MMCM
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Murphy & Mullick Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Murphy & Mullick Capital Management’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 		$245K Buy
916
+5
+0.5% +$1.34K 0.2% 109
2025
Q1 		$193K Buy
911
+40
+5% +$8.46K 0.19% 119
2024
Q4 		$211K Buy
+871
New +$211K 0.19% 110