Tandem Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Tandem Capital Management’s Portfolio SMH Stock Details SMH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.25M	Hold
2025 Q3	$1.14M	Hold
2025 Q2	$971K	Hold
2025 Q1	$736K	Hold
2024 Q4	$843K	Buy
2024 Q3	$853K	Buy
2024 Q2	$867K	Buy