Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,452,821
+$1,146,918 QoQ
Shares Held
14,435
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,962
of 4,764 holders
Holding Since
Jun 2023
13 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, 2026Klingman & Associates, LLC holds $32,359,849 across 11 Semiconductors names. AVGO ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
69,645 | $13,935,268 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
14,435 | $5,452,821 | |
| 3 | MU |
Micron Technology Inc
|
2,869 | $3,311,658 | |
| 4 | INTC |
Intel Corp
|
18,726 | $2,614,711 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,245 | $2,465,962 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,302 | $1,576,936 | |
| 7 | TXN |
Texas Instruments Inc
|
4,677 | $1,394,073 | |
| 8 | QCOM |
Qualcomm Inc/De
|
3,134 | $579,131 |
All Filings in AVGO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,452,821 | 14,435 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,305,903 | 13,912 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,552,599 | 13,154 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,168,412 | 12,635 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,123,665 | 11,332 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,443,246 | 8,620 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,963,684 | 8,470 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,393,972 | 8,081 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $852,536 | 531 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $637,522 | 481 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $521,288 | 467 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $671,108 | 808 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $271,505 | 313 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||