Planning Strategies Inc.’s Super Micro Computer SMCI Stock Holding History

Planning Strategies Inc.’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 Q2	$63.6K	Buy	+2,168	New	+$69.1K	0.04%	140

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Planning Strategies Inc.'s SMCI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Super Micro Computer (SMCI) in Q2 2026: 2,168 shares worth $63.6K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings.

211 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Planning Strategies Inc. held 2,168 shares of Super Micro Computer worth $63.6K as of Q2 2026.
Super Micro Computer was a new Planning Strategies Inc. position in Q2 2026.
Super Micro Computer made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #140 holding.
211 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.