McBroom & Associates
Latest statistics and disclosures from McBroom & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, LRCX, PLTR, JPM, ORLY, and represent 34.65% of McBroom & Associates's stock portfolio.
- Added to shares of these 10 stocks: IVLU, JNJ, VST, AXON, SUB, ISRG, TJX, WMB, JPST, FLRN.
- Started 1 new stock position in IVLU.
- Reduced shares in these 10 stocks: ZTS, NVDA, SFM, PLTR, CPRT, HD, LRCX, TSCO, SCHO, TSLA.
- McBroom & Associates was a net seller of stock by $-1.5M.
- McBroom & Associates has $206M in assets under management (AUM), dropping by -2.13%.
- Central Index Key (CIK): 0001908893
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Portfolio Holdings for McBroom & Associates
McBroom & Associates holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.0 | $21M | -5% | 110k | 186.50 |
|
| Lam Research Corp Com New (LRCX) | 6.9 | $14M | -3% | 83k | 171.18 |
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| Palantir Technologies Cl A (PLTR) | 6.9 | $14M | -4% | 80k | 177.75 |
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| JPMorgan Chase & Co. (JPM) | 5.5 | $11M | 35k | 322.22 |
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| O'reilly Automotive (ORLY) | 5.4 | $11M | 122k | 91.21 |
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| Apple (AAPL) | 5.1 | $11M | 39k | 271.86 |
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| Intuitive Surgical Com New (ISRG) | 5.1 | $11M | 19k | 566.36 |
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| Tesla Motors (TSLA) | 4.9 | $10M | 23k | 449.72 |
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| Costco Wholesale Corporation (COST) | 4.8 | $9.9M | 12k | 862.34 |
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| Microsoft Corporation (MSFT) | 4.6 | $9.6M | 20k | 483.61 |
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| TJX Companies (TJX) | 4.6 | $9.5M | 62k | 153.61 |
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| Dick's Sporting Goods (DKS) | 4.0 | $8.2M | 41k | 197.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.9 | $8.1M | 20k | 396.31 |
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| Johnson & Johnson (JNJ) | 3.7 | $7.5M | +29% | 36k | 206.95 |
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| Tractor Supply Company (TSCO) | 3.2 | $6.7M | -5% | 133k | 50.01 |
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| Vistra Energy (VST) | 2.9 | $6.0M | +5% | 37k | 161.33 |
|
| Home Depot (HD) | 2.6 | $5.2M | -9% | 15k | 344.11 |
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| Copart (CPRT) | 2.4 | $5.0M | -9% | 128k | 39.15 |
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| Axon Enterprise (AXON) | 2.1 | $4.4M | +4% | 7.7k | 567.93 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.4 | $3.0M | NEW | 78k | 38.05 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.2 | $2.5M | +8% | 23k | 106.70 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.4M | +2% | 3.5k | 681.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.0M | -3% | 3.9k | 502.65 |
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| Sprouts Fmrs Mkt (SFM) | 0.9 | $1.8M | -31% | 22k | 79.67 |
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| McKesson Corporation (MCK) | 0.8 | $1.7M | +2% | 2.1k | 820.29 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $1.7M | +5% | 33k | 50.59 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.7 | $1.5M | +6% | 47k | 30.73 |
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| Philip Morris International (PM) | 0.6 | $1.2M | +5% | 7.6k | 160.40 |
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| Caterpillar (CAT) | 0.5 | $1.0M | 1.8k | 572.87 |
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| Zoetis Cl A (ZTS) | 0.5 | $988k | -72% | 7.8k | 125.83 |
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| Williams Companies (WMB) | 0.4 | $849k | +13% | 14k | 60.11 |
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| Williams-Sonoma (WSM) | 0.4 | $746k | 4.2k | 178.59 |
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| Chevron Corporation (CVX) | 0.3 | $548k | 3.6k | 152.41 |
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| Cal Maine Foods Com New (CALM) | 0.2 | $387k | -13% | 4.9k | 79.57 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $324k | -49% | 13k | 24.37 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $313k | 7.9k | 39.59 |
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| Coca-Cola Company (KO) | 0.1 | $280k | 4.0k | 69.91 |
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| Pepsi (PEP) | 0.1 | $215k | -6% | 1.5k | 143.52 |
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Past Filings by McBroom & Associates
SEC 13F filings are viewable for McBroom & Associates going back to 2021
- McBroom & Associates 2025 Q4 filed Jan. 20, 2026
- McBroom & Associates 2025 Q3 filed Oct. 29, 2025
- McBroom & Associates 2025 Q2 filed Aug. 5, 2025
- McBroom & Associates 2025 Q1 filed April 17, 2025
- McBroom & Associates 2024 Q4 filed Jan. 29, 2025
- McBroom & Associates 2024 Q3 filed Oct. 18, 2024
- McBroom & Associates 2024 Q2 filed Aug. 7, 2024
- McBroom & Associates 2024 Q1 filed April 16, 2024
- McBroom & Associates 2023 Q4 filed Jan. 8, 2024
- McBroom & Associates 2023 Q3 filed Oct. 16, 2023
- McBroom & Associates 2023 Q2 filed July 24, 2023
- McBroom & Associates 2023 Q1 filed April 21, 2023
- McBroom & Associates 2022 Q4 filed Jan. 26, 2023
- McBroom & Associates 2022 Q3 filed Oct. 27, 2022
- McBroom & Associates 2022 Q2 filed July 15, 2022
- McBroom & Associates 2022 Q1 filed May 4, 2022