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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2024-10-18 (Q3 2024) | Holdings: 34 | Value: $163.5M | 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 2% $(453.6K) | 11.37% | $18.6M | +19.42% | +1.96% | ||
| COST - COSTCO WHSL CORP NEW | Add 1% ($124.1K) | 6.28% | $10.3M | +9.56% | +6.75% | ||
| DKS - DICKS SPORTING GOODS INC | 5.71% | $9.3M | -1.84% | +8.26% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Add 2% ($171.6K) | 5.61% | $9.2M | +13.16% | +2.19% | ||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($64.8K) | 5.57% | $9.1M | -1.34% | +16.39% | ||
| AAPL - APPLE INC | Add 1% ($92.3K) | 5.22% | $8.5M | -9.62% | -4.93% | ||
| TSCO - TRACTOR SUPPLY CO | Add 2% ($138.2K) | 5.02% | $8.2M | -3.29% | -3.97% | ||
| MSFT - MICROSOFT CORP | Add 2% ($151.0K) | 5.02% | $8.2M | +21.66% | +3.18% | ||
| CPRT - COPART INC | Add 1% ($39.9K) | 4.89% | $8.0M | -11.62% | +6.96% | ||
| JPM - JPMORGAN CHASE & CO. | Add 2% ($129.5K) | 4.70% | $7.7M | +29.44% | +17.39% | ||
| TJX - TJX COS INC NEW | Add 2% ($128.2K) | 4.49% | $7.3M | +6.22% | +5.21% | ||
| ZTS - ZOETIS INC | Add 4% ($253.2K) | 4.48% | $7.3M | -18.79% | -12.49% | ||
| ACN - ACCENTURE PLC IRELAND | Add 5% ($306.8K) | 4.10% | $6.7M | -23.98% | -4.55% | ||
| HD - HOME DEPOT INC | Add 6% ($364.7K) | 4.09% | $6.7M | -9.46% | +1.10% | ||
| TSLA - TESLA INC | Add 7% ($430.6K) | 3.81% | $6.2M | +43.22% | +93.73% | ||
| JNJ - JOHNSON & JOHNSON | Add 12% ($542.1K) | 3.12% | $5.1M | -2.61% | -9.55% | ||
| GLD - SPDR GOLD TR | Add 1% ($23.6K) | 2.86% | $4.7M | +22.32% | +0.15% | ||
| NUE - NUCOR CORP | Reduce 1% $(51.9K) | 2.58% | $4.2M | -8.96% | -20.74% | ||
| BA - BOEING CO | Reduce 2% $(77.2K) | 2.15% | $3.5M | +41.55% | +9.55% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 1.65% | $2.7M | +231.54% | +70.49% | ||
| SPY - SPDR S&P 500 ETF TR | 1.30% | $2.1M | +7.81% | +3.64% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.23% | $2.0M | +2.44% | +0.87% | |||
| SCHO - SCHWAB STRATEGIC TR | Add 6% ($63.2K) | 0.67% | $1.1M | +2.93% | +0.55% | ||
| FLRN - SPDR SER TR | Reduce 8% $(94.2K) | 0.63% | $1.0M | +3.77% | +1.40% | ||
| MCK - MCKESSON CORP | Add 3% ($24.2K) | 0.52% | $857.3K | +39.04% | +14.60% | ||
| CAT - CATERPILLAR INC | 0.43% | $706.4K | +4.35% | +1.92% | |||
| PM - PHILIP MORRIS INTL INC | Add 11% ($71.7K) | 0.43% | $698.9K | +53.84% | +4.16% | ||
| SUB - ISHARES TR | Add 1% ($5.3K) | 0.42% | $692.8K | +2.25% | +0.25% | ||
| WSM - WILLIAMS SONOMA INC | Add 100% ($323.8K) | 0.40% | $647.6K | +22.15% | +45.90% | ||
| MRK - MERCK & CO INC | Add 9% ($51.7K) | 0.37% | $610.0K | -21.52% | -11.06% | ||
| CVX - CHEVRON CORP NEW | 0.32% | $529.7K | +5.64% | +5.17% | |||
| DFAC - DIMENSIONAL ETF TRUST | 0.20% | $322.4K | +4.75% | +2.63% | |||
| KO - COCA COLA CO | 0.18% | $287.4K | +2.03% | -10.15% | |||
| JPST - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.16% | $256.9K | +3.43% | +1.05% | ||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||