Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$124,651,833
+$35,360,985 QoQ
Shares Held
329,985
+14.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#459
of 4,764 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$679,950
PutShares
1,800
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, 2026Aptus Capital Advisors, LLC holds $708,755,779 across 18 Semiconductors names. AVGO ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,690,004 | $338,152,899 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
329,985 | $124,651,833 | |
| 3 | MU |
Micron Technology Inc
|
61,064 | $70,485,564 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
100,025 | $58,105,521 | |
| 5 | INTC |
Intel Corp
|
257,326 | $35,930,429 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
40,959 | $19,560,789 | |
| 7 | QCOM |
Qualcomm Inc/De
|
94,821 | $17,521,972 | |
| 8 | TXN |
Texas Instruments Inc
|
50,179 | $14,956,854 |
All Filings in AVGO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,651,833 | 329,985 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $679,950 | 1,800 | Put | Sole | 2026-08-12 | |
| 2026-03-31 | $89,290,848 | 288,491 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $726,810 | 2,100 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $107,847,874 | 311,609 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $101,878,187 | 308,806 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $84,356,617 | 306,028 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $52,374,782 | 312,816 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $76,519,719 | 330,054 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,872,007 | 341,287 | Shares | Sole | 2024-11-05 | |
| 2024-09-30 | $120,750,000 | 700,000 | Call | Sole | 2024-11-05 | |
| 2024-06-30 | $45,086,172 | 28,737 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $31,576,566 | 23,824 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,194,878 | 22,571 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,012,824 | 24,095 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $19,908,384 | 22,951 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,095,597 | 25,089 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,467,456 | 11,567 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,889,166 | 29,029 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $12,292,449 | 25,303 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $12,229,644 | 19,422 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,104,471 | 9,174 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $72,739,500 | 150,000 | Call | Sole | 2021-10-27 | |
| 2021-09-30 | $4,279,507 | 8,825 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,328,343 | 6,980 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,799,579 | 6,038 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,824,520 | 4,167 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,751 | 35 | Shares | Sole | 2020-10-19 | |
| 2020-09-30 | $15,665,760 | 43,000 | Call | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||