Position in AVGO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$169,742,718
+$20,441,594 QoQ
Shares Held
449,352
-6.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#60
of 1,898 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$264,425
CallShares
700
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, 2026Kestra Advisory Services, LLC holds $1,423,246,330 across 33 Semiconductors names. AVGO ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,022,969 | $604,865,867 | |
| 2 | MU |
Micron Technology Inc
|
187,408 | $216,323,180 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
449,352 | $169,742,718 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
171,068 | $99,375,111 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
205,009 | $97,906,148 | |
| 6 | INTC |
Intel Corp
|
509,140 | $71,091,218 | |
| 7 | TXN |
Texas Instruments Inc
|
156,064 | $46,517,996 | |
| 8 | QCOM |
Qualcomm Inc/De
|
186,358 | $34,437,094 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,742,718 | 449,352 | Shares | Sole | 2026-07-28 | |
| 2026-06-30 | $264,425 | 700 | Call | Sole | 2026-07-28 | |
| 2026-03-31 | $149,301,124 | 482,379 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,419,010 | 4,100 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $136,659,315 | 394,855 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $113,054,548 | 342,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,951,428 | 322,697 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $49,592,933 | 296,201 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $80,353,657 | 346,591 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $47,090,257 | 272,987 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $49,907,900 | 31,085 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,983,599 | 28,658 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,648,556 | 25,665 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,037,742 | 24,125 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,693,690 | 19,245 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,882,123 | 20,080 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,641,685 | 38,706 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,503,586 | 32,665 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $17,861,290 | 36,766 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,737,455 | 28,169 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $18,526,345 | 27,842 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $13,971,803 | 28,812 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $13,652,882 | 28,632 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $12,035,686 | 25,958 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $5,504,650 | 12,572 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $32,788 | 90 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||