AVGO β€” BROADCOM INC

Ownership history in Vestcor Inc  Β·  25 quarters on record

This page tracks every 13F SEC filing in which Vestcor 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
1.22% (2025 Q4)
πŸ“Š Avg. % of fund
0.5%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
25

Position Intelligence

Vestcor Inc Γ— AVGO AI Analytics

πŸ“ˆ Vestcor Inc outperformed the S&P 500 by +37.5% annually on this AVGO position. Timing score: 50% (12/24 decisions correct). Average cost basis: $161.18. Maximum drawdown during holding period: –31.7%.

πŸ“ˆ Position Alpha vs SPY
+37.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 37.5% per year on this position.
24 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
12 of 24 add/trim decisions correct

πŸ’° Entry Quality
$161.18
+114.3% vs current ($345.38)

Best entry: $20.70 (2020 Q1)  Β·  Worst: $345.38 (2025 Q4)

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
60%
buy-side decisions

15 adds Β· 10 trims. Bought during 4 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Vestcor Inc has been actively increasing its AVGO allocation β€” a bullish signal from insiders.
Currently 1.22% 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 ADDED 123,265 +5,929 +5.1% 1.22% $42.7M $345.38
2025 Q3 ADDED 117,336 +1,470 +1.3% 1.16% $38.7M $328.59
2025 Q2 ADDED 115,866 +6,052 +5.5% 0.97% $31.9M $274.08
2025 Q1 REDUCED 109,814 -19,254 -14.9% 0.62% $18.4M $166.08
2024 Q4 REDUCED 129,068 -54,498 -29.7% 0.99% $29.9M $229.28
2024 Q3 ADDED 183,566 +163,263 +804.1% 1.00% $31.7M $170.14
2024 Q2 REDUCED 20,303 -252 -1.2% 1.10% $32.6M $157.84
2024 Q1 REDUCED 20,555 -3,849 -15.8% 0.93% $27.2M $129.89
2023 Q4 ADDED 24,404 +8,798 +56.4% 0.92% $27.2M $108.93
2023 Q3 REDUCED 15,606 -1,311 -7.7% 0.47% $13.0M $80.68
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to Vestcor Inc Holdings