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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2022-05-04 (Q1 2022) | Holdings: 28 | Value: $112.9M | 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 | Reduce 4% $(347.1K) | 6.67% | $7.5M | +731.49% | -4.40% | +44.49% | |
| COST - COSTCO WHSL CORP NEW | Reduce 3% $(261.4K) | 6.48% | $7.3M | +86.82% | +0.01% | -7.17% | |
| TSCO - TRACTOR SUPPLY CO | Reduce 4% $(250.9K) | 5.81% | $6.6M | +41.95% | -10.24% | +15.43% | |
| AAPL - APPLE INC | Reduce 4% $(254.2K) | 5.77% | $6.5M | +31.13% | +1.20% | +6.57% | |
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 3% $(189.7K) | 5.61% | $6.3M | +120.15% | +13.57% | +50.70% | |
| MSFT - MICROSOFT CORP | Reduce 3% $(180.4K) | 5.36% | $6.1M | +81.16% | -0.69% | +9.86% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 3% $(186.8K) | 5.17% | $5.8M | -4.54% | -0.08% | -13.12% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 3% $(153.9K) | 4.71% | $5.3M | +110.78% | -1.07% | +25.50% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(78.2K) | 4.69% | $5.3M | -3.63% | -4.02% | -6.88% | |
| ZTS - ZOETIS INC | Reduce 3% $(158.6K) | 4.63% | $5.2M | -11.35% | -2.82% | +4.34% | |
| GLD - SPDR GOLD TR | Reduce 1% $(29.4K) | 4.52% | $5.1M | +74.10% | -6.91% | +5.58% | |
| AMZN - AMAZON COM INC | Reduce 2% $(91.3K) | 4.45% | $5.0M | +82.94% | +14.47% | -14.10% | |
| CPRT - COPART INC | Reduce 4% $(207.2K) | 4.37% | $4.9M | +61.66% | +10.04% | +34.36% | |
| HD - HOME DEPOT INC | Reduce 4% $(211.6K) | 4.32% | $4.9M | +29.29% | +0.21% | -4.42% | |
| LRCX - LAM RESEARCH CORP | Reduce 3% $(150.5K) | 4.26% | $4.8M | +113.88% | +5.53% | +8.72% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce 5% $(250.9K) | 4.06% | $4.6M | +10.21% | -0.21% | +1.22% | |
| TSLA - TESLA INC | Add 45% ($1.3M) | 3.85% | $4.3M | +0.14% | -7.95% | -45.68% | |
| JPM - JPMORGAN CHASE & CO | Reduce 3% $(126.9K) | 3.68% | $4.2M | +149.79% | -6.76% | +12.82% | |
| BA - BOEING CO | Add 4% ($127.0K) | 3.21% | $3.6M | +45.70% | +6.01% | +27.39% | |
| SPY - SPDR S&P 500 ETF TR | Add 7% ($145.4K) | 2.06% | $2.3M | +53.92% | -2.19% | -1.16% | |
| NUE - NUCOR CORP | New Purchase | 1.45% | $1.6M | -2.83% | -10.84% | -6.02% | |
| DBC - INVESCO DB COMMDY INDX TRCK | New Purchase | 1.36% | $1.5M | -12.65% | -13.19% | -18.75% | |
| MUB - ISHARES TR | Reduce 7% $(110.2K) | 1.23% | $1.4M | +6.90% | +2.11% | +3.64% | |
| SUB - ISHARES TR | Reduce 8% $(93.1K) | 1.00% | $1.1M | +8.82% | +1.70% | +1.88% | |
| SCHZ - SCHWAB STRATEGIC TR | Reduce 2% $(15.1K) | 0.61% | $685.0K | +6.47% | +1.00% | -0.03% | |
| WSM - WILLIAMS SONOMA INC | 0.27% | $303.0K | +170.56% | +7.45% | -11.71% | ||
| SHM - SPDR SER TR | Reduce 1% $(2.8K) | 0.20% | $223.0K | +7.95% | +2.48% | +2.15% | |
| NEE - NEXTERA ENERGY INC | 0.19% | $214.0K | +11.79% | +21.71% | +6.18% | ||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| TGT - TARGET CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| HE - HAWAIIAN ELEC INDUSTRIES | Reduce 100% | 0.00% | $0.00 | ||||