SEC 13F Intelligence

Meritage Portfolio Management / AVGO

Meritage Portfolio Management’s Broadcom Inc Position

Does Meritage Portfolio Management own Broadcom Inc (AVGO)? Yes — 195.3K shares worth $68M (+4.49% of its 13F portfolio) as of Q4 2025, down from 200.9K shares the prior filed quarter.

Position Value
$68M
Q4 2025
Shares
195.3K
% of Portfolio
+4.49%
Quarters Held
25
currently held

Position History AVGO

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ3 ’19: $3MQ3 ’20: $11MQ4 ’20: $13MQ4 ’20Q1 ’21: $14MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $19MQ4 ’21Q1 ’22: $17MQ2 ’22: $13MQ3 ’22: $15MQ4 ’22: $18MQ4 ’22Q1 ’23: $21MQ2 ’23: $27MQ3 ’23: $24MQ4 ’23: $38MQ4 ’23Q1 ’24: $41MQ2 ’24: $48MQ3 ’24: $47MQ4 ’24: $62MQ4 ’24Q1 ’25: $44MQ2 ’25: $69MQ3 ’25: $66MQ4 ’25: $68MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025195.3K$68M+4.49%
Q3 2025200.9K$66M+4.41%
Q2 2025250.4K$69M+4.37%
Q1 2025261.5K$44M+2.90%
Q4 2024267.4K$62M+3.85%
Q3 2024273.4K$47M+2.89%
Q2 202430.1K$48M+3.05%
Q1 202430.7K$41M+2.59%
Q4 202334.4K$38M+2.53%
Q3 202328.5K$24M+1.75%
Q2 202331.6K$27M+1.94%
Q1 202332.4K$21M+1.55%
Q4 202232.9K$18M+1.44%
Q3 202233.8K$15M+1.24%
Q2 202226.5K$13M+1.00%
Q1 202227.8K$17M+1.08%
Q4 202128.5K$19M+1.08%
Q3 202129.1K$14M+0.85%
Q2 202128.9K$14M+0.83%
Q1 202129.3K$14M+0.90%
Q4 202030.4K$13M+0.98%
Q3 202030.3K$11M+0.99%
Q3 201910.5K$3M+0.28%
Q2 201910.5K$3M+0.31%
Q1 201910.4K$3M+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of AVGO.