Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionSofos Investments, Inc.
Latest Disclosed Ownership1,440 shares
Latest Disclosed Value $ 445,694
Sofos Investments, Inc. reports 4.35% increase in ownership of 1YD / Broadcom Inc.

On May 8, 2026 - Sofos Investments, Inc. filed a 13F-HR form disclosing ownership of 1,440 shares of Broadcom Inc. (DE:1YD) valued at $380,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,380 shares of Broadcom Inc.. This represents a change in shares of 4.35% during the quarter. The current value of the position is $486,936 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)
2026-05-08 2026-03-31 13F BROADCOM COMMON STOCK 11135F101 1,440 60 4.35 446 -6.71 0.0793
2026-02-13 2025-12-31 13F BROADCOM COMMON STOCK 11135F101 1,380 -271 -16.41 478 -12.32 0.0919
2025-11-14 2025-09-30 13F BROADCOM COMMON STOCK 11135F101 1,651 1,441 686.19 545 1,454.29 0.1077
2025-04-30 2025-03-31 13F BROADCOM COMMON STOCK 11135F101 210 209 20,900.00 35 3,400.00 0.0077
2024-08-06 2024-06-30 13F BROADCOM COMMON STOCK 11135F101 1 -14 -93.33 2 -93.75 0.0004
2024-06-26 2024-03-31 13F/A-1 BROADCOM COM 11135F101 15 -1 -6.25 17 -5.88 0.0047
2024-05-13 2024-03-31 13F Broadcom Inc Ordinary Shares COM 11135F101 15 -1 20 0.0052
2024-06-26 2023-12-31 13F/A-1 BROADCOM COMMON STOCK 11135F101 16 -20 -55.56 18 -97.53 0.0050
2024-02-15 2023-12-31 13F BROADCOM COMMON STOCK 11135F101 36 0 688 0.0076
2023-11-16 2023-09-30 13F BROADCOM COMMON STOCK 11135F101 36 -832 -95.85 688 11,366.67 0.0076
2023-08-09 2023-06-30 13F BROADCOM COM 11135F101 868 226 35.20 7 0.0190
2023-05-12 2023-03-31 13F BROADCOM International Equities 11135F101 642 83 14.85 1 -100.00 0.0183
2023-02-15 2022-12-31 13F BROADCOM International Equities 11135F101 559 -1,217 -68.52 2 0.0114
2022-11-03 2022-09-30 13F BROADCOM International Equities 11135F101 1,776 -2,598 -59.40 0 0.0139
2022-08-05 2022-06-30 13F BROADCOM LTD SHS Stock 11135F101 4,374 -1,296 -22.86 0 0.0146
2022-05-13 2022-03-31 13F BROADCOM Stock 11135F101 5,670 2,999 112.28 1 0.0170
2022-02-11 2021-12-31 13F BROADCOM LTD SHS Stock 11135F101 2,671 2,659 22,158.33 1 0.0140
2021-11-12 2021-09-30 13F BROADCOM LTD SHS Stock 11135F101 12 -21 -63.64 0 0.2307
2021-08-11 2021-06-30 13F BROADCOM INC COM COM 11135F101 33 0 0.00 0 0.0057
2021-05-17 2021-03-31 13F BROADCOM INC COM COM 11135F101 33 -5 -13.16 0 -100.00 0.0003
2021-02-16 2020-12-31 13F BROADCOM INC COM COM 11135F101 38 38 17 0.0156
2020-08-13 2020-06-30 13F BROADCOM INC COM COM 11135F101 0 -141 -100.00 0 0.0000
2020-05-12 2020-03-31 13F BROADCOM INC COM COM 11135F101 141 -138 -49.46 0 -100.00 0.0001
2020-02-28 2019-12-31 13F BROADCOM INC COM COM 11135F101 279 -209 -42.83 88 -34.81 0.0606
2019-10-15 2019-09-30 13F BROADCOM INC COM Stock 11135F101 488 -192 -28.24 135 -31.12 0.1162
2019-07-26 2019-06-30 13F BROADCOM INC COM Stock 11135F101 680 208 44.07 196 36.11 0.1608
2019-04-19 2019-03-31 13F BROADCOM INC COM Stock 11135F101 472 195 70.40 144 144.07 0.1165
2018-10-31 2018-09-30 13F BROADCOM INC COM Stock 11135F101 277 11 4.14 59 5.36 0.0618
2018-08-14 2018-06-30 13F BROADCOM INC COM Stock 11135F101 266 23 9.47 56 0.00 0.0525
2018-05-23 2018-03-31 13F BROADCOM INC COM Stock 11135F101 243 243 56 0.0573
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.