Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionLaffer Investments
Latest Disclosed Ownership77,546 shares
Latest Disclosed Value $ 24,001,262
Laffer Investments reports 4.08% decrease in ownership of 1YD / Broadcom Inc.

On May 13, 2026 - Laffer Investments filed a 13F-HR form disclosing ownership of 77,546 shares of Broadcom Inc. (DE:1YD) valued at $20,464,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 80,843 shares of Broadcom Inc.. This represents a change in shares of -4.08% during the quarter. The current value of the position is $26,222,180 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 77,546 -3,297 -4.08 24,001 -14.22 3.5440
2026-02-12 2025-12-31 13F BROADCOM COM 11135F101 80,843 -1,735 -2.10 27,980 2.70 4.2521
2025-11-12 2025-09-30 13F BROADCOM COM 11135F101 82,578 -9,749 -10.56 27,243 7.05 4.3142
2025-08-07 2025-06-30 13F BROADCOM COM 11135F101 92,327 -14,597 -13.65 25,450 42.16 4.5355
2025-05-14 2025-03-31 13F BROADCOM COM 11135F101 106,924 -1,736 -1.60 17,902 -28.93 3.8117
2025-02-06 2024-12-31 13F BROADCOM COM 11135F101 108,660 3,830 3.65 25,192 39.31 4.9534
2024-11-04 2024-09-30 13F BROADCOM COM 11135F101 104,830 93,563 830.42 18,083 -0.03 3.6621
2024-08-14 2024-06-30 13F BROADCOM COMMON STOCKS 11135F101 11,267 2,293 25.55 18,090 52.09 3.8989
2024-05-15 2024-03-31 13F BROADCOM COMMON STOCKS 11135F101 8,974 -2,023 -18.40 11,894 -3.10 3.0707
2024-02-08 2023-12-31 13F BROADCOM COMMON STOCKS 11135F101 10,997 408 3.85 12,275 39.57 3.2632
2023-11-14 2023-09-30 13F BROADCOM COMMON STOCKS 11135F101 10,589 -1,093 -9.36 8,795 -13.20 2.5861
2023-08-14 2023-06-30 13F BROADCOM COMMON STOCKS 11135F101 11,682 -1,000 -7.89 10,133 24.53 2.6884
2023-05-09 2023-03-31 13F BROADCOM COMMON STOCKS 11135F101 12,682 262 2.11 8,136 17.17 2.2042
2023-02-10 2022-12-31 13F BROADCOM COMMON STOCKS 11135F101 12,420 3,804 44.15 6,944 81.54 1.9986
2022-11-10 2022-09-30 13F broadcom COMMON STOCKS 11135F101 8,616 5,839 210.26 3,826 -9.19 1.4057
2022-08-15 2022-06-30 13F broadcom inc 8 mcnv pfd sr a CONVERTIBLE PREFERRED STOCK 11135F200 2,777 -14 -0.50 4,212 -23.11 1.4790
2022-08-15 2022-06-30 13F broadcom COMMON STOCKS 11135F101 6,398 3,108
2022-05-13 2022-03-31 13F broadcom inc 8 percent mcnv pfd sr a CONVERTIBLE PREFERRED STOCK 11135F200 2,791 -2 -0.07 5,479 -5.42 1.6507
2022-05-13 2022-03-31 13F broadcom COMMON STOCKS 11135F101 6,617 4,167
2022-02-11 2021-12-31 13F broadcom inc 8 percent mcnv pfd sr a CONVERTIBLE PREFERRED STOCK 11135F200 2,793 -35 -1.24 5,793 33.49 1.6730
2022-02-11 2021-12-31 13F broadcom COMMON STOCKS 11135F101 6,626 4,409
2021-11-16 2021-09-30 13F broadcom inc 8 percent mcnv pfd sr a CONVERTIBLE PREFERRED STOCK 11135F200 2,828 -67 -2.31 4,340 -0.78 1.2556
2021-11-16 2021-09-30 13F broadcom COMMON STOCKS 11135F101 6,642 807 3,221 0.9319
2021-08-16 2021-06-30 13F broadcom inc 8 percent mcnv pfd sr a CONVERTIBLE PREFERRED STOCK 11135F200 2,895 -2,686 -48.13 4,374 69.04 1.6391
2021-08-16 2021-06-30 13F broadcom COMMON STOCKS 11135F101 5,835 2,776 2,782 1.0426
2021-05-17 2021-03-31 13F BROADCOM INC COM COMMON STOCKS 11135F101 5,581 2,393 75.06 2,588 -42.82 0.9796
2021-05-17 2021-03-31 13F Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 3,059 -2,101 4,519 1.7108
2021-06-11 2020-12-31 13F/A-1 Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 3,188 37 1.17 4,525 14.36 1.9085
2021-06-11 2020-12-31 13F/A-1 BROADCOM INC COM COMMON STOCKS 11135F101 5,160 -208 2,244 0.9464
2021-02-19 2020-12-31 13F BROADCOM INC COM COMMON STOCKS 11135F101 5,104 -264 2,235 1.0845
2021-02-19 2020-12-31 13F Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 3,121 -1,983 4,439 2.1541
2021-06-11 2020-09-30 13F/A-1 Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 3,151 83 2.71 3,956 15.67 1.9783
2021-06-11 2020-09-30 13F/A-1 BROADCOM INC COM COMMON STOCKS 11135F101 5,368 -883 1,956 0.9780
2020-11-13 2020-09-30 13F Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 3,095 -3,156 3,886 1.8962
2020-11-13 2020-09-30 13F Broadcom Corp COMMON STOCKS 11135F101 5,389 2,294 1,963 0.9581
2021-06-11 2020-06-30 13F/A-1 Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 3,068 103 3.47 3,420 22.41 1.9654
2021-06-11 2020-06-30 13F/A-1 BROADCOM INC COM COMMON STOCKS 11135F101 6,251 1,190 1,973 1.1337
2020-08-14 2020-06-30 13F Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 3,077 -1,984 3,430 2.1864
2020-08-14 2020-06-30 13F Broadcom Corp COMMON STOCKS 11135F101 6,261 3,184 1,976 1.2595
2020-04-28 2020-03-31 13F Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 2,965 942 46.56 2,795 17.94 2.1801
2020-04-28 2020-03-31 13F Broadcom Corp COMMON STOCKS 11135F101 5,061 271 1,200 0.9361
2020-02-20 2019-12-31 13F Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 2,023 298 17.28 2,369 33.77 1.5768
2020-02-20 2019-12-31 13F Broadcom Corp COMMON STOCKS 11135F101 4,790 2,305 1,514 1.0074
2019-11-14 2019-09-30 13F Broadcom CONVERTIBLE PREFERRED STOCK 11135F200 1,725 -762 -30.64 1,771 147.69 1.5122
2019-11-14 2019-09-30 13F Broadcom Corp COMMON STOCKS 11135F101 2,485 -2 686 0.5857
2019-08-15 2019-06-30 13F Broadcom Corp COMMON STOCKS 11135F101 2,487 44 1.80 716 -2.59 0.6128
2019-05-14 2019-03-31 13F Broadcom Corp COMMON STOCKS 11135F101 2,443 -267 -9.85 735 6.53 0.1975
2019-02-15 2018-12-31 13F Broadcom Corp COMMON STOCKS 11135F101 2,710 -10 -0.37 689 2.68 0.2037
2018-11-14 2018-09-30 13F Broadcom Corp COMMON STOCKS 11135F101 2,720 -120 -4.23 671 -2.61 0.1662
2018-08-16 2018-06-30 13F Broadcom Corp COMMON STOCKS 11135F101 2,840 2,840 4.41 689 2.68 0.1762
2018-05-14 2018-03-31 13F Broadcom Corp COMMON STOCKS Y09827109 0 -13,523 -100.00 0 -100.00
2018-02-13 2017-12-31 13F Broadcom Corp COMMON STOCKS Y09827109 13,523 0 0.00 3,474 5.95 0.8706
2017-11-16 2017-09-30 13F Broadcom Corp COMMON STOCKS Y09827109 13,523 -950 -6.56 3,280 -2.76 0.8657
2017-08-11 2017-06-30 13F Broadcom Corp COMMON STOCKS Y09827109 14,473 0 0.00 3,373 6.41 0.8591
2017-05-16 2017-03-31 13F Broadcom Corp COMMON STOCKS Y09827109 14,473 0 0.00 3,169 23.89 0.8325
2017-02-15 2016-12-31 13F Broadcom Corp COMMON STOCKS Y09827109 14,473 3,055 26.76 2,558 29.91 0.6871
2016-11-15 2016-09-30 13F Broadcom Corp COMMON STOCKS Y09827109 11,418 0 0.00 1,970 10.99 0.5475
2016-08-15 2016-06-30 13F Broadcom Corp COMMON STOCKS Y09827109 11,418 -6,717 -37.04 1,774 -36.67 0.5042
2016-05-17 2016-03-31 13F Broadcom Corp COMMON STOCKS Y09827109 18,135 18,135 2,802 0.7580
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.