Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionDavis R M Inc
Latest Disclosed Ownership189,986 shares
Latest Disclosed Value $ 58,802,651
Davis R M Inc reports 27.76% increase in ownership of AVGO / Broadcom Inc.

On May 13, 2026 - Davis R M Inc filed a 13F-HR form disclosing ownership of 189,986 shares of Broadcom Inc. (US:AVGO) valued at $58,802,567 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 148,706 shares of Broadcom Inc.. This represents a change in shares of 27.76% during the quarter. The current value of the position is $91,046,991 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)
2026-05-13 2026-03-31 13F BROADCOM COM 11135F101 189,986 41,280 27.76 58,803 14.25 1.0436
2026-02-12 2025-12-31 13F Broadcom COM 11135F101 148,706 46,421 45.38 51,467 52.52 0.8861
2025-11-12 2025-09-30 13F Broadcom COM 11135F101 102,285 81,489 391.85 33,745 488.70 0.5899
2025-08-07 2025-06-30 13F Broadcom COM 11135F101 20,796 5,368 34.79 5,732 121.91 0.1063
2025-05-08 2025-03-31 13F Broadcom COM 11135F101 15,428 789 5.39 2,583 -23.87 0.0517
2025-02-07 2024-12-31 13F Broadcom COM 11135F101 14,639 385 2.70 3,394 38.04 0.0662
2024-11-13 2024-09-30 13F Broadcom COM 11135F101 14,254 12,859 921.79 2,459 9.78 0.0475
2024-08-09 2024-06-30 13F Broadcom COM 11135F101 1,395 -11 -0.78 2,240 20.18 0.0455
2024-05-10 2024-03-31 13F Broadcom COM 11135F101 1,406 -129 -8.40 1,864 8.76 0.0390
2024-02-09 2023-12-31 13F Broadcom COM 11135F101 1,535 -38 -2.42 1,713 171,200.00 0.0395
2023-11-14 2023-09-30 13F Broadcom COM 11135F101 1,573 -107 -6.37 1 0.00 0.0328
2023-08-10 2023-06-30 13F Broadcom COM 11135F101 1,680 -21 -1.23 1 0.00 0.0350
2023-05-01 2023-03-31 13F Broadcom COM 11135F101 1,701 -92 -5.13 1 0.00 0.0278
2023-02-14 2022-12-31 13F Broadcom COM 11135F101 1,793 106 6.28 1 -99.87 0.0270
2022-11-08 2022-09-30 13F Broadcom COM 11135F101 1,687 -404 -19.32 749 -26.28 0.0217
2022-08-08 2022-06-30 13F Broadcom COM 11135F101 2,091 -63 -2.92 1,016 -25.07 0.0283
2022-05-05 2022-03-31 13F Broadcom COM 11135F101 2,154 336 18.48 1,356 12.07 0.0323
2022-02-08 2021-12-31 13F Broadcom COM 11135F101 1,818 64 3.65 1,210 42.19 0.0270
2021-11-08 2021-09-30 13F Broadcom COM 11135F101 1,754 -36 -2.01 851 -0.35 0.0211
2021-08-12 2021-06-30 13F Broadcom COM 11135F101 1,790 -100 -5.29 854 -2.51 0.0215
2021-05-10 2021-03-31 13F Broadcom COM 11135F101 1,890 -43 -2.22 876 3.55 0.0241
2021-01-27 2020-12-31 13F Broadcom COM 11135F101 1,933 176 10.02 846 32.19 0.0243
2020-12-01 2020-09-30 13F Broadcom COM 11135F101 1,757 -50 -2.77 640 12.28 0.0209
2020-07-20 2020-06-30 13F Broadcom COM 11135F101 1,807 -133 -6.86 570 23.91 0.0203
2020-04-24 2020-03-31 13F Broadcom COM 11135F101 1,940 -192 -9.01 460 -31.75 0.0191
2020-01-23 2019-12-31 13F Broadcom COM 11135F101 2,132 382 21.83 674 39.54 0.0221
2019-10-24 2019-09-30 13F Broadcom COM 11135F101 1,750 -53 -2.94 483 -6.94 0.0170
2019-07-31 2019-06-30 13F Broadcom COM 11135F101 1,803 0 0.00 519 -4.24 0.0185
2019-04-29 2019-03-31 13F Broadcom COM 11135F101 1,803 -150 -7.68 542 9.05 0.0202
2019-01-18 2018-12-31 13F Broadcom COM 11135F101 1,953 -210 -9.71 497 -6.93 0.0203
2018-10-17 2018-09-30 13F Broadcom COM Y09827109 2,163 -84 -3.74 534 -2.02 0.0194
2018-07-19 2018-06-30 13F BROADCOM COM 11135F101 2,247 0 0.00 545 2.83 0.0212
2018-04-19 2018-03-31 13F BROADCOM COM 11135F101 2,247 -110 -4.67 530 -12.54 0.0211
2018-01-16 2017-12-31 13F BROADCOM COM Y09827109 2,357 93 4.11 606 10.38 0.0238
2017-10-24 2017-09-30 13F BROADCOM COM Y09827109 2,264 450 24.81 549 29.79 0.0227
2017-07-31 2017-06-30 13F BROADCOM COM Y09827109 1,814 81 4.67 423 11.61 0.0179
2017-05-03 2017-03-31 13F BROADCOM COM Y09827109 1,733 -341 -16.44 379 3.27 0.0171
2017-01-18 2016-12-31 13F BROADCOM COM Y09827109 2,074 400 23.89 367 26.99 0.0175
2016-10-19 2016-09-30 13F BROADCOM COM Y09827109 1,674 1,674 289 0.0141
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.