Form 13-F position report

BROADCOM INC

Reported by Sunpointe LLC

AVGO CUSIP 11135F101 Manager CIK 0002012181

Reported 20,472 shares, down 2,876 (12.3%) from the prior quarter.

Reported value 7.0%; share count -12.3% vs. the prior quarter.

Reduced
% of reported 13F value 2.2% This manager · Q2 2026
Shares 20,472 Quarter-end amount reported
Reported value $7,733,238 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-12-31 761283
2024-03-31 894652
2024-06-30 1133504
2024-09-30 1193010
2024-12-31 1855694
2025-03-31 1231816
2025-06-30 6698406
2025-09-30 8261963
2025-12-31 9151781
2026-03-31 7226370
2026-06-30 7733238
2026-09-30 6645033

Quarterly position history

How this manager's reported quarter-end position changed over time.

12 quarters
Quarterly reported position history for BROADCOM INC held by Sunpointe LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 18,921 -1,551 (-7.6%) 2.02% $6,645,033 2026-10-22
Q2 2026 Reduced 20,472 -2,876 (-12.3%) 2.2% $7,733,238 2026-07-24
Q1 2026 Reduced 23,348 -3,095 (-11.7%) 2.37% $7,226,370 2026-04-21
Q4 2025 Added 26,443 +1,400 (5.6%) 3.03% $9,151,781 2026-01-23
Q3 2025 Added 25,043 +743 (3.1%) 2.98% $8,261,963 2025-11-12
Q2 2025 Added 24,300 +16,943 (230.3%) 2.66% $6,698,406 2025-07-09
Q1 2025 Reduced 7,357 -647 (-8.1%) 0.66% $1,231,816 2025-05-07
Q4 2024 Added 8,004 +1,088 (15.7%) 0.93% $1,855,694 2025-02-03
Q3 2024 Reduced 6,916* -144 (-2.0%) 0.98% $1,193,010 2024-10-16
Q2 2024 Added 706 +31 (4.6%) 0.74% $1,133,504 2024-07-22
Q1 2024 Reduced 675 -7 (-1.0%) 0.99% $894,652 2024-04-15
Q4 2023 New 682 +682 (0.0%) 0.97% $761,283 2024-02-20

Who else reported the position

5019 managers reported BROADCOM INC for Q2 2026.

Managers reporting BROADCOM INC in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 398,213,826 +12,269,052 2.24% $150,425,272,865 8 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Added 309,168,582 +1,152,717 2.5% $116,788,431,850 2 qtrs
STATE STREET CORPORATION Added 196,900,541 +5,520,309 2.2% $74,379,179,363 33 qtrs
FMR LLC Added 144,359,173 +20,246,297 2.37% $54,531,677,402 33 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced 127,001,513 -1,421,434 2.16% $47,974,821,538 2 qtrs
Capital World Investors Added 121,892,859 +5,704,376 5.44% $46,043,125,039 34 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 116,394,795 +2,113,873 2.34% $43,862,120,689 33 qtrs
Capital Research Global Investors Reduced 113,126,312 -2,898,986 5.96% $42,731,528,140 34 qtrs
JPMorgan Chase & Co Added 95,016,148 +3,233,340 1.96% $35,388,764,805 33 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 82,851,970 -1,618,784 3.13% $31,297,332,000 33 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
July 24, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
20,472

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.