Position in AVGO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,240,717
+$610,502 QoQ
Shares Held
8,579
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,370
of 4,764 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Valmark Advisers, Inc. holds $40,541,057 across 12 Semiconductors names. AVGO ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
100,387 | $20,086,434 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
6,647 | $3,861,308 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
6,972 | $3,329,618 | |
| 4 | AVGO |
Broadcom Inc.
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|
8,579 | $3,240,717 | |
| 5 | ADI |
Analog Devices Inc
|
7,596 | $3,016,903 | |
| 6 | MU |
Micron Technology Inc
|
2,454 | $2,832,627 | |
| 7 | INTC |
Intel Corp
|
8,587 | $1,199,002 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
2,847 | $848,092 |
All Filings in AVGO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,240,717 | 8,579 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,630,215 | 8,498 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,662,547 | 7,693 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,504,676 | 7,592 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,043,669 | 7,414 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,197,794 | 7,154 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,654,410 | 7,136 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,193,355 | 6,918 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,173,642 | 731 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $909,231 | 686 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $755,701 | 677 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $531,571 | 640 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $503,976 | 581 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $382,357 | 596 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $282,360 | 505 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $217,564 | 490 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $215,699 | 444 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $227,944 | 362 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||