Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,368,833
+$2,377,368 QoQ
Shares Held
80,394
-11.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
7.57%
of 13F equity value
Holder Rank
#908
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SCHMIDT P J INVESTMENT MANAGEMENT INC holds $56,180,126 across 7 Semiconductors names. AVGO ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
80,394 | $30,368,833 | |
| 2 | NVDA |
Nvidia Corp
|
63,823 | $12,770,344 | |
| 3 | ADI |
Analog Devices Inc
|
28,774 | $11,428,169 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
1,587 | $562,702 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
860 | $499,582 | |
| 6 | TXN |
Texas Instruments Inc
|
925 | $275,714 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,487 | $274,782 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,368,833 | 80,394 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $27,991,465 | 90,438 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $33,023,823 | 95,417 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $33,891,654 | 102,730 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $29,585,514 | 107,330 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $18,586,739 | 111,012 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $25,976,280 | 112,044 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $20,066,752 | 116,329 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $18,909,932 | 11,778 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $15,492,717 | 11,689 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $13,036,683 | 11,679 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $10,328,262 | 12,435 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $10,915,739 | 12,584 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,982,682 | 12,443 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,623,437 | 4,692 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,103,719 | 4,738 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,302,739 | 4,740 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $2,797,038 | 4,442 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,883,886 | 4,334 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,034,281 | 4,195 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,947,891 | 4,085 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,743,825 | 3,761 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $894,089 | 2,042 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $771,265 | 2,117 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $715,487 | 2,267 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $513,321 | 2,165 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||