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US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionInvst, LLC
Latest Disclosed Ownership4,096 shares
Latest Disclosed Value $ 1,267,674
Invst, LLC reports 10.45% decrease in ownership of AVGO / Broadcom Inc.

On May 13, 2026 - Invst, LLC filed a 13F-HR form disclosing ownership of 4,096 shares of Broadcom Inc. (US:AVGO) valued at $1,267,753 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,574 shares of Broadcom Inc.. This represents a change in shares of -10.45% during the quarter. The current value of the position is $1,579,950 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 4,096 -478 -10.45 1,268 -19.91 0.1428
2026-02-11 2025-12-31 13F BROADCOM COM 11135F101 4,574 250 5.78 1,583 10.94 0.1720
2026-02-04 2025-09-30 13F BROADCOM COM 11135F101 4,324 -67 -1.53 1,427 17.85 0.1622
2025-10-16 2025-06-30 13F BROADCOM COM 11135F101 4,391 246 5.93 1,210 74.60 0.1508
2025-06-03 2025-03-31 13F BROADCOM COM 11135F101 4,145 1,054 34.10 694 -3.21 0.0947
2025-02-19 2024-12-31 13F BROADCOM COM 11135F101 3,091 67 2.22 717 37.43 0.0871
2024-11-19 2024-09-30 13F BROADCOM COM 11135F101 3,024 2,730 928.57 522 8.09 0.0631
2024-08-16 2024-06-30 13F BROADCOM COM 11135F101 294 20 7.30 482 30.27 0.0532
2024-05-24 2024-03-31 13F BROADCOM COM 11135F101 274 4 1.48 370 12.12 0.0439
2024-02-07 2023-12-31 13F BROADCOM COM 11135F101 270 270 330 0.0422
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.