SMH — VANECK SEMICONDUCTOR ETF

Ownership history in LOWERY THOMAS, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in VANECK SEMICONDUCTOR ETF (SMH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.77% (2022 Q1)
Avg. % of fund
2.64%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,003 +83 +0.5% 3.66% $6.5M $360.13
2025 Q3 ADDED 17,920 +1,171 +7.0% 3.38% $5.8M $325.35
2025 Q2 REDUCED 16,749 -1,888 -10.1% 2.99% $4.7M $278.01
2025 Q1 REDUCED 18,637 -643 -3.3% 2.70% $3.9M $210.81
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SMH price (monthly, adj. close)

Other funds also holding SMH

As of 2025 Q4 — sorted by position size

Rye Brook Capital LLC 3Y 11.28% RWQ Financial Management Services, Inc. 3Y 10.96% Hel Ved Capital Management Ltd 3Y 9.82% Portfolio Strategies, Inc. 3Y 7Y 8.64% Polymer Capital Management (HK) LTD 8.61% URS Advisory LLC 6.97% Kraft, Davis & Associates, LLC 3Y 6.95% Rezny Wealth Management, Inc. 3Y 7Y 6.94% Apollo Management Holdings, L.P. 3Y 7Y 6.48% Plotkin Financial Advisors, LLC 6.42%
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