Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership76,322 shares
Latest Disclosed Value $ 23,630
Capital Analysts, Inc. reports 1.16% increase in ownership of AVGO / Broadcom Inc.

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 76,322 shares of Broadcom Inc. (US:AVGO) valued at $23,622,422 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 75,449 shares of Broadcom Inc.. This represents a change in shares of 1.16% during the quarter. The current value of the position is $31,972,049 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)
2026-05-14 2026-03-31 13F BROADCOM COM 11135F101 76,322 873 1.16 24 -11.54 0.6209
2026-05-15 2025-12-31 13F/A-1 BROADCOM COM 11135F101 75,449 7,992 11.85 26 18.18 0.7454
2026-02-11 2025-12-31 13F BROADCOM COM 11135F101 75,449 7,992 26 0.7945
2025-11-14 2025-09-30 13F BROADCOM COM 11135F101 67,457 -24,186 -26.39 22 -12.00 0.6494
2025-08-13 2025-06-30 13F BROADCOM COM 11135F101 91,643 2,297 2.57 25 78.57 0.8418
2025-05-14 2025-03-31 13F BROADCOM COM 11135F101 89,346 1,421 1.62 15 -30.00 0.5580
2025-02-14 2024-12-31 13F BROADCOM COM 11135F101 87,925 -10,756 -10.90 20 17.65 0.8184
2024-11-13 2024-09-30 13F BROADCOM COM 11135F101 98,681 88,944 913.46 17 13.33 0.6937
2024-08-14 2024-06-30 13F BROADCOM COM 11135F101 9,737 111 1.15 16 25.00 0.6912
2024-05-14 2024-03-31 13F BROADCOM COM 11135F101 9,626 -5,307 -35.54 13 -25.00 0.5955
2024-01-30 2023-12-31 13F BROADCOM COM 11135F101 14,933 -463 -3.01 17 33.33 0.8392
2023-11-13 2023-09-30 13F BROADCOM COM 11135F101 15,396 13 0.08 13 -7.69 0.7115
2023-08-11 2023-06-30 13F BROADCOM COM 11135F101 15,383 334 2.22 13 44.44 0.7415
2023-05-05 2023-03-31 13F BROADCOM COM 11135F101 15,049 132 0.88 10 12.50 0.5523
2023-02-08 2022-12-31 13F BROADCOM COM 11135F101 14,917 340 2.33 8 33.33 0.5091
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 14,577 825 6.00 6 0.00 0.4460
2022-08-12 2022-06-30 13F BROADCOM COM 11135F101 13,752 392 2.93 7 -25.00 0.4645
2022-05-12 2022-03-31 13F BROADCOM COM 11135F101 13,360 304 2.33 8 0.00 0.5327
2022-02-10 2021-12-31 13F BROADCOM COM 11135F101 13,056 -137 -1.04 9 33.33 0.5270
2021-11-04 2021-09-30 13F BROADCOM COM 11135F101 13,193 212 1.63 6 0.00 0.4198
2021-11-15 2021-06-30 13F/A-1 BROADCOM COM 11135F101 12,981 12,148 1,458.34 6 0.4157
2021-08-05 2021-06-30 13F BROADCOM COM 11135F101 13,031 12,198 6 0.3917
2021-05-17 2021-03-31 13F BROADCOM COM 11135F101 833 253 43.62 0 0.0267
2021-02-16 2020-12-31 13F BROADCOM COM 11135F101 580 -15 -2.52 0 0.0223
2020-11-12 2020-09-30 13F BROADCOM COM 11135F101 595 3 0.51 0 -100.00 0.0206
2020-08-07 2020-06-30 13F BROADCOM COM 11135F101 592 4 0.68 187 33.57 0.0196
2020-05-08 2020-03-31 13F BROADCOM COM 11135F101 588 4 0.68 140 -24.32 0.0172
2020-02-12 2019-12-31 13F BROADCOM COM 11135F101 584 73 14.29 185 31.21 0.0183
2019-11-12 2019-09-30 13F BROADCOM COM 11135F101 511 134 35.54 141 30.56 0.0149
2019-08-13 2019-06-30 13F BROADCOM COM 11135F101 377 -14,635 -97.49 108 -97.61 0.0118
2019-05-13 2019-03-31 13F BROADCOM COM 11135F101 15,012 -117 -0.77 4,514 17.34 0.5217
2019-02-13 2018-12-31 13F BROADCOM COM 11135F101 15,129 196 1.31 3,847 4.40 0.5054
2018-11-07 2018-09-30 13F/A-1 BROADCOM COM 11135F101 14,933 731 5.15 3,685 6.94 0.4201
2018-11-07 2018-09-30 13F BROADCOM COM 11135F101 14,933 731 3,685
2018-11-07 2018-06-30 13F/A-1 BROADCOM COM 11135F101 14,202 167 1.19 3,446 4.17 0.4102
2018-08-03 2018-06-30 13F BROADCOM COM 11135F101 14,202 167 3,446
2018-05-14 2018-03-31 13F BROADCOM SHS Y09827109 14,035 467 3.44 3,308 -5.11 0.4088
2018-02-14 2017-12-31 13F/A-1 BROADCOM SHS Y09827109 13,568 -1,815 -11.80 3,486 -6.57 0.4368
2018-02-12 2017-12-31 13F BROADCOM SHS Y09827109 13,568 -1,815 3,486
2017-11-06 2017-09-30 13F BROADCOM SHS Y09827109 15,383 572 3.86 3,731 8.11 0.5002
2017-08-08 2017-06-30 13F BROADCOM COM Y09827109 14,811 378 2.62 3,452 9.21 0.4925
2017-05-05 2017-03-31 13F BROADCOM SHS Y09827109 14,433 -113 -0.78 3,160 22.91 0.4984
2017-02-10 2016-12-31 13F BROADCOM SHS Y09827109 14,546 931 6.84 2,571 9.50 0.4502
2016-11-14 2016-09-30 13F * BROADCOM SHS Y09827109 13,615 -805 -5.58 2,349 4.82 0.4407
2016-07-14 2016-06-30 13F/A-1 * BROADCOM SHS ADDED Y09827109 14,420 932 6.91 2,241 7.54 0.4510
2016-07-14 2016-06-30 13F * BROADCOM SHS ADDED Y09827109 6,000 104
2016-05-13 2016-03-31 13F * BROADCOM SHS ADDED Y09827109 13,488 970 7.75 2,084 14.64 0.4184
2016-02-16 2015-12-31 13F * AVAGO TECHNOLOGIES SHS Y0486S104 12,518 -14,729 -54.06 1,817 -46.65 0.3692
2015-11-13 2015-09-30 13F * AVAGO TECHNOLOGIES SHS Y0486S104 27,247 14,267 109.92 3,406 97.45 0.6511
2015-08-14 2015-06-30 13F * AVAGO TECHNOLOGIES SHS Y0486S104 12,980 524 4.21 1,726 9.11 0.3528
2015-04-30 2015-03-31 13F * AVAGO TECHNOLOGIES SHS Y0486S104 12,456 -2,454 -16.46 1,582 5.47 0.3295
2015-02-13 2014-12-31 13F * AVAGO TECHNOLOGIES SHS Y0486S104 14,910 14,910 1,500 0.3295
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.