Position in AVGO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$13,568,402
+$1,341,210 QoQ
Shares Held
35,919
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#1,292
of 4,764 holders
Holding Since
Dec 2021
19 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, 2026Everhart Financial Group, Inc. holds $101,868,240 across 19 Semiconductors names. AVGO ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
240,854 | $48,192,476 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
35,919 | $13,568,402 | |
| 3 | MU |
Micron Technology Inc
|
11,201 | $12,929,202 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
18,209 | $10,577,790 | |
| 5 | INTC |
Intel Corp
|
38,872 | $5,427,697 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
10,087 | $3,004,816 | |
| 7 | ADI |
Analog Devices Inc
|
5,803 | $2,304,777 | |
| 8 | TXN |
Texas Instruments Inc
|
5,873 | $1,750,565 |
All Filings in AVGO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,568,402 | 35,919 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $12,227,192 | 39,505 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $11,582,236 | 33,465 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,239,416 | 31,037 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,102,456 | 29,394 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,457,823 | 26,625 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,917,484 | 25,524 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,117,920 | 23,872 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,312,208 | 2,063 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,237,292 | 1,688 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,724,606 | 1,545 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,088,059 | 1,310 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,046,988 | 1,207 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $702,486 | 1,095 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $552,979 | 989 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $388,064 | 874 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $383,304 | 789 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $535,857 | 851 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $378,618 | 569 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||