Conrad Siegel Investment Advisors, Inc. AVGO — BROADCOM INC

Ownership history in Conrad Siegel Investment Advisors, Inc.  ·  9 quarters on record

AI Ownership Summary

Conrad Siegel Investment Advisors, Inc. reported BROADCOM INC (AVGO) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.14% in 2025 Q4. The latest visible filing shows AVGO at 0.12% 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 Conrad Siegel Investment Advisors, Inc.'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 Q3

AVGO was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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 Q3 to 2026 Q3

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 Conrad Siegel Investment Advisors, Inc. fund profile Conrad Siegel Investment Advisors, Inc. full holdings
How Conrad Siegel Investment Advisors, Inc. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 2,058 +16 +0.8% 0.12% $723K 2026-10-08 $360.14
2026 Q2 ADDED — — — 2,042 +53 +2.7% 0.13% $771K 2026-07-17 $370.16
2026 Q1 REDUCED 8.3% +20.5% ❌ 1,989 -181 -8.3% 0.11% $616K 2026-04-13 $378.46
2025 Q4 ADDED — — — 2,170 +319 +17.2% 0.14% $751K 2026-01-14 $338.03
2025 Q3 ADDED — — — 1,851 +66 +3.7% 0.13% $611K 2025-10-16 $351.54
2025 Q2 ADDED — — — 1,785 +53 +3.1% 0.11% $492K 2025-07-14 $273.10
2025 Q1 ADDED — — — 1,732 +3 +0.2% 0.07% $290K 2025-04-08 $154.25
2024 Q4 ADDED — — — 1,729 +270 +18.5% 0.11% $401K 2025-01-13 $222.05
2024 Q3 INITIATED — — — 1,459 — — 0.07% $252K 2024-10-15 $172.98

🏢 Other funds also holding AVGO

As of 2026 Q3 — sorted by position size

Haven Capital Group, Inc. 19.14% Integrated Financial Solutions, Inc. 14.17% Eleva Capital SAS 9.93% ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. 9.09% UNICOM Systems, Inc. 7.8% Reliant Investment Management, LLC 3Y 7Y 6.92% Overbrook Management Corp 3Y 7Y 6.15% Berbice Capital Management LLC 5.96% MOODY LYNN LIEBERSON & WALKER, LLC 3Y 7Y 5.52% Eastover Investment Advisors LLC 3Y 7Y 5.02%

FAQ About Conrad Siegel Investment Advisors, Inc. and AVGO

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

How long has Conrad Siegel Investment Advisors, Inc. reported owning AVGO?

Conrad Siegel Investment Advisors, Inc. reported AVGO across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported AVGO position in Conrad Siegel Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AVGO was 0.14% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q3, when Conrad Siegel Investment Advisors, Inc. reported 2,058 shares, equal to 0.12% of portfolio, with an estimated market value of $723K.

What does the chart on this AVGO ownership page compare?

The chart compares Conrad Siegel Investment Advisors, Inc.'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 Conrad Siegel Investment Advisors, Inc. time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, Conrad Siegel Investment Advisors, Inc. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on AVGO relative to SPY over the holding period was +275.8%.

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