Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionCapital Planning LLC
Latest Disclosed Ownership4,044 shares
Latest Disclosed Value $ 1,251,658
Capital Planning LLC reports 0.70% increase in ownership of 1YD / Broadcom Inc.

On April 29, 2026 - Capital Planning LLC filed a 13F-HR form disclosing ownership of 4,044 shares of Broadcom Inc. (DE:1YD) valued at $1,067,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,016 shares of Broadcom Inc.. This represents a change in shares of 0.70% during the quarter. The current value of the position is $1,367,479 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)
2026-04-29 2026-03-31 13F Broadcom Inc Com Common Stock 11135F101 4,044 28 0.70 1,252 -10.39 0.4071
2026-01-23 2025-12-31 13F Broadcom Inc Com Common Stock 11135F101 4,016 33 0.83 1,396 6.24 0.3912
2025-10-22 2025-09-30 13F Broadcom Inc Com Common Stock 11135F101 3,983 0 0.00 1,314 19.78 0.3828
2025-07-21 2025-06-30 13F Broadcom Inc Com Common Stock 11135F101 3,983 378 10.49 1,098 81.92 0.3450
2025-04-29 2025-03-31 13F Broadcom Inc Com Common Stock 11135F101 3,605 -573 -13.71 604 -37.71 0.1688
2025-01-15 2024-12-31 13F Broadcom Inc Com Common Stock 11135F101 4,178 554 15.29 969 54.88 0.2540
2024-10-16 2024-09-30 13F Broadcom Inc Com Common Stock 11135F101 3,624 3,274 935.43 625 11.41 0.1752
2024-07-12 2024-06-30 13F Broadcom Inc Com Common Stock 11135F101 350 0 0.00 562 20.65 0.1683
2024-04-12 2024-03-31 13F Broadcom Inc Com Common Stock 11135F101 350 350 466 0.1519
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.