AVGO β€” Broadcom Inc

Ownership history in Corient IA LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Corient IA LLC reported a position in Broadcom Inc (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.

πŸ” Peak position
1.3% (2025 Q4)
πŸ“Š Avg. % of fund
0.85%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

Corient IA LLC Γ— AVGO AI Analytics

πŸ“ˆ Corient IA LLC outperformed the S&P 500 by +91.3% annually on this AVGO position. Average cost basis: $166.08. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+91.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 91.3% per year on this position.
3 quarters analyzed

πŸ’° Entry Quality
$166.08
+108.0% vs current ($345.38)

Best entry: $166.08 (2025 Q1)  Β·  Worst: $166.08 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Corient IA LLC has been actively increasing its AVGO allocation β€” a bullish signal from insiders.
Currently 1.3% of portfolio

⚠ 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.

% of Fund (quarterly)    AVGO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,000 β€” 0% 1.30% $1.4M $345.38
2025 Q3 UNCHANGED 4,000 β€” 0% 0.99% $1.3M $328.59
2025 Q2 UNCHANGED 4,000 β€” 0% 0.65% $1.1M $274.08
2025 Q1 INITIATED 4,000 β€” β€” 0.48% $670K $166.08

🏒 Other funds also holding AVGO

As of 2025 Q4 β€” sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%
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