New ETF Investments
William John Sempolinski Discloses $20.35 Million in New ETF and Chip Investments
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Key Points
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The iShares Semiconductor ETF was Sempolinski’s 10th-largest holding, accounting for about 2% of his portfolio. The fund had a beta of 1.80, a price-to-earnings ratio of 31.84 and a market capitalization of $46.61 billion.
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The Capital Group Core Balanced ETF was Sempolinski’s 28th-largest position and represented 0.8% of his holdings. It is an actively managed fund of funds focused primarily on target-outcome asset allocation, with a beta of 0.69.
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The First Trust Water ETF was Sempolinski’s 20th-largest position. The fund had a market capitalization of about $1.86 billion, a price-to-earnings ratio of 24.17 and a 12-month trading range of $98.52 to $116.30.
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The Capital Group Dividend Value ETF, Sempolinski’s fourth-largest holding, is an actively managed fund focused on dividend-paying large- and mid-cap U.S. companies. It seeks to generate income above the average yield of U.S. stocks and was launched in February 2022.
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Institutional investors owned 80.56% of Applied Materials, according to the filing-based report, underscoring the company’s predominantly institutionally held shareholder base.
William John Sempolinski deployed $20.35 million across five major investments in the second quarter, diversifying into dividend stocks, semiconductors, and water infrastructure. His largest purchase was 191,760 shares of the Capital Group Dividend Value ETF for $9.45 million, making it his fourth-biggest holding at 3.8% of his portfolio watchlistnews.
The investor also bought $5.07 million of the iShares Semiconductor ETF, $2.91 million of the First Trust Water ETF, and $2.08 million of the Capital Group Core Balanced ETF. He separately purchased 1,168 shares of Applied Materials for roughly $844,000, joining major institutional players like BlackRock and Morgan Stanley in backing the chip-equipment maker tickerreport.
Dividend Focus With $9.45 Million Capital Group Buy
Sempolinski's Capital Group Dividend Value ETF purchase represents his single largest investment this quarter. The actively managed fund targets high-yielding large- and mid-cap U.S. companies, seeking income above average stock yields watchlistnews. Since its February 2022 launch, the fund has attracted investors seeking consistent dividend payments.
Chip Sector Bet Through Two ETF Positions
Sempolinski added $5.07 million to the iShares Semiconductor ETF, which now ranks 10th in his portfolio at 2% of holdings tickerreport. The fund carries a high beta of 1.80, meaning it swings more sharply than the overall market. Its 31.84 price-to-earnings ratio reflects the sector's premium valuation relative to broader equities.
He also bought Applied Materials shares directly, purchasing 1,168 shares for $844,000. Institutional investors control 80.56% of Applied Materials, showing the chip-equipment maker appeals heavily to large fund managers and endowments watchlistnews.
Water and Balanced Funds Round Out Diversification
The First Trust Water ETF received $2.91 million from Sempolinski, placing it as his 20th-largest holding. The fund has $1.86 billion in market value and trades between $98.52 and $116.30 per year, with a reasonable 24.17 P/E ratio tickerreport. Water infrastructure assets typically offer steady long-term growth as demand for clean water management rises.
The Capital Group Core Balanced ETF rounded out the quarter's purchases with $2.08 million invested. This actively managed fund-of-funds emphasizes target-outcome asset allocation with a conservative 0.69 beta, making it his 28th-largest position at 0.8% of his portfolio watchlistnews.
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