Synergy Investment Management, LLC
Position in AVGO — Broadcom Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$643,307
+$417,989 QoQ
Shares Held
1,703
+133.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#3,777
of 4,760 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Synergy Investment Management, LLC holds $8,455,891 across 19 Semiconductors names. AVGO ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
22,413 | $4,484,614 | |
| 2 | QCOM |
Qualcomm Inc/De
|
4,365 | $806,606 | |
| 3 | MU |
Micron Technology Inc
|
618 | $713,348 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,162 | $675,016 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
1,703 | $643,307 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,388 | $413,470 | |
| 7 | INTC |
Intel Corp
|
2,242 | $313,049 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
447 | $213,472 |
All Filings in AVGO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,307 | 1,703 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $225,318 | 728 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $25,114 | 150 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $34,776 | 150 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||