026 Q1	$173K	Sell	7,612 -1,954	-20%	-$58.6K	0.01%	848
2025 Q4	$280K	Sell	9,566 -5,136	-35%	-$211K	0.01%	672
2025 Q3	$705K	Sell	14,702 -5,622	-28%	-$268K	0.03%	445
2025 Q2	$996K	Sell	20,324 -2,849	-12%	-$110K	0.04%	350
2025 Q1	$793K	Buy	23,173 +6,782	+41%	+$257K	0.03%	379
2024 Q4	$500K	Buy	+16,391	New	+$596K	0.02%	483
2024 Q3	–	Sell	-18,370	Closed	-$1.51M	–	2729
2024 Q2	$1.51M	Buy	18,370 +7,510	+69%	+$642K	0.16%	126
2024 Q1	$1.1M	Buy	+10,860	New	+$796K	0.06%	284
2023 Q4	–	Sell	-8,640	Closed	-$237K	–	633
2023 Q3	$237K	Buy	+8,640	New	+$241K	0.02%	467
2022 Q4	$137K	Buy	+16,640	New	+$127K	0.01%	625

Other funds holding SMCI

IFS

Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors's SMCI Position: Q3 2026 in Review

CoreCap Advisors increased its Super Micro Computer (SMCI) stake by 74% in Q3 2026, buying an estimated $193K and bringing the position to 13,393 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #519.

CoreCap Advisors first reported a position in SMCI in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.51M in Q2 2024. 21 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

CoreCap Advisors held 13,393 shares of Super Micro Computer worth $550K as of Q3 2026.
CoreCap Advisors bought 5,681 Super Micro Computer shares in Q3 2026, an estimated $193K.
Super Micro Computer made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #519 holding.
CoreCap Advisors first reported a position in Super Micro Computer in Q4 2022 and has held it in 12 quarters since.
CoreCap Advisors's Super Micro Computer position peaked at $1.51M in Q2 2024.
21 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.