Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership116,651 shares
Latest Disclosed Value $ 36,104,789
Bragg Financial Advisors, Inc reports 1.41% decrease in ownership of 1YD / Broadcom Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 116,651 shares of Broadcom Inc. (DE:1YD) valued at $30,784,199 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 118,321 shares of Broadcom Inc.. This represents a change in shares of -1.41% during the quarter. The current value of the position is $39,445,536 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BROADCOM COM 11135F101 116,651 -1,670 -1.41 36,105 -11.84 1.1420
2026-02-13 2025-12-31 13F BROADCOM COM 11135F101 118,321 -7,085 -5.65 40,951 -1.02 1.3331
2025-11-13 2025-09-30 13F BROADCOM COM 11135F101 125,406 -5,520 -4.22 41,373 14.64 1.3686
2025-08-14 2025-06-30 13F BROADCOM COM 11135F101 130,926 -8,115 -5.84 36,090 55.03 1.2894
2025-05-14 2025-03-31 13F BROADCOM COM 11135F101 139,041 -7,780 -5.30 23,280 -31.61 0.9575
2025-02-13 2024-12-31 13F BROADCOM COM 11135F101 146,821 -7,739 -5.01 34,039 27.67 1.3785
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 154,560 138,817 881.77 26,662 5.48 1.0971
2024-08-15 2024-06-30 13F BROADCOM COM 11135F101 15,743 -514 -3.16 25,276 17.30 1.1281
2024-05-14 2024-03-31 13F/A-1 BROADCOM COM 11135F101 16,257 -453 -2.71 21,547 15.52 0.9667
2024-05-14 2024-03-31 13F BROADCOM COM 11135F101 16,257 -453 21,547 0.9667
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 16,710 -756 -4.33 18,653 28.58 0.8872
2023-11-14 2023-09-30 13F BROADCOM COM 11135F101 17,466 -383 -2.15 14,507 -6.31 0.7660
2023-08-15 2023-06-30 13F BROADCOM COM 11135F101 17,849 180 1.02 15,483 36.59 0.8502
2023-05-15 2023-03-31 13F BROADCOM COM 11135F101 17,669 -168 -0.94 11,336 13.66 0.6687
2023-02-15 2022-12-31 13F BROADCOM COM 11135F101 17,837 795 4.66 9,973 31.80 0.6065
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 17,042 603 3.67 7,567 -5.25 0.5219
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 16,439 79 0.48 7,986 -22.48 0.5306
2022-05-11 2022-03-31 13F BROADCOM COM 11135F101 16,360 774 4.97 10,302 36.31 0.6004
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 15,586 0 0.00 7,558 0.00 0.4844
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 15,586 573 3.82 7,558 5.57 0.4844
2021-08-16 2021-06-30 13F BROADCOM COM 11135F101 15,013 459 3.15 7,159 6.09 0.4572
2021-05-14 2021-03-31 13F BROADCOM COM 11135F101 14,554 509 3.62 6,748 9.72 0.4544
2021-02-11 2020-12-31 13F BROADCOM COM 11135F101 14,045 1,701 13.78 6,150 36.76 0.5380
2020-11-13 2020-09-30 13F BROADCOM COM 11135F101 12,344 1,242 11.19 4,497 28.34 0.4609
2020-08-14 2020-06-30 13F BROADCOM COM 11135F101 11,102 2,499 29.05 3,504 71.76 0.3901
2020-05-15 2020-03-31 13F BROADCOM COM 11135F101 8,603 3,168 58.29 2,040 18.74 0.2741
2020-02-14 2019-12-31 13F BROADCOM COM 11135F101 5,435 585 12.06 1,718 28.30 0.1923
2019-11-14 2019-09-30 13F BROADCOM COM 11135F101 4,850 973 25.10 1,339 19.98 0.1628
2019-08-14 2019-06-30 13F BROADCOM COM 11135F101 3,877 576 17.45 1,116 12.39 0.1375
2019-05-13 2019-03-31 13F BROADCOM COM 11135F101 3,301 200 6.45 993 25.86 0.1290
2019-02-14 2018-12-31 13F BROADCOM COM 11135F101 3,101 -77 -2.42 789 0.64 0.1186
2018-11-14 2018-09-30 13F BROADCOM COM 11135F101 3,178 506 18.94 784 20.99 0.1054
2018-08-14 2018-06-30 13F BROADCOM COM 11135F101 2,672 2,672 648 0.0925
2018-05-14 2018-03-31 13F BROADCOM SHS Y09827109 0 -945 -100.00 0 -100.00
2018-02-14 2017-12-31 13F BROADCOM SHS Y09827109 945 945 243 0.0349
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.