Position in AVGO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$764,566
+$157,927 QoQ
Shares Held
2,024
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,629
of 4,764 holders
Holding Since
Sep 2024
8 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 Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$586,005
PutShares
3,500
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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $21,972,971 across 8 Semiconductors names. AVGO ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
53,310 | $10,666,797 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
6,950 | $4,037,323 | |
| 3 | MU |
Micron Technology Inc
|
2,800 | $3,232,011 | |
| 4 | QCOM |
Qualcomm Inc/De
|
6,479 | $1,197,253 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
3,097 | $922,564 | |
| 6 | AVGO |
Broadcom Inc.
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|
2,024 | $764,566 | |
| 7 | INTC |
Intel Corp
|
4,765 | $665,336 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,020 | $487,121 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,566 | 2,024 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $606,639 | 1,960 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,850,937 | 14,016 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $392,591 | 1,190 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $302,663 | 1,098 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $586,005 | 3,500 | Put | Sole | 2025-04-09 | |
| 2025-03-31 | $774,363 | 4,625 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,077,128 | 4,646 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $811,440 | 3,500 | Put | Sole | 2025-01-23 | |
| 2024-09-30 | $603,750 | 3,500 | Put | Sole | 2024-10-25 | |
| 2024-09-30 | $785,737 | 4,555 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||