Position in AVGO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$152,115,392
+$42,912,217 QoQ
Shares Held
402,688
+14.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#423
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $656,565,567 across 14 Semiconductors names. AVGO ranks #3 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
347,119 | $165,773,620 | |
| 2 | ADI |
Analog Devices Inc
|
402,733 | $159,953,465 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
402,688 | $152,115,392 | |
| 4 | NVDA |
Nvidia Corp
|
649,775 | $130,013,479 | |
| 5 | INTC |
Intel Corp
|
110,096 | $15,372,704 | |
| 6 | MU |
Micron Technology Inc
|
10,459 | $12,072,719 | |
| 7 | TXN |
Texas Instruments Inc
|
20,220 | $6,026,975 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
9,110 | $5,292,090 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,115,392 | 402,688 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $109,203,175 | 352,826 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $58,457,674 | 168,904 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $52,290,405 | 158,499 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $41,164,468 | 149,336 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,019,005 | 143,457 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $32,480,784 | 140,100 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,595,067 | 136,783 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $21,852,868 | 13,611 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,132,934 | 13,681 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,940,210 | 15,176 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,638,105 | 15,216 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,271,532 | 14,147 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,517,406 | 16,394 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,013,175 | 16,120 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,144,120 | 16,090 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,103,876 | 20,798 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,681,057 | 21,727 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $13,648,224 | 20,511 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,757,276 | 20,121 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,479,102 | 19,879 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,505,493 | 20,501 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,614,260 | 19,674 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,891,841 | 18,917 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,883,917 | 18,643 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,785,837 | 7,532 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||