Caldwell Trust Co

Bank

Position in AVGO — Broadcom Inc.

CIK 2080218 Venice, FL

Position in AVGO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$10,457,253

+$1,871,447 QoQ

Shares Held

27,683

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#1,473

of 4,764 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Caldwell Trust Co holds $108,014,838 across 15 Semiconductors names. AVGO ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	311,134	$62,254,802
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	22,037	$10,524,210
3	AVGO	Broadcom Inc. This page	27,683	$10,457,253
4	MRVL	Marvell Technology, Inc.	24,560	$7,316,178
5	AMD	Advanced Micro Devices Inc	7,107	$4,128,527
6	TXN	Texas Instruments Inc	10,798	$3,218,559
7	ADI	Analog Devices Inc	7,006	$2,782,572
8	QCOM	Qualcomm Inc/De	14,309	$2,644,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,457,253	27,683	-0.2%	Shares	Sole	2026-08-03
2026-03-31	$8,585,806	27,740	-0.3%	Shares	Sole	2026-04-22
2025-12-31	$9,627,463	27,817	-0.4%	Shares	Sole	2026-01-30
2025-09-30	$9,211,416	27,921	-1.5%	Shares	Sole	2025-10-23
2025-06-30	$7,811,645	28,339	-4.7%	Shares	Sole	2025-09-22
2025-03-31	$4,977,860	29,731	-8.7%	Shares	Sole	2025-09-23
2024-12-31	$7,546,391	32,550	-0.1%	Shares	Sole	2025-09-24
2024-09-30	$5,620,912	32,585	+917.6%	Shares	Sole	2025-09-24
2024-06-30	$5,140,906	3,202	+15.0%	Shares	Sole	2025-09-24
2024-03-31	$3,689,941	2,784	+3.9%	Shares	Sole	2025-09-24
2023-12-31	$2,991,549	2,680	+1.4%	Shares	Sole	2025-10-01
2023-09-30	$2,196,053	2,644	+4.1%	Shares	Sole	2025-10-01
2023-06-30	$2,204,139	2,541	+5.8%	Shares	Sole	2025-10-01
2023-03-31	$1,540,979	2,402	+8.7%	Shares	Sole	2025-10-01
2022-12-31	$1,235,118	2,209	-2.8%	Shares	Sole	2025-10-01
2022-09-30	$1,009,234	2,273	+4.5%	Shares	Sole	2025-10-01
2022-06-30	$1,057,122	2,176	0.0%	Shares	Sole	2025-10-02
2022-03-31	$1,370,183	2,176	0.0%	Shares	Sole	2025-10-02
2021-12-31	$1,447,932	2,176	+0.3%	Shares	Sole	2025-10-02
2021-09-30	$1,051,813	2,169	+0.7%	Shares	Sole	2025-10-02
2021-06-30	$1,026,636	2,153	0.0%	Shares	Sole	2025-10-02
2021-03-31	$998,259	2,153	0.0%	Shares	Sole	2025-10-02
2020-12-31	$942,691	2,153	0.0%	Shares	Sole	2025-10-02
2020-09-30	$784,380	2,153	-1.3%	Shares	Sole	2025-10-02
2020-06-30	$688,345	2,181	0.0%	Shares	Sole	2025-10-02
2020-03-31	$517,115	2,181	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.