BROADCOM LTD - Y09827109
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| U S WEALTH GROUP, LLC. | History | No change | 11,500 | 3,980 | 2.62% | 2.62% | 1 | 0 | 0.0% | Q4 2025 | Mar 17, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | New | 6,415 | 1,986 | 2.11% | — | 2 | +6,415 | New | Q1 2026 | May 21, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 1,115 | 345 | 0.15% | 0.13% | 3 | +300 | 36.81% | Q1 2026 | Apr 15, 2026 |
| LAM GROUP, INC. | History | New | 110 | 34 | 0.02% | — | 4 | +110 | New | Q1 2026 | Apr 22, 2026 |
| Cohen Klingenstein LLC | History | Closed out | 0 | 0 | — | 1.87% | — | -177,555 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,902 | -100.0% | Q1 2026 | Apr 23, 2026 |