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: 2024-01-08 (Q4 2023) | Holdings: 33 | Value: $137.2M | 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 |
| NVDA - NVIDIA CORPORATION | Reduce 3% $(311.0K) | 6.72% | $9.2M | +214.87% | +62.89% | +159.44% | |
| COST - COSTCO WHSL CORP NEW | Reduce 3% $(228.4K) | 5.74% | $7.9M | +48.49% | +9.22% | +43.03% | |
| CPRT - COPART INC | Reduce 2% $(129.7K) | 5.52% | $7.6M | +1.26% | +20.95% | +18.71% | |
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 1% $(80.8K) | 5.36% | $7.4M | +48.67% | +18.54% | +29.56% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(130.1K) | 5.32% | $7.3M | +36.83% | +14.80% | +13.46% | |
| LRCX - LAM RESEARCH CORP | 5.28% | $7.2M | +38.45% | +30.70% | +1.04% | ||
| AAPL - APPLE INC | Reduce 1% $(74.9K) | 5.05% | $6.9M | +15.65% | -7.63% | +29.41% | |
| ZTS - ZOETIS INC | Add 10% ($596.0K) | 4.94% | $6.8M | -19.46% | -14.33% | -15.65% | |
| DKS - DICKS SPORTING GOODS INC | Add 35% ($1.8M) | 4.94% | $6.8M | +56.00% | +49.52% | +68.63% | |
| BA - BOEING CO | Reduce 7% $(484.3K) | 4.71% | $6.5M | +0.52% | -21.07% | -23.78% | |
| ISRG - INTUITIVE SURGICAL INC | 4.57% | $6.3M | +57.06% | +19.92% | +67.92% | ||
| ACN - ACCENTURE PLC IRELAND | 4.51% | $6.2M | -14.62% | -1.06% | +4.76% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(78.6K) | 4.34% | $6.0M | +72.85% | +15.55% | +42.96% | |
| TSCO - TRACTOR SUPPLY CO | Add 3% ($158.9K) | 4.23% | $5.8M | +30.68% | +14.15% | +24.54% | |
| TSLA - TESLA INC | Add 1% ($82.2K) | 4.08% | $5.6M | +31.67% | -25.72% | +65.78% | |
| HD - HOME DEPOT INC | 3.97% | $5.4M | +11.02% | +5.14% | +15.51% | ||
| TJX - TJX COS INC NEW | Add 3% ($155.6K) | 3.71% | $5.1M | +36.44% | +5.33% | +31.59% | |
| NUE - NUCOR CORP | 3.60% | $4.9M | -14.86% | +17.08% | -29.96% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 3% $(125.1K) | 3.22% | $4.4M | +1.81% | -5.06% | -9.33% | |
| GLD - SPDR GOLD TR | Reduce 1% $(53.5K) | 2.58% | $3.5M | +63.84% | +15.36% | +31.55% | |
| SPY - SPDR S&P 500 ETF TR | Add 4% ($67.5K) | 1.34% | $1.8M | +34.65% | +10.40% | +24.60% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 5% $(77.0K) | 1.16% | $1.6M | +29.31% | +12.69% | +20.29% | |
| FLRN - SPDR SER TR | Reduce 2% $(25.5K) | 0.86% | $1.2M | +9.01% | +1.84% | +6.42% | |
| SUB - ISHARES TR | Reduce 24% $(292.5K) | 0.69% | $950.9K | +4.48% | -0.30% | +2.19% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce 22% $(262.7K) | 0.69% | $945.3K | +6.81% | +0.26% | +3.95% | |
| MOS - MOSAIC CO NEW | Reduce 71% $(1.9M) | 0.57% | $787.7K | +8.47% | -4.57% | -27.22% | |
| MCK - MCKESSON CORP | Add 22% ($133.3K) | 0.54% | $746.3K | +50.28% | +11.05% | +22.95% | |
| CAT - CATERPILLAR INC | 0.45% | $620.9K | +43.81% | +29.18% | +23.30% | ||
| CVX - CHEVRON CORP NEW | 0.39% | $536.5K | +10.57% | +9.21% | +6.53% | ||
| WSM - WILLIAMS SONOMA INC | 0.31% | $421.5K | +81.37% | +57.18% | +102.79% | ||
| MRK - MERCK & CO INC | Add 17% ($43.5K) | 0.22% | $302.1K | -25.76% | +8.51% | -13.23% | |
| DFAC - DIMENSIONAL ETF TRUST | 0.20% | $274.9K | +28.20% | +9.87% | +20.28% | ||
| KO - COCA COLA CO | 0.17% | $235.7K | +21.77% | +0.35% | +4.91% | ||
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce 100% | 0.00% | $0.00 | ||||
| MUB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| UUP - INVESCO DB US DLR INDEX TR | Reduce 100% | 0.00% | $0.00 | ||||