Position in AVGO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,197,180
+$1,194,314 QoQ
Shares Held
11,111
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,162
of 4,763 holders
Holding Since
Jun 2021
21 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, 2026WADDELL & ASSOCIATES, LLC holds $36,462,349 across 11 Semiconductors names. AVGO ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
78,458 | $15,698,661 | |
| 2 | MU |
Micron Technology Inc
|
7,131 | $8,231,241 | |
| 3 | INTC |
Intel Corp
|
30,639 | $4,278,123 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
11,111 | $4,197,180 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
1,857 | $1,078,749 | |
| 6 | ADI |
Analog Devices Inc
|
1,550 | $615,613 | |
| 7 | TXN |
Texas Instruments Inc
|
1,966 | $586,005 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,886 | $561,820 |
All Filings in AVGO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,197,180 | 11,111 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,002,866 | 9,702 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,999,419 | 5,777 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,659,117 | 5,029 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $947,133 | 3,436 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $350,096 | 2,091 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $474,808 | 2,048 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $355,522 | 2,061 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $329,133 | 205 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $239,899 | 181 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $594,961 | 533 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $406,153 | 489 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $424,173 | 489 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $393,905 | 614 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $354,488 | 634 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $275,286 | 620 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $303,145 | 624 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $389,771 | 619 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $411,888 | 619 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $336,541 | 694 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $330,926 | 694 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||