Position in AVGO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$21,513,240
+$3,580,231 QoQ
Shares Held
56,951
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#1,055
of 4,764 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SFE Investment Counsel holds $96,269,832 across 9 Semiconductors names. AVGO ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
138,995 | $27,811,509 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
56,951 | $21,513,240 | |
| 3 | QCOM |
Qualcomm Inc/De
|
92,200 | $17,037,638 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
48,888 | $14,563,246 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
23,759 | $13,801,840 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,103 | $526,759 | |
| 7 | PI |
Impinj Inc
|
3,220 | $461,200 | |
| 8 | QUIK |
QUICKLOGIC Corp
|
14,000 | $279,580 |
All Filings in AVGO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,513,240 | 56,951 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $17,933,009 | 57,940 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $18,173,364 | 52,509 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,913,123 | 54,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,636,304 | 60,353 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,341,146 | 61,764 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $15,381,656 | 66,346 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,316,327 | 71,399 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $12,068,769 | 7,517 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,072,475 | 8,354 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $11,001,760 | 9,856 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $8,649,660 | 10,414 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $9,870,485 | 11,379 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $8,495,914 | 13,243 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,689,714 | 13,753 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,050,613 | 11,375 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,663,210 | 5,482 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,998,536 | 4,762 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,034,158 | 3,057 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,504,252 | 3,102 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,183,516 | 2,482 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $286,078 | 617 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||