Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionClearwater Capital Advisors, LLC
Latest Disclosed Ownership3,184 shares
Latest Disclosed Value $ 985,480
Clearwater Capital Advisors, LLC reports 11.68% increase in ownership of 1YD / Broadcom Inc.

On May 13, 2026 - Clearwater Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 3,184 shares of Broadcom Inc. (DE:1YD) valued at $840,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,851 shares of Broadcom Inc.. This represents a change in shares of 11.68% during the quarter. The current value of the position is $1,076,670 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F BROADCOM COM 11135F101 3,184 333 11.68 985 -0.10 0.0795
2026-02-09 2025-12-31 13F BROADCOM COM 11135F101 2,851 -1,111 -28.04 987 -24.56 0.0823
2025-11-14 2025-09-30 13F BROADCOM COM 11135F101 3,962 2,481 167.52 1,307 220.34 0.1114
2025-08-12 2025-06-30 13F BROADCOM COM 11135F101 1,481 -65 -4.20 408 58.14 0.0373
2025-05-08 2025-03-31 13F BROADCOM COM 11135F101 1,546 14 0.91 259 -27.32 0.0250
2025-02-10 2024-12-31 13F BROADCOM COM 11135F101 1,532 -405 -20.91 355 6.29 0.0348
2024-11-12 2024-09-30 13F BROADCOM COM 11135F101 1,937 1,784 1,166.01 334 36.33 0.0325
2024-08-06 2024-06-30 13F BROADCOM COM 11135F101 153 153 246 0.0260
2018-08-15 2018-06-30 13F BROADCOM SHS Y09827109 0 -104 -100.00 0 -100.00
2018-05-11 2018-03-31 13F BROADCOM SHS Y09827109 104 104 25 0.0052
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.