Position in AVGO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$448,011
+$106,312 QoQ
Shares Held
1,186
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#4,064
of 4,764 holders
Holding Since
Mar 2021
14 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, 2026Poehling Capital Management, INC. holds $8,686,272 across 7 Semiconductors names. AVGO ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
17,969 | $3,595,417 | |
| 2 | MU |
Micron Technology Inc
|
1,648 | $1,902,269 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,768 | $1,607,958 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
1,661 | $494,795 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
1,186 | $448,011 | |
| 6 | INTC |
Intel Corp
|
2,735 | $381,888 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,385 | $255,934 |
All Filings in AVGO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,011 | 1,186 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $341,699 | 1,104 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $382,094 | 1,104 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $364,220 | 1,104 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $304,317 | 1,104 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $231,840 | 1,000 | Shares | Sole | 2025-02-18 | |
| 2023-03-31 | $288,693 | 450 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $251,608 | 450 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $218,614 | 450 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $283,356 | 450 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $299,434 | 450 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $218,218 | 450 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $214,578 | 450 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $208,647 | 450 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||