Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,838,599
+$352,562 QoQ
Shares Held
12,809
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,059
of 4,764 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2025CallValue
$55,130
CallShares
200
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, 2026XML Financial, LLC holds $50,948,591 across 12 Semiconductors names. AVGO ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
74,279 | $14,862,485 | |
| 2 | QCOM |
Qualcomm Inc/De
|
54,882 | $10,141,644 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,702 | $5,635,988 | |
| 4 | INTC |
Intel Corp
|
38,573 | $5,385,947 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
12,809 | $4,838,599 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
6,447 | $3,078,893 | |
| 7 | MU |
Micron Technology Inc
|
2,254 | $2,601,769 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
1,101 | $1,521,978 |
All Filings in AVGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,838,599 | 12,809 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,486,037 | 14,494 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,747,799 | 13,718 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,626,040 | 10,991 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,894,600 | 10,501 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $55,130 | 200 | Call | Sole | 2025-07-17 | |
| 2025-03-31 | $1,656,050 | 9,891 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,347,148 | 10,124 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,790,895 | 10,382 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,676,173 | 1,044 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,449,998 | 1,094 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,343,965 | 1,204 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,008,324 | 1,214 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,125,056 | 1,297 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $753,167 | 1,174 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $666,482 | 1,192 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $608,737 | 1,371 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $389,619 | 802 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $777,025 | 1,234 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $699,345 | 1,051 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $461,168 | 951 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $257,016 | 539 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $247,594 | 534 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $252,639 | 577 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||