Hopwood Financial Services, Inc. AVGO — BROADCOM INC

Ownership history in Hopwood Financial Services, Inc.  ·  6 quarters on record

AI Ownership Summary

Hopwood Financial Services, Inc. reported BROADCOM INC (AVGO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. 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 Hopwood Financial Services, 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 Q2

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 Q4 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 Hopwood Financial Services, Inc. fund profile Hopwood Financial Services, Inc. full holdings
How Hopwood Financial Services, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 10.3% -7.3% ✅ 532 -61 -10.3% 0.12% $201K 2026-07-22 $396.09
2025 Q4 ADDED — — — 593 +195 +49.0% 0.14% $205K 2026-01-16 $349.78
2025 Q3 ADDED — — — 398 +50 +14.4% 0.09% $131K 2025-11-06 $352.97
2025 Q2 UNCHANGED — — — 348 — 0% 0.08% $96K 2025-08-11 $301.14
2025 Q1 ADDED — — — 348 +116 +50.0% 0.04% $58K 2025-05-08 $205.40
2024 Q4 INITIATED — — — 232 — — 0.04% $54K 2025-02-10 $231.66

🏢 Other funds also holding AVGO

As of 2026 Q3 — sorted by position size

Milestone Resources Group Ltd 3Y 7Y 28.6% Haven Capital Group, Inc. 19.14% Integrated Financial Solutions, Inc. 14.17% Cincinnati Specialty Underwriters Insurance CO 3Y 7Y 13.46% Investment Insight Wealth Management, LLC 12.78% Garton & Associates Financial Advisors LLC 12.13% Carmel Capital Management L.L.C. 3Y 11.59% PATHWAY WEALTH MANAGEMENT LLC 10.52% Glass Wealth Management Co LLC 10.03% Eleva Capital SAS 9.93%

FAQ About Hopwood Financial Services, 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 Hopwood Financial Services, Inc. reported owning AVGO?

Hopwood Financial Services, Inc. reported AVGO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported AVGO position in Hopwood Financial Services, 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 Q2, when Hopwood Financial Services, Inc. reported 532 shares, equal to 0.12% of portfolio, with an estimated market value of $201K.

What does the chart on this AVGO ownership page compare?

The chart compares Hopwood Financial Services, 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 Hopwood Financial Services, Inc. time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, Hopwood Financial Services, Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AVGO relative to SPY over the holding period was +23.8%.

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