AVGO β€” BROADCOM INC

Ownership history in Moors & Cabot, Inc.  Β·  33 quarters on record

This page tracks every 13F SEC filing in which Moors & Cabot, Inc. 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
1.56% (2025 Q4)
πŸ“Š Avg. % of fund
0.71%
πŸ“… First filed
2018 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
33

Position Intelligence

Moors & Cabot, Inc. Γ— AVGO AI Analytics

πŸ“ˆ Moors & Cabot, Inc. outperformed the S&P 500 by +31.4% annually on this AVGO position. Timing score: 55% (17/31 decisions correct). Average cost basis: $139.80. Maximum drawdown during holding period: –31.7%.

πŸ“ˆ Position Alpha vs SPY
+31.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 31.4% per year on this position.
31 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
17 of 31 add/trim decisions correct

πŸ’° Entry Quality
$139.80
+147.1% vs current ($345.38)

Best entry: $20.19 (2018 Q3)  Β·  Worst: $170.14 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–31.7%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
52%
buy-side decisions

17 adds Β· 16 trims. Bought during 5 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.0% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 100 -105,061 -99.9% 0.00% $1K $345.38
2025 Q4 REDUCED 105,161 -1,090 -1.0% 1.56% $36.4M $345.38
2025 Q3 REDUCED 106,251 -15,121 -12.5% 1.53% $35.1M $328.59
2025 Q2 REDUCED 121,372 -12,160 -9.1% 1.55% $33.5M $274.08
2025 Q1 REDUCED 133,532 -7,620 -5.4% 1.13% $22.4M $166.08
2024 Q4 REDUCED 141,152 -12,156 -7.9% 1.56% $32.7M $229.28
2024 Q3 ADDED 153,308 +138,150 +911.4% 1.31% $26.4M $170.14
2024 Q2 REDUCED 15,158 -454 -2.9% 1.30% $24.3M $157.84
2024 Q1 REDUCED 15,612 -625 -3.8% 1.12% $20.7M $129.89
2023 Q4 REDUCED 16,237 -2,425 -13.0% 1.13% $18.1M $108.93
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 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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