SEC 13F Intelligence

Asset Dedication, LLC / AVGO

Asset Dedication, LLC’s Broadcom Inc Position

Does Asset Dedication, LLC own Broadcom Inc (AVGO)? Yes34.0K shares worth $11M (+0.74% of its 13F portfolio) as of Q1 2026, down from 35.5K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
34.0K
% of Portfolio
+0.74%
Quarters Held
30
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $557,000Q4 ’18Q1 ’19: $686,000Q2 ’19: $697,000Q3 ’19: $673,000Q4 ’19: $930,000Q4 ’19Q1 ’20: $892,000Q2 ’20: $1MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $2MQ4 ’22: $3,588Q4 ’22Q1 ’23: $4,220Q2 ’23: $5,831Q3 ’23: $5,452Q4 ’23: $7,336Q4 ’23Q1 ’24: $8,591Q2 ’24: $10MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $6MQ2 ’25: $10MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.0K$11M+0.74%
Q4 202535.5K$12M+0.81%
Q3 202535.9K$12M+0.80%
Q2 202537.1K$10M+0.74%
Q1 202537.1K$6M+0.50%
Q4 202438.5K$9M+0.70%
Q3 202453.0K$9M+0.62%
Q2 20246.1K$10M+0.68%
Q1 20246.5K$8,591+0.64%
Q4 20236.6K$7,336+0.60%
Q3 20236.6K$5,452+0.46%
Q2 20236.7K$5,831+0.50%
Q1 20236.6K$4,220+0.39%
Q4 20226.4K$3,588+0.36%
Q3 20225.2K$2M+0.25%
Q2 20225.5K$3M+0.39%
Q1 20225.0K$3M+0.35%
Q4 20215.0K$3M+0.40%
Q3 20214.6K$2M+0.29%
Q2 20214.7K$2M+0.33%
Q1 20214.0K$2M+0.42%
Q4 20204.9K$2M+0.43%
Q3 20204.5K$2M+0.37%
Q2 20203.9K$1M+0.33%
Q1 20203.8K$892,000+0.27%
Q4 20192.9K$930,000+0.26%
Q3 20192.5K$673,000+0.22%
Q2 20192.4K$697,000+0.22%
Q1 20192.3K$686,000+0.24%
Q4 20182.2K$557,000+0.23%

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