Carillon Eagle Growth & Income Fund 2025 Third Quarter Report

Carillon Tower Advisers, an investment management company, published the investor letter for the Carillon Eagle Growth & Income Fund for the third quarter of 2025. The S&P 500 Index continued its rise in the third quarter, providing a year-to-date return of 13.7%. During this period, growth and momentum were the most significant factors in the market's performance. It is currently seen that a significant part of the market is dependent on the distribution of Artificial Intelligence (AI); this situation means that any weakness in this concept could threaten the market's future strength.

Broadcom Inc. (NASDAQ:AVGO) is one of the highlighted stocks in the Carillon Eagle Growth & Income Fund's third quarter letter. Broadcom Inc. (NASDAQ:AVGO) is a leading technology company that designs and develops various semiconductor and infrastructure software solutions. While the one-month return for Broadcom Inc. (NASDAQ:AVGO) is 0.18%, its shares gained 102.77% over the past 52 weeks. On November 11, 2025, Broadcom Inc. (NASDAQ:AVGO) shares closed at $351.96 per share, and the company's market value was $1.662 trillion.

The Carillon Eagle Growth & Income Fund stated the following about Broadcom Inc. (NASDAQ:AVGO) in the third quarter investor letter for 2025:

"Broadcom Inc. (NASDAQ:AVGO) is a leading provider of AI computing power. During the quarter, the management team announced a significant new customer that will impact financial results in the second half of 2026. This represents a continuation of new customer announcements for Broadcom's semiconductor technology over the past year. We believe that these new customer acquisitions will support revenue growth over the next three to five years."

Broadcom Inc. (NASDAQ:AVGO) ranks 12th on our list of the 30 Most Popular Hedge Fund Stocks. According to our data, at the end of the second quarter, Broadcom Inc. (NASDAQ:AVGO) shares were included in 156 hedge fund portfolios, while this figure was 158 in the previous quarter. In the third quarter of the fiscal year 2025, Broadcom Inc. (NASDAQ:AVGO) reported a record revenue of $16 billion, representing a year-over-year increase of 22%. While we acknowledge the investment potential of Broadcom Inc. (NASDAQ:AVGO), we believe that some AI stocks possess higher upside potential and carry less downside risk.

If you are looking for a highly undervalued AI stock that could benefit significantly from Trump-era tariffs and the trend of reshoring, we recommend reviewing our free report on the best short-term AI stock.