McBroom & Associates, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, McBroom & Associates, LLC held in its portfolio 38 assets valued at $205,789,214 (i.e. $205.79M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($20.49M), LAM RESEARCH CORP ($14.14M), and PALANTIR TECHNOLOGIES INC ($14.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
McBroom & Associates, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 109861 | 20489077 | COM |
| LAM RESEARCH CORP | 82619 | 14142648 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 79553 | 14140546 | CL A |
| JPMORGAN CHASE & CO. | 35401 | 11406910 | COM |
| OREILLY AUTOMOTIVE INC | 122084 | 11135282 | COM |
| APPLE INC | 38604 | 10494881 | COM |
| INTUITIVE SURGICAL INC | 18496 | 10475395 | COM NEW |
| TESLA INC | 22538 | 10135789 | COM |
| COSTCO WHSL CORP NEW | 11501 | 9917772 | COM |
| MICROSOFT CORP | 19775 | 9563455 | COM |
| TJX COS INC NEW | 62123 | 9542714 | COM |
| DICKS SPORTING GOODS INC | 41380 | 8191999 | COM |
| SPDR GOLD TR | 20358 | 8068079 | GOLD SHS |
| JOHNSON & JOHNSON | 36345 | 7521685 | COM |
| TRACTOR SUPPLY CO | 133130 | 6657831 | COM |
| VISTRA CORP | 36939 | 5959369 | COM |
| HOME DEPOT INC | 15253 | 5248642 | COM |
| COPART INC | 127747 | 5001295 | COM |
| AXON ENTERPRISE INC | 7749 | 4400890 | COM |
| ISHARES TR | 77686 | 2955952 | MSCI INTL VLU FT |
| ISHARES TR | 23383 | 2494966 | SHRT NAT MUN ETF |
| SPDR S&P 500 ETF TR | 3458 | 2358079 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 3880 | 1950282 | CL B NEW |
| SPROUTS FMRS MKT INC | 21967 | 1750111 | COM |
| MCKESSON CORP | 2127 | 1744757 | COM |
| J P MORGAN EXCHANGE TRADED F | 33146 | 1676856 | ULTRA SHRT ETF |
| SPDR SERIES TRUST | 47283 | 1453007 | STATE STREET SPD |
| PHILIP MORRIS INTL INC | 7646 | 1226418 | COM |
| CATERPILLAR INC | 1806 | 1034603 | COM |
| ZOETIS INC | 7849 | 987612 | CL A |
| WILLIAMS COS INC | 14121 | 848813 | COM |
| WILLIAMS SONOMA INC | 4178 | 746149 | COM |
| CHEVRON CORP NEW | 3597 | 548219 | COM |
| CAL MAINE FOODS INC | 4869 | 387426 | COM NEW |
| SCHWAB STRATEGIC TR | 13296 | 324024 | SHT TM US TRES |
| DIMENSIONAL ETF TRUST | 7900 | 312761 | US CORE EQUITY 2 |
| COCA COLA CO | 4000 | 279640 | COM |
| PEPSICO INC | 1500 | 215280 | COM |
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