FOSTER DYKEMA CABOT & PARTNERS, LLC AVGO — Broadcom Inc.

Ownership history in FOSTER DYKEMA CABOT & PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

FOSTER DYKEMA CABOT & PARTNERS, LLC reported Broadcom Inc. (AVGO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.54% in 2025 Q4. The latest visible filing shows AVGO at 1.54% 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 FOSTER DYKEMA CABOT & PARTNERS, 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
2025 Q4

AVGO was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% 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
2023 Q4 to 2025 Q4

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 FOSTER DYKEMA CABOT & PARTNERS, LLC fund profile FOSTER DYKEMA CABOT & PARTNERS, LLC full holdings
How FOSTER DYKEMA CABOT & PARTNERS, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 72,394 +68,375 +1701.3% 1.54% $25.1M 2026-02-14 (Est.) $324.49
2025 Q3 ADDED — — — 4,019 +1,423 +54.8% 0.09% $1.3M 2025-11-12 $353.80
2025 Q2 ADDED — — — 2,596 +1,166 +81.5% 0.05% $716K 2025-08-12 $311.05
2025 Q1 UNCHANGED — — — 1,430 — 0% 0.02% $239K 2025-05-09 $206.53
2024 Q4 UNCHANGED — — — 1,430 — 0% 0.03% $332K 2025-02-13 $233.20
2024 Q3 ADDED — — — 1,430 +1,302 +1017.2% 0.02% $247K 2024-11-12 $173.81
2024 Q2 UNCHANGED — — — 128 — 0% 0.02% $206K 2024-08-14 $155.02
2024 Q1 UNCHANGED — — — 128 — 0% 0.02% $170K 2024-05-10 $130.61
2023 Q4 INITIATED — — — 128 — — 0.02% $143K 2024-02-14 $123.17

🏢 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% Investment Insight Wealth Management, LLC 14.74% 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%

FAQ About FOSTER DYKEMA CABOT & PARTNERS, 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 FOSTER DYKEMA CABOT & PARTNERS, LLC reported owning AVGO?

FOSTER DYKEMA CABOT & PARTNERS, LLC reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in FOSTER DYKEMA CABOT & PARTNERS, LLC's portfolio?

The largest reported portfolio weight for AVGO was 1.54% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when FOSTER DYKEMA CABOT & PARTNERS, LLC reported 72,394 shares, equal to 1.54% of portfolio, with an estimated market value of $25.1M.

What does the chart on this AVGO ownership page compare?

The chart compares FOSTER DYKEMA CABOT & PARTNERS, 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 FOSTER DYKEMA CABOT & PARTNERS, LLC time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, FOSTER DYKEMA CABOT & PARTNERS, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on AVGO relative to SPY over the holding period was +37.1%.

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