McBroom & Associates, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), McBroom & Associates, LLC reported 33 stock positions worth $159.6 million. Its top holding was Nvidia (NVDA) at 12.1% of the portfolio, followed by Costco Wholesale (COST, 6.1%) and Dick's Sporting Goods (DKS, 6.0%). Compared with Q1 2024, it added to 19 and reduced 9. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Boeing (BA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001908893
- Portfolio Value
- $159.6M (Q2 2024)
- SEC Filing
- 0001754960-24-000402 ↗ filed Aug 7, 2024
Holdings Value
Holdings 33 stocks · $159.6M
| NVDA Nvidia Corp. | 12.14% | 156,801 | $19.4M | Reduce -3.1% |
| COST Costco Wholesale Corp. | 6.09% | 11,444 | $9.7M | Reduce -0.5% |
| DKS Dick's Sporting Goods Inc. | 6.03% | 44,784 | $9.6M | Add +0.0% |
| LRCX Lam Research Corp. | 5.73% | 8,594 | $9.2M | Add +0.7% |
| MSFT Microsoft Corp. | 5.24% | 18,727 | $8.4M | Add +1.3% |
| ORLY O'reilly Automotive Inc. | 5.17% | 7,814 | $8.3M | Add +2.8% |
| CPRT Copart Inc. | 5.15% | 151,833 | $8.2M | Add +1.1% |
| ISRG Intuitive Surgical Inc. | 5.13% | 18,408 | $8.2M | Add +1.1% |
| AAPL Apple Inc. | 4.78% | 36,241 | $7.6M | Add +1.5% |
| TSCO Tractor Supply Company | 4.69% | 27,745 | $7.5M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 4.54% | 35,803 | $7.2M | Add +3.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.24% | 61,412 | $6.8M | Add +1.3% |
| ZTS Zoetis Inc. | 3.93% | 36,172 | $6.3M | Add +2.3% |
| ACN Accenture PLC Class A | 3.44% | 18,076 | $5.5M | Add +2.4% |
| HD Home Depot Inc. | 3.36% | 15,598 | $5.4M | Add +0.2% |
| NUE Nucor Corp. | 2.81% | 28,390 | $4.5M | Add +1.0% |
| TSLA Tesla Inc. | 2.75% | 22,189 | $4.4M | Reduce -2.3% |
| BA The Boeing Co. | 2.69% | 23,578 | $4.3M | Reduce -2.4% |
| GLD SPDR Gold Shares | 2.58% | 19,154 | $4.1M | Add +3.5% |
| JNJ Johnson & Johnson | 2.57% | 28,089 | $4.1M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 3,718 | $2.0M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 4,383 | $1.8M | Reduce -0.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.70% | 36,423 | $1.1M | Reduce -3.8% |
| SCHO Schwab Short-Term US Treas | 0.64% | 21,068 | $1.0M | Reduce -2.8% |
| MCK McKesson Corp. | 0.62% | 1,685 | $984K | Add +1.9% |
| SUB iShares Short-Term National | 0.42% | 6,474 | $677K | Reduce -28.5% |
| MRK Merck & Co. Inc. | 0.38% | 4,917 | $609K | Add +29.2% |
| CAT Caterpillar Inc. | 0.38% | 1,806 | $602K | No change |
| WSM Williams-Sonoma Inc. | 0.37% | 2,090 | $590K | No change |
| CVX Chevron Corp. | 0.35% | 3,597 | $563K | No change |
| PM Philip Morris International | 0.33% | 5,166 | $523K | Add +11.9% |
| DFAC Dimensional US Core Equity 2 | 0.19% | 9,403 | $303K | No change |
| KO The Coca-Cola Co. | 0.16% | 4,000 | $255K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| BA The Boeing Co. | Reduce -2.4% | 2.69% | −0.38 |
| SUB iShares Short-Term National | Reduce -28.5% | 0.42% | −0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 1.12% | −0.11 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -3.8% | 0.70% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -2.8% | 0.64% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 1.27% | −0.04 |
| TSLA Tesla Inc. | Reduce -2.3% | 2.75% | +0.12 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 6.09% | +0.55 |
| NVDA Nvidia Corp. | Reduce -3.1% | 12.14% | +2.51 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +1.5% | 4.78% | +0.75 |
| ISRG Intuitive Surgical Inc. | Add +1.1% | 5.13% | +0.34 |
| LRCX Lam Research Corp. | Add +0.7% | 5.73% | +0.27 |
| TJX TJX Companies Inc. | Add +1.3% | 4.24% | +0.19 |
| MSFT Microsoft Corp. | Add +1.3% | 5.24% | +0.12 |
| GLD SPDR Gold Shares | Add +3.5% | 2.58% | +0.07 |
| MRK Merck & Co. Inc. | Add +29.2% | 0.38% | +0.05 |
| PM Philip Morris International | Add +11.9% | 0.33% | +0.05 |
| MCK McKesson Corp. | Add +1.9% | 0.62% | +0.03 |
| ZTS Zoetis Inc. | Add +2.3% | 3.93% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 4.54% | −0.03 |
| TSCO Tractor Supply Company | Add +1.2% | 4.69% | −0.03 |
| JNJ Johnson & Johnson | Add +0.8% | 2.57% | −0.33 |
| ORLY O'reilly Automotive Inc. | Add +2.8% | 5.17% | −0.48 |
| HD Home Depot Inc. | Add +0.2% | 3.36% | −0.57 |
| CPRT Copart Inc. | Add +1.1% | 5.15% | −0.58 |
| ACN Accenture PLC Class A | Add +2.4% | 3.44% | −0.59 |
| DKS Dick's Sporting Goods Inc. | Add +0.0% | 6.03% | −0.60 |
| NUE Nucor Corp. | Add +1.0% | 2.81% | −0.85 |
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 |