LJAC
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L.J. Altfest & Co’s VanEck Semiconductor ETF SMH Stock Holding History

L.J. Altfest & Co’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 		$5.08M Sell
7,744
-40,638
-84% -$22.2M 0.49% 44
2026
Q1 		$18.5M Sell
48,382
-951
-2% -$378K 1.98% 10
2025
Q4 		$17.8M Sell
49,333
-1,432
-3% -$502K 1.94% 13
2025
Q3 		$16.6M Buy
50,765
+41
+0.1% +$12.1K 1.85% 12
2025
Q2 		$14.1M Buy
50,724
+46,609
+1,133% +$10.8M 1.67% 14
2025
Q1 		$870K Sell
4,115
-46,170
-92% -$11.1M 0.11% 132
2024
Q4 		$12.2M Buy
50,285
+2,369
+5% +$588K 1.55% 19
2024
Q3 		$11.8M Buy
47,916
+37,388
+355% +$9.09M 1.57% 20
2024
Q2 		$2.75M Buy
10,528
+8,032
+322% +$1.88M 0.38% 49
2024
Q1 		$562K Buy
+2,496
New +$502K 0.08% 177
2021
Q2 		– Sell
-14,524
Closed -$1.77M – 293
2021
Q1 		$1.77M Buy
+14,524
New +$1.72M 0.42% 45
2020
Q3 		– Sell
-12,816
Closed -$979K – 244
2020
Q2 		$979K Buy
+12,816
New +$881K 0.28% 59

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

L.J. Altfest & Co's SMH Position: Q2 2026 in Review

L.J. Altfest & Co reduced its VanEck Semiconductor ETF (SMH) stake by 84% in Q2 2026, selling an estimated $22.2M and leaving 7,744 shares worth $5.08M. The position accounts for 0.49% of the portfolio, ranked #44.

L.J. Altfest & Co first reported a position in SMH in Q2 2020 and has held it in 12 quarters since. The position peaked at $18.5M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • L.J. Altfest & Co held 7,744 shares of VanEck Semiconductor ETF worth $5.08M as of Q2 2026.
  • L.J. Altfest & Co sold 40,638 VanEck Semiconductor ETF shares in Q2 2026, an estimated $22.2M.
  • VanEck Semiconductor ETF made up 0.49% of L.J. Altfest & Co's portfolio in Q2 2026, its #44 holding.
  • L.J. Altfest & Co first reported a position in VanEck Semiconductor ETF in Q2 2020 and has held it in 12 quarters since.
  • L.J. Altfest & Co's VanEck Semiconductor ETF position peaked at $18.5M in Q1 2026.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.