Calton & Associates »

iShares S&P NA Tec. Semi. Idx shares owned by Calton & Associates

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $455k 1.5k 301.23
2025-09-30 $409k 1.5k 271.18
2025-06-30 $331k 1.4k 238.67
2017-12-31 $14k 78 179.49

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard World Financials Etf (VFH)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr State Street Tec (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Series Trust State Street Spd (FLRN)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding iShares S&P NA Tec. Semi. Idx

Goldman Sachs Group
Susquehanna International
Citadel Advisors
UBS Group
Jane Street
Bnp Paribas Arbitrage, Snc
Healthcare Of Ontario Pension Plan Trust Fund
Millennium Management
LPL Financial
Wells Fargo & Company
Bank of Nova Scotia
Foundations Investment Advisors
Barclays
Rockefeller Capital Management
Royal Bank of Canada

View all funds holding iShares S&P NA Tec. Semi. Idx