Western Financial Corp/CA

Position in AVGO — Broadcom Inc.

CIK 1954480 SAN DIEGO, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,300,119

+$400,657 QoQ

Shares Held

6,089

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#2,664

of 4,764 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Western Financial Corp/CA holds $45,605,082 across 10 Semiconductors names. AVGO ranks #7 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTC	Intel Corp	127,847	$17,851,276
2	AMD	Advanced Micro Devices Inc	9,814	$5,701,050
3	MU	Micron Technology Inc	4,843	$5,590,226
4	TXN	Texas Instruments Inc	15,056	$4,487,741
5	ADI	Analog Devices Inc	9,494	$3,770,731
6	MRVL	Marvell Technology, Inc.	8,266	$2,462,358
7	AVGO	Broadcom Inc. This page	6,089	$2,300,119
8	NVDA	Nvidia Corp	7,969	$1,594,517

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,300,119	6,089	-0.8%	Shares	Sole	2026-07-22
2026-03-31	$1,899,462	6,137	-5.3%	Shares	Sole	2026-04-23
2025-12-31	$2,243,074	6,481	+90.5%	Shares	Sole	2026-01-21
2025-09-30	$1,122,353	3,402	-17.6%	Shares	Sole	2025-10-21
2025-06-30	$1,137,883	4,128	-61.1%	Shares	Sole	2025-07-17
2025-03-31	$1,778,441	10,622	+3.6%	Shares	Sole	2025-04-23
2024-12-31	$2,376,360	10,250	-8.8%	Shares	Sole	2025-01-24
2024-09-30	$1,938,382	11,237	+1080.4%	Shares	Sole	2024-10-21
2024-06-30	$1,528,464	952	-6.8%	Shares	Sole	2024-07-19
2024-03-31	$1,354,569	1,022	-4.1%	Shares	Sole	2024-04-24
2023-12-31	$1,189,922	1,066	-5.5%	Shares	Sole	2024-01-25
2023-09-30	$936,894	1,128	+247.1%	Shares	Sole	2023-10-19
2023-06-30	$281,914	325	—	Shares	Sole	2023-07-27
No filing history on record for this holder in this stock.