Position in SMCI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$77,531
-$65,804 QoQ
Shares Held
3,405
-30.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026NFSG Corp holds $2,388,862 across 15 Computer Hardware names. SMCI ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
11,451 | $1,405,953 | |
| 2 | STX |
Seagate Technology Holdings plc
|
812 | $318,109 | |
| 3 | IONQ |
IonQ, Inc.
|
5,935 | $171,106 | |
| 4 | DELL |
Dell Technologies Inc.
|
898 | $147,388 | |
| 5 | SMCI |
Super Micro Computer, Inc.
This page
|
3,405 | $77,531 | |
| 6 | P |
Everpure, Inc.
|
1,272 | $75,098 | |
| 7 | QUBT |
Quantum Computing Inc.
|
9,293 | $63,657 | |
| 8 | SSYS |
Stratasys Ltd.
|
5,750 | $44,907 |
All Filings in SMCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,531 | 3,405 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $143,335 | 4,897 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $216,784 | 4,522 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $228,435 | 4,661 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $207,562 | 6,062 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $190,195 | 6,240 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||