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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2023-10-16 (Q3 2023) | Holdings: 36 | Value: $125.6M | 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 -8% | 6.67% | $8.4M | +218.62% | +27.40% | +211.30% | |
| ORLY - OREILLY AUTOMOTIVE INC | Add 4% | 5.67% | $7.1M | +26.35% | +4.49% | +26.83% | |
| COST - COSTCO WHSL CORP NEW | Add 1% | 5.52% | $6.9M | +66.03% | +22.57% | +59.31% | |
| CPRT - COPART INC | Add 106% | 5.39% | $6.8M | +20.51% | +2.31% | +15.04% | |
| MSFT - MICROSOFT CORP | Add 3% | 4.97% | $6.2M | +29.35% | +18.41% | +27.38% | |
| AAPL - APPLE INC | Add 1% | 4.96% | $6.2M | +37.98% | +3.55% | +32.09% | |
| LRCX - LAM RESEARCH CORP | Add 2% | 4.62% | $5.8M | +22.67% | +18.31% | +15.74% | |
| TSLA - TESLA INC | Add 4% | 4.42% | $5.6M | +57.76% | -13.81% | -11.68% | |
| ZTS - ZOETIS INC | Add 15% | 4.34% | $5.5M | -4.26% | +10.69% | +11.58% | |
| ACN - ACCENTURE PLC IRELAND | Add 6% | 4.32% | $5.4M | +19.60% | +17.23% | +25.89% | |
| ISRG - INTUITIVE SURGICAL INC | Add 5% | 4.31% | $5.4M | +95.25% | +31.74% | +73.90% | |
| TSCO - TRACTOR SUPPLY CO | Add 2% | 4.25% | $5.3M | +34.05% | +11.38% | +47.89% | |
| JPM - JPMORGAN CHASE & CO | Add 7% | 4.10% | $5.1M | +69.59% | +13.93% | +55.71% | |
| BA - BOEING CO | Add 3% | 4.07% | $5.1M | -6.12% | +10.51% | -15.48% | |
| HD - HOME DEPOT INC | Add 4% | 3.76% | $4.7M | +33.57% | +20.69% | +43.72% | |
| TJX - TJX COS INC NEW | Add 7% | 3.72% | $4.7M | +36.49% | +5.77% | +33.05% | |
| JNJ - JOHNSON & JOHNSON | Add 8% | 3.60% | $4.5M | -2.51% | +3.68% | +8.78% | |
| NUE - NUCOR CORP | Add 6% | 3.54% | $4.5M | -16.01% | +15.37% | +8.96% | |
| DKS - DICKS SPORTING GOODS INC | Add 2% | 2.95% | $3.7M | +112.38% | +29.73% | +99.66% | |
| GLD - SPDR GOLD TR | Add 1% | 2.56% | $3.2M | +37.11% | +4.19% | +39.39% | |
| MOS - MOSAIC CO NEW | Add 20% | 2.15% | $2.7M | -27.64% | -12.03% | -26.17% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 4% | 1.31% | $1.6M | +30.83% | +3.79% | +34.57% | |
| SPY - SPDR S&P 500 ETF TR | Add 9% | 1.26% | $1.6M | +38.30% | +9.56% | +36.37% | |
| FLRN - SPDR SER TR | Add 3% | 0.97% | $1.2M | +8.03% | +1.75% | +6.68% | |
| SUB - ISHARES TR | Reduce -6% | 0.97% | $1.2M | +5.18% | +2.33% | +4.86% | |
| SCHO - SCHWAB STRATEGIC TR | Reduce -14% | 0.95% | $1.2M | +6.59% | +2.55% | +6.26% | |
| UUP - INVESCO DB US DLR INDEX TR | Reduce -4% | 0.95% | $1.2M | +9.77% | -1.34% | +3.64% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce -6% | 0.94% | $1.2M | -3.34% | -7.31% | -4.72% | |
| MUB - ISHARES TR | Reduce -11% | 0.52% | $651.1K | +8.32% | +6.66% | +8.95% | |
| CVX - CHEVRON CORP NEW | Add 8% | 0.48% | $607.5K | -4.34% | -12.26% | -4.29% | |
| MCK - MCKESSON CORP | Add 24% | 0.46% | $575.7K | +29.32% | +6.85% | +12.28% | |
| CAT - CATERPILLAR INC | 0.46% | $574.4K | +38.03% | +4.28% | +49.47% | ||
| WSM - WILLIAMS SONOMA INC | 0.26% | $324.9K | +147.32% | +26.99% | +79.53% | ||
| DFAC - DIMENSIONAL ETF TRUST | 0.20% | $246.4K | +34.36% | +9.29% | +34.60% | ||
| MRK - MERCK & CO INC | Add 18% | 0.19% | $244.2K | +0.51% | +14.41% | +8.33% | |
| KO - COCA COLA CO | 0.18% | $223.9K | +18.55% | +13.43% | +35.18% | ||
| NEE - NEXTERA ENERGY INC | Reduce -100% | 0.00% | $0.00 | ||||
| PDBC - INVESCO ACTVELY MNGD ETC FD | Reduce -100% | 0.00% | $0.00 | ||||