McBroom & Associates, LLC

13F filer · CIK 0001908893

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$199MU.S. long equity reported on 13F

Positions313 new · 3 closed

Net flow last quarter-$2.13MBuys minus sells

Top 10 positions weight59.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202631 positions
LRCXLam Research Corp	$24M	12.07%	0.00%	-12.6%	Q4 2021
NVDANvidia Corp	$17.9M	9.02%	0.00%	-1.6%	Q4 2021
JPMJPMorgan Chase & Co	$10.4M	5.24%	0.00%	+0.4%	Q4 2021
AAPLApple Inc.	$10.3M	5.16%	0.00%	-1.2%	Q4 2021
ORLYO Reilly Automotive Inc	$10.2M	5.15%	0.01%	-0.7%	Q4 2021
COSTCostco Wholesale Corp	$9.78M	4.92%	0.00%	-1.3%	Q4 2021
TSLATesla, Inc.	$9.37M	4.71%	0.00%	+7.0%	Q4 2021
JNJJohnson & Johnson	$9.37M	4.71%	0.00%	+10.9%	Q4 2021
TJXTJX Companies Inc	$8.52M	4.28%	0.01%	-1.9%	Q4 2022
DKSDick'S Sporting Goods, Inc.	$8.4M	4.22%	0.04%	-0.5%	Q3 2022
PLTRPalantir Technologies Inc.	$8.24M	4.14%	0.00%	-1.6%	Q3 2024
GLDSPDR Gold Trust	$6.77M	3.40%	0.01%	-1.1%	Q4 2021
MSFTMicrosoft Corp	$6.54M	3.29%	0.00%	-2.9%	Q4 2021
VSTVistra Corp.	$6.48M	3.26%	0.01%	+15.5%	Q4 2024
VRTVertiv Holdings Co	$6.46M	3.25%	0.01%	New	Q2 2026
ISRGIntuitive Surgical Inc	$4.82M	2.42%	0.00%	-27.6%	Q4 2021
HDHome Depot, Inc.	$4.77M	2.40%	0.00%	-21.5%	Q4 2021
AXONAxon Enterprise, Inc.	$4.31M	2.17%	0.01%	-5.3%	Q1 2025
SFMSprouts Farmers Market, Inc.	$4.29M	2.16%	0.05%	+31.6%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$2.35M	1.18%	Not reported	-2.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.91M	0.96%	Not reported	-1.5%	Q3 2022
MCKMckesson Corp	$1.82M	0.92%	0.00%	+2.2%	Q3 2022
CATCaterpillar Inc	$1.65M	0.83%	0.00%	-14.2%	Q3 2022
WMBWilliams Companies, Inc.	$1.43M	0.72%	0.00%	+23.1%	Q1 2025
PMPhilip Morris International Inc.	$1.4M	0.70%	0.00%	-3.7%	Q1 2024
WSMWilliams Sonoma Inc	$974K	0.49%	0.00%	Not reported	Q4 2021
CALMCal-Maine Foods Inc	$713K	0.36%	0.02%	-0.3%	Q3 2025
CVXChevron Corp	$596K	0.30%	0.00%	Not reported	Q3 2022
KOCoca Cola Co	$325K	0.16%	0.00%	Not reported	Q3 2022
FRDMFreedom Environmental Services, Inc.	$264K	0.13%	Not reported	New	Q2 2026
USBUS Bancorp \de\	$215K	0.11%	0.00%	New	Q2 2026
Q1 2026Reported Apr 23, 202631 positions
NVDANvidia Corp	$15.9M	8.85%	0.00%	-17.1%	Q4 2021
LRCXLam Research Corp	$13.5M	7.55%	0.01%	-23.3%	Q4 2021
COSTCostco Wholesale Corp	$10.6M	5.88%	0.00%	-7.9%	Q4 2021
PLTRPalantir Technologies Inc.	$10.5M	5.85%	0.00%	-9.8%	Q3 2024
ORLYO Reilly Automotive Inc	$10.3M	5.76%	0.01%	-8.3%	Q4 2021
JPMJPMorgan Chase & Co	$9.33M	5.20%	0.00%	-10.4%	Q4 2021
TJXTJX Companies Inc	$9.15M	5.10%	0.01%	-7.7%	Q4 2022
AAPLApple Inc.	$9.11M	5.08%	0.00%	-7.0%	Q4 2021
JNJJohnson & Johnson	$8.13M	4.53%	0.00%	-8.5%	Q4 2021
GLDSPDR Gold Trust	$8M	4.45%	0.00%	-8.7%	Q4 2021
TSLATesla, Inc.	$7.74M	4.31%	0.00%	-7.6%	Q4 2021
ISRGIntuitive Surgical Inc	$7.72M	4.30%	0.00%	-9.5%	Q4 2021
DKSDick'S Sporting Goods, Inc.	$7.38M	4.11%	0.04%	-10.1%	Q3 2022
MSFTMicrosoft Corp	$6.68M	3.72%	0.00%	-8.7%	Q4 2021
HDHome Depot, Inc.	$5.66M	3.15%	0.00%	+12.9%	Q4 2021
TSCOTractor Supply Co	$5.38M	2.99%	0.02%	-10.9%	Q4 2021
VSTVistra Corp.	$5.32M	2.96%	0.01%	-4.2%	Q4 2024
AXONAxon Enterprise, Inc.	$3.45M	1.92%	0.01%	+4.7%	Q1 2025
SFMSprouts Farmers Market, Inc.	$2.98M	1.66%	0.04%	+75.7%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$2.11M	1.17%	Not reported	-6.4%	Q4 2021
MCKMckesson Corp	$2.04M	1.14%	0.00%	+10.9%	Q3 2022
BRK.BBerkshire Hathaway Inc	$1.86M	1.04%	Not reported	Not reported	Q3 2022
PMPhilip Morris International Inc.	$1.33M	0.74%	0.00%	+5.0%	Q1 2024
CATCaterpillar Inc	$1.28M	0.71%	0.00%	Not reported	Q3 2022
WMBWilliams Companies, Inc.	$1.14M	0.63%	0.00%	+10.6%	Q1 2025
WSMWilliams Sonoma Inc	$762K	0.42%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$744K	0.41%	0.00%	Not reported	Q3 2022
CALMCal-Maine Foods Inc	$703K	0.39%	0.02%	+82.5%	Q3 2025
ZTSZoetis Inc.	$690K	0.38%	0.00%	-25.7%	Q4 2021
KOCoca Cola Co	$304K	0.17%	0.00%	Not reported	Q3 2022
PEPPepsico Inc	$211K	0.12%	0.00%	-9.3%	Q3 2025
Q4 2025Reported Jan 20, 202632 positions
NVDANvidia Corp	$20.5M	9.96%	0.00%	-5.1%	Q4 2021
LRCXLam Research Corp	$14.1M	6.87%	0.01%	-3.5%	Q4 2021
PLTRPalantir Technologies Inc.	$14.1M	6.87%	0.00%	-4.2%	Q3 2024
JPMJPMorgan Chase & Co	$11.4M	5.54%	0.00%	+0.4%	Q4 2021
ORLYO Reilly Automotive Inc	$11.1M	5.41%	0.01%	+0.6%	Q4 2021
AAPLApple Inc.	$10.5M	5.10%	0.00%	0.0%	Q4 2021
ISRGIntuitive Surgical Inc	$10.5M	5.09%	0.01%	+1.5%	Q4 2021
TSLATesla, Inc.	$10.1M	4.93%	0.00%	-1.3%	Q4 2021
COSTCostco Wholesale Corp	$9.92M	4.82%	0.00%	-0.2%	Q4 2021
MSFTMicrosoft Corp	$9.56M	4.65%	0.00%	+0.8%	Q4 2021
TJXTJX Companies Inc	$9.54M	4.64%	0.01%	+1.3%	Q4 2022
DKSDick'S Sporting Goods, Inc.	$8.19M	3.98%	0.04%	+0.9%	Q3 2022
GLDSPDR Gold Trust	$8.07M	3.92%	0.01%	-0.8%	Q4 2021
JNJJohnson & Johnson	$7.52M	3.66%	0.00%	+29.2%	Q4 2021
TSCOTractor Supply Co	$6.66M	3.24%	0.03%	-5.9%	Q4 2021
VSTVistra Corp.	$5.96M	2.90%	0.01%	+5.6%	Q4 2024
HDHome Depot, Inc.	$5.25M	2.55%	0.00%	-9.3%	Q4 2021
CPRTCopart Inc	$5M	2.43%	0.01%	-9.9%	Q4 2021
AXONAxon Enterprise, Inc.	$4.4M	2.14%	0.01%	+4.9%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$2.36M	1.15%	Not reported	+2.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.95M	0.95%	Not reported	-3.9%	Q3 2022
SFMSprouts Farmers Market, Inc.	$1.75M	0.85%	0.02%	-31.0%	Q1 2025
MCKMckesson Corp	$1.74M	0.85%	0.00%	+3.0%	Q3 2022
PMPhilip Morris International Inc.	$1.23M	0.60%	0.00%	+5.2%	Q1 2024
CATCaterpillar Inc	$1.03M	0.50%	0.00%	Not reported	Q3 2022
ZTSZoetis Inc.	$988K	0.48%	0.00%	-72.8%	Q4 2021
WMBWilliams Companies, Inc.	$849K	0.41%	0.00%	+13.5%	Q1 2025
WSMWilliams Sonoma Inc	$746K	0.36%	0.00%	0.0%	Q4 2021
CVXChevron Corp	$548K	0.27%	0.00%	Not reported	Q3 2022
CALMCal-Maine Foods Inc	$387K	0.19%	0.01%	-13.6%	Q3 2025
KOCoca Cola Co	$280K	0.14%	0.00%	Not reported	Q3 2022
PEPPepsico Inc	$215K	0.10%	0.00%	-6.3%	Q3 2025
Q3 2025Reported Oct 29, 202532 positions
NVDANvidia Corp	$21.6M	10.27%	0.00%	-6.7%	Q4 2021
PLTRPalantir Technologies Inc.	$15.1M	7.20%	0.00%	-2.4%	Q3 2024
ORLYO Reilly Automotive Inc	$13.1M	6.22%	0.01%	+1389.2%	Q4 2021
LRCXLam Research Corp	$11.5M	5.45%	0.01%	-4.2%	Q4 2021
JPMJPMorgan Chase & Co	$11.1M	5.29%	0.00%	-2.3%	Q4 2021
COSTCostco Wholesale Corp	$10.7M	5.07%	0.00%	-1.2%	Q4 2021
MSFTMicrosoft Corp	$10.2M	4.83%	0.00%	-0.5%	Q4 2021
TSLATesla, Inc.	$10.2M	4.83%	0.00%	-4.0%	Q4 2021
AAPLApple Inc.	$9.83M	4.67%	0.00%	+0.6%	Q4 2021
DKSDick'S Sporting Goods, Inc.	$9.12M	4.34%	0.04%	-6.6%	Q3 2022
TJXTJX Companies Inc	$8.87M	4.22%	0.01%	+0.5%	Q4 2022
ISRGIntuitive Surgical Inc	$8.15M	3.88%	0.01%	-0.4%	Q4 2021
TSCOTractor Supply Co	$8.05M	3.83%	0.03%	-1.3%	Q4 2021
GLDSPDR Gold Trust	$7.29M	3.47%	0.01%	-0.5%	Q4 2021
VSTVistra Corp.	$6.85M	3.26%	0.01%	+61.7%	Q4 2024
HDHome Depot, Inc.	$6.82M	3.24%	0.00%	+0.4%	Q4 2021
CPRTCopart Inc	$6.37M	3.03%	0.01%	-9.8%	Q4 2021
AXONAxon Enterprise, Inc.	$5.3M	2.52%	0.01%	+131.6%	Q1 2025
JNJJohnson & Johnson	$5.22M	2.48%	0.00%	-4.1%	Q4 2021
ZTSZoetis Inc.	$4.22M	2.01%	0.01%	-19.1%	Q4 2021
SFMSprouts Farmers Market, Inc.	$3.47M	1.65%	0.03%	+50.4%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$2.26M	1.07%	Not reported	-2.0%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.03M	0.97%	Not reported	-6.3%	Q3 2022
MCKMckesson Corp	$1.6M	0.76%	0.00%	+7.6%	Q3 2022
PMPhilip Morris International Inc.	$1.18M	0.56%	0.00%	+3.8%	Q1 2024
CATCaterpillar Inc	$862K	0.41%	0.00%	Not reported	Q3 2022
WSMWilliams Sonoma Inc	$816K	0.39%	0.00%	Not reported	Q4 2021
WMBWilliams Companies, Inc.	$788K	0.37%	0.00%	+146.4%	Q1 2025
CVXChevron Corp	$559K	0.27%	0.00%	Not reported	Q3 2022
CALMCal-Maine Foods Inc	$530K	0.25%	0.01%	New	Q3 2025
KOCoca Cola Co	$265K	0.13%	0.00%	Not reported	Q3 2022
PEPPepsico Inc	$225K	0.11%	0.00%	New	Q3 2025

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