10,000+ stock pitches from top investors available on joinyellowbrick.com
McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2022-02-11 (Q4 2021) | Holdings: 30 | Value: $132.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | 6.39% | $8.5M | +486.38% | -32.41% | -8.88% | ||
| COST - COSTCO WHSL CORP NEW | 5.62% | $7.5M | +89.82% | -4.33% | +0.19% | ||
| ACN - ACCENTURE PLC IRELAND | 5.57% | $7.4M | +15.55% | -12.70% | -9.40% | ||
| HD - HOME DEPOT INC | 5.31% | $7.1M | +20.11% | -16.25% | -4.69% | ||
| ZTS - ZOETIS INC | 5.25% | $7.0M | -14.56% | -17.47% | -16.92% | ||
| TSCO - TRACTOR SUPPLY CO | 5.24% | $7.0M | +30.49% | -10.28% | +9.79% | ||
| AAPL - APPLE INC | 5.18% | $6.9M | +47.20% | -14.70% | -7.52% | ||
| MSFT - MICROSOFT CORP | 5.12% | $6.8M | +48.27% | -12.90% | -6.78% | ||
| ORLY - OREILLY AUTOMOTIVE INC | 5.06% | $6.7M | +79.21% | -7.50% | +26.26% | ||
| LRCX - LAM RESEARCH CORP | 4.99% | $6.6M | +42.06% | -17.62% | -7.69% | ||
| ISRG - INTUITIVE SURGICAL INC | 4.90% | $6.5M | +92.07% | -25.26% | -13.46% | ||
| CPRT - COPART INC | 4.67% | $6.2M | +86.26% | -11.44% | +12.89% | ||
| AMZN - AMAZON COM INC | 3.94% | $5.2M | +46.38% | -29.54% | -34.41% | ||
| CRM - SALESFORCE COM INC | 3.91% | $5.2M | +59.73% | -22.05% | -16.87% | ||
| JNJ - JOHNSON & JOHNSON | 3.90% | $5.2M | -7.46% | +6.74% | -0.41% | ||
| JPM - JPMORGAN CHASE & CO | 3.74% | $5.0M | +73.00% | -22.14% | -3.57% | ||
| SCHO - SCHWAB STRATEGIC TR | 3.74% | $5.0M | +5.87% | -1.21% | -2.16% | ||
| GLD - SPDR GOLD TR | 3.66% | $4.9M | +41.48% | -2.08% | -0.75% | ||
| DIS - DISNEY WALT CO | 3.44% | $4.6M | -25.61% | -30.17% | -27.92% | ||
| BA - BOEING CO | 2.77% | $3.7M | -19.36% | -42.19% | +1.24% | ||
| TSLA - TESLA INC | 2.21% | $2.9M | +37.52% | -15.50% | -32.23% | ||
| SPY - SPDR S&P 500 ETF TR | 1.73% | $2.3M | +40.02% | -10.54% | -4.64% | ||
| MUB - ISHARES TR | 1.20% | $1.6M | +1.75% | -5.99% | -2.56% | ||
| SUB - ISHARES TR | 0.94% | $1.3M | +4.52% | -1.94% | -0.26% | ||
| SCHZ - SCHWAB STRATEGIC TR | 0.56% | $746.0K | -3.99% | -5.86% | -7.96% | ||
| WSM - WILLIAMS SONOMA INC | 0.27% | $353.0K | +169.30% | -18.09% | -12.90% | ||
| HE - HAWAIIAN ELEC INDUSTRIES | 0.18% | $244.0K | -76.75% | +2.09% | +7.49% | ||
| NEE - NEXTERA ENERGY INC | 0.18% | $236.0K | +1.89% | -8.09% | +3.05% | ||
| SHM - SPDR SER TR | 0.18% | $235.0K | +2.58% | -2.86% | -0.84% | ||
| TGT - TARGET CORP | 0.16% | $212.0K | -28.96% | +3.32% | -16.20% | ||