AVGO — BROADCOM LTD AVGO

Ownership history in JOHN G ULLMAN & ASSOCIATES INC  ·  24 quarters on record

AI Ownership Summary

JOHN G ULLMAN & ASSOCIATES INC reported BROADCOM LTD AVGO (AVGO) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.64% in 2025 Q3. The latest visible filing shows AVGO at 2.88% 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 JOHN G ULLMAN & ASSOCIATES INC's position in BROADCOM LTD AVGO, 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 2.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.64% 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
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 JOHN G ULLMAN & ASSOCIATES INC fund profile JOHN G ULLMAN & ASSOCIATES INC full holdings
How JOHN G ULLMAN & ASSOCIATES 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 62,445 -19,476 -23.8% 2.88% $21.6M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 81,921 -5,594 -6.4% 3.64% $27.0M 2025-11-05 $357.54
2025 Q2 REDUCED 87,515 -475 -0.5% 3.58% $24.1M 2025-07-29 $295.72
2025 Q1 REDUCED 87,990 -2,007 -2.2% 2.27% $14.7M 2025-05-06 $198.48
2024 Q4 REDUCED 89,997 -15,943 -15.0% 3.07% $20.9M 2025-02-05 $229.44
2024 Q3 ADDED 105,940 +95,026 +870.7% 2.63% $18.3M 2024-11-08 $181.13
2024 Q2 REDUCED 10,914 -230 -2.1% 2.67% $17.5M 2024-08-08 $143.28
2024 Q1 REDUCED 11,144 -571 -4.9% 2.27% $14.8M 2024-05-06 $128.41
2023 Q4 ADDED 11,715 +4,862 +70.9% 2.07% $13.1M 2024-01-31 $115.15
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVGO

As of 2026 Q1 — sorted by position size

Integrated Financial Solutions, Inc. 16.44% M & L Capital Management Ltd 13.2% BURR FINANCIAL SERVICES, LLC 10.68% SeaTown Holdings Pte. Ltd. 3Y 7Y 8.28% SG Americas Securities, LLC 3Y 7Y 7.11% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 6.97% Overbrook Management Corp 3Y 7Y 6.61% FFG Partners, LLC 6.53% Stillwater Capital Advisors, LLC 3Y 7Y 6.21% HAMILTON CAPITAL PARTNERS, LLC 6.14%

FAQ About JOHN G ULLMAN & ASSOCIATES 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 JOHN G ULLMAN & ASSOCIATES INC reported owning AVGO?

JOHN G ULLMAN & ASSOCIATES INC reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in JOHN G ULLMAN & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for AVGO was 3.64% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when JOHN G ULLMAN & ASSOCIATES INC reported 62,445 shares, equal to 2.88% of portfolio, with an estimated market value of $21.6M.

What does the chart on this AVGO ownership page compare?

The chart compares JOHN G ULLMAN & ASSOCIATES 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.

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