McBroom & Associates, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$20.49M	109,861	10.0%
LAM RESEARCH CORP	—	$14.14M	82,619	6.9%
Palantir Technologies Inc	—	$14.14M	79,553	6.9%
JPMORGAN CHASE & CO	—	$11.41M	35,401	5.5%
O REILLY AUTOMOTIVE INC	—	$11.14M	122,084	5.4%
Apple Inc.	—	$10.49M	38,604	5.1%
Intuitive Surgical Inc	—	$10.48M	18,496	5.1%
Tesla Inc	—	$10.14M	22,538	4.9%
COSTCO WHOLESALE CORP /NEW	—	$9.92M	11,501	4.8%
MICROSOFT CORP	—	$9.56M	19,775	4.6%
TJX Cos Inc/The	—	$9.54M	62,123	4.6%
Dick's Sporting Goods Inc	—	$8.19M	41,380	4.0%
SPDR GOLD TR	—	$8.07M	20,358	3.9%
JOHNSON & JOHNSON	—	$7.52M	36,345	3.7%
TRACTOR SUPPLY CO /DE	—	$6.66M	133,130	3.2%
Vistra Corp.	—	$5.96M	36,939	2.9%
HOME DEPOT, INC.	—	$5.25M	15,253	2.6%
Copart Inc	—	$5.00M	127,747	2.4%
Axon Enterprise Inc	—	$4.40M	7,749	2.1%
iShares MSCI UAE ETF	—	$2.96M	77,686	1.4%
iShares MSCI UAE ETF	—	$2.49M	23,383	1.2%
SPDR S&P 500 ETF TR	—	$2.36M	3,458	1.1%
Warren E. Buffett	—	$1.95M	3,880	0.9%
Sprouts Farmers Market, Inc.	—	$1.75M	21,967	0.9%
MCKESSON CORP	—	$1.74M	2,127	0.8%
J P MORGAN EXCHANGE TRADED F	—	$1.68M	33,146	0.8%
State Street SPDR S&P Oil & Gas Exploration & Production ETF	—	$1.45M	47,283	0.7%
Philip Morris International Inc.	—	$1.23M	7,646	0.6%
CATERPILLAR INC	—	$1.03M	1,806	0.5%
Zoetis Inc.	—	$987.6K	7,849	0.5%
Williams Cos Inc/The	—	$848.8K	14,121	0.4%
WILLIAMS SONOMA INC	—	$746.1K	4,178	0.4%
CHEVRON CORP	—	$548.2K	3,597	0.3%
Cal-Maine Foods Inc	—	$387.4K	4,869	0.2%
SCHWAB STRATEGIC TR	—	$324.0K	13,296	0.2%
DIMENSIONAL ETF TRUST	—	$312.8K	7,900	0.2%
COCA COLA CO	—	$279.6K	4,000	0.1%
PEPSICO INC	—	$215.3K	1,500	0.1%