McBroom & Associates

Latest statistics and disclosures from McBroom & Associates's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, PLTR, ORLY, LRCX, JPM, and represent 34.44% of McBroom & Associates's stock portfolio.
  • Added to shares of these 10 stocks: ORLY (+$12M), AXON, VST, SFM, CALM, WMB, SUB, FLRN, PEP, JPST.
  • Started 2 new stock positions in PEP, CALM.
  • Reduced shares in these 10 stocks: , NVDA, ZTS, CPRT, DKS, LRCX, BMY, TSLA, PLTR, SCHO.
  • Sold out of its positions in BMY, ACN.
  • McBroom & Associates was a net buyer of stock by $7.9M.
  • McBroom & Associates has $210M in assets under management (AUM), dropping by 20.28%.
  • Central Index Key (CIK): 0001908893

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Portfolio Holdings for McBroom & Associates

McBroom & Associates holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 10.3 $22M -6% 116k 186.58
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Palantir Technologies Cl A (PLTR) 7.2 $15M -2% 83k 182.42
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O'reilly Automotive (ORLY) 6.2 $13M +1389% 121k 107.81
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Lam Research Corp Com New (LRCX) 5.4 $12M -4% 86k 133.90
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JPMorgan Chase & Co. (JPM) 5.3 $11M -2% 35k 315.43
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Costco Wholesale Corporation (COST) 5.1 $11M 12k 925.63
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Microsoft Corporation (MSFT) 4.8 $10M 20k 517.94
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Tesla Motors (TSLA) 4.8 $10M -4% 23k 444.72
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Apple (AAPL) 4.7 $9.8M 39k 254.63
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Dick's Sporting Goods (DKS) 4.3 $9.1M -6% 41k 222.22
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TJX Companies (TJX) 4.2 $8.9M 61k 144.54
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Intuitive Surgical Com New (ISRG) 3.9 $8.1M 18k 447.23
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Tractor Supply Company (TSCO) 3.8 $8.0M 142k 56.87
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Spdr Gold Tr Gold Shs (GLD) 3.5 $7.3M 21k 355.47
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Vistra Energy (VST) 3.3 $6.9M +61% 35k 195.92
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Home Depot (HD) 3.2 $6.8M 17k 405.19
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Copart (CPRT) 3.0 $6.4M -9% 142k 44.97
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Axon Enterprise (AXON) 2.5 $5.3M +131% 7.4k 717.64
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Johnson & Johnson (JNJ) 2.5 $5.2M -4% 28k 185.42
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Zoetis Cl A (ZTS) 2.0 $4.2M -19% 29k 146.32
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Sprouts Fmrs Mkt (SFM) 1.6 $3.5M +50% 32k 108.80
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $2.3M +14% 22k 106.78
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.3M 3.4k 666.18
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.0M -6% 4.0k 502.74
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McKesson Corporation (MCK) 0.8 $1.6M +7% 2.1k 772.54
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $1.6M +12% 31k 50.73
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Spdr Series Trust Bloomberg Invt (FLRN) 0.7 $1.4M +22% 45k 30.86
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Philip Morris International (PM) 0.6 $1.2M +3% 7.3k 162.20
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Caterpillar (CAT) 0.4 $862k 1.8k 477.15
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Williams-Sonoma (WSM) 0.4 $816k 4.2k 195.45
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Williams Companies (WMB) 0.4 $788k +146% 12k 63.35
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $640k -35% 26k 24.40
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Chevron Corporation (CVX) 0.3 $559k 3.6k 155.29
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Cal Maine Foods Com New (CALM) 0.3 $530k NEW 5.6k 94.10
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $305k -15% 7.9k 38.57
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Coca-Cola Company (KO) 0.1 $265k 4.0k 66.32
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Pepsi (PEP) 0.1 $225k NEW 1.6k 140.44
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Past Filings by McBroom & Associates

SEC 13F filings are viewable for McBroom & Associates going back to 2021