E&G Advisors, LLC AVGO — BROADCOM LTD

Ownership history in E&G Advisors, LLC  ·  36 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported BROADCOM LTD (AVGO) in 36 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.92% in 2025 Q3. The latest visible filing shows AVGO at 0.88% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LLC's position in BROADCOM LTD, 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 Q2

AVGO was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2025 Q3

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 Q2

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 E&G Advisors, LLC fund profile E&G Advisors, LLC full holdings
How E&G 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 12,023 +180 +1.5% 0.88% $4.5M 2026-07-23 $392.47
2026 Q1 ADDED — — — 11,843 +83 +0.7% 0.82% $3.7M 2026-04-21 $401.53
2025 Q4 REDUCED — — — 11,760 -190 -1.6% 0.91% $4.1M 2026-01-23 $318.88
2025 Q3 ADDED — — — 11,950 +85 +0.7% 0.92% $3.9M 2025-10-21 $340.75
2025 Q2 REDUCED — — — 11,865 -400 -3.3% 0.85% $3.3M 2025-07-14 $273.60
2025 Q1 REDUCED 12.5% +65.0% ❌ 12,265 -1,750 -12.5% 0.58% $2.1M 2025-04-23 $175.21
2024 Q4 REDUCED 8.1% -27.6% ✅ 14,015 -1,235 -8.1% 0.88% $3.2M 2025-01-24 $241.62
2024 Q3 ADDED — — — 15,250 +13,750 +916.7% 0.73% $2.6M 2024-10-18 $177.15
2024 Q2 REDUCED — — — 1,500 -50 -3.2% 0.71% $2.4M 2024-07-18 $157.56
2024 Q1 UNCHANGED — — — 1,550 — 0% 0.64% $2.1M 2024-04-19 $117.87
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVGO

As of 2026 Q2 — sorted by position size

Haven Capital Group, Inc. 21.62% M & L Capital Management Ltd 17.96% Integrated Financial Solutions, Inc. 15.74% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 13.19% PATHWAY WEALTH MANAGEMENT LLC 11.79% Carmel Capital Management L.L.C. 3Y 11.7% Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3Y 7Y 10.32% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 8.7% PARUS FINANCE (UK) Ltd 3Y 7Y 8.04% UNICOM Systems, Inc. 8.02%

FAQ About E&G 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 E&G Advisors, LLC reported owning AVGO?

E&G Advisors, LLC reported AVGO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AVGO position in E&G Advisors, LLC's portfolio?

The largest reported portfolio weight for AVGO was 0.92% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q2, when E&G Advisors, LLC reported 12,023 shares, equal to 0.88% of portfolio, with an estimated market value of $4.5M.

What does the chart on this AVGO ownership page compare?

The chart compares E&G 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 E&G Advisors, LLC time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, E&G Advisors, LLC correctly timed 9 out of 27 reported position changes (33%). The annualised alpha on AVGO relative to SPY over the holding period was +22.1%.

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