Position in SMCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,925,074
+$1,684,374 QoQ
Shares Held
65,635
+731.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#269
of 796 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $85,648,802 across 9 Computer Hardware names. SMCI ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
119,709 | $51,649,645 | |
| 2 | SNDK |
Sandisk Corp
|
4,891 | $11,120,813 | |
| 3 | WDC |
Western Digital Corp
|
15,962 | $10,195,248 | |
| 4 | ANET |
Arista Networks, Inc.
|
24,412 | $4,147,110 | |
| 5 | STX |
Seagate Technology Holdings plc
|
3,564 | $3,439,260 | |
| 6 | SMCI |
Super Micro Computer, Inc.
This page
|
65,635 | $1,925,074 | |
| 7 | LOGI |
Logitech International S.A.
|
20,079 | $1,888,229 | |
| 8 | HPQ |
Hp Inc
|
48,480 | $1,063,651 |
All Filings in SMCI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,925,074 | 65,635 | Shares | Sole | 2026-08-12 | |
| 2024-12-31 | $240,700 | 7,897 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||