Position in AVGO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$56,460,026
+$9,825,128 QoQ
Shares Held
149,464
+10.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#694
of 4,764 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2025CallValue
$1,555
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Global Retirement Partners, LLC holds $392,617,845 across 50 Semiconductors names. AVGO ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
774,243 | $154,918,281 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
149,464 | $56,460,026 | |
| 3 | MU |
Micron Technology Inc
|
40,392 | $46,624,081 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
70,677 | $33,753,214 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
56,702 | $32,938,758 | |
| 6 | INTC |
Intel Corp
|
171,733 | $23,979,078 | |
| 7 | TXN |
Texas Instruments Inc
|
26,539 | $7,910,479 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
19,696 | $5,867,241 |
All Filings in AVGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,460,026 | 149,464 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $46,634,898 | 134,744 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $31,086,429 | 94,227 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $24,947,978 | 90,506 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $1,555 | 1,000 | Call | Sole | 2025-08-12 | |
| 2024-12-31 | $17,718,140 | 76,424 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,033,910 | 81,356 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $12,807,312 | 7,977 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,273,209 | 6,242 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,751,080 | 6,048 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,537,458 | 5,463 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,586,102 | 5,287 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,512,592 | 7,034 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,169,148 | 5,668 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,540,181 | 5,721 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,889,597 | 5,948 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,878,199 | 6,159 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,010,034 | 4,145 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,924,526 | 4,036 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,786,018 | 3,852 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,640,186 | 3,746 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $909,342 | 2,496 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $670,355 | 2,124 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $286,653 | 1,209 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||