McBroom & Associates as of March 31, 2025
Portfolio Holdings for McBroom & Associates
McBroom & Associates holds 37 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.7 | $14M | 124k | 108.38 | |
| O'reilly Automotive (ORLY) | 6.7 | $12M | 8.2k | 1432.58 | |
| Costco Wholesale Corporation (COST) | 6.3 | $11M | 12k | 945.78 | |
| Intuitive Surgical Com New (ISRG) | 5.2 | $9.1M | 18k | 495.27 | |
| Copart (CPRT) | 5.1 | $8.9M | 157k | 56.59 | |
| JPMorgan Chase & Co. (JPM) | 5.1 | $8.9M | 36k | 245.30 | |
| Dick's Sporting Goods (DKS) | 5.1 | $8.9M | 44k | 201.56 | |
| Apple (AAPL) | 4.9 | $8.5M | 38k | 222.13 | |
| Tractor Supply Company (TSCO) | 4.5 | $7.9M | 143k | 55.10 | |
| TJX Companies (TJX) | 4.3 | $7.4M | 61k | 121.80 | |
| Microsoft Corporation (MSFT) | 4.2 | $7.4M | 20k | 375.38 | |
| Palantir Technologies Cl A (PLTR) | 4.1 | $7.2M | 85k | 84.40 | |
| Lam Research Corp Com New (LRCX) | 3.7 | $6.5M | 89k | 72.70 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.6 | $6.3M | 20k | 312.04 | |
| Tesla Motors (TSLA) | 3.5 | $6.2M | 24k | 259.16 | |
| Home Depot (HD) | 3.5 | $6.1M | 17k | 366.49 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.4 | $5.9M | 21k | 288.14 | |
| Zoetis Cl A (ZTS) | 3.4 | $5.9M | 36k | 164.65 | |
| Johnson & Johnson (JNJ) | 2.8 | $4.9M | 29k | 165.84 | |
| Sprouts Fmrs Mkt (SFM) | 1.8 | $3.2M | 21k | 152.64 | |
| Vistra Energy (VST) | 1.5 | $2.5M | 22k | 117.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.3M | 4.3k | 532.58 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.1 | $2.0M | 19k | 105.60 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $1.9M | 3.5k | 559.39 | |
| Axon Enterprise (AXON) | 1.0 | $1.7M | 3.2k | 525.95 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $1.4M | 28k | 50.63 | |
| McKesson Corporation (MCK) | 0.7 | $1.3M | 1.9k | 672.99 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.6 | $1.1M | 36k | 30.82 | |
| Philip Morris International (PM) | 0.6 | $1.1M | 7.0k | 158.73 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $990k | 41k | 24.34 | |
| Williams-Sonoma (WSM) | 0.4 | $660k | 4.2k | 158.10 | |
| Chevron Corporation (CVX) | 0.3 | $602k | 3.6k | 167.29 | |
| Caterpillar (CAT) | 0.3 | $596k | 1.8k | 329.80 | |
| Bristol Myers Squibb (BMY) | 0.2 | $435k | 7.1k | 60.99 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $310k | 9.4k | 32.99 | |
| Williams Companies (WMB) | 0.2 | $302k | 5.0k | 59.76 | |
| Coca-Cola Company (KO) | 0.2 | $287k | 4.0k | 71.62 |
