Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership18,687 shares
Latest Disclosed Value $ 5,783,938
First Foundation Advisors reports 4.32% increase in ownership of AVGO / Broadcom Inc.

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 18,687 shares of Broadcom Inc. (US:AVGO) valued at $5,783,813 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 17,913 shares of Broadcom Inc.. This represents a change in shares of 4.32% during the quarter. The current value of the position is $8,955,371 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)
2026-05-04 2026-03-31 13F BROADCOM COM 11135F101 18,687 774 4.32 5,784 -6.71 0.2329
2026-02-04 2025-12-31 13F BROADCOM COM 11135F101 17,913 1,232 7.39 6,200 12.65 0.2336
2025-11-17 2025-09-30 13F BROADCOM COM 11135F101 16,681 -818 -4.67 5,503 14.10 0.2034
2025-08-14 2025-06-30 13F BROADCOM COM 11135F101 17,499 4,283 32.41 4,824 118.04 0.1787
2025-05-08 2025-03-31 13F BROADCOM COM 11135F101 13,216 -2,602 -16.45 2,213 -39.68 0.0901
2025-02-13 2024-12-31 13F BROADCOM COM 11135F101 15,818 -458 -2.81 3,667 30.64 0.1380
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 16,276 9,521 140.95 2,808 -74.11 0.1058
2024-08-06 2024-06-30 13F BROADCOM COM 11135F101 6,755 -118 -1.72 10,845 19.06 0.4144
2024-05-10 2024-03-31 13F BROADCOM COM 11135F101 6,873 78 1.15 9,109 20.08 0.3645
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 6,795 -1,176 -14.75 7,586 14.58 0.3457
2023-11-15 2023-09-30 13F BROADCOM COM 11135F101 7,971 345 4.52 6,621 0.09 0.3093
2023-08-14 2023-06-30 13F BROADCOM COM 11135F101 7,626 154 2.06 6,615 37.99 0.2859
2023-05-12 2023-03-31 13F BROADCOM COM 11135F101 7,472 43 0.58 4,793 15.41 0.2204
2023-02-14 2022-12-31 13F BROADCOM COM 11135F101 7,429 -881 -10.60 4,154 12.55 0.1989
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 8,310 1,314 18.78 3,690 8.56 0.1807
2022-08-12 2022-06-30 13F BROADCOM COM 11135F101 6,996 -1,013 -12.65 3,399 -32.60 0.1501
2022-05-05 2022-03-31 13F BROADCOM COM 11135F101 8,009 91 1.15 5,043 -4.29 0.1821
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 7,918 153 1.97 5,269 39.95 0.1811
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 7,765 193 2.55 3,765 4.26 0.1405
2021-08-13 2021-06-30 13F BROADCOM COM 11135F101 7,572 -21 -0.28 3,611 2.56 0.1391
2021-05-18 2021-03-31 13F BROADCOM COM 11135F101 7,593 292 4.00 3,521 10.13 0.1510
2021-02-16 2020-12-31 13F BROADCOM COM 11135F101 7,301 617 9.23 3,197 31.29 0.1417
2020-11-12 2020-09-30 13F Broadcom COM 11135F101 6,684 39 0.59 2,435 16.12 0.1130
2020-08-14 2020-06-30 13F Broadcom COM 11135F101 6,645 -265 -3.84 2,097 28.02 0.1081
2020-05-11 2020-03-31 13F Broadcom COM 11135F101 6,910 276 4.16 1,638 -21.85 0.1004
2020-02-11 2019-12-31 13F Broadcom COM 11135F101 6,634 -5 -0.08 2,096 14.35 0.1037
2019-11-12 2019-09-30 13F Broadcom COM 11135F101 6,639 803 13.76 1,833 9.11 0.0979
2019-08-14 2019-06-30 13F Broadcom COM 11135F101 5,836 0 0.00 1,680 -4.27 0.0941
2019-05-13 2019-03-31 13F Broadcom COM 11135F101 5,836 3 0.05 1,755 18.34 0.1040
2019-02-14 2018-12-31 13F Broadcom COM 11135F101 5,833 5,833 1,483 0.0936
2018-05-15 2018-03-31 13F Broadcom SHS Y09827109 0 -12,539 -100.00 0 -100.00
2018-02-14 2017-12-31 13F Broadcom SHS Y09827109 12,539 -4,859 -27.93 3,221 -23.67 0.1738
2017-11-14 2017-09-30 13F Broadcom SHS Y09827109 17,398 3,262 23.08 4,220 28.11 0.2395
2017-08-14 2017-06-30 13F Broadcom SHS Y09827109 14,136 219 1.57 3,294 8.11 0.1937
2017-05-05 2017-03-31 13F Broadcom SHS Y09827109 13,917 2,732 24.43 3,047 54.12 0.1885
2017-02-14 2016-12-31 13F Broadcom SHS Y09827109 11,185 -184 -1.62 1,977 0.82 0.1294
2016-11-14 2016-09-30 13F Broadcom SHS Y09827109 11,369 2,433 27.23 1,961 41.18 0.1356
2016-08-16 2016-06-30 13F Broadcom SHS Y09827109 8,936 2,072 30.19 1,389 31.04 0.0997
2016-05-13 2016-03-31 13F Broadcom SHS Y09827109 6,864 6,864 1,060 0.0770
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.