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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2025-04-17 (Q1 2025) | Holdings: 37 | Value: $174.8M | 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 14% $(2.2M) | 7.70% | $13.5M | +66.99% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Add 1% ($64.5K) | 6.68% | $11.7M | -1.27% | |||
| COST - COSTCO WHSL CORP NEW | 6.31% | $11.0M | -2.16% | ||||
| ISRG - INTUITIVE SURGICAL INC | Reduce 1% $(101.5K) | 5.18% | $9.1M | +7.59% | |||
| CPRT - COPART INC | Add 1% ($116.6K) | 5.09% | $8.9M | -20.17% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(122.9K) | 5.06% | $8.9M | ||||
| DKS - DICKS SPORTING GOODS INC | Reduce 4% $(333.0K) | 5.06% | $8.9M | +16.44% | |||
| AAPL - APPLE INC | Add 2% ($154.4K) | 4.88% | $8.5M | +9.40% | |||
| TSCO - TRACTOR SUPPLY CO | Reduce 2% $(128.9K) | 4.52% | $7.9M | +13.67% | |||
| TJX - TJX COS INC NEW | Reduce 5% $(415.3K) | 4.25% | $7.4M | -2.45% | |||
| MSFT - MICROSOFT CORP | 4.23% | $7.4M | +38.98% | ||||
| PLTR - PALANTIR TECHNOLOGIES INC | Add 14% ($905.9K) | 4.11% | $7.2M | +53.06% | |||
| LRCX - LAM RESEARCH CORP | Add 2% ($126.7K) | 3.71% | $6.5M | +63.54% | |||
| ACN - ACCENTURE PLC IRELAND | Add 1% ($60.2K) | 3.61% | $6.3M | ||||
| TSLA - TESLA INC | Add 2% ($103.7K) | 3.53% | $6.2M | +36.15% | |||
| HD - HOME DEPOT INC | Reduce 3% $(160.9K) | 3.51% | $6.1M | +5.10% | |||
| GLD - SPDR GOLD TR | Reduce 1% $(66.0K) | 3.40% | $5.9M | ||||
| ZTS - ZOETIS INC | Reduce 4% $(238.6K) | 3.36% | $5.9M | +4.23% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(121.1K) | 2.78% | $4.9M | +0.18% | |||
| SFM - SPROUTS FMRS MKT INC | New Purchase | 1.85% | $3.2M | ||||
| VST - VISTRA CORP | Add 159% ($1.6M) | 1.45% | $2.5M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(17.6K) | 1.31% | $2.3M | -8.05% | |||
| SUB - ISHARES TR | Add 25% ($403.4K) | 1.14% | $2.0M | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 6% $(130.3K) | 1.10% | $1.9M | ||||
| AXON - AXON ENTERPRISE INC | New Purchase | 0.96% | $1.7M | ||||
| JPST - J P MORGAN EXCHANGE TRADED F | Add 15% ($184.6K) | 0.80% | $1.4M | ||||
| MCK - MCKESSON CORP | Add 6% ($70.0K) | 0.74% | $1.3M | ||||
| FLRN - SPDR SER TR | Add 5% ($49.3K) | 0.64% | $1.1M | +1.59% | |||
| PM - PHILIP MORRIS INTL INC | Add 1% ($8.7K) | 0.64% | $1.1M | +10.69% | |||
| SCHO - SCHWAB STRATEGIC TR | Reduce 4% $(36.5K) | 0.57% | $989.8K | +0.57% | |||
| WSM - WILLIAMS SONOMA INC | 0.38% | $660.4K | +27.54% | ||||
| CVX - CHEVRON CORP NEW | 0.34% | $601.7K | |||||
| CAT - CATERPILLAR INC | 0.34% | $595.6K | +40.30% | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.25% | $435.3K | -3.79% | |||
| DFAC - DIMENSIONAL ETF TRUST | 0.18% | $310.2K | +19.33% | ||||
| WMB - WILLIAMS COS INC | New Purchase | 0.17% | $301.7K | ||||
| KO - COCA COLA CO | 0.16% | $286.5K | -4.11% | ||||
| N/A - SCHWAB CHARLES FAMILY FD | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | ||||