McBroom & Associates

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

  • Top 5 stock holdings are LRCX, NVDA, JPM, AAPL, ORLY, and represent 36.64% of McBroom & Associates's stock portfolio.
  • Added to shares of these 10 stocks: VRT (+$6.5M), SCHA, IVLU, SFM, JNJ, VST, TSLA, WMB, FRDM, USB.
  • Started 4 new stock positions in USB, VRT, FRDM, SCHA.
  • Reduced shares in these 10 stocks: TSCO (-$5.4M), LRCX, ISRG, HD, , NVDA, CAT, AXON, PEP, SUB.
  • Sold out of its positions in PEP, TSCO, ZTS.
  • McBroom & Associates was a net buyer of stock by $382k.
  • McBroom & Associates has $199M in assets under management (AUM), dropping by 10.77%.
  • Central Index Key (CIK): 0001908893

Tip: Access up to 7 years of quarterly data

Positions held by McBroom & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for McBroom & Associates

McBroom & Associates holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lam Research Corp Com New (LRCX) 12.1 $24M -12% 55k 433.33
 View chart
NVIDIA Corporation (NVDA) 9.0 $18M 90k 200.09
 View chart
JPMorgan Chase & Co. (JPM) 5.2 $10M 32k 327.33
 View chart
Apple (AAPL) 5.2 $10M 36k 289.36
 View chart
O'reilly Automotive (ORLY) 5.2 $10M 111k 92.09
 View chart
Costco Wholesale Corporation (COST) 4.9 $9.8M 11k 935.47
 View chart
Tesla Motors (TSLA) 4.7 $9.4M +6% 22k 420.60
 View chart
Johnson & Johnson (JNJ) 4.7 $9.4M +10% 37k 253.97
 View chart
TJX Companies (TJX) 4.3 $8.5M 56k 151.50
 View chart
Dick's Sporting Goods (DKS) 4.2 $8.4M 37k 226.81
 View chart
Palantir Technologies Cl A (PLTR) 4.1 $8.2M 71k 116.67
 View chart
Spdr Gold Tr Gold Shs (GLD) 3.4 $6.8M 18k 368.38
 View chart
Microsoft Corporation (MSFT) 3.3 $6.5M -2% 18k 373.02
 View chart
Vistra Energy (VST) 3.3 $6.5M +15% 41k 158.63
 View chart
Vertiv Holdings Com Cl A (VRT) 3.2 $6.5M NEW 19k 334.80
 View chart
Ishares Tr Msci Intl Vlu Ft (IVLU) 2.9 $5.7M +26% 137k 41.82
 View chart
Intuitive Surgical Com New (ISRG) 2.4 $4.8M -27% 12k 397.68
 View chart
Home Depot (HD) 2.4 $4.8M -21% 14k 352.69
 View chart
Axon Enterprise (AXON) 2.2 $4.3M -5% 7.7k 560.61
 View chart
Sprouts Fmrs Mkt (SFM) 2.2 $4.3M +31% 51k 84.58
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.8 $3.5M NEW 97k 36.13
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $2.4M -2% 3.2k 746.77
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $2.1M -8% 20k 106.47
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.9M 3.8k 500.39
 View chart
McKesson Corporation (MCK) 0.9 $1.8M +2% 2.4k 755.60
 View chart
Caterpillar (CAT) 0.8 $1.7M -14% 1.6k 1064.90
 View chart
Williams Companies (WMB) 0.7 $1.4M +23% 19k 74.34
 View chart
Philip Morris International (PM) 0.7 $1.4M -3% 7.7k 180.91
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $1.3M -4% 26k 50.57
 View chart
Spdr Series Trust St Str Rate Etf (FLRN) 0.6 $1.2M 40k 30.85
 View chart
Williams-Sonoma (WSM) 0.5 $974k 4.2k 233.10
 View chart
Cal Maine Foods Com New (CALM) 0.4 $713k 8.9k 80.56
 View chart
Chevron Corporation (CVX) 0.3 $596k 3.6k 165.76
 View chart
Coca-Cola Company (KO) 0.2 $325k 4.0k 81.27
 View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.2 $322k 7.3k 44.36
 View chart
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $264k NEW 3.6k 72.90
 View chart
Us Bancorp Com New (USB) 0.1 $215k NEW 3.6k 60.40
 View chart

Past Filings by McBroom & Associates

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

View all past filings