Position in AVGO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,742,555
+$1,102,382 QoQ
Shares Held
15,202
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,920
of 4,778 holders
Holding Since
Mar 2021
17 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, 2026Joel Isaacson & Co., LLC holds $57,837,189 across 12 Semiconductors names. AVGO ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
166,062 | $33,227,345 | |
| 2 | INTC |
Intel Corp
|
51,581 | $7,202,255 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
15,202 | $5,742,555 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
4,856 | $2,820,898 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,222 | $2,016,300 | |
| 6 | MU |
Micron Technology Inc
|
1,302 | $1,502,885 | |
| 7 | QCOM |
Qualcomm Inc/De
|
7,280 | $1,345,271 | |
| 8 | TXN |
Texas Instruments Inc
|
4,510 | $1,344,295 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,742,555 | 15,202 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,640,173 | 14,992 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,046,484 | 14,581 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,363,389 | 13,226 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,149,576 | 11,426 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,999,281 | 11,941 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,639,498 | 11,385 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,030,325 | 11,770 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,857,598 | 1,157 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,537,475 | 1,160 | Shares | Sole | 2024-04-30 | |
| 2023-03-31 | $216,840 | 338 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $210,841 | 434 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $421,885 | 670 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $441,166 | 663 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $328,297 | 677 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $317,575 | 666 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $251,303 | 542 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||