McBroom & Associates as of Dec. 31, 2024
Portfolio Holdings for McBroom & Associates
McBroom & Associates holds 35 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.0 | $19M | 145k | 134.29 | |
| Costco Wholesale Corporation (COST) | 6.0 | $11M | 12k | 916.27 | |
| Dick's Sporting Goods (DKS) | 5.9 | $10M | 46k | 228.84 | |
| Intuitive Surgical Com New (ISRG) | 5.5 | $9.7M | 19k | 521.96 | |
| O'reilly Automotive (ORLY) | 5.4 | $9.6M | 8.1k | 1185.80 | |
| Tesla Motors (TSLA) | 5.3 | $9.4M | 23k | 403.84 | |
| Apple (AAPL) | 5.3 | $9.4M | 38k | 250.42 | |
| Copart (CPRT) | 5.0 | $8.9M | 155k | 57.39 | |
| JPMorgan Chase & Co. (JPM) | 5.0 | $8.8M | 37k | 239.71 | |
| Microsoft Corporation (MSFT) | 4.7 | $8.3M | 20k | 421.49 | |
| TJX Companies (TJX) | 4.4 | $7.8M | 64k | 120.81 | |
| Tractor Supply Company (TSCO) | 4.4 | $7.7M | 146k | 53.06 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.0 | $7.0M | 20k | 351.79 | |
| Home Depot (HD) | 3.8 | $6.7M | 17k | 388.99 | |
| Lam Research Corp Com New (LRCX) | 3.6 | $6.3M | 88k | 72.23 | |
| Zoetis Cl A (ZTS) | 3.4 | $6.0M | 37k | 162.93 | |
| Palantir Technologies Cl A (PLTR) | 3.2 | $5.6M | 74k | 75.63 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.9 | $5.1M | 21k | 242.13 | |
| Johnson & Johnson (JNJ) | 2.5 | $4.3M | 30k | 144.62 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $2.2M | 3.7k | 586.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.0M | 4.3k | 453.28 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.9 | $1.6M | 15k | 105.48 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $1.2M | 24k | 50.37 | |
| Vistra Energy (VST) | 0.7 | $1.2M | 8.4k | 137.87 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.6 | $1.1M | 35k | 30.73 | |
| McKesson Corporation (MCK) | 0.6 | $1.0M | 1.8k | 569.91 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $1.0M | 42k | 24.06 | |
| Philip Morris International (PM) | 0.5 | $836k | 6.9k | 120.35 | |
| Williams-Sonoma (WSM) | 0.4 | $774k | 4.2k | 185.18 | |
| Caterpillar (CAT) | 0.4 | $655k | 1.8k | 362.76 | |
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.3 | $532k | 532k | 1.00 | |
| Chevron Corporation (CVX) | 0.3 | $521k | 3.6k | 144.84 | |
| Merck & Co (MRK) | 0.2 | $375k | 3.8k | 99.48 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $325k | 9.4k | 34.59 | |
| Coca-Cola Company (KO) | 0.1 | $249k | 4.0k | 62.26 |
