SEC 13F Intelligence

Captrust Financial Advisors / AVGO

Captrust Financial Advisors’s Broadcom Inc Position

Does Captrust Financial Advisors own Broadcom Inc (AVGO)? Yes — 1.63M shares worth $504M (+0.88% of its 13F portfolio) as of Q1 2026, up from 1.24M shares the prior filed quarter.

Position Value
$504M
Q1 2026
Shares
1.63M
% of Portfolio
+0.88%
Quarters Held
30
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $14,000Q4 ’18Q1 ’19: $483,000Q2 ’19: $236,000Q3 ’19: $227,000Q4 ’19: $3MQ4 ’19Q1 ’20: $908,000Q2 ’20: $38MQ3 ’20: $46MQ4 ’20: $63MQ4 ’20Q1 ’21: $69MQ2 ’21: $71MQ3 ’21: $77MQ4 ’21: $112MQ4 ’21Q1 ’22: $117MQ2 ’22: $102MQ3 ’22: $98MQ4 ’22: $116MQ4 ’22Q1 ’23: $131MQ2 ’23: $175MQ3 ’23: $132MQ4 ’23: $178MQ4 ’23Q1 ’24: $135MQ2 ’24: $164MQ3 ’24: $177MQ4 ’24: $257MQ4 ’24Q1 ’25: $178MQ2 ’25: $312MQ3 ’25: $409MQ4 ’25: $428MQ4 ’25Q1 ’26: $504Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.63M$504M+0.88%
Q4 20251.24M$428M+0.81%
Q3 20251.24M$409M+0.83%
Q2 20251.13M$312M+0.70%
Q1 20251.06M$178M+0.45%
Q4 20241.11M$257M+0.73%
Q3 20241.03M$177M+0.52%
Q2 2024102.3K$164M+0.53%
Q1 2024499.6K$135M+0.49%
Q4 2023159.1K$178M+0.61%
Q3 2023158.4K$132M+0.50%
Q2 2023201.5K$175M+0.69%
Q1 2023204.9K$131M+0.58%
Q4 2022206.8K$116M+0.58%
Q3 2022221.0K$98M+0.57%
Q2 2022209.5K$102M+0.66%
Q1 2022185.4K$117M+0.76%
Q4 2021167.9K$112M+0.77%
Q3 2021159.0K$77M+0.64%
Q2 2021149.7K$71M+0.66%
Q1 2021148.0K$69M+0.74%
Q4 2020144.5K$63M+0.84%
Q3 2020124.6K$46M+0.76%
Q2 2020121.7K$38M+0.63%
Q1 20204.1K$908,000+0.02%
Q4 201910.6K$3M+0.05%
Q3 2019813$227,000+0.01%
Q2 2019811$236,000+0.01%
Q1 20191.6K$483,000+0.02%
Q4 201856$14,0000.00%

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