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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2022-07-14 (Q2 2022) | Holdings: 29 | Value: $91.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| COST - COSTCO WHSL CORP NEW | Reduce -7% | 6.14% | $5.6M | +84.44% | -10.05% | +7.76% | |
| ORLY - OREILLY AUTOMOTIVE INC | Reduce -5% | 6.05% | $5.6M | +77.87% | +8.75% | +43.12% | |
| JNJ - JOHNSON & JOHNSON | Reduce -1% | 5.70% | $5.2M | -12.61% | -5.63% | -7.96% | |
| TSCO - TRACTOR SUPPLY CO | Reduce -4% | 5.67% | $5.2M | +33.79% | -0.15% | +5.77% | |
| AAPL - APPLE INC | Reduce -2% | 5.47% | $5.0M | +64.69% | -4.79% | +30.29% | |
| MSFT - MICROSOFT CORP | Reduce -1% | 5.45% | $5.0M | +69.10% | -6.92% | +36.51% | |
| GLD - SPDR GOLD TR | Add 3% | 5.33% | $4.9M | +53.13% | -3.52% | +14.18% | |
| ACN - ACCENTURE PLC IRELAND | Reduce -5% | 4.98% | $4.6M | +34.83% | -3.20% | +19.43% | |
| ZTS - ZOETIS INC | Reduce -4% | 4.97% | $4.6M | -3.73% | -13.54% | -0.80% | |
| HD - HOME DEPOT INC | Reduce -3% | 4.72% | $4.3M | +40.76% | -3.97% | +10.13% | |
| NVDA - NVIDIA CORPORATION | 4.56% | $4.2M | +823.78% | -24.06% | +196.95% | ||
| CPRT - COPART INC | Reduce -3% | 4.52% | $4.2M | +100.09% | -2.51% | +64.79% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce -15% | 4.23% | $3.9M | +7.76% | -1.57% | +0.80% | |
| LRCX - LAM RESEARCH CORP | Reduce -3% | 4.02% | $3.7M | +81.88% | -25.35% | +57.81% | |
| JPM - JPMORGAN CHASE & CO | Reduce -1% | 3.70% | $3.4M | +137.09% | +7.09% | +44.92% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce -6% | 3.62% | $3.3M | +157.50% | -8.54% | +70.21% | |
| AMZN - AMAZON COM INC | Add 1921% | 3.60% | $3.3M | +99.28% | +1.15% | +18.72% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Add 98% | 3.38% | $3.1M | -4.40% | +0.52% | -5.56% | |
| TSLA - TESLA INC | 2.94% | $2.7M | +71.02% | -8.60% | +20.99% | ||
| NUE - NUCOR CORP | Add 112% | 2.65% | $2.4M | +9.46% | +12.19% | +55.45% | |
| BA - BOEING CO | Reduce -16% | 2.37% | $2.2M | +13.90% | -8.77% | +42.03% | |
| SPY - SPDR S&P 500 ETF TR | Reduce -5% | 2.02% | $1.9M | +60.49% | -3.72% | +19.78% | |
| MUB - ISHARES TR | Reduce -5% | 1.40% | $1.3M | +6.43% | -3.17% | +2.10% | |
| SUB - ISHARES TR | Reduce -4% | 1.17% | $1.1M | +5.23% | -1.55% | +0.74% | |
| SCHZ - SCHWAB STRATEGIC TR | Reduce -50% | 0.35% | $326.0K | +3.00% | -6.38% | -1.01% | |
| SWCH - SWITCH INC | 0.27% | $246.0K | +0.69% | ||||
| WSM - WILLIAMS SONOMA INC | 0.25% | $232.0K | +217.21% | -4.84% | +0.08% | ||
| SHM - SPDR SER TR | Reduce -2% | 0.24% | $219.0K | +3.55% | -2.50% | +0.05% | |
| NEE - NEXTERA ENERGY INC | Add 4% | 0.22% | $204.0K | -1.68% | -5.42% | -5.01% | |