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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2022-02-11 (Q4 2021) | Holdings: 30 | Value: $132.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | New Purchase | 6.39% | $8.5M | +590.32% | -32.41% | -8.88% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 5.62% | $7.5M | +99.10% | -4.33% | +0.19% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 5.57% | $7.4M | -7.92% | -12.70% | -9.40% | |
| HD - HOME DEPOT INC | New Purchase | 5.31% | $7.1M | +16.24% | -16.25% | -4.69% | |
| ZTS - ZOETIS INC | New Purchase | 5.25% | $7.0M | -19.25% | -17.47% | -16.92% | |
| TSCO - TRACTOR SUPPLY CO | New Purchase | 5.24% | $7.0M | +37.43% | -10.28% | +9.79% | |
| AAPL - APPLE INC | New Purchase | 5.18% | $6.9M | +28.38% | -14.70% | -7.52% | |
| MSFT - MICROSOFT CORP | New Purchase | 5.12% | $6.8M | +76.45% | -12.90% | -6.78% | |
| ORLY - OREILLY AUTOMOTIVE INC | New Purchase | 5.06% | $6.7M | +104.26% | -7.50% | +26.26% | |
| LRCX - LAM RESEARCH CORP | New Purchase | 4.99% | $6.6M | +89.21% | -17.62% | -7.69% | |
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 4.90% | $6.5M | +80.79% | -25.26% | -13.46% | |
| CPRT - COPART INC | New Purchase | 4.67% | $6.2M | +55.68% | -11.44% | +12.89% | |
| AMZN - AMAZON COM INC | New Purchase | 3.94% | $5.2M | +48.28% | -29.54% | -34.41% | |
| CRM - SALESFORCE COM INC | New Purchase | 3.91% | $5.2M | +26.50% | -22.05% | -16.87% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 3.90% | $5.2M | +3.76% | +6.74% | -0.41% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 3.74% | $5.0M | +106.37% | -22.14% | -3.57% | |
| SCHO - SCHWAB STRATEGIC TR | New Purchase | 3.74% | $5.0M | +8.55% | -1.21% | -2.16% | |
| GLD - SPDR GOLD TR | New Purchase | 3.66% | $4.9M | +77.89% | -2.08% | -0.75% | |
| DIS - DISNEY WALT CO | New Purchase | 3.44% | $4.6M | -18.41% | -30.17% | -27.92% | |
| BA - BOEING CO | New Purchase | 2.77% | $3.7M | +6.50% | -42.19% | +1.24% | |
| TSLA - TESLA INC | New Purchase | 2.21% | $2.9M | +9.16% | -15.50% | -32.23% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 1.73% | $2.3M | +49.01% | -10.54% | -4.64% | |
| MUB - ISHARES TR | New Purchase | 1.20% | $1.6M | +1.28% | -5.99% | -2.56% | |
| SUB - ISHARES TR | New Purchase | 0.94% | $1.3M | +6.70% | -1.94% | -0.26% | |
| SCHZ - SCHWAB STRATEGIC TR | New Purchase | 0.56% | $746.0K | -0.39% | -5.86% | -7.96% | |
| WSM - WILLIAMS SONOMA INC | New Purchase | 0.27% | $353.0K | +143.81% | -18.09% | -12.90% | |
| HE - HAWAIIAN ELEC INDUSTRIES | New Purchase | 0.18% | $244.0K | -72.42% | +2.09% | +7.49% | |
| NEE - NEXTERA ENERGY INC | New Purchase | 0.18% | $236.0K | +9.04% | -8.09% | +3.05% | |
| SHM - SPDR SER TR | New Purchase | 0.18% | $235.0K | +4.87% | -2.86% | -0.84% | |
| TGT - TARGET CORP | New Purchase | 0.16% | $212.0K | -45.35% | +3.32% | -16.20% | |