Position in AVGO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$223,250
-$4,549 QoQ
Shares Held
591
-19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#4,541
of 4,778 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Peak Financial Management, Inc. holds $7,522,806 across 8 Semiconductors names. AVGO ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
20,723 | $4,146,465 | |
| 2 | MU |
Micron Technology Inc
|
801 | $924,586 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
1,348 | $783,066 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,023 | $488,554 | |
| 5 | INTC |
Intel Corp
|
3,009 | $420,146 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,003 | $298,783 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
875 | $237,956 | |
| 8 | AVGO |
Broadcom Inc.
This page
|
591 | $223,250 |
All Filings in AVGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,250 | 591 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $227,799 | 736 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $286,224 | 827 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $231,596 | 702 | Shares | Sole | 2025-10-09 | |
| 2024-12-31 | $297,450 | 1,283 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $267,375 | 1,550 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $248,857 | 155 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $245,200 | 185 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $239,993 | 215 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||