SEC 13F Intelligence

Mcdonald Partners LLC / AVGO

Mcdonald Partners LLC’s Broadcom Inc Position

Does Mcdonald Partners LLC own Broadcom Inc (AVGO)? Yes16.7K shares worth $5M (+1.22% of its 13F portfolio) as of Q1 2026, up from 14.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
16.7K
% of Portfolio
+1.22%
Quarters Held
21
currently held

Position History AVGO

Reported value by quarter
Q4 ’20: $608,000Q4 ’20Q1 ’21: $805,000Q2 ’21: $875,000Q3 ’21: $522,000Q3 ’21Q1 ’22: $860,000Q2 ’22: $704,000Q3 ’22: $753,000Q3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $7MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.7K$5M+1.22%
Q4 202514.9K$5M+1.63%
Q3 202516.6K$5M+1.63%
Q2 202524.5K$7M+1.62%
Q1 202521.7K$4M+0.95%
Q4 202421.1K$5M+1.25%
Q3 202421.8K$4M+0.94%
Q2 20242.5K$4M+1.07%
Q1 20242.7K$4M+0.97%
Q4 20232.6K$3M+0.87%
Q3 20232.7K$2M+0.73%
Q2 20232.9K$3M+0.78%
Q1 20232.8K$2M+0.58%
Q4 20223.0K$2M+0.56%
Q3 20221.7K$753,000+0.29%
Q2 20221.4K$704,000+0.18%
Q1 20221.4K$860,000+0.19%
Q3 20211.1K$522,000+0.12%
Q2 20211.8K$875,000+0.16%
Q1 20211.7K$805,000+0.16%
Q4 20201.4K$608,000+0.17%

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