Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,923,125
+$399,408 QoQ
Shares Held
5,091
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.25%
of 13F equity value
Holder Rank
#2,805
of 4,760 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Portus Wealth Advisors, LLC holds $6,184,425 across 3 Semiconductors names. AVGO ranks #2 (31.1% of the industry book) .
All Filings in AVGO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,923,125 | 5,091 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,523,717 | 4,923 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,892,820 | 5,469 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,743,244 | 5,284 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||