McBroom & Associates, LLC
CIK: 0001908893SEC EDGAR →
Portfolio Value
$205.8M
Holdings
38
As of
Q4 2025
New Positions
38
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 109,861 | $20.5M | 9.96% |
| 2 | LAM RESEARCH CORP | 82,619 | $14.1M | 6.87% |
| 3 | PALANTIR TECHNOLOGIES INC | 79,553 | $14.1M | 6.87% |
| 4 | JPMORGAN CHASE & CO. | 35,401 | $11.4M | 5.54% |
| 5 | OREILLY AUTOMOTIVE INC | 122,084 | $11.1M | 5.41% |
| 6 | APPLE INC | 38,604 | $10.5M | 5.10% |
| 7 | INTUITIVE SURGICAL INC | 18,496 | $10.5M | 5.09% |
| 8 | TESLA INC | 22,538 | $10.1M | 4.92% |
| 9 | COSTCO WHSL CORP NEW | 11,501 | $9.9M | 4.82% |
| 10 | MICROSOFT CORP | 19,775 | $9.6M | 4.65% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (38)
$20.5M · 110K shares
$14.1M · 83K shares
$14.1M · 80K shares
$11.4M · 35K shares
$11.1M · 122K shares
$10.5M · 39K shares
$10.5M · 18K shares
$10.1M · 23K shares
$9.9M · 12K shares
$9.6M · 20K shares
$9.5M · 62K shares
$8.2M · 41K shares
$8.1M · 20K shares
$7.5M · 36K shares
$6.7M · 133K shares
$6.0M · 37K shares
$5.2M · 15K shares
$5.0M · 128K shares
$4.4M · 8K shares
$3.0M · 78K shares
$2.5M · 23K shares
$2.4M · 3K shares
$1.9M · 4K shares
$1.8M · 22K shares
$1.7M · 2K shares
$1.7M · 33K shares
$1.5M · 47K shares
$1.2M · 8K shares
$1.0M · 2K shares
$987K · 8K shares
$848K · 14K shares
$746K · 4K shares
$548K · 4K shares
$387K · 5K shares
$324K · 13K shares
$312K · 8K shares
$279K · 4K shares
$215K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 5 | $68.8M | 33.4% |
| Consumer Cyclical | 7 | $51.7M | 25.1% |
| Financial Services | 8 | $23.0M | 11.2% |
| Healthcare | 4 | $20.7M | 10.1% |
| Consumer Defensive | 5 | $12.5M | 6.1% |
| Unknown | 3 | $11.2M | 5.5% |
| Industrials | 3 | $10.4M | 5.1% |
| Utilities | 1 | $6.0M | 2.9% |
| Energy | 2 | $1.4M | 0.7% |