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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2024-04-16 (Q1 2024) | Holdings: 33 | Value: $151.9M | 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 -13% | 9.62% | $14.6M | +63.58% | +33.57% | ||
| DKS - DICKS SPORTING GOODS INC | Reduce -3% | 6.63% | $10.1M | +16.00% | +7.14% | ||
| CPRT - COPART INC | Reduce -3% | 5.73% | $8.7M | +4.44% | -2.75% | ||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce -2% | 5.65% | $8.6M | +9.16% | -5.40% | ||
| COST - COSTCO WHSL CORP NEW | Reduce -4% | 5.55% | $8.4M | +27.33% | +17.24% | ||
| LRCX - LAM RESEARCH CORP | Reduce -8% | 5.46% | $8.3M | -20.55% | +2.05% | ||
| MSFT - MICROSOFT CORP | Reduce -5% | 5.12% | $7.8M | +2.03% | +6.49% | ||
| ISRG - INTUITIVE SURGICAL INC | Reduce -2% | 4.79% | $7.3M | +41.26% | +12.48% | ||
| TSCO - TRACTOR SUPPLY CO | Add 2% | 4.73% | $7.2M | +6.87% | +13.84% | ||
| JPM - JPMORGAN CHASE & CO | Reduce -1% | 4.56% | $6.9M | +35.70% | +20.24% | ||
| TJX - TJX COS INC NEW | Add 12% | 4.05% | $6.2M | +29.41% | +21.37% | ||
| AAPL - APPLE INC | Reduce -1% | 4.03% | $6.1M | +44.00% | +35.13% | ||
| ACN - ACCENTURE PLC IRELAND | 4.03% | $6.1M | +12.62% | +3.21% | |||
| ZTS - ZOETIS INC | Add 3% | 3.94% | $6.0M | +7.54% | +19.32% | ||
| HD - HOME DEPOT INC | Reduce -1% | 3.93% | $6.0M | +17.69% | +11.19% | ||
| NUE - NUCOR CORP | Reduce -1% | 3.66% | $5.6M | -39.88% | -15.31% | ||
| BA - BOEING CO | Reduce -3% | 3.07% | $4.7M | -0.06% | +8.73% | ||
| JNJ - JOHNSON & JOHNSON | Reduce -1% | 2.90% | $4.4M | +1.82% | +8.86% | ||
| TSLA - TESLA INC | Add 1% | 2.63% | $4.0M | +160.37% | +57.64% | ||
| GLD - SPDR GOLD TR | 2.51% | $3.8M | +10.15% | +2.80% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce -2% | 1.30% | $2.0M | +18.11% | +10.41% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce -1% | 1.22% | $1.9M | +13.69% | +11.70% | ||
| FLRN - SPDR SER TR | Reduce -2% | 0.77% | $1.2M | +4.23% | +1.44% | ||
| SCHO - SCHWAB STRATEGIC TR | Add 11% | 0.69% | $1.0M | +4.16% | +2.08% | ||
| SUB - ISHARES TR | 0.62% | $948.7K | +2.79% | +1.26% | |||
| MCK - MCKESSON CORP | Add 3% | 0.58% | $888.0K | +9.20% | +9.81% | ||
| WSM - WILLIAMS SONOMA INC | 0.44% | $663.6K | +36.57% | +5.53% | |||
| CAT - CATERPILLAR INC | Reduce -14% | 0.44% | $661.8K | +1.45% | -0.98% | ||
| CVX - CHEVRON CORP NEW | 0.37% | $567.4K | -2.20% | +4.40% | |||
| MRK - MERCK & CO INC | Add 37% | 0.33% | $502.1K | -19.47% | +0.77% | ||
| PM - PHILIP MORRIS INTL INC | 0.28% | $423.1K | +40.60% | +22.06% | |||
| DFAC - DIMENSIONAL ETF TRUST | 0.20% | $300.4K | +15.32% | +9.82% | |||
| KO - COCA COLA CO | 0.16% | $244.7K | +8.32% | +12.76% | |||
| MOS - MOSAIC CO NEW | Reduce -100% | 0.00% | $0.00 | ||||