Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,230,512
+$2,091,718 QoQ
Shares Held
19,141
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,735
of 4,780 holders
Holding Since
Mar 2022
18 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, 2026SFMG, LLC holds $77,604,759 across 10 Semiconductors names. AVGO ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
173,160 | $34,647,584 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
47,675 | $27,694,884 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
19,141 | $7,230,512 | |
| 4 | MU |
Micron Technology Inc
|
2,414 | $2,786,456 | |
| 5 | TXN |
Texas Instruments Inc
|
5,870 | $1,749,670 | |
| 6 | ADI |
Analog Devices Inc
|
3,111 | $1,235,595 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,496 | $1,192,014 | |
| 8 | INTC |
Intel Corp
|
3,450 | $481,723 |
All Filings in AVGO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,230,512 | 19,141 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,138,794 | 16,603 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,672,579 | 16,390 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,275,920 | 15,992 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,755,789 | 17,253 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,829,064 | 16,897 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,623,427 | 15,629 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,707,387 | 15,695 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,907,369 | 1,188 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,597,119 | 1,205 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,333,918 | 1,195 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $982,576 | 1,183 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,135,465 | 1,309 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $941,780 | 1,468 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $461,282 | 825 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $353,875 | 797 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $283,227 | 583 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $272,651 | 433 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||