Broadcom Inc.
IT ˙ BIT ˙ US11135F1012
343,75 € ↓ -12,00 (-3,37%)
2026-06-05
DEL PRIS
SecurityIT:1AVGO / Broadcom Inc.
InstitutionGradient Capital Advisors, LLC
Latest Disclosed Ownership11,131 shares
Latest Disclosed Value $ 3,445,250
Gradient Capital Advisors, LLC reports 1.35% decrease in ownership of 1AVGO / Broadcom Inc.

On April 15, 2026 - Gradient Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 11,131 shares of Broadcom Inc. (IT:1AVGO) valued at $2,880,703 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,283 shares of Broadcom Inc.. This represents a change in shares of -1.35% during the quarter. The current value of the position is $3,826,281 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)
2026-04-15 2026-03-31 13F BROADCOM INC COM Stock 11135F101 11,131 -152 -1.35 3,445 -11.78 0.8931
2026-02-06 2025-12-31 13F BROADCOM INC COM Stock 11135F101 11,283 -1,015 -8.25 3,905 -3.75 1.0064
2025-10-27 2025-09-30 13F BROADCOM INC COM Stock 11135F101 12,298 -406 -3.20 4,057 15.88 1.0874
2025-07-16 2025-06-30 13F BROADCOM INC COM Stock 11135F101 12,704 3,004 30.97 3,502 115.58 1.0344
2025-05-05 2025-03-31 13F BROADCOM INC COM Stock 11135F101 9,700 340 3.63 1,624 -25.13 0.5301
2025-01-29 2024-12-31 13F BROADCOM INC COM Stock 11135F101 9,360 -445 -4.54 2,170 28.27 0.6995
2024-10-16 2024-09-30 13F BROADCOM INC COM Stock 11135F101 9,805 8,730 812.09 1,691 -2.03 0.5601
2024-07-22 2024-06-30 13F BROADCOM INC COM Stock 11135F101 1,075 53 5.19 1,726 27.38 0.6170
2024-04-17 2024-03-31 13F BROADCOM INC COM Stock 11135F101 1,022 -19 -1.83 1,355 16.71 0.4975
2024-02-01 2023-12-31 13F BROADCOM INC COM Stock 11135F101 1,041 55 5.58 1,162 41.76 0.4423
2023-10-25 2023-09-30 13F BROADCOM INC COM Stock 11135F101 986 11 1.13 819 -3.08 0.3425
2023-07-19 2023-06-30 13F BROADCOM INC COM Stock 11135F101 975 12 1.25 846 36.95 0.3392
2023-04-18 2023-03-31 13F BROADCOM INC COM Stock 11135F101 963 5 0.52 618 15.33 0.2627
2023-02-06 2022-12-31 13F BROADCOM INC COM Stock 11135F101 958 6 0.63 535 26.48 0.2433
2022-11-07 2022-09-30 13F BROADCOM INC COM Stock 11135F101 952 6 0.63 423 -8.04 0.2020
2022-07-18 2022-06-30 13F BROADCOM INC COM Stock 11135F101 946 4 0.42 460 -22.43 0.2207
2022-04-29 2022-03-31 13F BROADCOM INC COM Stock 11135F101 942 20 2.17 593 -3.42 0.2512
2022-01-31 2021-12-31 13F BROADCOM INC COM Stock 11135F101 922 5 0.55 614 37.98 0.2556
2021-11-02 2021-09-30 13F BROADCOM INC COM Stock 11135F101 917 5 0.55 445 2.30 0.2040
2021-08-02 2021-06-30 13F BROADCOM INC COM Stock 11135F101 912 19 2.13 435 5.07 0.2039
2021-04-21 2021-03-31 13F BROADCOM INC COM Stock 11135F101 893 6 0.68 414 6.70 0.2191
2021-01-20 2020-12-31 13F BROADCOM INC COM Stock 11135F101 887 15 1.72 388 22.01 0.2212
2020-10-21 2020-09-30 13F BROADCOM INC COM Stock 11135F101 872 40 4.81 318 20.91 0.1986
2020-07-28 2020-06-30 13F BROADCOM INC COM Stock 11135F101 832 832 263 0.1778
2020-04-22 2020-03-31 13F BROADCOM INC COM Stock 11135F101 0 -816 -100.00 0 -100.00
2020-01-16 2019-12-31 13F BROADCOM INC COM Stock 11135F101 816 -19 -2.28 258 11.69 0.1796
2019-10-21 2019-09-30 13F BROADCOM INC COM Stock 11135F101 835 -62 -6.91 231 -10.47 0.1725
2019-07-16 2019-06-30 13F BROADCOM INC COM Stock 11135F101 897 219 32.30 258 26.47 0.1982
2019-04-16 2019-03-31 13F BROADCOM INC COM Stock 11135F101 678 678 204 0.1627
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.