Sfe Investment Counsel’s Broadcom Inc Position
Does Sfe Investment Counsel own Broadcom Inc (AVGO)? Yes — 57.9K shares worth $18M (+2.83% of its 13F portfolio) as of Q1 2026, up from 52.5K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
57.9K
% of Portfolio
+2.83%
Quarters Held
21
currently held
Position History AVGO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 57.9K | $18M | +2.83% |
| Q4 2025 | 52.5K | $18M | +2.78% |
| Q3 2025 | 54.3K | $18M | +2.86% |
| Q2 2025 | 60.4K | $17M | +2.93% |
| Q1 2025 | 61.8K | $10M | +2.07% |
| Q4 2024 | 66.3K | $15M | +3.27% |
| Q3 2024 | 71.4K | $12M | +2.57% |
| Q2 2024 | 7.5K | $12M | +2.68% |
| Q1 2024 | 8.4K | $11M | +2.51% |
| Q4 2023 | 9.9K | $11M | +2.86% |
| Q3 2023 | 10.4K | $9M | +2.52% |
| Q2 2023 | 11.4K | $10M | +2.79% |
| Q1 2023 | 13.2K | $8M | +2.51% |
| Q4 2022 | 13.8K | $8M | +2.41% |
| Q3 2022 | 11.4K | $5M | +1.59% |
| Q2 2022 | 5.5K | $3M | +0.79% |
| Q1 2022 | 4.8K | $3M | +0.76% |
| Q4 2021 | 3.1K | $2M | +0.52% |
| Q3 2021 | 3.1K | $2M | +0.42% |
| Q2 2021 | 2.5K | $1M | +0.33% |
| Q1 2021 | 617 | $286,000 | +0.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of AVGO.