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McBroom & Associates, LLC 13F Holdings
Holdings from the most recent 13F from McBroom & Associates, LLC
Filed: 2024-10-18 (Q3 2024) | Holdings: 34 | Value: $163.5M | 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 -2% | 11.37% | $18.6M | +4.60% | |||
| COST - COSTCO WHSL CORP NEW | Add 1% | 6.28% | $10.3M | +3.24% | |||
| DKS - DICKS SPORTING GOODS INC | 5.71% | $9.3M | +5.78% | ||||
| ORLY - OREILLY AUTOMOTIVE INC | Add 2% | 5.61% | $9.2M | -0.84% | |||
| ISRG - INTUITIVE SURGICAL INC | Add 1% | 5.57% | $9.1M | +3.13% | |||
| AAPL - APPLE INC | Add 1% | 5.22% | $8.5M | +3.91% | |||
| TSCO - TRACTOR SUPPLY CO | Add 2% | 5.02% | $8.2M | -12.33% | |||
| MSFT - MICROSOFT CORP | Add 2% | 5.02% | $8.2M | +1.94% | |||
| CPRT - COPART INC | Add 1% | 4.89% | $8.0M | +5.98% | |||
| JPM - JPMORGAN CHASE & CO. | Add 2% | 4.70% | $7.7M | +8.02% | |||
| TJX - TJX COS INC NEW | Add 2% | 4.49% | $7.3M | +3.02% | |||
| ZTS - ZOETIS INC | Add 4% | 4.48% | $7.3M | -14.95% | |||
| ACN - ACCENTURE PLC IRELAND | Add 5% | 4.10% | $6.7M | -5.64% | |||
| HD - HOME DEPOT INC | Add 6% | 4.09% | $6.7M | -5.97% | |||
| TSLA - TESLA INC | Add 7% | 3.81% | $6.2M | +87.50% | |||
| JNJ - JOHNSON & JOHNSON | Add 12% | 3.12% | $5.1M | -11.96% | |||
| GLD - SPDR GOLD TR | Add 1% | 2.86% | $4.7M | -3.66% | |||
| NUE - NUCOR CORP | Reduce -1% | 2.58% | $4.2M | -26.83% | |||
| BA - BOEING CO | Reduce -2% | 2.15% | $3.5M | +6.02% | |||
| PLTR - PALANTIR TECHNOLOGIES INC | 1.65% | $2.7M | +86.40% | ||||
| SPY - SPDR S&P 500 ETF TR | 1.30% | $2.1M | +1.73% | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.23% | $2.0M | -2.36% | ||||
| SCHO - SCHWAB STRATEGIC TR | Add 6% | 0.67% | $1.1M | +0.35% | |||
| FLRN - SPDR SER TR | Reduce -8% | 0.63% | $1.0M | +1.20% | |||
| MCK - MCKESSON CORP | Add 3% | 0.52% | $857.3K | +12.91% | |||
| CAT - CATERPILLAR INC | 0.43% | $706.4K | -7.27% | ||||
| PM - PHILIP MORRIS INTL INC | Add 11% | 0.43% | $698.9K | +2.65% | |||
| SUB - ISHARES TR | Add 1% | 0.42% | $692.8K | +0.19% | |||
| WSM - WILLIAMS SONOMA INC | Add 100% | 0.40% | $647.6K | +33.62% | |||
| MRK - MERCK & CO INC | Add 9% | 0.37% | $610.0K | -8.39% | |||
| CVX - CHEVRON CORP NEW | 0.32% | $529.7K | -1.74% | ||||
| DFAC - DIMENSIONAL ETF TRUST | 0.20% | $322.4K | +0.05% | ||||
| KO - COCA COLA CO | 0.18% | $287.4K | -11.12% | ||||
| JPST - J P MORGAN EXCHANGE TRADED F | 0.16% | $256.9K | +0.85% | ||||
| LRCX - LAM RESEARCH CORP | Reduce -100% | 0.00% | $0.00 | ||||