SEC 13F Intelligence

Jacobsen Capital Management / AVGO

Jacobsen Capital Management’s Broadcom Inc Position

Does Jacobsen Capital Management own Broadcom Inc (AVGO)? Yes9.6K shares worth $3M (+1.00% of its 13F portfolio) as of Q1 2026, up from 9.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.6K
% of Portfolio
+1.00%
Quarters Held
13
currently held

Position History AVGO

Reported value by quarter
Q1 ’23: $436,247Q1 ’23Q2 ’23: $658,379Q3 ’23: $612,137Q3 ’23Q4 ’23: $822,676Q1 ’24: $988,756Q1 ’24Q2 ’24: $1MQ3 ’24: $1MQ3 ’24Q4 ’24: $2MQ1 ’25: $1MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.6K$3M+1.00%
Q4 20259.4K$3M+1.06%
Q3 20259.5K$3M+1.06%
Q2 20259.2K$3M+0.94%
Q1 20258.3K$1M+0.61%
Q4 20248.1K$2M+0.80%
Q3 20248.0K$1M+0.58%
Q2 2024780$1M+0.56%
Q1 2024746$988,756+0.46%
Q4 2023737$822,676+0.42%
Q3 2023737$612,137+0.33%
Q2 2023759$658,379+0.34%
Q1 2023680$436,247+0.23%

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