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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
2,811
+133
+5% +$72.6K 0.64% 42
2026
Q1 		$1.03M Sell
2,678
-104
-4% -$41.3K 0.41% 61
2025
Q4 		$1M Sell
2,782
-50
-2% -$17.5K 0.39% 59
2025
Q3 		$924K Buy
2,832
+22
+0.8% +$6.51K 0.39% 62
2025
Q2 		$784K Sell
2,810
-69
-2% -$16K 0.37% 68
2025
Q1 		$609K Buy
2,879
+1,333
+86% +$320K 0.3% 74
2024
Q4 		$374K Buy
1,546
+510
+49% +$127K 0.18% 105
2024
Q3 		$254K Buy
1,036
+139
+15% +$33.8K 0.13% 127
2024
Q2 		$234K Buy
+897
New +$210K 0.13% 135

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

O'Rourke & Company's SMH Position: Q2 2026 in Review

O'Rourke & Company increased its VanEck Semiconductor ETF (SMH) stake by 5% in Q2 2026, buying an estimated $72.6K and bringing the position to 2,811 shares worth $1.84M. The position accounts for 0.64% of the portfolio, ranked #42.

O'Rourke & Company first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • O'Rourke & Company held 2,811 shares of VanEck Semiconductor ETF worth $1.84M as of Q2 2026.
  • O'Rourke & Company bought 133 VanEck Semiconductor ETF shares in Q2 2026, an estimated $72.6K.
  • VanEck Semiconductor ETF made up 0.64% of O'Rourke & Company's portfolio in Q2 2026, its #42 holding.
  • O'Rourke & Company first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.