TSMHT
SMH icon

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

Thurston Springer Miller Herd & Titak’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 		$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

KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return