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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2022-10-27 (Q3 2022) | Holdings: 35 | Value: $88.7M | 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 |
| ORLY - OREILLY AUTOMOTIVE INC | Reduce -8% | 6.43% | $5.7M | +48.41% | -2.68% | +14.64% | |
| COST - COSTCO WHSL CORP NEW | Reduce -3% | 6.08% | $5.4M | +91.04% | +1.20% | +12.22% | |
| TSCO - TRACTOR SUPPLY CO | Reduce -3% | 5.45% | $4.8M | +25.31% | +3.74% | -9.71% | |
| AAPL - APPLE INC | Reduce -6% | 5.41% | $4.8M | +66.21% | -3.35% | +15.59% | |
| JNJ - JOHNSON & JOHNSON | Reduce -1% | 5.36% | $4.8M | -10.83% | -5.75% | -12.57% | |
| MSFT - MICROSOFT CORP | Reduce -2% | 5.01% | $4.4M | +90.73% | +7.58% | +50.53% | |
| HD - HOME DEPOT INC | Reduce -1% | 4.86% | $4.3M | +42.17% | +9.01% | -0.30% | |
| ACN - ACCENTURE PLC IRELAND | Reduce -4% | 4.58% | $4.1M | +30.89% | -1.30% | +6.55% | |
| CPRT - COPART INC | 4.57% | $4.1M | +100.65% | +16.86% | +52.03% | ||
| ZTS - ZOETIS INC | Reduce -2% | 4.34% | $3.9M | +9.66% | +8.77% | +4.14% | |
| GLD - SPDR GOLD TR | Reduce -19% | 4.13% | $3.7M | +59.19% | +16.87% | +21.01% | |
| AMZN - AMAZON COM INC | Reduce -2% | 3.90% | $3.5M | +128.99% | +2.70% | +35.55% | |
| NVDA - NVIDIA CORPORATION | Reduce -1% | 3.74% | $3.3M | +1003.57% | +46.27% | +214.30% | |
| TSLA - TESLA INC | Add 204% | 3.65% | $3.2M | +82.09% | -26.06% | -12.44% | |
| LRCX - LAM RESEARCH CORP | Reduce -4% | 3.45% | $3.1M | +96.79% | +23.02% | +51.39% | |
| JPM - JPMORGAN CHASE & CO | Reduce -3% | 3.44% | $3.0M | +104.74% | +11.87% | +12.95% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce -3% | 3.40% | $3.0M | +122.17% | +0.54% | +7.28% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce -25% | 3.23% | $2.9M | +9.17% | +1.25% | +2.73% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce -7% | 2.93% | $2.6M | -5.68% | -2.85% | -2.26% | |
| NUE - NUCOR CORP | 2.83% | $2.5M | -11.36% | +24.26% | +12.35% | ||
| DKS - DICKS SPORTING GOODS INC | 2.69% | $2.4M | +119.06% | +15.36% | -2.07% | ||
| BA - BOEING CO | Reduce -3% | 2.11% | $1.9M | +20.36% | +48.53% | +29.18% | |
| SPY - SPDR S&P 500 ETF TR | Reduce -6% | 1.86% | $1.7M | +60.96% | +5.94% | +11.13% | |
| SUB - ISHARES TR | Add 5% | 1.25% | $1.1M | +7.20% | +2.53% | +2.03% | |
| MUB - ISHARES TR | Reduce -15% | 1.18% | $1.1M | +11.70% | +6.81% | +1.98% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.01% | $897.0K | +54.92% | +4.97% | +15.25% | ||
| FLRN - SPDR SER TR | 0.58% | $517.0K | +14.82% | +2.01% | +6.56% | ||
| CVX - CHEVRON CORP NEW | 0.44% | $388.0K | -10.99% | -3.26% | -16.56% | ||
| CAT - CATERPILLAR INC | 0.40% | $351.0K | +77.50% | +23.65% | +16.29% | ||
| MCK - MCKESSON CORP | 0.32% | $282.0K | +50.04% | -2.63% | +16.07% | ||
| KO - COCA COLA CO | 0.30% | $266.0K | +10.98% | +2.52% | -2.85% | ||
| NEE - NEXTERA ENERGY INC | Add 28% | 0.30% | $264.0K | -0.24% | -1.72% | -23.60% | |
| WSM - WILLIAMS SONOMA INC | 0.28% | $246.0K | +230.30% | +7.14% | +24.98% | ||
| SCHZ - SCHWAB STRATEGIC TR | Reduce -26% | 0.26% | $228.0K | +9.70% | +5.72% | +0.07% | |
| SHM - SPDR SER TR | 0.24% | $213.0K | +6.67% | +3.63% | +1.18% | ||
| SWCH - SWITCH INC | Reduce -100% | 0.00% | $0.00 | ||||