Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionAsset Dedication, LLC
Latest Disclosed Ownership34,047 shares
Latest Disclosed Value $ 10,537,759
Asset Dedication, LLC reports 4.11% decrease in ownership of AVGO / Broadcom Inc.

On May 29, 2026 - Asset Dedication, LLC filed a 13F-HR form disclosing ownership of 34,047 shares of Broadcom Inc. (US:AVGO) valued at $10,537,887 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 35,508 shares of Broadcom Inc.. This represents a change in shares of -4.11% during the quarter. The current value of the position is $16,316,344 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-29 2026-03-31 13F BROADCOM COM 11135F101 34,047 -1,461 -4.11 10,538 -14.26 0.7380
2026-01-26 2025-12-31 13F BROADCOM COM 11135F101 35,508 -429 -1.19 12,289 3.65 0.8068
2025-11-20 2025-09-30 13F BROADCOM COM 11135F101 35,937 -1,163 -3.13 11,856 15.94 0.7965
2025-08-19 2025-06-30 13F BROADCOM COM 11135F101 37,100 42 0.11 10,227 64.83 0.7425
2025-05-01 2025-03-31 13F BROADCOM COM 11135F101 37,058 -1,449 -3.76 6,205 -30.50 0.5036
2025-01-23 2024-12-31 13F BROADCOM COM 11135F101 38,507 -14,542 -27.41 8,927 -2.44 0.7025
2024-10-15 2024-09-30 13F BROADCOM COM 11135F101 53,049 46,904 763.29 9,151 -7.25 0.6173
2024-08-06 2024-06-30 13F BROADCOM COM 11135F101 6,145 -308 -4.77 9,866 123,212.50 0.6843
2024-04-16 2024-03-31 13F Broadcom Equities 11135F101 6,453 -171 -2.58 9 14.29 0.6412
2024-02-08 2023-12-31 13F Broadcom Equities 11135F101 6,624 13 0.20 7 40.00 0.5968
2023-11-13 2023-09-30 13F Broadcom Equities 11135F101 6,611 -77 -1.15 5 0.00 0.4643
2023-08-22 2023-06-30 13F Broadcom Equities 11135F101 6,688 118 1.80 6 25.00 0.4971
2023-04-24 2023-03-31 13F Broadcom Equities 11135F101 6,570 187 2.93 4 33.33 0.3910
2023-01-19 2022-12-31 13F Broadcom Equities 11135F101 6,383 1,153 22.05 4 -99.87 0.3640
2022-10-27 2022-09-30 13F Broadcom Equities 11135F101 5,230 -287 -5.20 2,312 -11.59 0.2539
2022-07-19 2022-06-30 13F Broadcom Equities 11135F101 5,517 531 10.65 2,615 -17.19 0.3885
2022-04-21 2022-03-31 13F Broadcom Equities 11135F101 4,986 8 0.16 3,158 -4.62 0.3518
2022-01-21 2021-12-31 13F Broadcom Equities 11135F101 4,978 387 8.43 3,311 50.77 0.3988
2021-10-18 2021-09-30 13F Broadcom Equities 11135F101 4,591 -87 -1.86 2,196 -0.90 0.2894
2021-07-21 2021-06-30 13F Broadcom Equities 11135F101 4,678 695 17.45 2,216 20.50 0.3301
2021-05-03 2021-03-31 13F Broadcom Equities 11135F101 3,983 -890 -18.26 1,839 -14.23 0.4155
2021-01-28 2020-12-31 13F Broadcom Equities 11135F101 4,873 337 7.43 2,144 29.00 0.4275
2020-10-20 2020-09-30 13F Broadcom Equities 11135F101 4,536 662 17.09 1,662 36.12 0.3667
2020-08-24 2020-06-30 13F Broadcom Equities 11135F101 3,874 104 2.76 1,221 36.88 0.3326
2020-05-05 2020-03-31 13F Broadcom Equities 11135F101 3,770 828 28.14 892 -4.09 0.2654
2020-01-31 2019-12-31 13F Broadcom Equities 11135F101 2,942 485 19.74 930 38.19 0.2628
2019-10-17 2019-09-30 13F Broadcom Equities 11135F101 2,457 38 1.57 673 -3.44 0.2238
2019-07-23 2019-06-30 13F Broadcom Equities 11135F101 2,419 147 6.47 697 1.60 0.2249
2019-04-19 2019-03-31 13F Broadcom Equities 11135F101 2,272 83 3.79 686 23.16 0.2387
2019-02-12 2018-12-31 13F Broadcom Equities 11135F101 2,189 -103 -4.49 557 -1.94 0.2286
2018-10-26 2018-09-30 13F Broadcom Equities 11135F101 2,292 231 11.21 568 11.37 0.2134
2018-08-13 2018-06-30 13F Broadcom Equities 11135F101 2,061 2,061 510 0.1742
2018-04-19 2018-03-31 13F Broadcom Equities Y09827109 0 -2,206 -100.00 0 -100.00
2018-01-17 2017-12-31 13F Broadcom Equities Y09827109 2,206 854 63.17 565 71.21 0.2275
2017-10-18 2017-09-30 13F Broadcom Equities Y09827109 1,352 0 0.00 330 3.13 0.1591
2017-07-17 2017-06-30 13F Broadcom Equities Y09827109 1,352 0 0.00 320 6.67 0.1609
2017-04-20 2017-03-31 13F Broadcom Equities Y09827109 1,352 -21 -1.53 300 27.12 0.1620
2017-01-17 2016-12-31 13F Broadcom Equities Y09827109 1,373 1,373 236 0.1369
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.