TCM
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Telos Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Telos Capital Management’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 		$3.02M Buy
+10,813
New +$3.02M 0.31% 89