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Ebert Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Ebert Capital Management’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$948K Buy
1,557
+1,064
+216% +$610K 0.82% 18
2026
Q2 		$323K Buy
+493
New +$269K 0.3% 27

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Ebert Capital Management's SMH Position: Q3 2026 in Review

Ebert Capital Management increased its VanEck Semiconductor ETF (SMH) stake by 216% in Q3 2026, buying an estimated $610K and bringing the position to 1,557 shares worth $948K. The position accounts for 0.82% of the portfolio, ranked #18.

Ebert Capital Management first reported a position in SMH in Q2 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Ebert Capital Management held 1,557 shares of VanEck Semiconductor ETF worth $948K as of Q3 2026.
  • Ebert Capital Management bought 1,064 VanEck Semiconductor ETF shares in Q3 2026, an estimated $610K.
  • VanEck Semiconductor ETF made up 0.82% of Ebert Capital Management's portfolio in Q3 2026, its #18 holding.
  • Ebert Capital Management first reported a position in VanEck Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.