Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,086,201
+$2,725,301 QoQ
Shares Held
39,937
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#1,243
of 4,764 holders
Holding Since
Dec 2022
15 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, 2026Morningstar Investment Management LLC holds $108,295,146 across 10 Semiconductors names. AVGO ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
227,923 | $45,605,113 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
32,832 | $15,679,578 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
39,937 | $15,086,201 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
36,076 | $10,746,679 | |
| 5 | QCOM |
Qualcomm Inc/De
|
36,918 | $6,822,077 | |
| 6 | TXN |
Texas Instruments Inc
|
15,689 | $4,676,420 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
13,149 | $3,695,263 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
2,252 | $3,113,074 |
All Filings in AVGO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,086,201 | 39,937 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,360,900 | 39,937 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,924,997 | 22,898 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,027,571 | 33,426 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $17,728,705 | 64,316 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,103,277 | 48,398 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $366,307 | 1,580 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $535,095 | 3,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $605,284 | 377 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $882,723 | 666 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $743,422 | 666 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $679,414 | 818 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $952,438 | 1,098 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $704,410 | 1,098 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $693,880 | 1,241 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||