Harper Investing
SMH icon

Harper Investing’s VanEck Semiconductor ETF SMH Stock Holding History

Harper Investing’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 		$3.42M Buy
5,614
+467
+9% +$268K 1.06% 31
2026
Q2 		$3.38M Sell
5,147
-3,868
-43% -$2.11M 1.14% 30
2026
Q1 		$3.46M Buy
9,015
+8,260
+1,094% +$3.28M 1.51% 20
2025
Q4 		$272K Buy
+755
New +$265K 0.12% 57

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jasper Ridge Partners
Jasper Ridge Partners Menlo Park, California $3.96B AUM 23.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Harper Investing's SMH Position: Q3 2026 in Review

Harper Investing increased its VanEck Semiconductor ETF (SMH) stake by 9.1% in Q3 2026, buying an estimated $268K and bringing the position to 5,614 shares worth $3.42M. The position accounts for 1.06% of the portfolio, ranked #31.

Harper Investing first reported a position in SMH in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.46M in Q1 2026. 1,390 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Harper Investing held 5,614 shares of VanEck Semiconductor ETF worth $3.42M as of Q3 2026.
  • Harper Investing bought 467 VanEck Semiconductor ETF shares in Q3 2026, an estimated $268K.
  • VanEck Semiconductor ETF made up 1.06% of Harper Investing's portfolio in Q3 2026, its #31 holding.
  • Harper Investing first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 4 quarters since.
  • Harper Investing's VanEck Semiconductor ETF position peaked at $3.46M in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.