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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2025-10-29 (Q3 2025) | Holdings: 37 | Value: $210.3M | 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 7% $(1.6M) | 10.27% | $21.6M | -9.09% | |||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 2% $(373.4K) | 7.20% | $15.1M | -10.42% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Add 1389% ($12.2M) | 6.22% | $13.1M | -4.46% | |||
| LRCX - LAM RESEARCH CORP | Reduce 4% $(498.2K) | 5.45% | $11.5M | +5.60% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 2% $(261.8K) | 5.29% | $11.1M | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(129.6K) | 5.07% | $10.7M | -5.38% | |||
| MSFT - MICROSOFT CORP | 4.83% | $10.2M | -8.66% | ||||
| TSLA - TESLA INC | Reduce 4% $(426.0K) | 4.83% | $10.2M | -0.29% | |||
| AAPL - APPLE INC | Add 1% ($54.7K) | 4.67% | $9.8M | +0.05% | |||
| DKS - DICKS SPORTING GOODS INC | Reduce 7% $(642.7K) | 4.34% | $9.1M | -9.63% | |||
| TJX - TJX COS INC NEW | Add 1% ($46.8K) | 4.22% | $8.9M | +8.79% | |||
| ISRG - INTUITIVE SURGICAL INC | 3.88% | $8.1M | +5.99% | ||||
| TSCO - TRACTOR SUPPLY CO | Reduce 1% $(107.8K) | 3.83% | $8.0M | -7.36% | |||
| GLD - SPDR GOLD TR | Reduce 1% $(39.5K) | 3.47% | $7.3M | ||||
| VST - VISTRA CORP | Add 62% ($2.6M) | 3.26% | $6.9M | ||||
| HD - HOME DEPOT INC | 3.24% | $6.8M | -8.31% | ||||
| CPRT - COPART INC | Reduce 10% $(691.1K) | 3.03% | $6.4M | -7.71% | |||
| AXON - AXON ENTERPRISE INC | Add 132% ($3.0M) | 2.52% | $5.3M | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 4% $(221.6K) | 2.48% | $5.2M | +11.32% | |||
| ZTS - ZOETIS INC | Reduce 19% $(994.2K) | 2.01% | $4.2M | -11.36% | |||
| SFM - SPROUTS FMRS MKT INC | Add 50% ($1.2M) | 1.65% | $3.5M | ||||
| SUB - ISHARES TR | Add 14% ($289.4K) | 1.09% | $2.3M | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(45.3K) | 1.07% | $2.3M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 6% $(135.2K) | 0.97% | $2.0M | +5.86% | |||
| MCK - MCKESSON CORP | Add 8% ($112.8K) | 0.76% | $1.6M | ||||
| JPST - J P MORGAN EXCHANGE TRADED F | Add 13% ($182.0K) | 0.76% | $1.6M | ||||
| FLRN - SPDR SERIES TRUST | Add 23% ($255.4K) | 0.65% | $1.4M | +0.73% | |||
| PM - PHILIP MORRIS INTL INC | Add 4% ($42.8K) | 0.56% | $1.2M | +10.28% | |||
| CAT - CATERPILLAR INC | 0.41% | $861.7K | -0.87% | ||||
| WSM - WILLIAMS SONOMA INC | 0.39% | $816.4K | -8.09% | ||||
| WMB - WILLIAMS COS INC | Add 146% ($468.1K) | 0.37% | $787.9K | ||||
| SCHO - SCHWAB STRATEGIC TR | Reduce 36% $(352.7K) | 0.30% | $639.6K | +0.85% | |||
| CVX - CHEVRON CORP NEW | 0.27% | $558.6K | |||||
| CALM - CAL MAINE FOODS INC | New Purchase | 0.25% | $530.0K | -7.27% | |||
| DFAC - DIMENSIONAL ETF TRUST | Reduce 16% $(58.0K) | 0.14% | $304.7K | +1.64% | |||
| KO - COCA COLA CO | 0.13% | $265.3K | +2.85% | ||||
| PEP - PEPSICO INC | New Purchase | 0.11% | $224.7K | -0.97% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||