Position in AVGO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,306,908
+$1,740,291 QoQ
Shares Held
27,285
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#1,484
of 4,778 holders
Holding Since
Dec 2023
11 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, 2026HCR Wealth Advisors holds $90,182,098 across 8 Semiconductors names. AVGO ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
307,290 | $61,485,656 | |
| 2 | MU |
Micron Technology Inc
|
9,818 | $11,332,819 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
27,285 | $10,306,908 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
10,740 | $3,199,338 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
3,179 | $1,846,712 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,129 | $1,016,746 | |
| 7 | INTC |
Intel Corp
|
5,235 | $730,963 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,423 | $262,956 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,306,908 | 27,285 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,566,617 | 27,678 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,780,093 | 28,258 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,944,190 | 27,111 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,541,275 | 12,847 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,095,888 | 12,518 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,856,732 | 12,322 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,116,402 | 12,269 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,202,541 | 749 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $947,668 | 715 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $314,782 | 282 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||