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Valeo Financial Advisors’s Super Micro Computer SMCI Stock Holding History

Valeo Financial Advisors’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
2026
Q3 		$4.11K Buy
+100
New +$3.4K ﹤0.01% 858
2025
Q2 		– Sell
-600
Closed -$20.5K – 816
2025
Q1 		$20.5K Sell
600
-800
-57% -$30.4K ﹤0.01% 684
2024
Q4 		$42.7K Buy
+1,400
New +$50.9K ﹤0.01% 721

Other funds holding SMCI

IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's SMCI Position: Q3 2026 in Review

Valeo Financial Advisors increased its Super Micro Computer (SMCI) stake by 2.4% in Q3 2026, buying an estimated $18.4K and bringing the position to 23,319 shares worth $958K. The position accounts for 0.02% of the portfolio, ranked #313.

Valeo Financial Advisors first reported a position in SMCI in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.38M in Q2 2024. 24 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Valeo Financial Advisors held 23,319 shares of Super Micro Computer worth $958K as of Q3 2026.
  • Valeo Financial Advisors bought 542 Super Micro Computer shares in Q3 2026, an estimated $18.4K.
  • Super Micro Computer made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #313 holding.
  • Valeo Financial Advisors first reported a position in Super Micro Computer in Q2 2023 and has held it in 14 quarters since.
  • Valeo Financial Advisors's Super Micro Computer position peaked at $1.38M in Q2 2024.
  • 24 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.