Position in AVGO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,422,415
+$936,741 QoQ
Shares Held
9,060
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,306
of 4,764 holders
Holding Since
Dec 2023
11 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, 2026CallValue
$151,100
CallShares
400
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, 2026Apella Capital, LLC holds $45,488,549 across 12 Semiconductors names. AVGO ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
104,486 | $20,906,603 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
8,524 | $4,951,676 | |
| 3 | TXN |
Texas Instruments Inc
|
12,091 | $3,603,964 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
9,060 | $3,422,415 | |
| 5 | INTC |
Intel Corp
|
24,330 | $3,397,197 | |
| 6 | MU |
Micron Technology Inc
|
2,675 | $3,087,725 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,374 | $2,088,891 | |
| 8 | QCOM |
Qualcomm Inc/De
|
9,041 | $1,670,686 |
All Filings in AVGO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,100 | 400 | Call | Sole | 2026-07-08 | |
| 2026-06-30 | $3,422,415 | 9,060 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,485,674 | 8,031 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,047,527 | 5,916 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,691,118 | 5,126 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,062,630 | 3,855 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $546,491 | 3,264 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $685,319 | 2,956 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $480,240 | 2,784 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $452,759 | 282 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $322,074 | 243 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $271,248 | 243 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||