FULTON BREAKEFIELD BROENNIMAN LLC

Position in AVGO — Broadcom Inc.

CIK 1119254 Bethesda, MD

Position in AVGO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$27,680,386

+$10,056,578 QoQ

Shares Held

73,277

+28.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.39%

of 13F equity value

Holder Rank

#951

of 4,778 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FULTON BREAKEFIELD BROENNIMAN LLC holds $172,823,909 across 9 Semiconductors names. AVGO ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	157,528	$75,230,646
2	NVDA	Nvidia Corp	319,367	$63,902,143
3	AVGO	Broadcom Inc. This page	73,277	$27,680,386
4	TXN	Texas Instruments Inc	8,288	$2,470,404
5	MU	Micron Technology Inc	1,096	$1,265,101
6	MRVL	Marvell Technology, Inc.	2,558	$762,002
7	QCOM	Qualcomm Inc/De	3,549	$655,819
8	INTC	Intel Corp	3,123	$436,064

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,680,386	73,277	+28.7%	Shares	Sole	2026-08-03
2026-03-31	$17,623,808	56,941	+606.7%	Shares	Sole	2026-04-27
2025-12-31	$2,788,527	8,057	+17.6%	Shares	Sole	2026-01-21
2025-09-30	$2,261,203	6,854	+0.4%	Shares	Sole	2025-10-16
2025-06-30	$1,882,138	6,828	+220.6%	Shares	Sole	2025-07-23
2025-03-31	$356,625	2,130	+2.4%	Shares	Sole	2025-05-01
2024-12-31	$482,227	2,080	-5.5%	Shares	Sole	2025-01-23
2024-09-30	$379,500	2,200	+900.0%	Shares	Sole	2024-10-16
2024-06-30	$353,216	220	+27.9%	Shares	Sole	2024-08-07
2024-03-31	$227,970	172	-83.3%	Shares	Sole	2024-04-29
2021-03-31	$476,178	1,027	—	Shares	Sole	2021-04-09
No filing history on record for this holder in this stock.