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Synergy Asset Management, LLC

Position in AVGO — Broadcom Inc.

CIK 1699080 VANCOUVER, WA

Position in AVGO

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$17,408,608
-$8,591,470 QoQ
Shares Held
46,085
-45.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#1,162
of 4,764 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Synergy Asset Management, LLC holds $115,986,508 across 8 Semiconductors names. AVGO ranks #3 (15.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AVGO
Broadcom Inc.
This page
46,085 $17,408,608

All Filings in AVGO

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,408,608 46,085
2026-03-31 $26,000,078 84,004
2025-12-31 $20,813,415 60,137
2025-09-30 $30,234,270 91,644
2025-06-30 $24,589,633 89,206
2025-03-31 $11,335,680 67,704
2024-12-31 $4,566,784 19,698
2024-09-30 $3,348,742 19,413
2024-03-31 $243,875 184
2023-06-30 $6,794,578 7,833
2023-03-31 $9,773,861 15,235
2022-12-31 $9,438,113 16,880
2022-09-30 $5,822,747 13,114
2021-12-31 $2,226,461 3,346
2021-09-30 $1,966,390 4,055
2021-06-30 $3,233,451 6,781
2020-12-31 $3,463,393 7,910