Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,285,265
+$4,077,694 QoQ
Shares Held
61,642
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,020
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $119,824,182 across 11 Semiconductors names. AVGO ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
372,859 | $74,605,357 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
61,642 | $23,285,265 | |
| 3 | QCOM |
Qualcomm Inc/De
|
33,159 | $6,127,451 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,200 | $5,348,784 | |
| 5 | MU |
Micron Technology Inc
|
2,332 | $2,691,804 | |
| 6 | INTC |
Intel Corp
|
17,724 | $2,474,802 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
2,609 | $1,515,594 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
4,145 | $1,469,692 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,285,265 | 61,642 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,207,571 | 62,058 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,579,106 | 59,460 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,325,009 | 67,670 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,299,852 | 66,388 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,463,764 | 68,469 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,829,265 | 72,590 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,666,657 | 79,227 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $12,527,950 | 7,803 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,380,611 | 7,832 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,816,142 | 7,898 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,662,082 | 8,021 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,880,454 | 7,932 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,758,302 | 7,417 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,949,135 | 7,063 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,965,986 | 6,680 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,041,170 | 6,260 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,983,985 | 6,327 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,019,741 | 6,041 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,752,462 | 5,676 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,533,450 | 5,313 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $2,272,861 | 4,902 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,830,650 | 4,181 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,505,734 | 4,133 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,242,556 | 3,937 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $861,384 | 3,633 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||