Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,815,088
+$351,725 QoQ
Shares Held
4,805
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#2,863
of 4,764 holders
Holding Since
Jun 2025
5 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, 2026Fortis Group Advisors, LLC holds $13,084,409 across 11 Semiconductors names. AVGO ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
25,503 | $5,102,895 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
6,713 | $1,999,735 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
4,805 | $1,815,088 | |
| 4 | ALAB |
Astera Labs, Inc.
|
3,045 | $1,470,795 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
2,011 | $1,168,210 | |
| 6 | INTC |
Intel Corp
|
6,807 | $950,461 | |
| 7 | MU |
Micron Technology Inc
|
468 | $540,207 | |
| 8 | TXN |
Texas Instruments Inc
|
106 | $31,595 |
All Filings in AVGO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,815,088 | 4,805 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,463,363 | 4,728 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,976,577 | 5,711 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,871,249 | 5,672 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,583,057 | 5,743 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||