Harbor Investment Advisory’s VanEck Semiconductor ETF SMH Stock Holding History

Harbor Investment Advisory’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 Q2	$55.8K	Hold	85	–	–	﹤0.01%	727
2026 Q1	$32.6K	Sell	85 -99	-54%	-$39.3K	﹤0.01%	685
2025 Q4	$66.3K	Buy	184 +139	+309%	+$48.8K	0.01%	597
2025 Q3	$14.7K	Hold	45	–	–	﹤0.01%	841
2025 Q2	$12.6K	Hold	45	–	–	﹤0.01%	852
2025 Q1	$9.52K	Sell	45 -21	-32%	-$5.03K	﹤0.01%	879
2024 Q4	$16K	Hold	66	–	–	﹤0.01%	787
2024 Q3	$16.2K	Sell	66 -25	-27%	-$6.08K	﹤0.01%	784
2024 Q2	$23.7K	Buy	+91	New	+$21.3K	﹤0.01%	717
2023 Q2	–	Sell	-200	Closed	-$26.3K	–	1376
2023 Q1	$26.3K	Buy	+200	New	+$24K	﹤0.01%	858

Other funds holding SMH

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return