Position in SMCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,014,964
+$218,584 QoQ
Shares Held
34,605
-1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#327
of 796 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Stiles Financial Services Inc holds $5,320,484 across 3 Computer Hardware names. SMCI ranks #3 (19.1% of the industry book) .
All Filings in SMCI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,964 | 34,605 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $796,380 | 34,975 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,136,700 | 38,835 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,309,481 | 27,315 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,076,749 | 21,970 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $666,652 | 19,470 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $345,948 | 11,350 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $447,630 | 1,075 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $348,223 | 425 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $281,798 | 279 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||