Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,005,570
+$188,464 QoQ
Shares Held
2,662
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#3,378
of 4,763 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 3%
None 97%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Sequent Planning LLC holds $8,912,159 across 8 Semiconductors names. AVGO ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
20,409 | $4,083,636 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,535 | $1,688,209 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
2,662 | $1,005,570 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
984 | $571,615 | |
| 5 | MU |
Micron Technology Inc
|
444 | $512,504 | |
| 6 | INTC |
Intel Corp
|
3,559 | $496,943 | |
| 7 | ON |
On Semiconductor Corp
|
3,341 | $315,858 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,287 | $237,824 |
All Filings in AVGO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,005,570 | 2,662 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $817,106 | 2,640 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $301,799 | 872 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $233,576 | 708 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||