Griffith & Werner, Inc. SMCI β€” SUPER MICRO COMPUTER INC

Ownership history in Griffith & Werner, Inc.  Β·  4 quarters on record

AI Ownership Summary

Griffith & Werner, Inc. reported SUPER MICRO COMPUTER INC (SMCI) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.51% in 2025 Q1. The latest visible filing shows SMCI at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Griffith & Werner, Inc.'s position in SUPER MICRO COMPUTER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMCI was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMCI stock page Griffith & Werner, Inc. fund profile Griffith & Werner, Inc. full holdings
How Griffith & Werner, Inc. held SMCI β€” position size vs. price
% of Fund (quarterly)    SMCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 23,293 -705 -2.9% 0.35% $682K 2026-02-13 $30.54
2025 Q3 ADDED β€” β€” β€” 23,998 +212 +0.9% 0.50% $964K 2025-11-12 $37.91
2025 Q1 ADDED β€” β€” β€” 23,786 +820 +3.6% 0.51% $814K 2025-04-14 $33.12
2024 Q4 INITIATED β€” β€” β€” 22,966 β€” β€” 0.46% $700K 2025-02-20 $59.27

🏒 Other funds also holding SMCI

As of 2026 Q1 β€” sorted by position size

Nepsis Inc. 3Y 7Y 2.73% Marex Group plc 1.35% Board of the Pension Protection Fund 1.17% Integrated Financial Solutions, Inc. 1.02% Kassira Wealth Management LLC 0.98% EDMP, INC. 3Y 7Y 0.8% Bouvel Investment Partners, LLC 3Y 0.58% Oak Thistle LLC 3Y 0.45% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.41% FIRST COMMUNITY TRUST NA 3Y 0.39%

FAQ About Griffith & Werner, Inc. and SMCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Griffith & Werner, Inc. reported owning SMCI?

Griffith & Werner, Inc. reported SMCI across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SMCI position in Griffith & Werner, Inc.'s portfolio?

The largest reported portfolio weight for SMCI was 0.51% in 2025 Q1.

What is the latest reported SMCI position on this page?

The most recent filing on this page is 2025 Q4, when Griffith & Werner, Inc. reported 23,293 shares, equal to 0.35% of portfolio, with an estimated market value of $682K.

What does the chart on this SMCI ownership page compare?

The chart compares Griffith & Werner, Inc.'s quarterly SMCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Griffith & Werner, Inc. time their SMCI position?

Based on 13F filing dates vs. subsequent SMCI price moves, Griffith & Werner, Inc. correctly timed 1 out of 3 reported position changes (33%).

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