McBroom & Associates as of June 30, 2026
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 | 55k | 433.33 | |
| NVIDIA Corporation (NVDA) | 9.0 | $18M | 90k | 200.09 | |
| JPMorgan Chase & Co. (JPM) | 5.2 | $10M | 32k | 327.33 | |
| Apple (AAPL) | 5.2 | $10M | 36k | 289.36 | |
| O'reilly Automotive (ORLY) | 5.2 | $10M | 111k | 92.09 | |
| Costco Wholesale Corporation (COST) | 4.9 | $9.8M | 11k | 935.47 | |
| Tesla Motors (TSLA) | 4.7 | $9.4M | 22k | 420.60 | |
| Johnson & Johnson (JNJ) | 4.7 | $9.4M | 37k | 253.97 | |
| TJX Companies (TJX) | 4.3 | $8.5M | 56k | 151.50 | |
| Dick's Sporting Goods (DKS) | 4.2 | $8.4M | 37k | 226.81 | |
| Palantir Technologies Cl A (PLTR) | 4.1 | $8.2M | 71k | 116.67 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.4 | $6.8M | 18k | 368.38 | |
| Microsoft Corporation (MSFT) | 3.3 | $6.5M | 18k | 373.02 | |
| Vistra Energy (VST) | 3.3 | $6.5M | 41k | 158.63 | |
| Vertiv Holdings Com Cl A (VRT) | 3.2 | $6.5M | 19k | 334.80 | |
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 2.9 | $5.7M | 137k | 41.82 | |
| Intuitive Surgical Com New (ISRG) | 2.4 | $4.8M | 12k | 397.68 | |
| Home Depot (HD) | 2.4 | $4.8M | 14k | 352.69 | |
| Axon Enterprise (AXON) | 2.2 | $4.3M | 7.7k | 560.61 | |
| Sprouts Fmrs Mkt (SFM) | 2.2 | $4.3M | 51k | 84.58 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.8 | $3.5M | 97k | 36.13 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $2.4M | 3.2k | 746.77 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.1 | $2.1M | 20k | 106.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.9M | 3.8k | 500.39 | |
| McKesson Corporation (MCK) | 0.9 | $1.8M | 2.4k | 755.60 | |
| Caterpillar (CAT) | 0.8 | $1.7M | 1.6k | 1064.90 | |
| Williams Companies (WMB) | 0.7 | $1.4M | 19k | 74.34 | |
| Philip Morris International (PM) | 0.7 | $1.4M | 7.7k | 180.91 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $1.3M | 26k | 50.57 | |
| Spdr Series Trust St Str Rate Etf (FLRN) | 0.6 | $1.2M | 40k | 30.85 | |
| Williams-Sonoma (WSM) | 0.5 | $974k | 4.2k | 233.10 | |
| Cal Maine Foods Com New (CALM) | 0.4 | $713k | 8.9k | 80.56 | |
| Chevron Corporation (CVX) | 0.3 | $596k | 3.6k | 165.76 | |
| Coca-Cola Company (KO) | 0.2 | $325k | 4.0k | 81.27 | |
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.2 | $322k | 7.3k | 44.36 | |
| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $264k | 3.6k | 72.90 | |
| Us Bancorp Com New (USB) | 0.1 | $215k | 3.6k | 60.40 |
