ASSETMARK, INC

Position in AVGO — Broadcom Inc.

CIK 1344551 CONCORD, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$587,536,106

+$89,506,970 QoQ

Shares Held

1,555,357

-3.3% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

2.85%

of 13F equity value

Holder Rank

#209

of 4,764 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ASSETMARK, INC holds $2,972,954,785 across 44 Semiconductors names. AVGO ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	6,158,108	$1,232,175,829
2	AVGO	Broadcom Inc. This page	1,555,357	$587,536,106
3	MU	Micron Technology Inc	347,209	$400,779,876
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	597,043	$285,129,825
5	AMD	Advanced Micro Devices Inc	203,008	$117,929,377
6	QCOM	Qualcomm Inc/De	621,976	$114,934,945
7	TXN	Texas Instruments Inc	212,914	$63,463,275
8	ADI	Analog Devices Inc	138,536	$55,022,343

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$587,536,106	1,555,357	-3.3%	Shares	Sole	2026-07-30
2026-03-31	$498,029,136	1,609,089	+1.1%	Shares	Sole	2026-05-06
2025-12-31	$550,889,792	1,591,707	-0.9%	Shares	Sole	2026-01-23
2025-09-30	$530,037,035	1,606,611	-5.7%	Shares	Sole	2025-11-06
2025-06-30	$469,566,191	1,703,487	+2.4%	Shares	Sole	2025-08-04
2025-03-31	$278,607,036	1,664,021	-1.4%	Shares	Sole	2025-05-06
2024-12-31	$391,135,641	1,687,093	+2.9%	Shares	Sole	2025-02-06
2024-09-30	$282,856,530	1,639,748	+942.3%	Shares	Sole	2024-11-01
2024-06-30	$252,590,007	157,325	-1.7%	Shares	Sole	2024-08-13
2024-03-31	$212,044,393	159,984	-11.9%	Shares	Sole	2024-05-07
2023-12-31	$202,685,326	181,577	-1.5%	Shares	Sole	2024-02-09
2023-09-30	$153,133,204	184,369	+133.5%	Shares	Sole	2023-10-27
2023-06-30	$68,487,068	78,954	-0.9%	Shares	Defined	2023-08-11
2023-03-31	$51,128,813	79,697	+0.2%	Shares	Defined	2023-05-05
2022-12-31	$44,468,727	79,532	+2.0%	Shares	Defined	2023-02-10
2022-09-30	$34,611,023	77,951	+0.7%	Shares	Sole	2022-11-01
2022-06-30	$37,605,580	77,408	+3.3%	Shares	Sole	2022-08-03
2022-03-31	$47,166,810	74,906	+2743.8%	Shares	Sole	2022-05-13
2021-12-31	$1,752,689	2,634	+335.4%	Shares	Sole	2022-02-14
2021-09-30	$293,382	605	+29.3%	Shares	Sole	2021-11-12
2021-06-30	$223,161	468	+13.0%	Shares	Sole	2021-08-16
2021-03-31	$191,955	414	-32.2%	Shares	Sole	2021-05-14
2020-12-31	$267,526	611	+27.6%	Shares	Sole	2021-02-10
2020-09-30	$174,509	479	-68.6%	Shares	Sole	2020-11-13
2020-06-30	$481,936	1,527	-20.4%	Shares	Sole	2020-08-11
2020-03-31	$454,757	1,918	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.