James T. Borello RIA
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James T. Borello RIA’s Super Micro Computer SMCI Stock Holding History

James T. Borello RIA’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 		$12.8K Buy
312
+241
+339% +$8.19K ﹤0.01% 539
2026
Q2 		$2.08K Sell
71
-18
-20% -$573 ﹤0.01% 941
2026
Q1 		$2.03K Buy
89
+37
+71% +$1.11K ﹤0.01% 919
2025
Q4 		$1.52K Sell
52
-19
-27% -$782 ﹤0.01% 832
2025
Q3 		$3.4K Buy
+71
New +$3.39K ﹤0.01% 600

Other funds holding SMCI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

James T. Borello RIA's SMCI Position: Q3 2026 in Review

James T. Borello RIA increased its Super Micro Computer (SMCI) stake by 339% in Q3 2026, buying an estimated $8.19K and bringing the position to 312 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

James T. Borello RIA first reported a position in SMCI in Q3 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • James T. Borello RIA held 312 shares of Super Micro Computer worth $12.8K as of Q3 2026.
  • James T. Borello RIA bought 241 Super Micro Computer shares in Q3 2026, an estimated $8.19K.
  • Super Micro Computer made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #539 holding.
  • James T. Borello RIA first reported a position in Super Micro Computer in Q3 2025 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.