CVFG LLC

Position in SMCI — Super Micro Computer, Inc.

CIK 2050974 SHELBYVILLE, IN

Position in SMCI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,257,976

+$527,170 QoQ

Shares Held

111,080

-7.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#219

of 796 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CVFG LLC holds $28,117,975 across 3 Computer Hardware names. SMCI ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STX	Seagate Technology Holdings plc	17,875	$17,249,375
2	ANET	Arista Networks, Inc.	44,800	$7,610,624
3	SMCI	Super Micro Computer, Inc. This page	111,080	$3,257,976

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,257,976	111,080	-7.4%	Shares	Sole	2026-08-11
2026-03-31	$2,730,806	119,930	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.