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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2023-04-21 (Q1 2023) | Holdings: 36 | Value: $111.8M | 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 |
| NVDA - NVIDIA CORPORATION | Reduce -7% | 6.36% | $7.1M | +419.08% | +65.17% | +194.46% | |
| ORLY - OREILLY AUTOMOTIVE INC | Add 1% | 5.55% | $6.2M | +32.74% | +5.99% | +20.76% | |
| CPRT - COPART INC | Add 5% | 5.38% | $6.0M | +43.85% | +14.66% | +36.33% | |
| TSCO - TRACTOR SUPPLY CO | Add 3% | 5.30% | $5.9M | +12.53% | -12.67% | +4.60% | |
| COST - COSTCO WHSL CORP NEW | Add 2% | 5.16% | $5.8M | +88.37% | +11.66% | +45.64% | |
| AAPL - APPLE INC | Add 3% | 5.14% | $5.7M | +48.12% | +16.98% | +1.05% | |
| MSFT - MICROSOFT CORP | Add 1% | 4.89% | $5.5M | +51.78% | +22.61% | +43.31% | |
| BA - BOEING CO | Add 12% | 4.49% | $5.0M | -15.80% | +5.37% | -16.79% | |
| LRCX - LAM RESEARCH CORP | Add 9% | 4.20% | $4.7M | +52.77% | +24.34% | +70.24% | |
| ACN - ACCENTURE PLC IRELAND | Add 5% | 4.10% | $4.6M | +32.32% | +14.01% | +16.86% | |
| DKS - DICKS SPORTING GOODS INC | Add 24% | 3.98% | $4.5M | +60.10% | -11.16% | +37.65% | |
| ZTS - ZOETIS INC | Add 17% | 3.97% | $4.4M | -6.28% | +5.08% | -16.97% | |
| ISRG - INTUITIVE SURGICAL INC | Add 13% | 3.95% | $4.4M | +77.82% | +8.17% | +23.34% | |
| TSLA - TESLA INC | Add 232% | 3.87% | $4.3M | +139.63% | +63.41% | -13.73% | |
| HD - HOME DEPOT INC | Reduce -2% | 3.83% | $4.3M | +33.90% | +9.15% | +15.01% | |
| NUE - NUCOR CORP | Add 24% | 3.68% | $4.1M | -18.57% | +9.58% | +27.15% | |
| JPM - JPMORGAN CHASE & CO | Add 9% | 3.67% | $4.1M | +80.73% | +13.26% | +38.43% | |
| JNJ - JOHNSON & JOHNSON | Reduce -6% | 3.62% | $4.1M | -5.14% | +5.95% | -5.52% | |
| TJX - TJX COS INC NEW | Add 86% | 3.35% | $3.7M | +56.40% | +10.35% | +21.21% | |
| GLD - SPDR GOLD TR | Add 1% | 2.96% | $3.3M | +32.86% | -1.45% | +17.11% | |
| MOS - MOSAIC CO NEW | 1.93% | $2.2M | -39.79% | -9.47% | -28.36% | ||
| SCHO - SCHWAB STRATEGIC TR | Reduce -24% | 1.44% | $1.6M | +6.66% | -0.38% | +2.51% | |
| SUB - ISHARES TR | Reduce -22% | 1.26% | $1.4M | +4.79% | +0.35% | +2.14% | |
| SPY - SPDR S&P 500 ETF TR | Reduce -13% | 1.19% | $1.3M | +46.35% | +10.66% | +23.05% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce -25% | 1.14% | $1.3M | +0.56% | +3.20% | +3.50% | |
| UUP - INVESCO DB US DLR INDEX TR | Reduce -15% | 1.10% | $1.2M | +18.37% | +1.26% | +10.99% | |
| FLRN - SPDR SER TR | Add 12% | 1.01% | $1.1M | +11.47% | +1.81% | +6.98% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce -5% | 0.88% | $987.4K | +39.60% | +7.77% | +26.00% | |
| MUB - ISHARES TR | Add 4% | 0.70% | $784.3K | +4.49% | +0.75% | +2.29% | |
| CAT - CATERPILLAR INC | 0.43% | $480.6K | +68.94% | +18.19% | +65.16% | ||
| CVX - CHEVRON CORP NEW | Reduce -11% | 0.35% | $394.0K | -4.94% | -3.37% | -0.28% | |
| MCK - MCKESSON CORP | Add 4% | 0.30% | $336.8K | +64.05% | +14.96% | +47.30% | |
| WSM - WILLIAMS SONOMA INC | 0.23% | $254.5K | +232.10% | +8.38% | +136.31% | ||
| KO - COCA COLA CO | 0.22% | $248.1K | -0.87% | -2.80% | -3.50% | ||
| NEE - NEXTERA ENERGY INC | Reduce -11% | 0.22% | $241.7K | -5.68% | -3.22% | -14.24% | |
| PDBC - INVESCO ACTVELY MNGD ETC FD | 0.16% | $173.5K | +0.49% | +3.30% | +3.60% | ||
| SHM - SPDR SER TR | Reduce -100% | 0.00% | $0.00 | ||||