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Covenant Asset Management, LLC

Position in AVGO — Broadcom Inc.

CIK 1697717 CHESTER, NJ

Position in AVGO

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$20,263,265
+$3,089,484 QoQ
Shares Held
53,642
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#1,085
of 4,764 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Derivatives in AVGO

reported options exposure · as of Jun 30, 2026
CallValue
$2,455,375
CallShares
6,500
PutValue
$2,455,375
PutShares
6,500

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, 2026

Covenant Asset Management, LLC holds $92,719,514 across 10 Semiconductors names. AVGO ranks #2 (21.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
53,642 $20,263,265

All Filings in AVGO

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50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,455,375 6,500
2026-06-30 $2,455,375 6,500
2026-06-30 $20,263,265 53,642
2026-03-31 $2,011,815 6,500
2026-03-31 $17,173,781 55,487
2025-12-31 $3,114,900 9,000
2025-12-31 $24,863,824 71,840
2025-12-31 $346,100 1,000
2025-09-30 $23,957,404 72,618
2025-09-30 $1,649,550 5,000
2025-09-30 $4,288,830 13,000
2025-06-30 $2,756,500 10,000
2025-06-30 $3,583,450 13,000
2025-06-30 $20,264,685 73,516
2025-03-31 $1,339,440 8,000
2025-03-31 $1,339,440 8,000
2025-03-31 $11,932,736 71,270
2024-12-31 $16,390,392 70,697
2024-12-31 $46,368,000 200,000
2024-09-30 $12,642,007 73,287
2024-09-30 $36,225,000 210,000
2024-09-30 $1,725,000 10,000
2024-06-30 $40,138,250 25,000
2024-06-30 $12,081,613 7,525
2024-03-31 $43,075,825 32,500
2024-03-31 $9,833,216 7,419
2023-12-31 $8,147,508 7,299
2023-12-31 $22,325,000 20,000
2023-09-30 $6,079,015 7,319
2023-06-30 $6,338,311 7,307
2023-06-30 $5,638,295 6,500
2023-03-31 $15,140,344 23,600
2023-03-31 $1,924,620 3,000
2023-03-31 $4,379,152 6,826
2022-12-31 $8,554,689 15,300
2022-12-31 $5,759,039 10,300
2022-12-31 $3,643,850 6,517
2022-09-30 $2,930,021 6,599
2022-09-30 $2,353,253 5,300
2022-09-30 $2,353,253 5,300
2022-06-30 $3,250,554 6,691
2022-06-30 $4,858,100 10,000
2022-03-31 $927,518 1,473
2021-12-31 $907,619 1,364
2021-09-30 $661,444 1,364
2021-06-30 $635,150 1,332
2021-03-31 $572,156 1,234
2020-12-31 $465,872 1,064
2020-09-30 $301,656 828
2020-06-30 $337,387 1,069