Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionJacobsen Capital Management
Latest Disclosed Ownership9,589 shares
Latest Disclosed Value $ 2,967,891
Jacobsen Capital Management reports 2.03% increase in ownership of 1YD / Broadcom Inc.

On April 24, 2026 - Jacobsen Capital Management filed a 13F-HR form disclosing ownership of 9,589 shares of Broadcom Inc. (DE:1YD) valued at $2,530,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 9,398 shares of Broadcom Inc.. This represents a change in shares of 2.03% during the quarter. The current value of the position is $3,242,520 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)
2026-04-24 2026-03-31 13F BROADCOM COM 11135F101 9,589 191 2.03 2,968 -8.76 1.0022
2026-01-26 2025-12-31 13F BROADCOM COM 11135F101 9,398 -93 -0.98 3,253 3.86 1.0624
2025-10-27 2025-09-30 13F BROADCOM COM 11135F101 9,491 243 2.63 3,131 22.83 1.0612
2025-07-30 2025-06-30 13F BROADCOM COM 11135F101 9,248 926 11.13 2,549 82.99 0.9385
2025-04-25 2025-03-31 13F BROADCOM COM 11135F101 8,322 193 2.37 1,393 -26.06 0.6054
2025-01-24 2024-12-31 13F BROADCOM COM 11135F101 8,129 137 1.71 1,885 36.72 0.8024
2024-10-25 2024-09-30 13F BROADCOM COM 11135F101 7,992 7,212 924.62 1,379 10.06 0.5802
2024-07-23 2024-06-30 13F BROADCOM COM 11135F101 780 34 4.56 1,252 26.72 0.5595
2024-04-25 2024-03-31 13F BROADCOM COM 11135F101 746 9 1.22 989 20.19 0.4586
2024-01-24 2023-12-31 13F BROADCOM COM 11135F101 737 0 0.00 823 34.31 0.4159
2023-10-25 2023-09-30 13F BROADCOM COM 11135F101 737 -22 -2.90 612 -6.99 0.3322
2023-08-02 2023-06-30 13F BROADCOM COM 11135F101 759 79 11.62 658 50.92 0.3396
2023-05-02 2023-03-31 13F BROADCOM COM 11135F101 680 680 436 0.2337
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.