Position in AVGO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,885,536
-$122,927 QoQ
Shares Held
10,286
-20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#2,221
of 4,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Lee Financial Co holds $13,518,908 across 8 Semiconductors names. AVGO ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
10,286 | $3,885,536 | |
| 2 | NVDA |
Nvidia Corp
|
19,153 | $3,832,323 | |
| 3 | TXN |
Texas Instruments Inc
|
6,754 | $2,013,164 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,024 | $1,444,171 | |
| 5 | MCHP |
Microchip Technology Inc
|
14,935 | $1,362,071 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
2,705 | $413,756 | |
| 7 | ADI |
Analog Devices Inc
|
817 | $324,487 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
419 | $243,400 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,885,536 | 10,286 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,008,463 | 12,951 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,117,434 | 14,786 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $5,850,623 | 17,734 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $6,463,716 | 23,449 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $3,680,613 | 21,983 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,754,268 | 24,820 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,332,337 | 25,115 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,822,766 | 2,381 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,153,149 | 2,379 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,162,335 | 2,833 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,347,218 | 2,826 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,590,145 | 2,986 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,915,798 | 4,545 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,864,981 | 5,124 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,263,118 | 5,097 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,388,727 | 4,917 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,090,468 | 4,908 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $3,738,272 | 5,618 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $3,099,671 | 6,392 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $3,041,285 | 6,378 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $3,025,380 | 6,525 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,956,800 | 6,753 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,456,609 | 6,743 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $2,132,891 | 6,758 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,633,618 | 6,890 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||