Broadcom Inc - Y0486S104
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wallington Asset Management, LLC | History | No change | 1,612 | 608 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 1,309 | 494 | 0.14% | 0.13% | 2 | +2 | 0.15% | Q2 2026 | Aug 10, 2026 |
| Byrne Asset Management LLC | History | No change | 222 | 83 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |