Position in AVGO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$118,769,510
+$22,423,381 QoQ
Shares Held
314,413
+1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#471
of 4,764 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$1,484,595
PutShares
4,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $508,528,902 across 22 Semiconductors names. AVGO ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,021,922 | $204,476,372 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
314,413 | $118,769,510 | |
| 3 | QCOM |
Qualcomm Inc/De
|
252,660 | $46,689,041 | |
| 4 | TXN |
Texas Instruments Inc
|
123,511 | $36,814,923 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
96,887 | $27,228,152 | |
| 6 | MU |
Micron Technology Inc
|
19,949 | $23,026,930 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
26,040 | $15,126,896 | |
| 8 | ADI |
Analog Devices Inc
|
36,369 | $14,444,675 |
All Filings in AVGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,769,510 | 314,413 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $96,346,129 | 311,286 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $98,998,097 | 286,039 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $1,484,595 | 4,500 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $62,170,549 | 188,447 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $52,212,520 | 189,416 | Shares | Other | 2025-08-05 | |
| 2025-06-30 | $1,240,425 | 4,500 | Put | Sole | 2025-08-05 | |
| 2025-03-31 | $31,929,402 | 190,703 | Shares | Other | 2025-05-05 | |
| 2025-03-31 | $753,435 | 4,500 | Put | Sole | 2025-05-05 | |
| 2024-12-31 | $41,856,856 | 180,542 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $28,635,000 | 166,000 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $25,747,884 | 16,037 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $20,839,421 | 15,723 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $17,032,858 | 15,259 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $12,448,732 | 14,988 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $777,217 | 896 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $609,463 | 950 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $384,122 | 687 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $281,946 | 635 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $816,160 | 1,680 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,070,456 | 1,700 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $459,132 | 690 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $233,251 | 481 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $220,300 | 462 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $339,399 | 732 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $231,622 | 529 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $245,187 | 673 | Shares | Sole | 2020-10-06 | |
| No filing history on record for this holder in this stock. | ||||||