McBroom & Associates

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

  • Top 5 stock holdings are NVDA, LRCX, COST, PLTR, ORLY, and represent 33.87% of McBroom & Associates's stock portfolio.
  • Added to shares of these 8 stocks: SFM, IVLU, HD, CALM, MCK, AXON, WMB, PM.
  • Reduced shares in these 10 stocks: CPRT (-$5.0M), LRCX, NVDA, PLTR, JPM, ORLY, COST, DKS, ISRG, TJX.
  • Sold out of its positions in CPRT, SCHO.
  • McBroom & Associates was a net seller of stock by $-21M.
  • McBroom & Associates has $180M in assets under management (AUM), dropping by -12.75%.
  • Central Index Key (CIK): 0001908893

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Portfolio Holdings for McBroom & Associates

McBroom & Associates holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.8 $16M -17% 91k 174.40
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Lam Research Corp Com New (LRCX) 7.5 $14M -23% 63k 213.66
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Costco Wholesale Corporation (COST) 5.9 $11M -7% 11k 996.43
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Palantir Technologies Cl A (PLTR) 5.8 $11M -9% 72k 146.28
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O'reilly Automotive (ORLY) 5.8 $10M -8% 112k 92.31
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JPMorgan Chase & Co. (JPM) 5.2 $9.3M -10% 32k 294.16
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TJX Companies (TJX) 5.1 $9.2M -7% 57k 159.70
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Apple (AAPL) 5.1 $9.1M -6% 36k 253.79
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Johnson & Johnson (JNJ) 4.5 $8.1M -8% 33k 244.44
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Spdr Gold Tr Gold Shs (GLD) 4.5 $8.0M -8% 19k 430.29
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Tesla Motors (TSLA) 4.3 $7.7M -7% 21k 371.75
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Intuitive Surgical Com New (ISRG) 4.3 $7.7M -9% 17k 460.99
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Dick's Sporting Goods (DKS) 4.1 $7.4M -10% 37k 198.29
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Microsoft Corporation (MSFT) 3.7 $6.7M -8% 18k 370.17
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Home Depot (HD) 3.2 $5.7M +12% 17k 328.90
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Tractor Supply Company (TSCO) 3.0 $5.4M -10% 119k 45.30
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Vistra Energy (VST) 3.0 $5.3M -4% 35k 150.33
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Ishares Tr Msci Intl Vlu Ft (IVLU) 2.4 $4.3M +39% 109k 39.68
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Axon Enterprise (AXON) 1.9 $3.4M +4% 8.1k 424.69
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Sprouts Fmrs Mkt (SFM) 1.7 $3.0M +75% 39k 77.13
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $2.4M -5% 22k 106.50
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $2.1M -6% 3.2k 650.34
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McKesson Corporation (MCK) 1.1 $2.0M +10% 2.4k 865.36
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.9M 3.9k 479.20
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $1.4M -18% 27k 50.61
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Philip Morris International (PM) 0.7 $1.3M +5% 8.0k 165.34
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Caterpillar (CAT) 0.7 $1.3M 1.8k 708.46
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Spdr Series Trust State Street Spd (FLRN) 0.7 $1.2M -16% 40k 30.78
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Williams Companies (WMB) 0.6 $1.1M +10% 16k 72.78
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Williams-Sonoma (WSM) 0.4 $762k 4.2k 182.33
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Chevron Corporation (CVX) 0.4 $744k 3.6k 206.90
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Cal Maine Foods Com New (CALM) 0.4 $703k +82% 8.9k 79.15
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Zoetis Cl A (ZTS) 0.4 $690k -25% 5.8k 118.20
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Coca-Cola Company (KO) 0.2 $304k 4.0k 76.05
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $282k -8% 7.3k 38.86
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Pepsi (PEP) 0.1 $211k -9% 1.4k 155.29
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Past Filings by McBroom & Associates

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

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