McBroom & Associates, LLC 13F Holdings

CIK 0001908893 · LAS VEGAS, NV

As of Sep 30, 2025, McBroom & Associates, LLC reported 37 positions worth $210.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology115,778$21.6M10.27%
PALANTIR TECHNOLOGIES INCPLTRTechnology83,041 5.1M7.20%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical121,384 3.1M6.22%
LAM RESEARCH CORPLRCXTechnology85,574 1.5M5.45%
JPMORGAN CHASE & COJPMFinancial Services35,254 1.1M5.29%
COSTCO WHOLESALE CORPCOSTConsumer Defensive11,527 0.7M5.07%
MICROSOFT CORPMSFTTechnology19,616 0.2M4.83%
TESLA INCTSLAConsumer Cyclical22,838 0.2M4.83%
APPLE INCAAPLTechnology38,590$9.8M4.67%
DICK'S SPORTING GOODS INCDKSConsumer Cyclical41,019$9.1M4.34%
TJX COMPANIES INCTJXConsumer Cyclical61,352$8.9M4.22%
INTUITIVE SURGICAL INCISRGHealthcare18,223$8.1M3.88%
TRACTOR SUPPLY COTSCOConsumer Cyclical141,526$8.0M3.83%
SPDR GOLD TRUSTGQ9—20,518$7.3M3.47%
VISTRA CORPVSTUtilities34,975$6.9M3.26%
HOME DEPOT INCHDConsumer Cyclical16,821$6.8M3.24%
COPART INCCPRTIndustrials141,737$6.4M3.03%
AXON ENTERPRISE INCAXONIndustrials7,384$5.3M2.52%
JOHNSON & JOHNSONJNJHealthcare28,140$5.2M2.48%
ZOETIS INCZTSHealthcare28,855$4.2M2.01%
SPROUTS FARMERS MARKET INCSFMConsumer Defensive31,856$3.5M1.65%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUB—21,553$2.3M1.09%
SPDR S&P 500 ETF TRUSTSPY—3,385$2.3M1.07%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services4,038$2.0M0.97%
MCKESSON CORPMCKHealthcare2,066 .6M0.76%