Owen LaRue’s VanEck Semiconductor ETF SMH Stock Holding History

Owen LaRue’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	$5.31M	Buy	8,090 +6,000	+287%	+$3.27M	1.85%	15
2026 Q1	$801K	Buy	2,090 +425	+26%	+$169K	0.31%	69
2025 Q4	$600K	Buy	+1,665	New	+$584K	0.23%	74
2025 Q1	–	Sell	-1,056	Closed	-$256K	–	105
2024 Q4	$256K	Sell	1,056 -100	-9%	-$24.8K	0.13%	81
2024 Q3	$284K	Sell	1,156 -4,650	-80%	-$1.13M	0.15%	79
2024 Q2	$1.51M	Buy	5,806 +1,254	+28%	+$294K	0.94%	30
2024 Q1	$1.02M	Buy	+4,552	New	+$915K	0.64%	36

Other funds holding SMH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Owen LaRue's SMH Position: Q2 2026 in Review

Owen LaRue increased its VanEck Semiconductor ETF (SMH) stake by 287% in Q2 2026, buying an estimated $3.27M and bringing the position to 8,090 shares worth $5.31M. The position accounts for 1.85% of the portfolio, ranked #15.

Owen LaRue first reported a position in SMH in Q1 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Owen LaRue held 8,090 shares of VanEck Semiconductor ETF worth $5.31M as of Q2 2026.
Owen LaRue bought 6,000 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.27M.
VanEck Semiconductor ETF made up 1.85% of Owen LaRue's portfolio in Q2 2026, its #15 holding.
Owen LaRue first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 7 quarters since.
484 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.