Position in AVGO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,930,584
+$677,042 QoQ
Shares Held
7,758
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#2,454
of 4,778 holders
Holding Since
Dec 2020
14 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 Sep 30, 2025CallValue
$32,991
CallShares
100
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, 2026Lebenthal Global Advisors, LLC holds $32,458,521 across 11 Semiconductors names. AVGO ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
53,307 | $10,666,197 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,316 | $5,404,181 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
14,251 | $4,245,229 | |
| 4 | ADI |
Analog Devices Inc
|
9,531 | $3,785,427 | |
| 5 | AVGO |
Broadcom Inc.
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|
7,758 | $2,930,584 | |
| 6 | MU |
Micron Technology Inc
|
1,864 | $2,151,595 | |
| 7 | TXN |
Texas Instruments Inc
|
4,804 | $1,431,927 | |
| 8 | QCOM |
Qualcomm Inc/De
|
3,805 | $703,125 |
All Filings in AVGO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,930,584 | 7,758 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $2,253,542 | 7,281 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,191,851 | 6,333 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $32,991 | 100 | Call | Sole | 2025-11-04 | |
| 2025-09-30 | $1,654,498 | 5,015 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,321,466 | 4,794 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $406,017 | 2,425 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $670,249 | 2,891 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $468,510 | 2,716 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $208,718 | 130 | Shares | Defined | 2024-07-24 | |
| 2021-12-31 | $960,852 | 1,444 | Shares | Defined | 2022-04-15 | |
| 2021-09-30 | $1,125,522 | 2,321 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $799,183 | 1,676 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $685,753 | 1,479 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $450,547 | 1,029 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||