Position in AVGO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$96,373,846
+$24,172,282 QoQ
Shares Held
255,126
+9.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#533
of 4,764 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)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$906,600
PutShares
2,400
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $829,573,913 across 28 Semiconductors names. AVGO ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,192,820 | $438,761,353 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
255,126 | $96,373,846 | |
| 3 | QCOM |
Qualcomm Inc/De
|
328,938 | $60,784,453 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
98,358 | $57,137,145 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
116,091 | $55,441,578 | |
| 6 | MU |
Micron Technology Inc
|
37,830 | $43,666,790 | |
| 7 | INTC |
Intel Corp
|
195,474 | $27,294,034 | |
| 8 | TXN |
Texas Instruments Inc
|
48,053 | $14,323,157 |
All Filings in AVGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,373,846 | 255,126 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $906,600 | 2,400 | Put | Defined | 2026-08-17 | |
| 2026-03-31 | $72,201,564 | 233,277 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $69,468,845 | 200,719 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $63,249,025 | 191,716 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $59,184,535 | 214,709 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $36,303,344 | 216,827 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $56,437,738 | 243,434 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $45,348,352 | 262,889 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $43,264,216 | 26,947 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $36,948,454 | 27,877 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $38,242,725 | 34,260 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $54,246,840 | 65,312 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $59,490,084 | 68,582 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $46,736,830 | 72,851 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $41,577,465 | 74,361 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $33,331,830 | 75,070 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,512,790 | 77,217 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $49,117,558 | 78,004 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $49,071,325 | 73,746 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $36,858,559 | 76,008 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $36,559,799 | 76,671 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $34,601,554 | 74,627 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,940,281 | 72,948 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $32,398,613 | 88,929 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $28,424,783 | 90,063 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $21,670,465 | 91,398 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||