Position in SMCI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$428,393
+$37,706 QoQ
Shares Held
14,606
-14.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#442
of 796 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Derivatives in SMCI
reported options exposure · as of Dec 31, 2024CallValue
$152,400
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $45,073,968 across 9 Computer Hardware names. SMCI ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
15,898 | $10,154,370 | |
| 2 | SNDK |
Sandisk Corp
|
4,308 | $9,795,228 | |
| 3 | STX |
Seagate Technology Holdings plc
|
7,842 | $7,567,530 | |
| 4 | DELL |
Dell Technologies Inc.
|
16,725 | $7,216,168 | |
| 5 | ANET |
Arista Networks, Inc.
|
41,344 | $7,023,518 | |
| 6 | HPQ |
Hp Inc
|
75,531 | $1,657,150 | |
| 7 | P |
Everpure, Inc.
|
12,927 | $1,018,518 | |
| 8 | SMCI |
Super Micro Computer, Inc.
This page
|
14,606 | $428,393 |
All Filings in SMCI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,393 | 14,606 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $390,687 | 17,158 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $467,617 | 15,976 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $941,062 | 19,630 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $850,568 | 17,355 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $648,539 | 18,941 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $152,400 | 5,000 | Call | Sole | 2025-01-15 | |
| 2024-12-31 | $1,123,736 | 36,868 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $163,870 | 200 | Call | Sole | 2024-07-26 | |
| 2024-06-30 | $5,134,866 | 6,267 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,008,009 | 998 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $558,002 | 1,963 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||