Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionCalton & Associates, Inc.
Latest Disclosed Ownership4,390 shares
Latest Disclosed Value $ 1,358,880
Calton & Associates, Inc. reports 3.32% increase in ownership of 1YD / Broadcom Inc.

On May 13, 2026 - Calton & Associates, Inc. filed a 13F-HR form disclosing ownership of 4,390 shares of Broadcom Inc. (DE:1YD) valued at $1,158,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,249 shares of Broadcom Inc.. This represents a change in shares of 3.32% during the quarter. The current value of the position is $1,484,478 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)
2026-05-13 2026-03-31 13F BROADCOM COM 11135F101 4,390 141 3.32 1,359 -7.62 0.1953
2026-02-10 2025-12-31 13F BROADCOM COM 11135F101 4,249 -252 -5.60 1,471 -0.94 0.2160
2025-11-07 2025-09-30 13F BROADCOM COM 11135F101 4,501 1,476 48.79 1,485 78.15 0.2229
2025-08-12 2025-06-30 13F BROADCOM COM 11135F101 3,025 372 14.02 834 87.61 0.1442
2025-05-15 2025-03-31 13F/A-1 BROADCOM COM 11135F101 2,653 2,653 444 0.1013
2025-05-05 2025-03-31 13F BROADCOM COM 11135F101 3,666 3,666 644 0.1469
2025-01-23 2024-12-31 13F BROADCOM COM 11135F101 0 -3,076 -100.00 0 -100.00
2024-10-21 2024-09-30 13F/A-1 BROADCOM COM 11135F101 3,076 3,076 531 0.2028
2024-10-18 2024-09-30 13F BROADCOM COM 11135F101 11,890 11,890 696 0.2707
2024-07-19 2024-06-30 13F BROADCOM COM 11135F101 0 -174 -100.00 0 -100.00
2024-04-16 2024-03-31 13F BROADCOM COM 11135F101 174 -37 -17.54 231 -2.13 0.1124
2024-02-07 2023-12-31 13F BROADCOM COM 11135F101 211 -89 -29.67 236 -5.62 0.0949
2023-11-01 2023-09-30 13F BROADCOM COM 11135F101 300 300 249 0.3640
2023-04-19 2023-03-31 13F BROADCOM COM 11135F101 0 -723 -100.00 0 -100.00
2023-01-18 2022-12-31 13F BROADCOM COM 11135F101 723 58 8.72 404 36.95 0.1565
2022-10-31 2022-09-30 13F BROADCOM LIMITED COM NPV COM 11135F101 665 -131 -16.46 295 -23.77 0.1689
2022-07-12 2022-06-30 13F BROADCOM LIMITED COM NPV COM 11135F101 796 -55 -6.46 387 -27.80 0.2151
2022-04-26 2022-03-31 13F/A-1 BROADCOM LIMITED COM NPV COM 11135F101 851 -18 -2.07 536 -7.27 0.1592
2022-04-12 2022-03-31 13F BROADCOM LIMITED COM NPV COM 11135F101 851 -18 536 0.1598
2022-01-13 2021-12-31 13F BROADCOM LIMITED COM NPV COM 11135F101 869 -367 -29.69 578 -3.51 0.1542
2021-11-05 2021-09-30 13F BROADCOM LIMITED COM NPV COM 11135F101 1,236 503 68.62 599 71.14 0.1311
2021-08-11 2021-06-30 13F BROADCOM COM 11135F101 733 53 7.79 350 10.76 0.0665
2021-05-03 2021-03-31 13F BROADCOM COM 11135F101 680 -273 -28.65 316 -24.22 0.0615
2021-01-25 2020-12-31 13F BROADCOM COM 11135F101 953 67 7.56 417 29.10 0.0744
2020-10-30 2020-09-30 13F BROADCOM COM 11135F101 886 68 8.31 323 25.19 0.0663
2020-08-10 2020-06-30 13F BROADCOM COM 11135F101 818 -42 -4.88 258 26.47 0.0562
2020-04-30 2020-03-31 13F BROADCOM COM 11135F101 860 35 4.24 204 -21.84 0.0505
2020-02-03 2019-12-31 13F BROADCOM COM 11135F101 825 825 261 0.0524
2018-08-10 2018-06-30 13F BROADCOM LIMITED COM NPV SHS Y09827109 0 -3,787 -100.00 0 -100.00
2018-04-17 2018-03-31 13F BROADCOM LIMITED COM NPV SHS Y09827109 3,787 1,476 63.87 893 47.12 0.2585
2018-02-05 2017-12-31 13F BROADCOM LIMITED COM NPV SHS Y09827109 2,311 2,311 607 0.1528
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.