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Ranch Capital Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Ranch Capital Advisors’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 		$1.11M Buy
1,689
+73
+5% +$39.8K 0.35% 73
2026
Q1 		$619K Sell
1,616
-287
-15% -$114K 0.22% 94
2025
Q4 		$685K Sell
1,903
-29
-2% -$10.2K 0.25% 90
2025
Q3 		$630K Buy
1,932
+4
+0.2% +$1.18K 0.24% 90
2025
Q2 		$538K Buy
1,928
+90
+5% +$20.9K 0.23% 93
2025
Q1 		$389K Sell
1,838
-121
-6% -$29K 0.18% 108
2024
Q4 		$474K Sell
1,959
-20
-1% -$4.96K 0.22% 98
2024
Q3 		$486K Sell
1,979
-279
-12% -$67.8K 0.23% 100
2024
Q2 		$589K Sell
2,258
-115
-5% -$27K 0.31% 83
2024
Q1 		$534K Buy
2,373
+29
+1% +$5.83K 0.29% 91
2023
Q4 		$410K Buy
2,344
+87
+4% +$13.6K 0.26% 106
2023
Q3 		$327K Buy
2,257
+74
+3% +$11.2K 0.23% 106
2023
Q2 		$332K Buy
2,183
+43
+2% +$5.81K 0.23% 108
2023
Q1 		$282K Buy
2,140
+120
+6% +$14.4K 0.21% 120
2022
Q4 		$205K Buy
+2,020
New +$205K 0.16% 139

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

Ranch Capital Advisors's SMH Position: Q2 2026 in Review

Ranch Capital Advisors increased its VanEck Semiconductor ETF (SMH) stake by 4.5% in Q2 2026, buying an estimated $39.8K and bringing the position to 1,689 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #73.

Ranch Capital Advisors first reported a position in SMH in Q4 2022 and has held it in 15 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Ranch Capital Advisors held 1,689 shares of VanEck Semiconductor ETF worth $1.11M as of Q2 2026.
  • Ranch Capital Advisors bought 73 VanEck Semiconductor ETF shares in Q2 2026, an estimated $39.8K.
  • VanEck Semiconductor ETF made up 0.35% of Ranch Capital Advisors's portfolio in Q2 2026, its #73 holding.
  • Ranch Capital Advisors first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.