Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionSmith, Salley & Associates
Latest Disclosed Ownership125,497 shares
Latest Disclosed Value $ 38,842,425
Smith, Salley & Associates reports 29.99% increase in ownership of 1YD / Broadcom Inc.

On April 16, 2026 - Smith, Salley & Associates filed a 13F-HR form disclosing ownership of 125,497 shares of Broadcom Inc. (DE:1YD) valued at $33,118,658 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 96,545 shares of Broadcom Inc.. This represents a change in shares of 29.99% during the quarter. The current value of the position is $42,436,811 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)
2026-04-16 2026-03-31 13F BROADCOM COM 11135F101 125,497 28,952 29.99 38,842 16.24 1.9529
2026-01-27 2025-12-31 13F BROADCOM COM 11135F101 96,545 -121 -0.13 33,414 4.78 1.6548
2025-10-20 2025-09-30 13F BROADCOM COM 11135F101 96,666 15,233 18.71 31,891 42.07 1.6411
2025-07-17 2025-06-30 13F BROADCOM COM 11135F101 81,433 -302 -0.37 22,447 64.04 1.2986
2025-04-25 2025-03-31 13F BROADCOM COM 11135F101 81,735 11,987 17.19 13,685 -15.37 0.8968
2025-01-15 2024-12-31 13F BROADCOM COM 11135F101 69,748 -656 -0.93 16,170 33.15 1.0385
2024-10-24 2024-09-30 13F BROADCOM COM 11135F101 70,404 63,807 967.21 12,145 14.65 0.7939
2024-07-29 2024-06-30 13F BROADCOM COM 11135F101 6,597 -574 -8.00 10,592 11.45 0.7602
2024-05-02 2024-03-31 13F BROADCOM COM 11135F101 7,171 -5,809 -44.75 9,505 -34.40 0.7375
2024-01-24 2023-12-31 13F BROADCOM COM 11135F101 12,980 -1,174 -8.29 14,488 23.24 0.9362
2023-10-27 2023-09-30 13F BROADCOM COM 11135F101 14,154 -63 -0.44 11,756 -4.67 0.8722
2023-08-04 2023-06-30 13F BROADCOM COM 11135F101 14,217 -1,096 -7.16 12,332 25.54 0.9098
2023-05-03 2023-03-31 13F BROADCOM COM 11135F101 15,313 238 1.58 9,824 16.55 0.7814
2023-02-03 2022-12-31 13F BROADCOM COM 11135F101 15,075 102 0.68 8,429 26.77 0.7210
2022-11-01 2022-09-30 13F BROADCOM COM 11135F101 14,973 -1,575 -9.52 6,648 -17.30 0.6185
2022-08-01 2022-06-30 13F BROADCOM COM 11135F101 16,548 538 3.36 8,039 -20.26 0.6955
2022-05-10 2022-03-31 13F BROADCOM COM 11135F101 16,010 -1,979 -11.00 10,081 -15.78 0.7416
2022-02-10 2021-12-31 13F BROADCOM COM 11135F101 17,989 28 0.16 11,970 37.43 0.8478
2021-11-05 2021-09-30 13F BROADCOM COM 11135F101 17,961 589 3.39 8,710 5.16 0.6854
2021-08-09 2021-06-30 13F BROADCOM COM 11135F101 17,372 -14 -0.08 8,283 2.74 0.6704
2021-04-30 2021-03-31 13F BROADCOM COM 11135F101 17,386 1,019 6.23 8,062 12.49 0.7236
2021-01-28 2020-12-31 13F BROADCOM COM 11135F101 16,367 617 3.92 7,167 24.93 0.7260
2020-11-05 2020-09-30 13F BROADCOM COM 11135F101 15,750 171 1.10 5,737 16.70 0.6936
2020-08-04 2020-06-30 13F BROADCOM COM 11135F101 15,579 706 4.75 4,916 39.38 0.6561
2020-04-24 2020-03-31 13F BROADCOM COM 11135F101 14,873 -703 -4.51 3,527 -28.34 0.5867
2020-01-27 2019-12-31 13F BROADCOM COM 11135F101 15,576 153 0.99 4,922 15.59 0.6490
2019-10-30 2019-09-30 13F BROADCOM COM 11135F101 15,423 919 6.34 4,258 1.99 0.6051
2019-07-12 2019-06-30 13F BROADCOM COM 11135F101 14,504 -543 -3.61 4,175 -7.73 0.6295
2019-05-03 2019-03-31 13F BROADCOM COM 11135F101 15,047 3,366 28.82 4,525 52.36 0.7283
2019-02-05 2018-12-31 13F BROADCOM COM 11135F101 11,681 3,544 43.55 2,970 47.98 0.5467
2018-11-06 2018-09-30 13F BROADCOM COM 11135F101 8,137 8,137 2,007 0.3167
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.