Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$54,269,453
+$10,596,354 QoQ
Shares Held
143,665
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#705
of 4,764 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $370,907,391 across 22 Semiconductors names. AVGO ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
763,018 | $152,672,271 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
143,665 | $54,269,453 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
66,586 | $38,680,473 | |
| 4 | MU |
Micron Technology Inc
|
33,134 | $38,246,244 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
49,353 | $23,569,512 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
49,583 | $14,770,279 | |
| 7 | INTC |
Intel Corp
|
78,017 | $10,893,513 | |
| 8 | TXN |
Texas Instruments Inc
|
27,927 | $8,324,200 |
All Filings in AVGO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,269,453 | 143,665 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $43,673,099 | 141,104 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,173,567 | 98,739 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,168,076 | 106,599 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,436,880 | 103,163 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,087,678 | 96,086 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,532,603 | 92,877 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,279,705 | 88,578 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,107,546 | 8,164 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,799,396 | 6,639 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,696,863 | 8,687 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,936,173 | 8,351 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,871,780 | 7,922 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,451,163 | 2,262 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,212,752 | 2,169 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $778,349 | 1,753 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $475,122 | 978 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $372,140 | 591 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $439,170 | 660 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $275,440 | 568 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||