10,000+ stock pitches from top investors available on joinyellowbrick.com
McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2022-10-27 (Q3 2022) | Holdings: 35 | Value: $88.7M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 8% $(494.5K) | 6.43% | $5.7M | +69.38% | -2.68% | +14.64% | |
| COST - COSTCO WHSL CORP NEW | Reduce 3% $(170.0K) | 6.08% | $5.4M | +102.73% | +1.20% | +12.22% | |
| TSCO - TRACTOR SUPPLY CO | Reduce 3% $(164.5K) | 5.45% | $4.8M | +38.22% | +3.74% | -9.71% | |
| AAPL - APPLE INC | Reduce 6% $(284.0K) | 5.41% | $4.8M | +44.57% | -3.35% | +15.59% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(67.1K) | 5.36% | $4.8M | -1.36% | -5.75% | -12.57% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(98.3K) | 5.01% | $4.4M | +127.63% | +7.58% | +50.53% | |
| HD - HOME DEPOT INC | Reduce 1% $(60.2K) | 4.86% | $4.3M | +36.89% | +9.01% | -0.30% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 4% $(184.5K) | 4.58% | $4.1M | +5.45% | -1.30% | +6.55% | |
| CPRT - COPART INC | 4.57% | $4.1M | +67.33% | +16.86% | +52.03% | ||
| ZTS - ZOETIS INC | Reduce 2% $(88.7K) | 4.34% | $3.9M | +4.72% | +8.77% | +4.14% | |
| GLD - SPDR GOLD TR | Reduce 19% $(840.9K) | 4.13% | $3.7M | +102.11% | +16.87% | +21.01% | |
| AMZN - AMAZON COM INC | Reduce 2% $(64.0K) | 3.90% | $3.5M | +129.84% | +2.70% | +35.55% | |
| NVDA - NVIDIA CORPORATION | Reduce 1% $(37.0K) | 3.74% | $3.3M | +1159.99% | +46.27% | +214.30% | |
| TSLA - TESLA INC | Add 204% ($2.2M) | 3.65% | $3.2M | +39.09% | -26.06% | -12.44% | |
| LRCX - LAM RESEARCH CORP | Reduce 4% $(115.7K) | 3.45% | $3.1M | +168.83% | +23.02% | +51.39% | |
| JPM - JPMORGAN CHASE & CO | Reduce 3% $(107.1K) | 3.44% | $3.0M | +145.33% | +11.87% | +12.95% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 3% $(99.7K) | 3.40% | $3.0M | +112.53% | +0.54% | +7.28% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce 25% $(956.8K) | 3.23% | $2.9M | +11.98% | +1.25% | +2.73% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce 7% $(184.4K) | 2.93% | $2.6M | -1.16% | -2.85% | -2.26% | |
| NUE - NUCOR CORP | 2.83% | $2.5M | +10.28% | +24.26% | +12.35% | ||
| DKS - DICKS SPORTING GOODS INC | New Purchase | 2.69% | $2.4M | +103.27% | +15.36% | -2.07% | |
| BA - BOEING CO | Reduce 3% $(56.2K) | 2.11% | $1.9M | +60.70% | +48.53% | +29.18% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 6% $(105.8K) | 1.86% | $1.7M | +70.59% | +5.94% | +11.13% | |
| SUB - ISHARES TR | Add 5% ($50.3K) | 1.25% | $1.1M | +9.41% | +2.53% | +2.03% | |
| MUB - ISHARES TR | Reduce 15% $(190.5K) | 1.18% | $1.1M | +10.69% | +6.81% | +1.98% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.01% | $897.0K | +62.54% | +4.97% | +15.25% | |
| FLRN - SPDR SER TR | New Purchase | 0.58% | $517.0K | +17.73% | +2.01% | +6.56% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.44% | $388.0K | -4.31% | -3.26% | -16.56% | |
| CAT - CATERPILLAR INC | New Purchase | 0.40% | $351.0K | +99.74% | +23.65% | +16.29% | |
| MCK - MCKESSON CORP | New Purchase | 0.32% | $282.0K | +84.76% | -2.63% | +16.07% | |
| KO - COCA COLA CO | New Purchase | 0.30% | $266.0K | +27.40% | +2.52% | -2.85% | |
| NEE - NEXTERA ENERGY INC | Add 28% ($57.0K) | 0.30% | $264.0K | +4.78% | -1.72% | -23.60% | |
| WSM - WILLIAMS SONOMA INC | 0.28% | $246.0K | +201.96% | +7.14% | +24.98% | ||
| SCHZ - SCHWAB STRATEGIC TR | Reduce 26% $(80.9K) | 0.26% | $228.0K | +13.46% | +5.72% | +0.07% | |
| SHM - SPDR SER TR | 0.24% | $213.0K | +9.03% | +3.63% | +1.18% | ||
| SWCH - SWITCH INC | Reduce 100% | 0.00% | $0.00 | ||||