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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2025-01-29 (Q4 2024) | Holdings: 35 | Value: $176.8M | 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 6% $(1.1M) | 10.98% | $19.4M | +33.99% | -11.51% | ||
| COST - COSTCO WHSL CORP NEW | Add 1% ($65.1K) | 6.04% | $10.7M | +0.24% | +2.61% | ||
| DKS - DICKS SPORTING GOODS INC | Add 2% ($188.1K) | 5.90% | $10.4M | -13.63% | -23.29% | ||
| ISRG - INTUITIVE SURGICAL INC | 5.46% | $9.7M | -11.90% | -11.26% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Add 2% ($169.6K) | 5.44% | $9.6M | +5.56% | +8.71% | ||
| TSLA - TESLA INC | Reduce 2% $(177.3K) | 5.34% | $9.4M | -23.68% | -31.31% | ||
| AAPL - APPLE INC | Add 3% ($261.2K) | 5.34% | $9.4M | -11.31% | -10.87% | ||
| CPRT - COPART INC | Add 2% ($140.6K) | 5.03% | $8.9M | -17.99% | +5.46% | ||
| JPM - JPMORGAN CHASE & CO. | 4.96% | $8.8M | +7.96% | -8.38% | |||
| MSFT - MICROSOFT CORP | Add 4% ($300.1K) | 4.72% | $8.3M | +20.65% | -5.42% | ||
| TJX - TJX COS INC NEW | Add 3% ($233.8K) | 4.40% | $7.8M | -0.27% | +3.40% | ||
| TSCO - TRACTOR SUPPLY CO | Add 417% ($6.2M) | 4.37% | $7.7M | +6.00% | -5.95% | ||
| ACN - ACCENTURE PLC IRELAND | Add 6% ($373.6K) | 3.98% | $7.0M | -24.90% | -20.47% | ||
| HD - HOME DEPOT INC | Add 4% ($269.2K) | 3.78% | $6.7M | -10.01% | -12.88% | ||
| LRCX - LAM RESEARCH CORP | New Purchase | 3.58% | $6.3M | +28.26% | -9.86% | ||
| ZTS - ZOETIS INC | Reduce 1% $(60.1K) | 3.42% | $6.0M | -9.41% | -8.57% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | Add 2% ($126.6K) | 3.18% | $5.6M | +77.58% | +48.01% | ||
| GLD - SPDR GOLD TR | Add 8% ($389.1K) | 2.86% | $5.1M | +20.19% | +18.11% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 4% $(198.0K) | 2.46% | $4.3M | +5.00% | +3.72% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(14.7K) | 1.22% | $2.2M | +3.87% | -7.91% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(19.5K) | 1.11% | $2.0M | +0.78% | +12.93% | ||
| SUB - ISHARES TR | Add 130% ($896.5K) | 0.90% | $1.6M | +1.78% | +0.34% | ||
| JPST - J P MORGAN EXCHANGE TRADED F | Add 376% ($959.8K) | 0.69% | $1.2M | +2.19% | +1.27% | ||
| VST - VISTRA CORP | New Purchase | 0.65% | $1.2M | +23.99% | -18.34% | ||
| FLRN - SPDR SER TR | Add 4% ($38.3K) | 0.60% | $1.1M | +2.20% | +0.93% | ||
| MCK - MCKESSON CORP | Add 5% ($46.7K) | 0.59% | $1.0M | +17.34% | +17.76% | ||
| SCHO - SCHWAB STRATEGIC TR | Add 89% ($476.5K) | 0.57% | $1.0M | +2.15% | +1.99% | ||
| PM - PHILIP MORRIS INTL INC | Add 21% ($143.1K) | 0.47% | $836.0K | +40.60% | +32.92% | ||
| WSM - WILLIAMS SONOMA INC | 0.44% | $773.5K | -19.59% | -28.95% | |||
| CAT - CATERPILLAR INC | 0.37% | $655.1K | +9.20% | -16.80% | |||
| N/A - SCHWAB CHARLES FAMILY FD | New Purchase | 0.30% | $532.4K | ||||
| CVX - CHEVRON CORP NEW | 0.29% | $521.0K | +1.52% | -12.13% | |||
| MRK - MERCK & CO INC | Reduce 30% $(159.4K) | 0.21% | $375.0K | -14.57% | -13.55% | ||
| DFAC - DIMENSIONAL ETF TRUST | 0.18% | $325.3K | +2.07% | -9.74% | |||
| KO - COCA COLA CO | 0.14% | $249.0K | +11.02% | +14.46% | |||
| NUE - NUCOR CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | ||||