McBroom & Associates, LLC
McBroom & Associates, LLC reported 37 holdings worth US$199M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
McBroom & Associates, LLC reported 37 holdings worth US$199M as of Jun 30, 2026. Largest: Lam Research Corporation, Nvidia Corporation and Jp Morgan Chase & Co. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$199M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lam Research Corporation | 55,403 | US$24M | 12.1% |
| Nvidia Corporation | 89,633 | US$17.9M | 9.0% |
| Jp Morgan Chase & Co. | 31,851 | US$10.4M | 5.2% |
| Apple Inc | 35,475 | US$10.3M | 5.2% |
| O'reilly Automotive, Inc. | 111K | US$10.2M | 5.2% |
| Costco Wholesale Corporation | 10,453 | US$9.78M | 4.9% |
| Tesla, Inc. | 22,274 | US$9.37M | 4.7% |
| Johnson & Johnson | 36,886 | US$9.37M | 4.7% |
| Tjx Companies, Inc. (the) | 56,235 | US$8.52M | 4.3% |
| Dick's Sporting Goods Inc | 37,023 | US$8.4M | 4.2% |
| Palantir Technologies Inc. | 70,657 | US$8.24M | 4.1% |
| Microsoft Corp. | 17,526 | US$6.54M | 3.3% |
| Vistra Corp. | 40,876 | US$6.48M | 3.3% |
| Vertiv Holdings, Llc | 19,295 | US$6.46M | 3.2% |
| Intuitive Surgical, Inc. | 12,121 | US$4.82M | 2.4% |
| Home Depot, Inc. (the) | 13,518 | US$4.77M | 2.4% |
| Axon Enterprise, Inc. | 7,683 | US$4.31M | 2.2% |
| Sprouts Farmers Market, Inc. | 50,773 | US$4.29M | 2.2% |
| Berkshire Hathaway Inc. | 3,822 | US$1.91M | 0.96% |
| Mckesson Corporation | 2,411 | US$1.82M | 0.92% |
| Caterpillar, Inc. | 1,550 | US$1.65M | 0.83% |
| Williams Companies, Inc. (the) | 19,235 | US$1.43M | 0.72% |
| Philip Morris International Inc | 7,735 | US$1.4M | 0.70% |
| Williams-sonoma, Inc. | 4,178 | US$974K | 0.49% |
| Cal-maine Foods, Inc. | 8,856 | US$713K | 0.36% |
| Chevron Corporation | 3,597 | US$596K | 0.30% |
| Coca-cola Company (the) | 4,000 | US$325K | 0.16% |
| U.s. Bancorp | 3,555 | US$215K | 0.11% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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