ORC
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O'Rourke & Company’s VanEck Semiconductor ETF SMH Stock Holding History

O'Rourke & Company’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 		$784K Sell
2,810
-69
-2% -$19.2K 0.37% 68
2025
Q1 		$609K Buy
2,879
+1,333
+86% +$282K 0.3% 74
2024
Q4 		$374K Buy
1,546
+510
+49% +$124K 0.18% 105
2024
Q3 		$254K Buy
1,036
+139
+15% +$34.1K 0.13% 127
2024
Q2 		$234K Buy
+897
New +$234K 0.13% 135