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NOVARE CAPITAL MANAGEMENT LLC

Position in AVGO — Broadcom Inc.

CIK 1388409 CHARLOTTE, NC

Position in AVGO

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$40,593,392
+$6,439,274 QoQ
Shares Held
107,461
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.85%
of 13F equity value
Holder Rank
#810
of 4,764 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 86% Shared 0% None 14%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

NOVARE CAPITAL MANAGEMENT LLC holds $106,693,649 across 8 Semiconductors names. AVGO ranks #2 (38.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
107,461 $40,593,392

All Filings in AVGO

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,593,392 107,461
2026-03-31 $34,154,118 110,349
2025-12-31 $45,885,245 132,578
2025-09-30 $45,613,026 138,259
2025-06-30 $41,906,793 152,029
2025-03-31 $25,520,015 152,422
2024-12-31 $37,094,400 160,000
2024-09-30 $27,511,680 159,488
2024-06-30 $26,505,694 16,509
2024-03-31 $23,158,888 17,473
2023-12-31 $20,709,786 18,553
2023-09-30 $15,415,564 18,560
2023-06-30 $17,497,797 20,172
2023-03-31 $13,606,421 21,209
2022-12-31 $12,350,063 22,088
2022-09-30 $9,675,421 21,791
2022-06-30 $10,522,644 21,660
2022-03-31 $13,976,377 22,196
2021-12-31 $16,338,477 24,554
2021-09-30 $11,677,599 24,081
2021-06-30 $11,585,781 24,297
2021-03-31 $11,040,208 23,811
2020-12-31 $10,614,359 24,242
2020-09-30 $9,302,911 25,535
2020-06-30 $8,207,753 26,006