Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$68,131,367
+$18,210,810 QoQ
Shares Held
180,361
+11.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#146
of 2,064 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, 2026Vest Financial, LLC holds $493,126,775 across 20 Semiconductors names. AVGO ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
709,640 | $141,991,867 | |
| 2 | MU |
Micron Technology Inc
|
76,127 | $87,872,634 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
180,361 | $68,131,367 | |
| 4 | MPWR |
Monolithic Power Systems, Inc.
|
35,101 | $48,522,217 | |
| 5 | TXN |
Texas Instruments Inc
|
135,325 | $40,336,322 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
51,531 | $24,609,659 | |
| 7 | QCOM |
Qualcomm Inc/De
|
104,880 | $19,380,775 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
28,848 | $16,758,091 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,131,367 | 180,361 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $49,920,557 | 161,289 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $42,930,589 | 124,041 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $38,371,171 | 116,308 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $25,274,347 | 91,690 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $12,358,008 | 73,810 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $11,605,678 | 50,059 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,220,867 | 36,063 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $3,541,798 | 2,206 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $2,539,485 | 1,916 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $769,096 | 689 | Shares | Defined | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||