BEACON FINANCIAL GROUP

Position in AVGO — Broadcom Inc.

CIK 1591379 DALLAS, TX

Position in AVGO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,196,797

+$1,638,281 QoQ

Shares Held

21,699

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#1,637

of 4,764 holders

Holding Since

Sep 2023

12 quarters on record

Technology · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $53,170,556 across 11 Semiconductors names. AVGO ranks #2 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	92,580	$18,524,332
2	AVGO	Broadcom Inc. This page	21,699	$8,196,797
3	TXN	Texas Instruments Inc	27,111	$8,080,975
4	QCOM	Qualcomm Inc/De	22,623	$4,180,504
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	7,684	$3,669,647
6	ADI	Analog Devices Inc	7,530	$2,990,690
7	MU	Micron Technology Inc	2,522	$2,911,119
8	AMD	Advanced Micro Devices Inc	4,293	$2,493,846

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,196,797	21,699	+2.4%	Shares	Sole	2026-07-16
2026-03-31	$6,558,516	21,190	+92.8%	Shares	Sole	2026-04-30
2025-12-31	$3,803,639	10,990	-2.2%	Shares	Sole	2026-04-01
2025-09-30	$3,707,858	11,239	+4.2%	Shares	Sole	2025-10-08
2025-06-30	$2,973,987	10,789	+10.7%	Shares	Sole	2025-07-09
2025-03-31	$1,631,605	9,745	+4.8%	Shares	Sole	2025-04-10
2024-12-31	$2,156,112	9,300	-3.3%	Shares	Sole	2025-01-29
2024-09-30	$1,659,277	9,619	+944.4%	Shares	Sole	2024-11-12
2024-06-30	$1,478,693	921	+47.1%	Shares	Sole	2024-08-06
2024-03-31	$829,706	626	-8.3%	Shares	Sole	2024-05-07
2023-12-31	$762,398	683	+46.3%	Shares	Sole	2024-02-23
2023-09-30	$431	467	—	Shares	Sole	2023-10-16
No filing history on record for this holder in this stock.