Concurrent Investment Advisors, LLC AVGO — BROADCOM INC

Ownership history in Concurrent Investment Advisors, LLC  ·  15 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported BROADCOM INC (AVGO) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.02% in 2025 Q4. The latest visible filing shows AVGO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concurrent Investment Advisors, LLC's position in BROADCOM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVGO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVGO stock page Concurrent Investment Advisors, LLC fund profile Concurrent Investment Advisors, LLC full holdings
How Concurrent Investment Advisors, LLC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 15 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 200 -272,762 -99.9% 0.00% $62K 2026-04-21 $402.17
2026 Q1 ADDED — — — 272,962 +272,862 +272862.0% 0.92% $84.5M 2026-04-21 $402.17
2025 Q4 REDUCED 100.0% -10.4% ✅ 100 -258,157 -100.0% 0.00% $35K 2026-01-29 $330.04
2025 Q4 ADDED — — — 258,257 +117,808 +83.9% 1.02% $89.4M 2026-01-29 $330.04
2025 Q3 ADDED — — — 140,449 +140,349 +140349.0% 0.79% $46.3M 2025-10-27 $360.60
2025 Q2 UNCHANGED — — — 100 — 0% 0.00% $28K 2025-07-25 $288.53
2025 Q2 REDUCED 99.9% +19.2% ❌ 100 -138,715 -99.9% 0.00% $28K 2025-07-25 $288.53
2025 Q2 ADDED — — — 138,815 +138,715 +138715.0% 0.74% $38.3M 2025-07-25 $288.53
2025 Q1 REDUCED 99.9% +65.0% ❌ 100 -154,161 -99.9% 0.00% $17K 2025-04-29 $189.63
2025 Q1 ADDED — — — 154,261 +9,957 +6.9% 0.63% $25.8M 2025-04-29 $189.63
2024 Q4 ADDED — — — 144,304 +143,604 +20514.9% 0.90% $33.5M 2025-02-03 $215.33
2024 Q4 REDUCED 99.4% -27.6% ✅ 700 -115,660 -99.4% 0.00% $162K 2025-02-03 $215.33
2024 Q3 ADDED — — — 116,360 +105,230 +945.5% 0.59% $20.1M 2024-10-30 $174.22
2024 Q2 ADDED — — — 11,130 +4,045 +57.1% 0.59% $17.9M 2024-07-30 $141.09
2024 Q1 INITIATED — — — 7,085 — — 0.38% $9.4M 2024-05-07 $127.70

🏢 Other funds also holding AVGO

As of 2026 Q1 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 92.39% Haven Capital Group, Inc. 21.38% Integrated Financial Solutions, Inc. 16.44% M & L Capital Management Ltd 13.2% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 12.76% Carmel Capital Management L.L.C. 3Y 12.54% Berry Wealth Group, LP 12.0% Broad Peak Investment Advisers Pte Ltd 11.62% BURR FINANCIAL SERVICES, LLC 10.68% HILLMAN CO 3Y 7Y 10.54%

FAQ About Concurrent Investment Advisors, LLC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concurrent Investment Advisors, LLC reported owning AVGO?

Concurrent Investment Advisors, LLC reported AVGO across 15 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AVGO position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for AVGO was 1.02% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 200 shares, equal to 0.00% of portfolio, with an estimated market value of $62K.

What does the chart on this AVGO ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Concurrent Investment Advisors, LLC time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, Concurrent Investment Advisors, LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on AVGO relative to SPY over the holding period was +51.7%.

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