Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$48,570,717
+$17,011,530 QoQ
Shares Held
128,579
+26.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#751
of 4,778 holders
Holding Since
Sep 2024
8 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, 2026DAVIDSON INVESTMENT ADVISORS holds $288,147,476 across 7 Semiconductors names. AVGO ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
200,103 | $95,563,189 | |
| 2 | NVDA |
Nvidia Corp
|
388,989 | $77,832,809 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
128,579 | $48,570,717 | |
| 4 | ADI |
Analog Devices Inc
|
83,377 | $33,114,843 | |
| 5 | QCOM |
Qualcomm Inc/De
|
119,319 | $22,048,958 | |
| 6 | IFNNY |
Infineon Technologies AG
|
114,123 | $10,722,997 | |
| 7 | SLAB |
Silicon Laboratories Inc.
|
1,345 | $293,963 |
All Filings in AVGO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,570,717 | 128,579 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $31,559,187 | 101,965 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $50,149,543 | 144,899 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $46,787,176 | 141,818 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $38,861,137 | 140,980 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,449,408 | 140,055 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $31,550,178 | 136,086 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $17,117,002 | 99,229 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||