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McBroom & Associates, LLC 13F Holdings

Holdings from the most recent 13F from McBroom & Associates, LLC

Filed: 2025-08-05 (Q2 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.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
NVDA - NVIDIA CORPORATION
7.70%
$13.5M
+15.07%
ORLY - OREILLY AUTOMOTIVE INC
6.68%
$11.7M
-7.32%
COST - COSTCO WHSL CORP NEW
6.31%
$11.0M
-2.49%
ISRG - INTUITIVE SURGICAL INC
5.18%
$9.1M
+11.11%
CPRT - COPART INC
5.09%
$8.9M
-9.04%
JPM - JPMORGAN CHASE & CO.
5.06%
$8.9M
DKS - DICKS SPORTING GOODS INC
5.06%
$8.9M
+4.54%
AAPL - APPLE INC
4.88%
$8.5M
+32.13%
TSCO - TRACTOR SUPPLY CO
4.52%
$7.9M
-9.03%
TJX - TJX COS INC NEW
4.25%
$7.4M
+10.73%
MSFT - MICROSOFT CORP
4.23%
$7.4M
-0.81%
PLTR - PALANTIR TECHNOLOGIES INC
4.11%
$7.2M
+13.66%
LRCX - LAM RESEARCH CORP
3.71%
$6.5M
+67.53%
ACN - ACCENTURE PLC IRELAND
3.61%
$6.3M
TSLA - TESLA INC
3.53%
$6.2M
+42.94%
HD - HOME DEPOT INC
3.51%
$6.1M
-1.13%
GLD - SPDR GOLD TR
3.40%
$5.9M
ZTS - ZOETIS INC
3.36%
$5.9M
-1.44%
JNJ - JOHNSON & JOHNSON
2.78%
$4.9M
+12.08%
SFM - SPROUTS FMRS MKT INC
1.85%
$3.2M
VST - VISTRA CORP
1.45%
$2.5M
BRK.B - BERKSHIRE HATHAWAY INC DEL
1.31%
$2.3M
+2.91%
SUB - ISHARES TR
1.14%
$2.0M
SPY - SPDR S&P 500 ETF TR
1.10%
$1.9M
AXON - AXON ENTERPRISE INC
0.96%
$1.7M
JPST - J P MORGAN EXCHANGE TRADED F
0.80%
$1.4M
MCK - MCKESSON CORP
0.74%
$1.3M
FLRN - SPDR SERIES TRUST
0.64%
$1.1M
+1.15%
PM - PHILIP MORRIS INTL INC
0.64%
$1.1M
-10.86%
SCHO - SCHWAB STRATEGIC TR
0.57%
$989.8K
+1.01%
WSM - WILLIAMS SONOMA INC
0.38%
$660.4K
-1.89%
CVX - CHEVRON CORP NEW
0.34%
$601.7K
CAT - CATERPILLAR INC
0.34%
$595.6K
+34.96%
BMY - BRISTOL-MYERS SQUIBB CO
0.25%
$435.3K
+1.17%
DFAC - DIMENSIONAL ETF TRUST
0.18%
$310.2K
+6.75%
WMB - WILLIAMS COS INC
0.17%
$301.7K
KO - COCA COLA CO
0.16%
$286.5K
+0.56%