SEC 13F Intelligence

Alpha Cubed Investments, LLC / AVGO

Alpha Cubed Investments, LLC’s Broadcom Inc Position

Does Alpha Cubed Investments, LLC own Broadcom Inc (AVGO)? Yes271.6K shares worth $94M (+3.22% of its 13F portfolio) as of Q4 2025, down from 335.5K shares the prior filed quarter.

Position Value
$94M
Q4 2025
Shares
271.6K
% of Portfolio
+3.22%
Quarters Held
29
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $538,000Q3 ’20: $635,000Q4 ’20: $632,000Q4 ’20Q1 ’21: $683,000Q2 ’21: $1MQ3 ’21: $541,000Q4 ’21: $729,000Q4 ’21Q1 ’22: $1MQ2 ’22: $960,000Q3 ’22: $837,000Q4 ’22: $2MQ4 ’22Q1 ’23: $1MQ2 ’23: $685,640Q3 ’23: $794,349Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $102MQ3 ’25: $111MQ4 ’25: $94MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025271.6K$94M+3.22%
Q3 2025335.5K$111M+3.86%
Q2 2025368.6K$102M+3.85%
Q1 202528.0K$5M+0.21%
Q4 202416.8K$4M+0.18%
Q3 202416.7K$3M+0.13%
Q2 20241.4K$2M+0.11%
Q1 20241.2K$2M+0.08%
Q4 20231.1K$1M+0.07%
Q3 2023956$794,349+0.05%
Q2 2023790$685,640+0.05%
Q1 20231.6K$1M+0.07%
Q4 20223.6K$2M+0.15%
Q3 20221.9K$837,000+0.07%
Q2 20222.0K$960,000+0.07%
Q1 20221.9K$1M+0.08%
Q4 20211.1K$729,000+0.05%
Q3 20211.1K$541,000+0.04%
Q2 20212.2K$1M+0.08%
Q1 20211.5K$683,000+0.05%
Q4 20201.4K$632,000+0.05%
Q3 20201.7K$635,000+0.06%
Q2 20201.7K$538,000+0.06%
Q1 20209.2K$2M+0.26%
Q4 20198.5K$3M+0.28%
Q3 20198.1K$2M+0.26%
Q2 20197.7K$2M+0.26%
Q1 201911.8K$4M+0.43%
Q4 201811.8K$3M+0.45%

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