Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,993,855
+$1,113,219 QoQ
Shares Held
13,220
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,038
of 4,778 holders
Holding Since
Mar 2022
17 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, 2026Trek Financial, LLC holds $116,196,066 across 16 Semiconductors names. AVGO ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
23,997 | $27,699,497 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
35,265 | $16,841,506 | |
| 3 | NVDA |
Nvidia Corp
|
74,733 | $14,953,325 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
23,381 | $13,582,256 | |
| 5 | INTC |
Intel Corp
|
97,170 | $13,567,847 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
34,237 | $10,198,859 | |
| 7 | TXN |
Texas Instruments Inc
|
17,209 | $5,129,486 | |
| 8 | AVGO |
Broadcom Inc.
This page
|
13,220 | $4,993,855 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,993,855 | 13,220 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,880,636 | 12,538 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,818,862 | 19,702 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,462,435 | 31,713 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,649,229 | 24,122 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,040,755 | 24,134 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,683,715 | 28,829 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,697,227 | 9,839 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,581,447 | 985 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $983,454 | 742 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $673,098 | 603 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $725,096 | 873 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $738,182 | 851 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $388,773 | 606 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $731,728 | 1,648 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,263,591 | 2,601 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,689,431 | 2,683 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||