Position in AVGO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$89,290,848
-$18,557,026 QoQ
Shares Held
288,491
-7.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 85.97113948095435.ToString("F0")%
Shared 0.ToString("F0")%
None 14.028860519045654.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$726,810
PutShares
2,100
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 Mar 31, 2026Aptus Capital Advisors, LLC holds $479,506,318 across 14 Semiconductors names. AVGO ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,669,283 | $291,122,955 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
288,491 | $89,290,848 | |
| 3 | MU |
Micron Technology Inc
|
60,102 | $20,304,858 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
96,923 | $19,717,045 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
41,513 | $14,029,318 | |
| 6 | QCOM |
Qualcomm Inc/De
|
93,113 | $11,991,091 | |
| 7 | INTC |
Intel Corp
|
249,376 | $11,004,962 | |
| 8 | ADI |
Analog Devices Inc
|
28,316 | $9,008,452 |
All Filings in AVGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $4,613,810 | 28,737 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,157,655 | 23,824 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,519,487 | 22,571 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,001,282 | 24,095 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,990,837 | 22,951 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,609,559 | 25,089 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $646,744 | 11,567 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,288,915 | 29,029 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,229,244 | 25,303 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,222,963 | 19,422 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $610,447 | 9,174 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,273,950 | 150,000 | Call | Sole | 2021-10-27 | |
| 2021-09-30 | $427,950 | 8,825 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $332,834 | 6,980 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $279,957 | 6,038 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $182,452 | 4,167 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,275 | 35 | Shares | Sole | 2020-10-19 | |
| 2020-09-30 | $1,566,576 | 43,000 | Call | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||