Summit Trail Advisors, LLC

Position in AVGO — Broadcom Inc.

CIK 1698478 NEW YORK, NY

Position in AVGO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$287,552,366

+$52,677,298 QoQ

Shares Held

761,224

+0.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

5.34%

of 13F equity value

Holder Rank

#308

of 4,764 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $624,183,926 across 25 Semiconductors names. AVGO ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc. This page	761,224	$287,552,366
2	NVDA	Nvidia Corp	844,790	$169,034,031
3	MU	Micron Technology Inc	43,347	$50,035,008
4	AMD	Advanced Micro Devices Inc	52,964	$30,767,317
5	INTC	Intel Corp	149,155	$20,826,512
6	ADI	Analog Devices Inc	19,986	$7,937,839
7	QCOM	Qualcomm Inc/De	38,337	$7,084,294
8	MRVL	Marvell Technology, Inc.	22,474	$6,694,779

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,552,366	761,224	+0.3%	Shares	Sole	2026-08-11
2026-03-31	$234,875,068	758,861	+4.3%	Shares	Sole	2026-05-12
2025-12-31	$251,707,108	727,267	-1.8%	Shares	Sole	2026-02-17
2025-09-30	$244,324,087	740,578	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$200,553,567	727,566	+4.6%	Shares	Sole	2025-08-14
2025-03-31	$116,458,280	695,564	+2.6%	Shares	Sole	2025-04-28
2024-12-31	$157,185,665	677,992	+1.7%	Shares	Sole	2025-01-29
2024-09-30	$114,992,295	666,622	+909.4%	Shares	Sole	2024-11-12
2024-06-30	$106,032,412	66,042	-0.5%	Shares	Sole	2024-08-13
2024-03-31	$87,940,953	66,350	+0.8%	Shares	Sole	2024-04-23
2023-12-31	$73,491,667	65,838	+0.1%	Shares	Sole	2024-02-06
2023-09-30	$54,656,316	65,805	+0.4%	Shares	Sole	2023-10-30
2023-06-30	$56,843,555	65,531	-0.5%	Shares	Sole	2023-07-25
2023-03-31	$42,242,201	65,845	+0.6%	Shares	Sole	2023-05-04
2022-12-31	$36,610,714	65,478	+0.0%	Shares	Sole	2023-02-07
2022-09-30	$29,063,562	65,457	+0.4%	Shares	Sole	2022-11-10
2022-06-30	$31,686,471	65,224	-1.0%	Shares	Sole	2022-08-09
2022-03-31	$41,488,985	65,889	-0.0%	Shares	Sole	2022-05-16
2021-12-31	$43,860,500	65,915	-0.0%	Shares	Sole	2022-02-11
2021-09-30	$31,974,344	65,936	+0.8%	Shares	Sole	2021-11-16
2021-06-30	$31,188,673	65,407	+0.2%	Shares	Sole	2021-08-16
2021-03-31	$30,253,815	65,250	+0.2%	Shares	Sole	2021-05-17
2020-12-31	$28,515,419	65,126	-2.0%	Shares	Sole	2021-02-16
2020-09-30	$24,218,172	66,475	+2.3%	Shares	Sole	2020-11-16
2020-06-30	$20,505,181	64,970	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.