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Portside Wealth Group, LLC

Position in AVGO — Broadcom Inc.

CIK 1978608 Provo, UT

Position in AVGO

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$8,621,010
+$1,903,715 QoQ
Shares Held
22,822
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#1,594
of 4,751 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 Jun 30, 2026
CallValue
$37,775
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, 2026

Portside Wealth Group, LLC holds $55,402,485 across 17 Semiconductors names. AVGO ranks #2 (15.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
22,822 $8,621,010

All Filings in AVGO

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,621,010 22,822
2026-06-30 $37,775 100
2026-03-31 $30,951 100
2026-03-31 $6,717,295 21,703
2025-12-31 $34,610 100
2025-12-31 $8,297,401 23,974
2025-09-30 $32,991 100
2025-09-30 $8,002,956 24,258
2025-06-30 $27,565 100
2025-06-30 $1,631,571 5,919
2025-03-31 $886,038 5,292
2025-03-31 $16,743 100
2024-12-31 $754,871 3,256
2024-09-30 $393,989 2,284