Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$140,900
+$38,453 QoQ
Shares Held
373
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#4,623
of 4,764 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $810,522 across 17 Semiconductors names. AVGO ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
855 | $254,849 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
256 | $148,712 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
373 | $140,900 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
277 | $132,286 | |
| 5 | NVDA |
Nvidia Corp
|
491 | $98,244 | |
| 6 | MU |
Micron Technology Inc
|
11 | $12,697 | |
| 7 | QCOM |
Qualcomm Inc/De
|
51 | $9,424 | |
| 8 | INTC |
Intel Corp
|
35 | $4,887 |
All Filings in AVGO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,900 | 373 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $102,447 | 331 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $124,942 | 361 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $209,492 | 635 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $85,451 | 310 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $63,121 | 377 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $71,406 | 308 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $560,705 | 874 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $454,572 | 813 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $303,258 | 683 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $352,212 | 725 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $425,034 | 675 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $454,475 | 683 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $336,056 | 693 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $318,529 | 668 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $285,614 | 616 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $261,834 | 598 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $220,049 | 604 | Shares | Other | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||