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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2024-01-08 (Q4 2023) | Holdings: 33 | Value: $137.2M | 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 |
| NVDA - NVIDIA CORPORATION | Reduce -3% | 6.72% | $9.2M | +175.78% | +62.89% | ||
| COST - COSTCO WHSL CORP NEW | Reduce -3% | 5.74% | $7.9M | +39.92% | +9.22% | ||
| CPRT - COPART INC | Reduce -2% | 5.52% | $7.6M | +21.42% | +20.95% | ||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce -1% | 5.36% | $7.4M | +30.27% | +18.54% | ||
| MSFT - MICROSOFT CORP | Reduce -2% | 5.32% | $7.3M | +14.65% | +14.80% | ||
| LRCX - LAM RESEARCH CORP | 5.28% | $7.2M | +1.35% | +30.70% | |||
| AAPL - APPLE INC | Reduce -1% | 5.05% | $6.9M | +32.97% | -7.63% | ||
| ZTS - ZOETIS INC | Add 10% | 4.94% | $6.8M | -15.66% | -14.33% | ||
| DKS - DICKS SPORTING GOODS INC | Add 35% | 4.94% | $6.8M | +68.11% | +49.52% | ||
| BA - BOEING CO | Reduce -7% | 4.71% | $6.5M | -24.71% | -21.07% | ||
| ISRG - INTUITIVE SURGICAL INC | 4.57% | $6.3M | +64.19% | +19.92% | |||
| ACN - ACCENTURE PLC IRELAND | 4.51% | $6.2M | +5.97% | -1.06% | |||
| JPM - JPMORGAN CHASE & CO | Reduce -1% | 4.34% | $6.0M | +44.25% | +15.55% | ||
| TSCO - TRACTOR SUPPLY CO | Add 3% | 4.23% | $5.8M | +18.47% | +14.15% | ||
| TSLA - TESLA INC | Add 1% | 4.08% | $5.6M | +72.37% | -25.72% | ||
| HD - HOME DEPOT INC | 3.97% | $5.4M | +15.30% | +5.14% | |||
| TJX - TJX COS INC NEW | Add 3% | 3.71% | $5.1M | +32.32% | +5.33% | ||
| NUE - NUCOR CORP | 3.60% | $4.9M | -31.57% | +17.08% | |||
| JNJ - JOHNSON & JOHNSON | Reduce -3% | 3.22% | $4.4M | -7.97% | -5.06% | ||
| GLD - SPDR GOLD TR | Reduce -1% | 2.58% | $3.5M | +29.05% | +15.36% | ||
| SPY - SPDR S&P 500 ETF TR | Add 4% | 1.34% | $1.8M | +27.06% | +10.40% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce -5% | 1.16% | $1.6M | +23.25% | +12.69% | ||
| FLRN - SPDR SER TR | Reduce -2% | 0.86% | $1.2M | +6.32% | +1.84% | ||
| SUB - ISHARES TR | Reduce -24% | 0.69% | $950.9K | +2.37% | -0.30% | ||
| SCHO - SCHWAB STRATEGIC TR | Reduce -22% | 0.69% | $945.3K | +4.13% | +0.26% | ||
| MOS - MOSAIC CO NEW | Reduce -71% | 0.57% | $787.7K | -26.28% | -4.57% | ||
| MCK - MCKESSON CORP | Add 22% | 0.54% | $746.3K | +22.04% | +11.05% | ||
| CAT - CATERPILLAR INC | 0.45% | $620.9K | +27.80% | +29.18% | |||
| CVX - CHEVRON CORP NEW | 0.39% | $536.5K | +2.85% | +9.21% | |||
| WSM - WILLIAMS SONOMA INC | 0.31% | $421.5K | +98.39% | +57.18% | |||
| MRK - MERCK & CO INC | Add 17% | 0.22% | $302.1K | -13.33% | +8.51% | ||
| DFAC - DIMENSIONAL ETF TRUST | 0.20% | $274.9K | +22.45% | +9.87% | |||
| KO - COCA COLA CO | 0.17% | $235.7K | +6.08% | +0.35% | |||
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce -100% | 0.00% | $0.00 | ||||
| MUB - ISHARES TR | Reduce -100% | 0.00% | $0.00 | ||||
| UUP - INVESCO DB US DLR INDEX TR | Reduce -100% | 0.00% | $0.00 | ||||