Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionCapital Advisors, Ltd. LLC
Latest Disclosed Ownership7,186 shares
Latest Disclosed Value $ 2,224
Capital Advisors, Ltd. LLC reports 0.20% increase in ownership of 1YD / Broadcom Inc.

On April 16, 2026 - Capital Advisors, Ltd. LLC filed a 13F-HR form disclosing ownership of 7,186 shares of Broadcom Inc. (DE:1YD) valued at $1,896,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,172 shares of Broadcom Inc.. This represents a change in shares of 0.20% during the quarter. The current value of the position is $2,429,946 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)
2026-04-16 2026-03-31 13F BROADCOM COM 11135F101 7,186 14 0.20 2 0.00 0.2528
2026-01-21 2025-12-31 13F BROADCOM COM 11135F101 7,172 70 0.99 2 0.00 0.2799
2025-10-16 2025-09-30 13F BROADCOM COM 11135F101 7,102 21 0.30 2 100.00 0.2646
2025-07-24 2025-06-30 13F BROADCOM COM 11135F101 7,081 -24 -0.34 2 0.00 0.2408
2025-04-15 2025-03-31 13F BROADCOM COM 11135F101 7,105 239 3.48 1 0.00 0.1568
2025-02-04 2024-12-31 13F BROADCOM COM 11135F101 6,866 83 1.22 2 0.00 0.2007
2024-10-24 2024-09-30 13F BROADCOM COM 11135F101 6,783 6,121 924.62 1 0.00 0.1451
2024-07-25 2024-06-30 13F BROADCOM COM 11135F101 662 27 4.25 1 0.1380
2024-04-18 2024-03-31 13F BROADCOM COM 11135F101 635 125 24.51 1 0.1098
2024-02-02 2023-12-31 13F BROADCOM COM 11135F101 510 0 0.00 1 0.0799
2023-10-27 2023-09-30 13F BROADCOM COM 11135F101 510 0 0.00 0 0.0650
2023-07-26 2023-06-30 13F BROADCOM COM 11135F101 510 157 44.48 0 0.0660
2023-05-03 2023-03-31 13F BROADCOM COM 11135F101 353 -141 -28.54 0 0.0371
2023-02-07 2022-12-31 13F BROADCOM COM 11135F101 494 149 43.19 0 -100.00 0.0328
2022-11-09 2022-09-30 13F BROADCOM COM 11135F101 345 5 1.47 153 -7.27 0.0298
2022-08-05 2022-06-30 13F BROADCOM COM 11135F101 340 6 1.80 165 -21.43 0.0309
2022-05-09 2022-03-31 13F BROADCOM COM 11135F101 334 49 17.19 210 10.53 0.0349
2022-02-08 2021-12-31 13F BROADCOM COM 11135F101 285 73 34.43 190 84.47 0.0307
2021-11-12 2021-09-30 13F BROADCOM COM 11135F101 212 175 472.97 103 472.22 0.0184
2021-08-10 2021-06-30 13F BROADCOM COM 11135F101 37 0 0.00 18 5.88 0.0032
2021-05-13 2021-03-31 13F BROADCOM COM 11135F101 37 0 0.00 17 6.25 0.0031
2021-02-10 2020-12-31 13F BROADCOM COM 11135F101 37 0 0.00 16 23.08 0.0035
2020-11-03 2020-09-30 13F BROADCOM COM 11135F101 37 0 0.00 13 8.33 0.0032
2020-08-06 2020-06-30 13F BROADCOM COM 11135F101 37 0 0.00 12 33.33 0.0032
2020-05-08 2020-03-31 13F BROADCOM COM 11135F101 37 37 9 0.0028
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.