AVGO β€” BROADCOM INC

Ownership history in Sara-Bay Financial  Β·  17 quarters on record

AI Ownership Summary

Sara-Bay Financial reported BROADCOM INC (AVGO) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.77% in 2025 Q4. The latest visible filing shows AVGO at 0.77% 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 Sara-Bay Financial'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 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% 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.

How Sara-Bay Financial held AVGO β€” position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,379 -130 -1.7% 0.77% $2.6M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 7,509 -64 -0.8% 0.69% $2.5M 2025-10-10 $323.33
2025 Q2 REDUCED 7,573 -393 -4.9% 0.75% $2.1M 2025-07-15 $279.34
2025 Q1 ADDED 7,966 +62 +0.8% 0.59% $1.3M 2025-04-11 $180.48
2024 Q4 REDUCED 7,904 -124 -1.5% 0.69% $1.9M 2025-01-15 $225.49
2024 Q3 ADDED 8,028 +7,237 +914.9% 0.50% $1.4M 2024-10-07 $172.69
2024 Q2 ADDED 791 +38 +5.0% 0.52% $1.3M 2024-07-19 $154.69
2024 Q1 REDUCED 753 -1 -0.1% 0.46% $1.0M 2024-04-16 $130.25
2023 Q4 ADDED 754 +72 +10.6% 0.41% $842K 2024-01-12 $108.09
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sara-Bay Financial and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sara-Bay Financial reported owning AVGO?

Sara-Bay Financial reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in Sara-Bay Financial's portfolio?

The largest reported portfolio weight for AVGO was 0.77% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when Sara-Bay Financial reported 7,379 shares, equal to 0.77% of portfolio, with an estimated market value of $2.6M.

What does the chart on this AVGO ownership page compare?

The chart compares Sara-Bay Financial'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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