McBroom & Associates, LLC
37 holdingsFiling period: 2026-06-30Current AUM: $187.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | 55.4K | $24.0M | $15.0M | 8.00% | -8,009 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 89.6K | $17.9M | $19.0M | 10.14% | -1,426 | 2026-06-30 |
| 3 | JPM | JPMORGAN CHASE & CO | 31.9K | $10.4M | $11.2M | 5.99% | +133 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 35.5K | $10.3M | $11.8M | 6.27% | -440 | 2026-06-30 |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 111.2K | $10.2M | $9.5M | 5.05% | -763 | 2026-06-30 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 10.5K | $9.8M | $9.4M | 5.02% | -136 | 2026-06-30 |
| 7 | TSLA | TESLA INC | 22.3K | $9.4M | $7.9M | 4.23% | +1.5K | 2026-06-30 |
| 8 | JNJ | JOHNSON & JOHNSON | 36.9K | $9.4M | $9.9M | 5.25% | +3.6K | 2026-06-30 |
| 9 | TJX | TJX COS INC NEW | 56.2K | $8.5M | $7.0M | 3.74% | -1,091 | 2026-06-30 |
| 10 | DKS | DICKS SPORTING GOODS INC | 37.0K | $8.4M | $4.6M | 2.44% | -192 | 2026-06-30 |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | 70.7K | $8.2M | $12.2M | 6.50% | -1,124 | 2026-06-30 |
| 12 | GLD | SPDR GOLD TR | 18.4K | $6.8M | $7.2M | 3.86% | -211 | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP | 17.5K | $6.5M | $8.7M | 4.65% | -520 | 2026-06-30 |
| 14 | VST | VISTRA CORP | 40.9K | $6.5M | $5.8M | 3.08% | +5.5K | 2026-06-30 |
| 15 | VRT | VERTIV HOLDINGS CO | 19.3K | $6.5M | $4.5M | 2.41% | -- | 2026-06-30 |
| 16 | IVLU | ISHARES TR | 137.1K | $5.7M | $6.0M | 3.22% | +28.6K | 2026-06-30 |
| 17 | ISRG | INTUITIVE SURGICAL INC | 12.1K | $4.8M | $4.6M | 2.44% | -4,627 | 2026-06-30 |
| 18 | HD | HOME DEPOT INC | 13.5K | $4.8M | $4.1M | 2.20% | -3,701 | 2026-06-30 |
| 19 | AXON | AXON ENTERPRISE INC | 7.7K | $4.3M | $3.4M | 1.81% | -433 | 2026-06-30 |
| 20 | SFM | SPROUTS FMRS MKT INC | 50.8K | $4.3M | $3.7M | 1.99% | +12.2K | 2026-06-30 |
| 21 | SCHA | SCHWAB STRATEGIC TR | 97.1K | $3.5M | $3.2M | 1.72% | -- | 2026-06-30 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 3.2K | $2.4M | $2.4M | 1.27% | -86 | 2026-06-30 |
| 23 | SUB | ISHARES TR | 20.2K | $2.1M | $2.1M | 1.13% | -1,941 | 2026-06-30 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.8K | $1.9M | $1.9M | 1.02% | -58 | 2026-06-30 |
| 25 | MCK | MCKESSON CORP | 2.4K | $1.8M | $2.2M | 1.16% | +52 | 2026-06-30 |
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