Position in AVGO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,100,763
+$402,199 QoQ
Shares Held
2,914
+29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,288
of 4,742 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $4,465,122 across 27 Semiconductors names. AVGO ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
2,914 | $1,100,763 | |
| 2 | NVDA |
Nvidia Corp
|
5,377 | $1,075,883 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
817 | $474,603 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
788 | $376,325 | |
| 5 | QCOM |
Qualcomm Inc/De
|
1,936 | $357,753 | |
| 6 | INTC |
Intel Corp
|
2,271 | $317,099 | |
| 7 | TXN |
Texas Instruments Inc
|
917 | $273,330 | |
| 8 | MU |
Micron Technology Inc
|
192 | $221,623 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,100,763 | 2,914 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $698,564 | 2,257 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $747,576 | 2,160 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $681,264 | 2,065 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $627,103 | 2,275 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $457,586 | 2,733 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $474,808 | 2,048 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $613,065 | 3,554 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $664,689 | 414 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $906,580 | 684 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $329,293 | 295 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $147,843 | 178 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $170,883 | 197 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $118,684 | 185 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $122,449 | 219 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $96,350 | 217 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $122,909 | 253 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $195,830 | 311 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $348,009 | 523 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $447,105 | 922 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $138,760 | 291 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $129,824 | 280 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $32,838 | 75 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $50,640 | 139 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,876 | 101 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $27,029 | 114 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||