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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2023-04-21 (Q1 2023) | Holdings: 36 | Value: $111.8M | 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 7% $(498.3K) | 6.36% | $7.1M | +510.96% | +65.17% | +194.46% | |
| ORLY - OREILLY AUTOMOTIVE INC | Add 1% ($36.5K) | 5.55% | $6.2M | +52.06% | +5.99% | +20.76% | |
| CPRT - COPART INC | Add 5% ($293.7K) | 5.38% | $6.0M | +21.40% | +14.66% | +36.33% | |
| TSCO - TRACTOR SUPPLY CO | Add 3% ($196.5K) | 5.30% | $5.9M | +19.65% | -12.67% | +4.60% | |
| COST - COSTCO WHSL CORP NEW | Add 2% ($110.8K) | 5.16% | $5.8M | +98.86% | +11.66% | +45.64% | |
| AAPL - APPLE INC | Add 3% ($186.3K) | 5.14% | $5.7M | +29.44% | +16.98% | +1.05% | |
| MSFT - MICROSOFT CORP | Add 1% ($70.1K) | 4.89% | $5.5M | +81.60% | +22.61% | +43.31% | |
| BA - BOEING CO | Add 12% ($546.2K) | 4.49% | $5.0M | +10.72% | +5.37% | -16.79% | |
| LRCX - LAM RESEARCH CORP | Add 9% ($389.7K) | 4.20% | $4.7M | +102.21% | +24.34% | +70.24% | |
| ACN - ACCENTURE PLC IRELAND | Add 5% ($234.9K) | 4.10% | $4.6M | +5.84% | +14.01% | +16.86% | |
| DKS - DICKS SPORTING GOODS INC | Add 24% ($854.5K) | 3.98% | $4.5M | +49.56% | -11.16% | +37.65% | |
| ZTS - ZOETIS INC | Add 17% ($638.1K) | 3.97% | $4.4M | -10.60% | +5.08% | -16.97% | |
| ISRG - INTUITIVE SURGICAL INC | Add 13% ($497.9K) | 3.95% | $4.4M | +71.19% | +8.17% | +23.34% | |
| TSLA - TESLA INC | Add 232% ($3.0M) | 3.87% | $4.3M | +90.41% | +63.41% | -13.73% | |
| HD - HOME DEPOT INC | Reduce 2% $(68.5K) | 3.83% | $4.3M | +30.59% | +9.15% | +15.01% | |
| NUE - NUCOR CORP | Add 24% ($795.5K) | 3.68% | $4.1M | -3.55% | +9.58% | +27.15% | |
| JPM - JPMORGAN CHASE & CO | Add 9% ($353.8K) | 3.67% | $4.1M | +115.55% | +13.26% | +38.43% | |
| JNJ - JOHNSON & JOHNSON | Reduce 6% $(266.1K) | 3.62% | $4.1M | +3.48% | +5.95% | -5.52% | |
| TJX - TJX COS INC NEW | Add 86% ($1.7M) | 3.35% | $3.7M | +62.06% | +10.35% | +21.21% | |
| GLD - SPDR GOLD TR | Add 1% ($34.3K) | 2.96% | $3.3M | +67.95% | -1.45% | +17.11% | |
| MOS - MOSAIC CO NEW | New Purchase | 1.93% | $2.2M | -11.76% | -9.47% | -28.36% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce 24% $(493.6K) | 1.44% | $1.6M | +9.45% | -0.38% | +2.51% | |
| SUB - ISHARES TR | Reduce 22% $(407.9K) | 1.26% | $1.4M | +6.86% | +0.35% | +2.14% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 13% $(205.1K) | 1.19% | $1.3M | +55.97% | +10.66% | +23.05% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce 25% $(427.0K) | 1.14% | $1.3M | +4.70% | +3.20% | +3.50% | |
| UUP - INVESCO DB US DLR INDEX TR | Reduce 15% $(218.4K) | 1.10% | $1.2M | +9.22% | +1.26% | +10.99% | |
| FLRN - SPDR SER TR | Add 12% ($119.1K) | 1.01% | $1.1M | +14.26% | +1.81% | +6.98% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 5% $(49.4K) | 0.88% | $987.4K | +46.68% | +7.77% | +26.00% | |
| MUB - ISHARES TR | Add 4% ($32.4K) | 0.70% | $784.3K | +3.69% | +0.75% | +2.29% | |
| CAT - CATERPILLAR INC | 0.43% | $480.6K | +90.52% | +18.19% | +65.16% | ||
| CVX - CHEVRON CORP NEW | Reduce 11% $(46.5K) | 0.35% | $394.0K | +1.00% | -3.37% | -0.28% | |
| MCK - MCKESSON CORP | Add 4% ($12.1K) | 0.30% | $336.8K | +99.33% | +14.96% | +47.30% | |
| WSM - WILLIAMS SONOMA INC | 0.23% | $254.5K | +199.46% | +8.38% | +136.31% | ||
| KO - COCA COLA CO | 0.22% | $248.1K | +15.49% | -2.80% | -3.50% | ||
| NEE - NEXTERA ENERGY INC | Reduce 11% $(29.4K) | 0.22% | $241.7K | +1.26% | -3.22% | -14.24% | |
| PDBC - INVESCO ACTVELY MNGD ETC FD | New Purchase | 0.16% | $173.5K | +2.71% | +3.30% | +3.60% | |
| SHM - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||