Position in AVGO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,533,276
-$6,035,077 QoQ
Shares Held
25,237
-49.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#1,519
of 4,742 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$781,375
PutShares
7,000
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, 2026SUMMIT SECURITIES GROUP LLC holds $31,818,349 across 26 Semiconductors names. AVGO ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
100,925 | $20,194,083 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
25,237 | $9,533,276 | |
| 3 | MU |
Micron Technology Inc
|
177 | $204,309 | |
| 4 | ALGM |
Allegro Microsystems, Inc.
|
2,633 | $183,309 | |
| 5 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
445 | $169,264 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
529 | $157,583 | |
| 7 | MCHP |
Microchip Technology Inc
|
1,581 | $137,811 | |
| 8 | INTC |
Intel Corp
|
986 | $137,675 |
All Filings in AVGO
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,533,276 | 25,237 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,568,353 | 50,300 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,370,779 | 15,518 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,824,518 | 20,686 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $56,754,432 | 244,800 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $707,250 | 4,100 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,382,361 | 861 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $795,246 | 600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $781,375 | 700 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $14,218,792 | 12,738 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $38,206 | 46 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,679,638 | 4,242 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,988,774 | 3,100 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,733,303 | 3,100 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $731,728 | 1,648 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $680,619 | 1,401 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,700,493 | 9,053 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $8,626,375 | 12,964 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $7,319,510 | 11,000 | Put | Sole | 2022-01-18 | |
| 2021-12-31 | $20,295,005 | 30,500 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $3,642,794 | 7,512 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $9,880,601 | 20,721 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $16,689 | 35 | Put | Sole | 2021-07-19 | |
| 2021-03-31 | $9,801,772 | 21,140 | Shares | Sole | 2021-04-14 | |
| 2021-03-31 | $21,328 | 46 | Put | Sole | 2021-04-14 | |
| 2020-12-31 | $13,573 | 31 | Put | Sole | 2021-02-25 | |
| 2020-12-31 | $5,385,555 | 12,300 | Shares | Sole | 2021-02-25 | |
| 2020-12-31 | $4,378 | 10 | Call | Sole | 2021-02-25 | |
| 2020-09-30 | $3,643 | 10 | Call | Sole | 2020-10-19 | |
| 2020-09-30 | $14,937 | 41 | Put | Sole | 2020-10-19 | |
| 2020-09-30 | $3,788,928 | 10,400 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $9,783 | 31 | Put | Sole | 2020-08-06 | |
| 2020-06-30 | $4,166,052 | 13,200 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,556 | 15 | Put | Sole | 2020-04-28 | |
| 2020-03-31 | $995,820 | 4,200 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||