FORTEM FINANCIAL GROUP, LLC

Position in AVGO — Broadcom Inc.

CIK 1766509 PALM DESERT, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$12,346,003

+$2,587,772 QoQ

Shares Held

32,683

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.30%

of 13F equity value

Holder Rank

#1,360

of 4,764 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $59,573,055 across 10 Semiconductors names. AVGO ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	90,155	$18,039,113
2	AVGO	Broadcom Inc. This page	32,683	$12,346,003
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	20,137	$9,616,827
4	MU	Micron Technology Inc	6,130	$7,075,797
5	ADI	Analog Devices Inc	13,502	$5,362,589
6	ARM	Arm Holdings PLC /Uk	5,743	$2,036,295
7	AMD	Advanced Micro Devices Inc	3,277	$1,903,642
8	INTC	Intel Corp	10,791	$1,506,747

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,346,003	32,683	+3.7%	Shares	Sole	2026-07-20
2026-03-31	$9,758,231	31,528	-2.0%	Shares	Sole	2026-04-16
2025-12-31	$11,134,383	32,171	+1.2%	Shares	Sole	2026-02-04
2025-09-30	$10,490,478	31,798	-7.9%	Shares	Sole	2025-11-04
2025-06-30	$9,519,848	34,536	-0.5%	Shares	Sole	2025-08-12
2025-03-31	$5,812,332	34,715	+7.5%	Shares	Sole	2025-05-01
2024-12-31	$7,485,649	32,288	-0.7%	Shares	Sole	2025-01-06
2024-09-30	$5,609,355	32,518	+902.4%	Shares	Sole	2024-11-18
2024-06-30	$5,208,339	3,244	-1.6%	Shares	Sole	2024-08-02
2024-03-31	$4,368,551	3,296	+2.2%	Shares	Sole	2024-05-01
2023-12-31	$3,598,790	3,224	-9.7%	Shares	Sole	2024-02-13
2023-09-30	$2,965,170	3,570	-11.7%	Shares	Sole	2023-10-10
2023-06-30	$3,505,284	4,041	+14.9%	Shares	Sole	2023-07-18
2023-03-31	$2,256,937	3,518	-33.9%	Shares	Sole	2023-04-21
2022-12-31	$2,975,130	5,321	-6.7%	Shares	Sole	2023-01-17
2022-09-30	$2,533,521	5,706	+1.4%	Shares	Sole	2022-11-01
2022-06-30	$2,734,138	5,628	-1.1%	Shares	Sole	2022-07-25
2022-03-31	$3,584,768	5,693	-15.2%	Shares	Sole	2022-04-27
2021-12-31	$4,468,228	6,715	+2.0%	Shares	Sole	2022-01-20
2021-09-30	$3,191,809	6,582	+2.1%	Shares	Sole	2021-10-15
2021-06-30	$3,073,710	6,446	+10.6%	Shares	Sole	2021-07-14
2021-03-31	$2,701,283	5,826	-1.7%	Shares	Sole	2021-04-20
2020-12-31	$2,595,136	5,927	+4.1%	Shares	Sole	2021-01-29
2020-09-30	$2,074,802	5,695	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.