Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$72,608,460
+$12,933,694 QoQ
Shares Held
192,213
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.20%
of 13F equity value
Holder Rank
#618
of 4,764 holders
Holding Since
Mar 2021
22 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, 2026Obermeyer Wealth Partners holds $317,350,462 across 11 Semiconductors names. AVGO ranks #3 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
250,513 | $119,637,493 | |
| 2 | NVDA |
Nvidia Corp
|
417,763 | $83,590,198 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
192,213 | $72,608,460 | |
| 4 | TXN |
Texas Instruments Inc
|
112,214 | $33,447,626 | |
| 5 | ADI |
Analog Devices Inc
|
9,946 | $3,950,252 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
3,529 | $2,050,031 | |
| 7 | INTC |
Intel Corp
|
5,224 | $729,427 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,450 | $431,940 |
All Filings in AVGO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,608,460 | 192,213 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $59,674,766 | 192,804 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $66,665,089 | 192,618 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $66,487,752 | 201,533 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $55,976,245 | 203,070 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $34,857,419 | 208,191 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $48,086,629 | 207,413 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,789,592 | 213,273 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $34,748,485 | 21,643 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $28,639,459 | 21,608 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,549,355 | 1,388 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,053,175 | 1,268 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,077,348 | 1,242 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $796,792 | 1,242 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $727,987 | 1,302 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $578,101 | 1,302 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $654,386 | 1,347 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $848,178 | 1,347 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $896,307 | 1,347 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $645,926 | 1,332 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $635,150 | 1,332 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $617,595 | 1,332 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||