Position in AVGO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,783,070
+$1,755,444 QoQ
Shares Held
12,662
+29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,067
of 4,763 holders
Holding Since
Jun 2021
20 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, 2026Heritage Trust Co holds $59,815,310 across 10 Semiconductors names. AVGO ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
14,069 | $16,239,705 | |
| 2 | QCOM |
Qualcomm Inc/De
|
86,901 | $16,058,435 | |
| 3 | NVDA |
Nvidia Corp
|
54,334 | $10,871,689 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
9,498 | $5,517,482 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
12,662 | $4,783,070 | |
| 6 | INTC |
Intel Corp
|
16,571 | $2,313,808 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,634 | $1,735,488 | |
| 8 | ADI |
Analog Devices Inc
|
2,112 | $838,822 |
All Filings in AVGO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,783,070 | 12,662 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,027,626 | 9,782 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,148,817 | 9,098 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,651,486 | 8,037 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,658,034 | 6,015 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,007,091 | 6,015 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,394,517 | 6,015 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $936,023 | 583 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $653,427 | 493 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $673,098 | 603 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $427,748 | 515 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,535,644 | 4,076 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,519,969 | 3,928 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,973,169 | 3,529 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,414,615 | 3,186 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,549,248 | 3,189 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,037,014 | 3,235 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,136,520 | 1,708 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $568,337 | 1,172 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $216,008 | 453 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||