Northern Capital Management (Washington)’s VanEck Semiconductor ETF SMH Stock Holding History

Northern Capital Management (Washington)’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	$673K	Buy	1,025 +15	+1%	+$8.18K	0.29%	21
2026 Q1	$387K	Buy	1,010 +328	+48%	+$130K	0.19%	31
2025 Q4	$246K	Hold	682	–	–	0.13%	44
2025 Q3	$223K	Buy	+682	New	+$202K	0.12%	44

Other funds holding SMH

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Northern Capital Management (Washington)'s SMH Position: Q2 2026 in Review

Northern Capital Management (Washington) increased its VanEck Semiconductor ETF (SMH) stake by 1.5% in Q2 2026, buying an estimated $8.18K and bringing the position to 1,025 shares worth $673K. The position accounts for 0.29% of the portfolio, ranked #21.

Northern Capital Management (Washington) first reported a position in SMH in Q3 2025 and has held it in 4 quarters since. 745 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Northern Capital Management (Washington) held 1,025 shares of VanEck Semiconductor ETF worth $673K as of Q2 2026.
Northern Capital Management (Washington) bought 15 VanEck Semiconductor ETF shares in Q2 2026, an estimated $8.18K.
VanEck Semiconductor ETF made up 0.29% of Northern Capital Management (Washington)'s portfolio in Q2 2026, its #21 holding.
Northern Capital Management (Washington) first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
745 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2026, filed 21 Jul 2026.