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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2023-01-26 (Q4 2022) | Holdings: 35 | Value: $92.2M | 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 -10% | 6.65% | $6.1M | +51.24% | +14.85% | +29.19% | |
| TSCO - TRACTOR SUPPLY CO | Reduce -6% | 5.95% | $5.5M | +22.99% | +4.79% | +0.69% | |
| COST - COSTCO WHSL CORP NEW | 5.64% | $5.2M | +92.34% | +0.48% | +43.10% | ||
| JNJ - JOHNSON & JOHNSON | Reduce -4% | 5.34% | $4.9M | -10.27% | -2.59% | -2.58% | |
| HD - HOME DEPOT INC | Reduce -6% | 5.05% | $4.7M | +30.67% | -5.12% | +17.17% | |
| CPRT - COPART INC | Add 100% | 5.03% | $4.6M | +70.82% | +16.97% | +46.39% | |
| MSFT - MICROSOFT CORP | Reduce -2% | 4.87% | $4.5M | +73.31% | +22.73% | +66.01% | |
| AAPL - APPLE INC | Reduce -3% | 4.75% | $4.4M | +71.32% | +17.82% | +34.68% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce -5% | 4.41% | $4.1M | +118.85% | +19.04% | +52.53% | |
| ACN - ACCENTURE PLC IRELAND | Reduce -3% | 4.41% | $4.1M | +34.58% | +1.20% | +38.74% | |
| BA - BOEING CO | Add 36% | 4.35% | $4.0M | -18.72% | -2.50% | -2.90% | |
| NVDA - NVIDIA CORPORATION | 4.34% | $4.0M | +620.44% | +39.92% | +221.10% | ||
| JPM - JPMORGAN CHASE & CO | Reduce -1% | 4.19% | $3.9M | +81.92% | -1.77% | +26.35% | |
| LRCX - LAM RESEARCH CORP | Reduce -3% | 3.71% | $3.4M | +60.93% | +6.72% | +75.44% | |
| ZTS - ZOETIS INC | Reduce -12% | 3.63% | $3.3M | +0.48% | +4.40% | +16.48% | |
| DKS - DICKS SPORTING GOODS INC | Add 11% | 3.31% | $3.1M | +94.81% | +15.46% | +24.26% | |
| GLD - SPDR GOLD TR | Reduce -24% | 3.29% | $3.0M | +37.15% | +3.06% | +5.05% | |
| NUE - NUCOR CORP | Reduce -8% | 3.08% | $2.8M | -28.28% | -12.15% | +5.64% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce -27% | 2.25% | $2.1M | +7.78% | +1.08% | +3.77% | |
| TJX - TJX COS INC NEW | 2.22% | $2.0M | +51.46% | -4.19% | +18.39% | ||
| SUB - ISHARES TR | Add 61% | 1.97% | $1.8M | +4.32% | -0.42% | +1.71% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce -34% | 1.91% | $1.8M | -5.06% | -7.09% | -6.36% | |
| UUP - INVESCO DB US DLR INDEX TR | 1.57% | $1.4M | +19.63% | +0.69% | +7.39% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce -19% | 1.55% | $1.4M | +50.16% | +2.56% | +23.56% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.13% | $1.0M | +45.85% | +5.31% | +23.69% | ||
| FLRN - SPDR SER TR | Add 96% | 1.10% | $1.0M | +12.64% | +1.21% | +6.40% | |
| TSLA - TESLA INC | Reduce -49% | 0.84% | $773.3K | +143.14% | -1.38% | +17.55% | |
| MUB - ISHARES TR | Reduce -32% | 0.80% | $736.4K | +4.04% | -0.42% | +2.86% | |
| CAT - CATERPILLAR INC | Reduce -2% | 0.55% | $503.1K | +41.96% | -17.89% | +17.89% | |
| CVX - CHEVRON CORP NEW | 0.53% | $484.6K | -11.56% | -8.58% | -15.90% | ||
| MCK - MCKESSON CORP | Add 10% | 0.37% | $342.1K | +54.83% | -5.42% | +27.00% | |
| SHM - SPDR SER TR | Add 48% | 0.35% | $320.9K | +2.92% | -0.71% | +1.13% | |
| NEE - NEXTERA ENERGY INC | Add 5% | 0.32% | $294.1K | -1.71% | +0.35% | -19.48% | |
| KO - COCA COLA CO | Reduce -16% | 0.28% | $254.4K | +7.83% | +5.47% | +1.27% | |
| WSM - WILLIAMS SONOMA INC | 0.26% | $240.2K | +219.99% | -2.33% | +63.72% | ||
| AMZN - AMAZON COM INC | Reduce -100% | 0.00% | $0.00 | ||||
| SCHZ - SCHWAB STRATEGIC TR | Reduce -100% | 0.00% | $0.00 | ||||