Position in AVGO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$414,837,872
+$67,371,424 QoQ
Shares Held
1,098,181
-2.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
7.28%
of 13F equity value
Holder Rank
#253
of 4,784 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HM PAYSON & CO holds $825,914,227 across 23 Semiconductors names. AVGO ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
1,098,181 | $414,837,872 | |
| 2 | NVDA |
Nvidia Corp
|
1,740,693 | $348,295,261 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
53,472 | $25,536,622 | |
| 4 | TXN |
Texas Instruments Inc
|
67,080 | $19,994,535 | |
| 5 | INTC |
Intel Corp
|
46,535 | $6,497,681 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,346 | $2,524,634 | |
| 7 | MU |
Micron Technology Inc
|
2,101 | $2,425,162 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
6,222 | $1,748,568 |
All Filings in AVGO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,837,872 | 1,098,181 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $347,466,448 | 1,122,634 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $425,301,523 | 1,228,840 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $431,106,263 | 1,306,739 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $379,213,634 | 1,375,707 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $240,056,110 | 1,433,770 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $354,298,351 | 1,528,202 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $266,198,377 | 1,543,179 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $247,779,838 | 154,329 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $203,852,033 | 153,803 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $182,595,058 | 163,579 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $139,176,137 | 167,565 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $163,418,607 | 188,394 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $124,803,907 | 194,538 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $111,280,848 | 199,025 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $83,469,883 | 187,991 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $86,536,363 | 178,128 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $105,892,655 | 168,169 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $107,216,182 | 161,128 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $78,786,577 | 162,470 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $75,913,881 | 159,202 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $65,794,744 | 141,903 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $60,405,786 | 137,960 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $49,729,315 | 136,499 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $42,779,357 | 135,545 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $35,012,557 | 147,670 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||