Thurston Springer Miller Herd & Titak’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$208K Hold
317
0.08% 243
2026
Q1
$122K Sell
317
-312
-50% -$124K 0.05% 338
2025
Q4
$227K Buy
629
+595
+1,750% +$209K 0.08% 239
2025
Q3
$11.1K Sell
34
-2,071
-98% -$613K 0.02% 343
2025
Q2
$587K Buy
2,105
+713
+51% +$165K 0.08% 225
2025
Q1
$294K Buy
1,392
+186
+15% +$44.6K 0.05% 252
2024
Q4
$292K Buy
1,206
+115
+11% +$28.5K 0.06% 231
2024
Q3
$268K Buy
1,091
+324
+42% +$78.8K 0.07% 216
2024
Q2
$200K Buy
+767
New +$180K 0.06% 303

Other funds holding SMH

Thurston Springer Miller Herd & Titak's SMH Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 317 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #243.

Thurston Springer Miller Herd & Titak first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. The position peaked at $587K in Q2 2025. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 317 shares of VanEck Semiconductor ETF worth $208K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
  • VanEck Semiconductor ETF made up 0.08% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #243 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
  • Thurston Springer Miller Herd & Titak's VanEck Semiconductor ETF position peaked at $587K in Q2 2025.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.