Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$87,260
New position
Shares Held
231
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#4,659
of 4,764 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026Montgomery Financial Services LLC holds $261,269 across 10 Semiconductors names. AVGO ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
231 | $87,260 | |
| 2 | QCOM |
Qualcomm Inc/De
|
271 | $50,078 | |
| 3 | MU |
Micron Technology Inc
|
33 | $38,091 | |
| 4 | NVDA |
Nvidia Corp
|
138 | $27,612 | |
| 5 | INTC |
Intel Corp
|
185 | $25,831 | |
| 6 | ADI |
Analog Devices Inc
|
33 | $13,106 | |
| 7 | MCHP |
Microchip Technology Inc
|
100 | $9,120 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
8 | $4,647 |
All Filings in AVGO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,260 | 231 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||