Ownership history in Caprock Group, LLC Β· 32 quarters on record
This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in BROADCOM LTD (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Caprock Group, LLC outperformed the S&P 500 by +32.6% annually on this AVGO position. Timing score: 63% (19/30 decisions correct). Average cost basis: $182.01. Maximum drawdown during holding period: β31.7%.
π₯ Exceptional β beat the S&P 500 by 32.6% per year on this position.
30 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
19 of 30 add/trim decisions correct
Best entry: $20.19 (2018 Q3) Β· Worst: $345.38 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
24 adds Β· 8 trims. Bought during 6 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Caprock Group, LLC has been actively increasing its AVGO allocation β a bullish signal from insiders.
Currently 1.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size