Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionCertified Advisory Corp
Latest Disclosed Ownership2,909 shares
Latest Disclosed Value $ 900,501
Certified Advisory Corp reports 18.40% increase in ownership of AVGO / Broadcom Inc.

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 2,909 shares of Broadcom Inc. (US:AVGO) valued at $900,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2,457 shares of Broadcom Inc.. This represents a change in shares of 18.40% during the quarter. The current value of the position is $1,394,080 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)
2026-04-17 2026-03-31 13F BROADCOM COM 11135F101 2,909 452 18.40 901 5.88 0.0808
2026-01-12 2025-12-31 13F BROADCOM COM 11135F101 2,457 -709 -22.39 851 -18.58 0.0775
2025-11-13 2025-09-30 13F BROADCOM COM 11135F101 3,166 50 1.60 1,044 21.68 0.0992
2025-08-14 2025-06-30 13F BROADCOM COM 11135F101 3,116 -190 -5.75 859 55.15 0.0893
2025-05-08 2025-03-31 13F BROADCOM COM 11135F101 3,306 -208 -5.92 554 -32.06 0.0627
2025-01-15 2024-12-31 13F BROADCOM COM 11135F101 3,514 104 3.05 815 38.44 0.0884
2024-11-12 2024-09-30 13F BROADCOM COM 11135F101 3,410 3,096 985.99 588 16.90 0.0652
2024-08-13 2024-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 314 146 86.90 504 126.58 0.0632
2024-05-10 2024-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 168 168 222 0.0310
2024-02-09 2023-12-31 13F AVAGO TECHNOLOGIES Stock 11135F101 0 -47,811 -100.00 0 -100.00
2023-11-13 2023-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 47,811 47,729 58,206.10 133 88.57 0.0244
2023-08-14 2023-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 82 -71 -46.41 71 -27.84 0.0130
2023-05-17 2023-03-31 13F/A-1 AVAGO TECHNOLOGIES Stock 11135F101 153 153 98 0.0174
2023-05-15 2023-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 153 153 98 0.0174
2022-11-14 2022-09-30 13F AVAGO TECHNOLOGIES COM 11135F101 0 -3 -100.00 0 -100.00
2022-08-15 2022-06-30 13F AVAGO TECHNOLOGIES COM 11135F101 3 -52 -94.55 1 -97.06 0.0002
2022-05-13 2022-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 55 55 34 0.0072
2022-02-14 2021-12-31 13F AVAGO TECHNOLOGIES Stock 11135F101 0 -3 -100.00 0 -100.00
2021-11-15 2021-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 3 3 1 0.0002
2021-08-16 2021-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 0 -87 -100.00 0 -100.00
2021-05-10 2021-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 87 75 625.00 40 900.00 0.0104
2020-07-27 2020-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 12 0 0.00 4 33.33 0.0013
2020-04-27 2020-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 12 0 0.00 3 -25.00 0.0012
2020-01-29 2019-12-31 13F AVAGO TECHNOLOGIES Stock 11135F101 12 0 0.00 4 33.33 0.0013
2019-11-12 2019-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 12 0 0.00 3 -25.00 0.0010
2019-08-07 2019-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 12 3 33.33 4 33.33 0.0015
2019-05-07 2019-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 9 -87 -90.62 3 -87.50 0.0013
2019-02-04 2018-12-31 13F AVAGO TECHNOLOGIES Stock 11135F101 96 -13 -11.93 24 -11.11 0.0125
2018-11-13 2018-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 109 12 12.37 27 12.50 0.0125
2018-08-13 2018-06-30 13F AVAGO TECHNOLOGIES COM 11135F101 97 97 24 0.0133
2018-04-30 2018-03-31 13F AVAGO TECHNOLOGIES SHS Y09827109 0 -106 -100.00 0 -100.00
2018-02-22 2017-12-31 13F AVAGO TECHNOLOGIES SHS Y09827109 106 106 27 0.0194
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.