SEC 13F Intelligence

Logan Capital Management Inc / AVGO

Logan Capital Management Inc’s Broadcom Inc Position

Does Logan Capital Management Inc own Broadcom Inc (AVGO)? Not currently — the last reported position was 287.1K shares worth $99M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$99M
Q4 2025
Shares
287.1K
% of Portfolio
+4.18%
Quarters Held
28
position exited

Position History AVGO

Reported value by quarter
Q4 ’18: $34MQ4 ’18Q1 ’19: $42MQ2 ’19: $40MQ3 ’19: $37MQ4 ’19: $42MQ4 ’19Q1 ’20: $27MQ2 ’20: $39MQ3 ’20: $37MQ4 ’20: $48MQ4 ’20Q1 ’21: $50MQ2 ’21: $52MQ3 ’21: $51MQ4 ’21: $67MQ4 ’21Q1 ’22: $63MQ2 ’22: $46MQ3 ’22: $42MQ4 ’22: $52MQ4 ’22Q1 ’23: $58MQ2 ’23: $74MQ3 ’23: $62MQ4 ’23: $71MQ4 ’23Q1 ’24: $74MQ2 ’24: $88MQ4 ’24: $111MQ1 ’25: $68MQ1 ’25Q2 ’25: $99MQ3 ’25: $98MQ4 ’25: $99Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025287.1K$99M+4.18%
Q3 2025296.8K$98M+4.13%
Q2 2025357.7K$99M+4.59%
Q1 2025408.6K$68M+3.11%
Q4 2024477.3K$111M+4.64%
Q2 202455.0K$88M+3.81%
Q1 202456.1K$74M+3.18%
Q4 202364.0K$71M+3.33%
Q3 202374.1K$62M+3.13%
Q2 202384.9K$74M+3.53%
Q1 202389.7K$58M+2.80%
Q4 202292.2K$52M+2.65%
Q3 202294.3K$42M+2.51%
Q2 202294.8K$46M+2.65%
Q1 2022100.5K$63M+3.06%
Q4 2021100.9K$67M+2.91%
Q3 2021105.7K$51M+2.39%
Q2 2021108.5K$52M+2.41%
Q1 2021107.2K$50M+2.49%
Q4 2020108.6K$48M+2.38%
Q3 2020100.9K$37M+1.99%
Q2 2020122.9K$39M+2.24%
Q1 2020114.2K$27M+1.89%
Q4 2019132.4K$42M+2.29%
Q3 2019135.4K$37M+2.20%
Q2 2019139.0K$40M+2.35%
Q1 2019140.9K$42M+2.61%
Q4 2018132.7K$34M+2.67%

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