Position in AVGO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,240,429
+$1,117,730 QoQ
Shares Held
16,520
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#1,849
of 4,764 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Montecito Bank & Trust holds $52,334,412 across 9 Semiconductors names. AVGO ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
158,811 | $31,776,492 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
16,520 | $6,240,429 | |
| 3 | MU |
Micron Technology Inc
|
5,399 | $6,232,011 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
9,554 | $4,562,703 | |
| 5 | QCOM |
Qualcomm Inc/De
|
5,659 | $1,045,725 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
2,640 | $786,429 | |
| 7 | TXN |
Texas Instruments Inc
|
2,292 | $683,175 | |
| 8 | INTC |
Intel Corp
|
3,725 | $520,121 |
All Filings in AVGO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,240,429 | 16,520 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,122,699 | 16,551 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $6,153,657 | 17,780 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $7,355,342 | 22,295 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $3,532,772 | 21,100 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $4,813,925 | 20,764 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $3,585,067 | 20,783 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $2,703,711 | 1,684 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,294,284 | 1,731 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,550,470 | 1,389 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,033,240 | 1,244 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,009,688 | 1,164 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $712,750 | 1,111 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $596,590 | 1,067 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $473,757 | 1,067 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $410,995 | 846 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $518,856 | 824 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $991,460 | 1,490 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $669,203 | 1,380 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $266,553 | 559 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $337,080 | 727 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $340,209 | 777 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||