McBroom & Associates as of Sept. 30, 2025
Portfolio Holdings for McBroom & Associates
McBroom & Associates holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.3 | $22M | 116k | 186.58 | |
| Palantir Technologies Cl A (PLTR) | 7.2 | $15M | 83k | 182.42 | |
| O'reilly Automotive (ORLY) | 6.2 | $13M | 121k | 107.81 | |
| Lam Research Corp Com New (LRCX) | 5.4 | $12M | 86k | 133.90 | |
| JPMorgan Chase & Co. (JPM) | 5.3 | $11M | 35k | 315.43 | |
| Costco Wholesale Corporation (COST) | 5.1 | $11M | 12k | 925.63 | |
| Microsoft Corporation (MSFT) | 4.8 | $10M | 20k | 517.94 | |
| Tesla Motors (TSLA) | 4.8 | $10M | 23k | 444.72 | |
| Apple (AAPL) | 4.7 | $9.8M | 39k | 254.63 | |
| Dick's Sporting Goods (DKS) | 4.3 | $9.1M | 41k | 222.22 | |
| TJX Companies (TJX) | 4.2 | $8.9M | 61k | 144.54 | |
| Intuitive Surgical Com New (ISRG) | 3.9 | $8.1M | 18k | 447.23 | |
| Tractor Supply Company (TSCO) | 3.8 | $8.0M | 142k | 56.87 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.5 | $7.3M | 21k | 355.47 | |
| Vistra Energy (VST) | 3.3 | $6.9M | 35k | 195.92 | |
| Home Depot (HD) | 3.2 | $6.8M | 17k | 405.19 | |
| Copart (CPRT) | 3.0 | $6.4M | 142k | 44.97 | |
| Axon Enterprise (AXON) | 2.5 | $5.3M | 7.4k | 717.64 | |
| Johnson & Johnson (JNJ) | 2.5 | $5.2M | 28k | 185.42 | |
| Zoetis Cl A (ZTS) | 2.0 | $4.2M | 29k | 146.32 | |
| Sprouts Fmrs Mkt (SFM) | 1.6 | $3.5M | 32k | 108.80 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.1 | $2.3M | 22k | 106.78 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.3M | 3.4k | 666.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.0M | 4.0k | 502.74 | |
| McKesson Corporation (MCK) | 0.8 | $1.6M | 2.1k | 772.54 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $1.6M | 31k | 50.73 | |
| Spdr Series Trust Bloomberg Invt (FLRN) | 0.7 | $1.4M | 45k | 30.86 | |
| Philip Morris International (PM) | 0.6 | $1.2M | 7.3k | 162.20 | |
| Caterpillar (CAT) | 0.4 | $862k | 1.8k | 477.15 | |
| Williams-Sonoma (WSM) | 0.4 | $816k | 4.2k | 195.45 | |
| Williams Companies (WMB) | 0.4 | $788k | 12k | 63.35 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $640k | 26k | 24.40 | |
| Chevron Corporation (CVX) | 0.3 | $559k | 3.6k | 155.29 | |
| Cal Maine Foods Com New (CALM) | 0.3 | $530k | 5.6k | 94.10 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $305k | 7.9k | 38.57 | |
| Coca-Cola Company (KO) | 0.1 | $265k | 4.0k | 66.32 | |
| Pepsi (PEP) | 0.1 | $225k | 1.6k | 140.44 |
