SEC 13F Intelligence

Stiles Financial Services Inc / AVGO

Stiles Financial Services Inc’s Broadcom Inc Position

Does Stiles Financial Services Inc own Broadcom Inc (AVGO)? Yes12.7K shares worth $4M (+1.20% of its 13F portfolio) as of Q1 2026, down from 12.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
12.7K
% of Portfolio
+1.20%
Quarters Held
18
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $291,000Q4 ’21Q1 ’22: $297,000Q2 ’22: $239,000Q3 ’22: $220,000Q3 ’22Q4 ’22: $383,896Q1 ’23: $442,521Q2 ’23: $600,392Q2 ’23Q3 ’23: $574,447Q4 ’23: $1MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.7K$4M+1.20%
Q4 202512.7K$4M+1.35%
Q3 202512.3K$4M+1.28%
Q2 202511.7K$3M+1.11%
Q1 202511.3K$2M+0.73%
Q4 202411.8K$3M+0.99%
Q3 202412.1K$2M+0.74%
Q2 20241.3K$2M+0.78%
Q1 20241.3K$2M+0.69%
Q4 20231.3K$1M+0.66%
Q3 2023692$574,447+0.30%
Q2 2023692$600,392+0.30%
Q1 2023690$442,521+0.24%
Q4 2022687$383,896+0.22%
Q3 2022495$220,000+0.13%
Q2 2022492$239,000+0.14%
Q1 2022471$297,000+0.15%
Q4 2021437$291,000+0.14%

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