Michael J. Porro & Co. Financial Advisors, Inc.’s Semtech SMTC Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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
2025 Q4	$1.39M	Buy	+18,827	New	+$1.34M	1.16%	26

Other funds holding SMTC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s SMTC Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Semtech (SMTC) in Q4 2025: 18,827 shares worth $1.39M. The stake represents 1.16% of the portfolio and ranks #26 among its holdings.

403 funds tracked by Wall St. Rank hold SMTC as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 18,827 shares of Semtech worth $1.39M as of Q4 2025.
Semtech was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Semtech made up 1.16% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #26 holding.
403 funds tracked by Wall St. Rank held Semtech as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.