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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2023-07-24 (Q2 2023) | Holdings: 37 | Value: $126.7M | 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 |
| NVDA - NVIDIA CORPORATION | Reduce -18% | 7.00% | $8.9M | +221.61% | -7.03% | +149.91% | |
| ORLY - OREILLY AUTOMOTIVE INC | Add 3% | 5.68% | $7.2M | +27.02% | -7.71% | +15.28% | |
| AAPL - APPLE INC | Add 4% | 5.53% | $7.0M | +26.83% | -11.38% | +13.09% | |
| CPRT - COPART INC | Reduce -5% | 5.49% | $7.0M | +27.53% | -2.23% | +13.01% | |
| COST - COSTCO WHSL CORP NEW | Add 5% | 5.17% | $6.6M | +66.98% | -2.78% | +48.24% | |
| MSFT - MICROSOFT CORP | Add 1% | 5.14% | $6.5M | +23.39% | -1.65% | +21.48% | |
| ISRG - INTUITIVE SURGICAL INC | Add 2% | 4.75% | $6.0M | +65.85% | -17.40% | +35.31% | |
| LRCX - LAM RESEARCH CORP | Add 3% | 4.62% | $5.9M | +19.05% | -8.44% | +39.71% | |
| TSCO - TRACTOR SUPPLY CO | Add 3% | 4.51% | $5.7M | +26.87% | -5.30% | +24.79% | |
| TSLA - TESLA INC | Add 3% | 4.42% | $5.6M | +50.69% | -22.01% | -19.14% | |
| BA - BOEING CO | Add 9% | 4.30% | $5.4M | -20.68% | -17.03% | -13.94% | |
| ACN - ACCENTURE PLC IRELAND | Add 4% | 4.07% | $5.2M | +15.17% | -6.24% | +7.01% | |
| JPM - JPMORGAN CHASE & CO | Add 5% | 3.81% | $4.8M | +59.52% | -10.09% | +35.99% | |
| ZTS - ZOETIS INC | Add 3% | 3.72% | $4.7M | -10.39% | -11.29% | -1.05% | |
| HD - HOME DEPOT INC | Add 3% | 3.68% | $4.7M | +24.27% | -13.03% | +11.54% | |
| JNJ - JOHNSON & JOHNSON | Add 3% | 3.51% | $4.5M | -11.39% | -10.43% | -3.41% | |
| NUE - NUCOR CORP | Add 1% | 3.48% | $4.4M | -28.10% | -11.52% | -3.02% | |
| DKS - DICKS SPORTING GOODS INC | Add 6% | 3.47% | $4.4M | +81.84% | -17.18% | +59.26% | |
| TJX - TJX COS INC NEW | Add 3% | 3.28% | $4.2M | +42.72% | +3.34% | +30.68% | |
| GLD - SPDR GOLD TR | Add 3% | 2.62% | $3.3M | +33.99% | +1.10% | +20.15% | |
| MOS - MOSAIC CO NEW | Add 34% | 1.75% | $2.2M | -33.76% | -15.18% | -24.02% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 40% | 1.21% | $1.5M | +29.84% | -3.56% | +24.04% | |
| SPY - SPDR S&P 500 ETF TR | Add 5% | 1.19% | $1.5M | +33.08% | -7.69% | +20.27% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce -12% | 1.09% | $1.4M | +7.18% | +0.64% | +5.04% | |
| SUB - ISHARES TR | Reduce -7% | 1.03% | $1.3M | +4.42% | -0.79% | +2.86% | |
| UUP - INVESCO DB US DLR INDEX TR | Reduce -5% | 0.94% | $1.2M | +16.87% | +6.40% | +9.03% | |
| FLRN - SPDR SER TR | Add 4% | 0.94% | $1.2M | +9.52% | +1.67% | +6.73% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce -6% | 0.91% | $1.1M | -2.91% | +1.76% | -3.58% | |
| MUB - ISHARES TR | Reduce -2% | 0.60% | $758.0K | +3.94% | -5.12% | +2.85% | |
| CVX - CHEVRON CORP NEW | Add 38% | 0.41% | $522.6K | -2.83% | -2.81% | +1.36% | |
| CAT - CATERPILLAR INC | 0.41% | $516.7K | +42.84% | -5.34% | +34.71% | ||
| MCK - MCKESSON CORP | Add 13% | 0.36% | $455.9K | +41.57% | +10.39% | +45.70% | |
| NEE - NEXTERA ENERGY INC | Add 19% | 0.22% | $277.6K | -0.73% | -24.96% | -0.05% | |
| WSM - WILLIAMS SONOMA INC | 0.21% | $261.8K | +202.77% | +18.08% | +135.79% | ||
| KO - COCA COLA CO | 0.19% | $240.9K | +3.77% | -9.21% | +9.45% | ||
| MRK - MERCK & CO INC | 0.18% | $231.4K | -4.05% | -3.07% | +20.03% | ||
| PDBC - INVESCO ACTVELY MNGD ETC FD | 0.13% | $166.0K | -3.12% | +1.77% | -3.70% | ||
| SHM - SPDR SER TR | 0.00% | $0.00 | |||||