Embree Financial Group

Position in AVGO — Broadcom Inc.

CIK 2020860 Chicago, IL

Position in AVGO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,610,348

+$351,571 QoQ

Shares Held

4,263

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,977

of 4,778 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Embree Financial Group holds $25,246,795 across 8 Semiconductors names. AVGO ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	103,235	$20,656,291
2	AVGO	Broadcom Inc. This page	4,263	$1,610,348
3	MU	Micron Technology Inc	704	$812,620
4	AMD	Advanced Micro Devices Inc	1,219	$708,129
5	INTC	Intel Corp	3,236	$451,842
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	738	$352,446
7	QCOM	Qualcomm Inc/De	1,830	$338,165
8	MRVL	Marvell Technology, Inc.	1,064	$316,954

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,610,348	4,263	+4.8%	Shares	Sole	2026-07-15
2026-03-31	$1,258,777	4,067	+16.7%	Shares	Sole	2026-04-24
2025-12-31	$1,206,504	3,486	+37.1%	Shares	Sole	2026-01-14
2025-09-30	$838,961	2,543	+16.2%	Shares	Sole	2025-10-09
2025-06-30	$603,397	2,189	+11.7%	Shares	Sole	2025-07-16
2025-03-31	$327,995	1,959	+13.6%	Shares	Sole	2025-04-23
2024-12-31	$399,692	1,724	-0.5%	Shares	Sole	2025-01-21
2024-09-30	$298,770	1,732	+975.8%	Shares	Sole	2024-10-18
2024-06-30	$258,490	161	-10.1%	Shares	Sole	2024-08-01
2024-03-31	$237,248	179	-3.2%	Shares	Sole	2024-05-03
2023-12-31	$206,506	185	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.