McBroom & Associates, LLC
36 holdingsFiling period: 2026-03-31Current AUM: $186.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 91.1K | $15.9M | $18.3M | 9.79% | -18,802 | 2026-03-31 |
| 2 | LRCX | LAM RESEARCH CORP | 63.4K | $13.5M | $18.6M | 9.96% | -19,207 | 2026-03-31 |
| 3 | COST | COSTCO WHOLESALE CORPORATION | 10.6K | $10.6M | $10.1M | 5.40% | -912 | 2026-03-31 |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | 71.8K | $10.5M | $8.8M | 4.73% | -7,772 | 2026-03-31 |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 112.0K | $10.3M | $10.0M | 5.36% | -10,095 | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 31.7K | $9.3M | $11.2M | 5.98% | -3,683 | 2026-03-31 |
| 7 | TJX | TJX COS INC NEW | 57.3K | $9.2M | $9.0M | 4.83% | -4,797 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 35.9K | $9.1M | $11.1M | 5.94% | -2,689 | 2026-03-31 |
| 9 | JNJ | JOHNSON & JOHNSON | 33.3K | $8.1M | $8.5M | 4.57% | -3,077 | 2026-03-31 |
| 10 | GLD | SPDR GOLD TR | 18.6K | $8.0M | $6.9M | 3.70% | -1,774 | 2026-03-31 |
| 11 | TSLA | TESLA INC | 20.8K | $7.7M | $6.5M | 3.47% | -1,721 | 2026-03-31 |
| 12 | ISRG | INTUITIVE SURGICAL INC | 16.7K | $7.7M | $5.9M | 3.17% | -1,748 | 2026-03-31 |
| 13 | DKS | DICKS SPORTING GOODS INC | 37.2K | $7.4M | $7.3M | 3.91% | -4,165 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 18.0K | $6.7M | $8.4M | 4.49% | -1,729 | 2026-03-31 |
| 15 | HD | HOME DEPOT INC | 17.2K | $5.7M | $5.7M | 3.06% | +2.0K | 2026-03-31 |
| 16 | TSCO | TRACTOR SUPPLY CO | 118.7K | $5.4M | $3.7M | 1.96% | -14,471 | 2026-03-31 |
| 17 | VST | VISTRA CORP | 35.4K | $5.3M | $5.2M | 2.81% | -1,558 | 2026-03-31 |
| 18 | IVLU | ISHARES TR | 108.5K | $4.3M | $4.7M | 2.53% | +30.8K | 2026-03-31 |
| 19 | AXON | AXON ENTERPRISE INC | 8.1K | $3.4M | $4.3M | 2.29% | +367 | 2026-03-31 |
| 20 | SFM | SPROUTS FMRS MKT INC | 38.6K | $3.0M | $3.4M | 1.80% | +16.6K | 2026-03-31 |
| 21 | SUB | ISHARES TR | 22.1K | $2.4M | $2.3M | 1.26% | -1,257 | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 3.2K | $2.1M | $2.4M | 1.30% | -220 | 2026-03-31 |
| 23 | MCK | MCKESSON CORP | 2.4K | $2.0M | $2.0M | 1.08% | +232 | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.9K | $1.9M | $1.9M | 1.00% | -- | 2026-03-31 |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | 27.0K | $1.4M | $1.4M | 0.73% | -6,167 | 2026-03-31 |
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