McBroom & Associates as of Dec. 31, 2023
Portfolio Holdings for McBroom & Associates
McBroom & Associates holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.7 | $9.2M | 19k | 495.22 | |
| Costco Wholesale Corporation (COST) | 5.7 | $7.9M | 12k | 660.08 | |
| Copart (CPRT) | 5.5 | $7.6M | 155k | 49.00 | |
| O'reilly Automotive (ORLY) | 5.4 | $7.4M | 7.7k | 950.08 | |
| Microsoft Corporation (MSFT) | 5.3 | $7.3M | 19k | 376.05 | |
| Lam Research Corporation (LRCX) | 5.3 | $7.2M | 9.2k | 783.29 | |
| Apple (AAPL) | 5.0 | $6.9M | 36k | 192.53 | |
| Zoetis Cl A (ZTS) | 4.9 | $6.8M | 34k | 197.37 | |
| Dick's Sporting Goods (DKS) | 4.9 | $6.8M | 46k | 146.95 | |
| Boeing Company (BA) | 4.7 | $6.5M | 25k | 260.66 | |
| Intuitive Surgical Com New (ISRG) | 4.6 | $6.3M | 19k | 337.36 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.5 | $6.2M | 18k | 350.91 | |
| JPMorgan Chase & Co. (JPM) | 4.3 | $6.0M | 35k | 170.10 | |
| Tractor Supply Company (TSCO) | 4.2 | $5.8M | 27k | 215.03 | |
| Tesla Motors (TSLA) | 4.1 | $5.6M | 23k | 248.48 | |
| Home Depot (HD) | 4.0 | $5.4M | 16k | 346.54 | |
| TJX Companies (TJX) | 3.7 | $5.1M | 54k | 93.81 | |
| Nucor Corporation (NUE) | 3.6 | $4.9M | 28k | 174.04 | |
| Johnson & Johnson (JNJ) | 3.2 | $4.4M | 28k | 156.74 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $3.5M | 19k | 191.17 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $1.8M | 3.9k | 475.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.6M | 4.5k | 356.66 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.9 | $1.2M | 39k | 30.59 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $951k | 9.0k | 105.43 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.7 | $945k | 20k | 48.45 | |
| Mosaic (MOS) | 0.6 | $788k | 22k | 35.73 | |
| McKesson Corporation (MCK) | 0.5 | $746k | 1.6k | 462.98 | |
| Caterpillar (CAT) | 0.5 | $621k | 2.1k | 295.67 | |
| Chevron Corporation (CVX) | 0.4 | $537k | 3.6k | 149.16 | |
| Williams-Sonoma (WSM) | 0.3 | $422k | 2.1k | 201.78 | |
| Merck & Co (MRK) | 0.2 | $302k | 2.8k | 109.02 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $275k | 9.4k | 29.23 | |
| Coca-Cola Company (KO) | 0.2 | $236k | 4.0k | 58.93 |
