10,000+ stock pitches from top investors available on joinyellowbrick.com
McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2024-08-07 (Q2 2024) | Holdings: 33 | Value: $159.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | Add 869% | 12.14% | $19.4M | +46.52% | +44.75% | ||
| COST - COSTCO WHSL CORP NEW | Reduce -1% | 6.09% | $9.7M | +12.47% | +15.04% | ||
| DKS - DICKS SPORTING GOODS INC | 6.03% | $9.6M | +16.42% | +3.09% | |||
| LRCX - LAM RESEARCH CORP | Add 1% | 5.73% | $9.2M | +0.25% | +0.54% | ||
| MSFT - MICROSOFT CORP | Add 1% | 5.24% | $8.4M | +6.72% | +5.18% | ||
| ORLY - OREILLY AUTOMOTIVE INC | Add 3% | 5.17% | $8.3M | +9.14% | +9.79% | ||
| CPRT - COPART INC | Add 1% | 5.15% | $8.2M | +14.50% | +13.57% | ||
| ISRG - INTUITIVE SURGICAL INC | Add 1% | 5.13% | $8.2M | +19.57% | +18.26% | ||
| AAPL - APPLE INC | Add 1% | 4.78% | $7.6M | +15.22% | +6.74% | ||
| TSCO - TRACTOR SUPPLY CO | Add 1% | 4.69% | $7.5M | +6.53% | +14.15% | ||
| JPM - JPMORGAN CHASE & CO. | Add 3% | 4.54% | $7.2M | +20.30% | +17.76% | ||
| TJX - TJX COS INC NEW | Add 1% | 4.24% | $6.8M | +12.13% | +8.96% | ||
| ZTS - ZOETIS INC | Add 2% | 3.93% | $6.3M | -10.36% | -4.46% | ||
| ACN - ACCENTURE PLC IRELAND | Add 2% | 3.44% | $5.5M | +11.88% | +13.22% | ||
| HD - HOME DEPOT INC | 3.36% | $5.4M | +15.06% | +19.32% | |||
| NUE - NUCOR CORP | Add 1% | 2.81% | $4.5M | -16.89% | +8.92% | ||
| TSLA - TESLA INC | Reduce -2% | 2.75% | $4.4M | +110.04% | +64.14% | ||
| BA - BOEING CO | Reduce -2% | 2.69% | $4.3M | +3.99% | -7.64% | ||
| GLD - SPDR GOLD TR | Add 4% | 2.58% | $4.1M | +9.19% | +11.33% | ||
| JNJ - JOHNSON & JOHNSON | Add 1% | 2.57% | $4.1M | -7.98% | -1.21% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce -2% | 1.27% | $2.0M | +14.37% | +14.53% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce -1% | 1.12% | $1.8M | +5.16% | +7.96% | ||
| FLRN - SPDR SER TR | Reduce -4% | 0.70% | $1.1M | +2.50% | +1.72% | ||
| SCHO - SCHWAB STRATEGIC TR | Reduce -3% | 0.64% | $1.0M | +1.27% | +0.68% | ||
| MCK - MCKESSON CORP | Add 2% | 0.62% | $984.1K | +1.44% | +7.01% | ||
| SUB - ISHARES TR | Reduce -29% | 0.42% | $676.9K | +1.11% | +0.63% | ||
| MRK - MERCK & CO INC | Add 29% | 0.38% | $608.7K | -10.39% | -8.25% | ||
| CAT - CATERPILLAR INC | 0.38% | $601.6K | +10.76% | +19.63% | |||
| WSM - WILLIAMS SONOMA INC | 0.37% | $590.2K | +51.66% | -1.73% | |||
| CVX - CHEVRON CORP NEW | 0.35% | $562.6K | +5.14% | +10.91% | |||
| PM - PHILIP MORRIS INTL INC | Add 12% | 0.33% | $523.5K | +7.42% | +10.84% | ||
| DFAC - DIMENSIONAL ETF TRUST | 0.19% | $303.2K | +12.30% | +14.83% | |||
| KO - COCA COLA CO | 0.16% | $254.6K | -9.28% | -5.36% | |||