SEC 13F Intelligence

Financial Perspectives, Inc / AVGO

Financial Perspectives, Inc’s Broadcom Inc Position

Does Financial Perspectives, Inc own Broadcom Inc (AVGO)? Yes — 32.4K shares worth $10M (+2.80% of its 13F portfolio) as of Q1 2026, down from 32.5K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
32.4K
% of Portfolio
+2.80%
Quarters Held
10
currently held

Position History AVGO

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $5MQ2 ’25: $9MQ2 ’25Q3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.4K$10M+2.80%
Q4 202532.5K$11M+3.03%
Q3 202532.9K$11M+3.01%
Q2 202533.0K$9M+2.75%
Q1 202532.7K$5M+1.87%
Q4 202432.7K$8M+2.55%
Q3 202438.3K$7M+2.29%
Q2 20244.1K$7M+2.41%
Q1 20244.1K$5M+2.05%
Q4 20234.1K$5M+1.86%

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