McBroom & Associates, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), McBroom & Associates, LLC reported 37 stock positions worth $198.9 million. Its top holding was Lam Research (LRCX) at 12.1% of the portfolio, followed by Nvidia (NVDA, 9.0%) and JPMorgan Chase (JPM, 5.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 3, added to 8 and reduced 21. The biggest buy was a new position in Vertiv Class A (VRT) and the biggest sale an exit from Tractor Supply (TSCO).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001908893
- Portfolio Value
- $198.9M (Q2 2026)
- SEC Filing
- 0001754960-26-000672 ↗ filed Jul 30, 2026
Holdings Value
Holdings 37 stocks · $198.9M
| LRCX Lam Research Corp. | 12.07% | 55,403 | $24.0M | Reduce -12.6% |
| NVDA Nvidia Corp. | 9.02% | 89,633 | $17.9M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 5.24% | 31,851 | $10.4M | Add +0.4% |
| AAPL Apple Inc. | 5.16% | 35,475 | $10.3M | Reduce -1.2% |
| ORLY O'reilly Automotive Inc. | 5.15% | 111,226 | $10.2M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 4.92% | 10,453 | $9.8M | Reduce -1.3% |
| TSLA Tesla Inc. | 4.71% | 22,274 | $9.4M | Add +7.0% |
| JNJ Johnson & Johnson | 4.71% | 36,886 | $9.4M | Add +10.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.28% | 56,235 | $8.5M | Reduce -1.9% |
| DKS Dick's Sporting Goods Inc. | 4.22% | 37,023 | $8.4M | Reduce -0.5% |
| PLTR Palantir Technologies Inc. Class A | 4.14% | 70,657 | $8.2M | Reduce -1.6% |
| GLD SPDR Gold Shares | 3.40% | 18,373 | $6.8M | Reduce -1.1% |
| MSFT Microsoft Corp. | 3.29% | 17,526 | $6.5M | Reduce -2.9% |
| VST Vistra Corp. | 3.26% | 40,876 | $6.5M | Add +15.5% |
| VRT Vertiv Holdings Co. Class A | 3.25% | 19,295 | $6.5M | New |
| IVLU iShares MSCI International V | 2.88% | 137,115 | $5.7M | Add +26.4% |
| ISRG Intuitive Surgical Inc. | 2.42% | 12,121 | $4.8M | Reduce -27.6% |
| HD Home Depot Inc. | 2.40% | 13,518 | $4.8M | Reduce -21.5% |
| AXON Axon Enterprise Inc. | 2.17% | 7,683 | $4.3M | Reduce -5.3% |
| SFM Sprouts Farmers Market Inc. | 2.16% | 50,773 | $4.3M | Add +31.6% |
| SCHA Schwab US Small-Cap ETF | 1.76% | 97,078 | $3.5M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 3,152 | $2.4M | Reduce -2.7% |
| SUB iShares Short-Term National | 1.08% | 20,185 | $2.1M | Reduce -8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.96% | 3,822 | $1.9M | Reduce -1.5% |
| MCK McKesson Corp. | 0.92% | 2,411 | $1.8M | Add +2.2% |
| CAT Caterpillar Inc. | 0.83% | 1,550 | $1.7M | Reduce -14.2% |
| WMB Williams Cos Inc. | 0.72% | 19,235 | $1.4M | Add +23.1% |
| PM Philip Morris International | 0.70% | 7,735 | $1.4M | Reduce -3.7% |
| JPST JPMorgan Ultra-Short Income | 0.66% | 25,819 | $1.3M | Reduce -4.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.61% | 39,593 | $1.2M | Reduce -0.2% |
| WSM Williams-Sonoma Inc. | 0.49% | 4,178 | $974K | No change |
| CALM Cal-Maine Foods Inc. | 0.36% | 8,856 | $713K | Reduce -0.3% |
| CVX Chevron Corp. | 0.30% | 3,597 | $596K | No change |
| KO The Coca-Cola Co. | 0.16% | 4,000 | $325K | No change |
| DFAC Dimensional US Core Equity 2 | 0.16% | 7,250 | $322K | No change |
| FRDM Freedom 100 Emeging MRKT ETF | 0.13% | 3,624 | $264K | New |
| USB US Bancorp | 0.11% | 3,555 | $215K | New |
Portfolio Sells Q1 2026 → Q2 2026
| TSCO Tractor Supply Company | Sold out | 0.00% | −2.99 |
| ISRG Intuitive Surgical Inc. | Reduce -27.6% | 2.42% | −1.88 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.6% | 4.14% | −1.70 |
| GLD SPDR Gold Shares | Reduce -1.1% | 3.40% | −1.05 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 4.92% | −0.96 |
| TJX TJX Companies Inc. | Reduce -1.9% | 4.28% | −0.82 |
| HD Home Depot Inc. | Reduce -21.5% | 2.40% | −0.76 |
| ORLY O'reilly Automotive Inc. | Reduce -0.7% | 5.15% | −0.61 |
| MSFT Microsoft Corp. | Reduce -2.9% | 3.29% | −0.43 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.38 |
| SUB iShares Short-Term National | Reduce -8.8% | 1.08% | −0.23 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.12 |
| JPST JPMorgan Ultra-Short Income | Reduce -4.3% | 0.66% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 0.96% | −0.07 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -0.2% | 0.61% | −0.07 |
| PM Philip Morris International | Reduce -3.7% | 0.70% | −0.04 |
| CALM Cal-Maine Foods Inc. | Reduce -0.3% | 0.36% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 1.18% | +0.01 |
| AAPL Apple Inc. | Reduce -1.2% | 5.16% | +0.08 |
| DKS Dick's Sporting Goods Inc. | Reduce -0.5% | 4.22% | +0.11 |
| CAT Caterpillar Inc. | Reduce -14.2% | 0.83% | +0.12 |
| NVDA Nvidia Corp. | Reduce -1.6% | 9.02% | +0.17 |
| AXON Axon Enterprise Inc. | Reduce -5.3% | 2.17% | +0.25 |
| LRCX Lam Research Corp. | Reduce -12.6% | 12.07% | +4.52 |
Portfolio Buys Q1 2026 → Q2 2026
| VRT Vertiv Holdings Co. Class A | New | 3.25% | +3.25 |
| SCHA Schwab US Small-Cap ETF | New | 1.76% | +1.76 |
| SFM Sprouts Farmers Market Inc. | Add +31.6% | 2.16% | +0.50 |
| IVLU iShares MSCI International V | Add +26.4% | 2.88% | +0.49 |
| TSLA Tesla Inc. | Add +7.0% | 4.71% | +0.40 |
| VST Vistra Corp. | Add +15.5% | 3.26% | +0.30 |
| JNJ Johnson & Johnson | Add +10.9% | 4.71% | +0.18 |
| FRDM Freedom 100 Emeging MRKT ETF | New | 0.13% | +0.13 |
| USB US Bancorp | New | 0.11% | +0.11 |
| WMB Williams Cos Inc. | Add +23.1% | 0.72% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 5.24% | +0.05 |
| MCK McKesson Corp. | Add +2.2% | 0.92% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $198.9M | LRCX, NVDA, JPM, AAPL, ORLY |
| Q1 2026 | 36 | $179.5M | NVDA, LRCX, COST, PLTR, ORLY |
| Q4 2025 | 38 | $205.8M | NVDA, LRCX, PLTR, JPM, ORLY |
| Q3 2025 | 37 | $210.3M | NVDA, PLTR, ORLY, LRCX, JPM |
| Q2 2025 | 37 | $174.8M | NVDA, ORLY, COST, ISRG, CPRT |
| Q1 2025 | 37 | $174.8M | NVDA, ORLY, COST, ISRG, CPRT |
| Q4 2024 | 35 | $176.8M | NVDA, COST, DKS, ISRG, ORLY |
| Q3 2024 | 34 | $163.5M | NVDA, COST, DKS, ORLY, ISRG |
| Q2 2024 | 33 | $159.6M | NVDA, COST, DKS, LRCX, MSFT |
| Q1 2024 | 33 | $151.9M | NVDA, DKS, CPRT, ORLY, COST |