Tucker Asset Management’s Super Micro Computer SMCI Stock Holding History

Tucker Asset Management’s Portfolio SMCI Stock Details SMCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$92.1K	Buy	+3,145	New	+$129K	0.03%	203
2025 Q1	–	Sell	-2,660	Closed	-$81.1K	–	831
2024 Q4	$81.1K	Buy	2,660 +450	+20%	+$16.4K	0.01%	276
2024 Q3	$92K	Sell	2,210 -760	-26%	-$46.3K	0.02%	240
2024 Q2	$243K	Buy	2,970 +1,620	+120%	+$138K	0.05%	140
2024 Q1	$136K	Sell	1,350 -15,690	-92%	-$1.15M	0.03%	221
2023 Q4	$484K	Buy	17,040 +13,540	+387%	+$375K	0.12%	67
2023 Q3	$96K	Buy	3,500 +3,000	+600%	+$83.7K	0.03%	221
2023 Q2	$12.5K	Buy	500 +290	+138%	+$4.86K	﹤0.01%	473
2023 Q1	$2.24K	Buy	+210	New	+$1.9K	﹤0.01%	873

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tucker Asset Management's SMCI Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Super Micro Computer (SMCI) in Q4 2025: 3,145 shares worth $92.1K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SMCI as recently as Q4 2024.

Tucker Asset Management first reported a position in SMCI in Q1 2023 and has held it in 9 quarters since. The position peaked at $484K in Q4 2023. 756 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

Tucker Asset Management held 3,145 shares of Super Micro Computer worth $92.1K as of Q4 2025.
Super Micro Computer was a new Tucker Asset Management position in Q4 2025.
Super Micro Computer made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #203 holding.
Tucker Asset Management first reported a position in Super Micro Computer in Q1 2023 and has held it in 9 quarters since.
Tucker Asset Management's Super Micro Computer position peaked at $484K in Q4 2023.
756 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.