Institutions / McBroom & Associates, LLC
McBroom & Associates, LLC
CIK 1908893 · Institution · as of Dec 31, 2025
Portfolio value
$205.79M
Positions
38
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 38 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $20.49M | 10.0% |
| Lam Research Corp | $14.14M | 6.9% |
| Palantir Technologies Inc | $14.14M | 6.9% |
| JPMorgan Chase & Co | $11.41M | 5.5% |
| O Reilly Automotive Inc | $11.14M | 5.4% |
| Apple Inc. | $10.49M | 5.1% |
| Intuitive Surgical Inc | $10.48M | 5.1% |
| Tesla Inc | $10.14M | 4.9% |
| Costco Wholesale Corp /New | $9.92M | 4.8% |
| Microsoft Corp | $9.56M | 4.6% |
| TJX Cos Inc/The | $9.54M | 4.6% |
| Dick's Sporting Goods Inc | $8.19M | 4.0% |
| SPDR Gold Tr | $8.07M | 3.9% |
| Johnson & Johnson | $7.52M | 3.7% |
| Tractor Supply Co /De | $6.66M | 3.2% |
| Vistra Corp. | $5.96M | 2.9% |
| Home Depot, Inc. | $5.25M | 2.6% |
| Copart Inc | $5.00M | 2.4% |
| Axon Enterprise Inc | $4.40M | 2.1% |
| iShares MSCI UAE ETF | $2.96M | 1.4% |
| iShares MSCI UAE ETF | $2.49M | 1.2% |
| SPDR S&P 500 ETF Tr | $2.36M | 1.1% |
| Warren E. Buffett | $1.95M | 0.9% |
| Sprouts Farmers Market, Inc. | $1.75M | 0.9% |
| McKesson Corp | $1.74M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.