SEC 13F Intelligence

Elm3 Financial Group, LLC / AVGO

Elm3 Financial Group, LLC’s Broadcom Inc Position

Does Elm3 Financial Group, LLC own Broadcom Inc (AVGO)? Yes — 16.3K shares worth $5M (+4.27% of its 13F portfolio) as of Q1 2026, down from 16.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
16.3K
% of Portfolio
+4.27%
Quarters Held
6
currently held

Position History AVGO

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.3K$5M+4.27%
Q4 202516.5K$6M+4.73%
Q3 202517.5K$6M+4.73%
Q2 202518.2K$5M+4.18%
Q1 202518.4K$3M+2.71%
Q4 202419.4K$4M+3.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elm3 Financial Group, LLC’s full portfolio or all institutional holders of AVGO.