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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2026-01-20 (Q4 2025) | Holdings: 38 | Value: $205.8M | 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 5% $(1.1M) | 9.96% | $20.5M | -0.92% | |||
| LRCX - LAM RESEARCH CORP | Reduce 3% $(505.8K) | 6.87% | $14.1M | -1.95% | |||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 4% $(620.0K) | 6.87% | $14.1M | -11.84% | |||
| JPM - JPMORGAN CHASE & CO. | 5.54% | $11.4M | |||||
| ORLY - OREILLY AUTOMOTIVE INC | Add 1% ($63.8K) | 5.41% | $11.1M | -3.93% | |||
| AAPL - APPLE INC | 5.10% | $10.5M | +3.00% | ||||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($154.6K) | 5.09% | $10.5M | -14.31% | |||
| TSLA - TESLA INC | Reduce 1% $(134.9K) | 4.93% | $10.1M | -14.48% | |||
| COST - COSTCO WHSL CORP NEW | 4.82% | $9.9M | +5.91% | ||||
| MSFT - MICROSOFT CORP | Add 1% ($76.9K) | 4.65% | $9.6M | -17.30% | |||
| TJX - TJX COS INC NEW | Add 1% ($118.4K) | 4.64% | $9.5M | +3.46% | |||
| DKS - DICKS SPORTING GOODS INC | Add 1% ($71.5K) | 3.98% | $8.2M | -7.21% | |||
| GLD - SPDR GOLD TR | Reduce 1% $(63.4K) | 3.92% | $8.1M | ||||
| JNJ - JOHNSON & JOHNSON | Add 29% ($1.7M) | 3.66% | $7.5M | +15.80% | |||
| TSCO - TRACTOR SUPPLY CO | Reduce 6% $(419.9K) | 3.24% | $6.7M | -14.83% | |||
| VST - VISTRA CORP | Add 6% ($316.9K) | 2.90% | $6.0M | ||||
| HD - HOME DEPOT INC | Reduce 9% $(539.6K) | 2.55% | $5.2M | -13.84% | |||
| CPRT - COPART INC | Reduce 10% $(547.7K) | 2.43% | $5.0M | -18.38% | |||
| AXON - AXON ENTERPRISE INC | Add 5% ($207.3K) | 2.14% | $4.4M | ||||
| IVLU - ISHARES TR | New Purchase | 1.44% | $3.0M | +2.50% | |||
| SUB - ISHARES TR | Add 8% ($195.3K) | 1.21% | $2.5M | ||||
| SPY - SPDR S&P 500 ETF TR | Add 2% ($49.8K) | 1.15% | $2.4M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 4% $(79.4K) | 0.95% | $2.0M | -1.37% | |||
| SFM - SPROUTS FMRS MKT INC | Reduce 31% $(787.9K) | 0.85% | $1.8M | ||||
| MCK - MCKESSON CORP | Add 3% ($50.0K) | 0.85% | $1.7M | ||||
| JPST - J P MORGAN EXCHANGE TRADED F | Add 6% ($90.8K) | 0.81% | $1.7M | ||||
| FLRN - SPDR SERIES TRUST | Add 6% ($85.7K) | 0.71% | $1.5M | +0.54% | |||
| PM - PHILIP MORRIS INTL INC | Add 5% ($61.1K) | 0.60% | $1.2M | -4.77% | |||
| CAT - CATERPILLAR INC | 0.50% | $1.0M | +13.19% | ||||
| ZTS - ZOETIS INC | Reduce 73% $(2.6M) | 0.48% | $987.6K | -4.86% | |||
| WMB - WILLIAMS COS INC | Add 14% ($101.2K) | 0.41% | $848.8K | ||||
| WSM - WILLIAMS SONOMA INC | 0.36% | $746.1K | -12.96% | ||||
| CVX - CHEVRON CORP NEW | 0.27% | $548.2K | |||||
| CALM - CAL MAINE FOODS INC | Reduce 14% $(60.7K) | 0.19% | $387.4K | +1.94% | |||
| SCHO - SCHWAB STRATEGIC TR | Reduce 49% $(314.8K) | 0.16% | $324.0K | +0.30% | |||
| DFAC - DIMENSIONAL ETF TRUST | 0.15% | $312.8K | -2.17% | ||||
| KO - COCA COLA CO | 0.14% | $279.6K | +7.32% | ||||
| PEP - PEPSICO INC | Reduce 6% $(14.4K) | 0.10% | $215.3K | +7.73% | |||