EFH
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Eaton Financial Holdings’s Super Micro Computer SMCI Stock Holding History

Eaton Financial Holdings’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
2025
Q4 		– Sell
-5,580
Closed -$268K – 137
2025
Q3 		$268K Sell
5,580
-2,946
-35% -$141K 0.08% 116
2025
Q2 		$418K Buy
+8,526
New +$329K 0.13% 89

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Eaton Financial Holdings's SMCI Position: Q4 2025 in Review

Eaton Financial Holdings sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 5,580 shares — an estimated $268K sold.

Eaton Financial Holdings first reported a position in SMCI in Q2 2025 and held it in 2 quarters. The position peaked at $418K in Q2 2025. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Eaton Financial Holdings reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Eaton Financial Holdings sold 5,580 Super Micro Computer shares in Q4 2025, an estimated $268K.
  • Eaton Financial Holdings first reported a position in Super Micro Computer in Q2 2025 and held it in 2 quarters.
  • Eaton Financial Holdings's Super Micro Computer position peaked at $418K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Eaton Financial Holdings's 13F filing for Q4 2025, filed 9 Feb 2026.