Position in AVGO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,550,557
+$1,995,392 QoQ
Shares Held
27,930
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,467
of 4,764 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026PDS Planning, Inc holds $83,136,407 across 16 Semiconductors names. AVGO ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
180,460 | $36,108,241 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
27,930 | $10,550,557 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
21,749 | $10,386,669 | |
| 4 | MU |
Micron Technology Inc
|
6,120 | $7,064,254 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
9,301 | $5,403,043 | |
| 6 | INTC |
Intel Corp
|
22,424 | $3,131,063 | |
| 7 | TXN |
Texas Instruments Inc
|
6,661 | $1,985,444 | |
| 8 | ASX |
ASE Technology Holding Co., Ltd.
|
43,540 | $1,964,524 |
All Filings in AVGO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,550,557 | 27,930 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,555,165 | 27,641 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,240,870 | 26,700 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,027,987 | 27,365 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,629,992 | 27,680 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,430,197 | 26,460 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,670,342 | 24,458 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,653,895 | 21,182 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,190,188 | 1,987 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,573,946 | 1,942 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,197,896 | 1,969 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,343,878 | 1,618 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,368,804 | 1,578 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $815,397 | 1,271 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $355,606 | 636 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $335,671 | 756 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $342,496 | 705 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $420,626 | 668 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $418,542 | 629 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $293,382 | 605 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $252,248 | 529 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $205,401 | 443 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||