HVP
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Hudson Value Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Hudson Value Partners’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$860K Sell
3,082
-102
-3% -$28.4K 0.3% 64
2025
Q1 		$673K Buy
3,184
+216
+7% +$45.7K 0.25% 72
2024
Q4 		$721K Buy
+2,968
New +$721K 0.27% 67