McBroom & Associates, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), McBroom & Associates, LLC reported 35 stock positions worth $176.8 million. Its top holding was Nvidia (NVDA) at 11.0% of the portfolio, followed by Costco Wholesale (COST, 6.0%) and Dick's Sporting Goods (DKS, 5.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 2, added to 18 and reduced 10. The biggest buy was a new position in Lam Research (LRCX) and the biggest sale an exit from Nucor (NUE).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001908893
- Portfolio Value
- $176.8M (Q4 2024)
- SEC Filing
- 0001754960-25-000083 ↗ filed Jan 29, 2025
Holdings Value
Holdings 35 stocks · $176.8M
| NVDA Nvidia Corp. | 10.98% | 144,597 | $19.4M | Reduce -5.5% |
| COST Costco Wholesale Corp. | 6.04% | 11,655 | $10.7M | Add +0.6% |
| DKS Dick's Sporting Goods Inc. | 5.90% | 45,563 | $10.4M | Add +1.8% |
| ISRG Intuitive Surgical Inc. | 5.46% | 18,505 | $9.7M | Reduce -0.2% |
| ORLY O'reilly Automotive Inc. | 5.44% | 8,106 | $9.6M | Add +1.8% |
| TSLA Tesla Inc. | 5.34% | 23,396 | $9.4M | Reduce -1.8% |
| AAPL Apple Inc. | 5.34% | 37,680 | $9.4M | Add +2.9% |
| CPRT Copart Inc. | 5.03% | 155,045 | $8.9M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 4.96% | 36,585 | $8.8M | Add +0.5% |
| MSFT Microsoft Corp. | 4.72% | 19,790 | $8.3M | Add +3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.40% | 64,438 | $7.8M | Add +3.1% |
| TSCO Tractor Supply Company | 4.37% | 145,760 | $7.7M | Add +3.3% |
| ACN Accenture PLC Class A | 3.98% | 20,006 | $7.0M | Add +5.6% |
| HD Home Depot Inc. | 3.78% | 17,190 | $6.7M | Add +4.2% |
| LRCX Lam Research Corp. | 3.58% | 87,552 | $6.3M | New |
| ZTS Zoetis Inc. | 3.42% | 37,099 | $6.0M | Reduce -1.0% |
| PLTR Palantir Technologies Inc. Class A | 3.18% | 74,354 | $5.6M | Add +2.3% |
| GLD SPDR Gold Shares | 2.86% | 20,858 | $5.1M | Add +8.3% |
| JNJ Johnson & Johnson | 2.46% | 30,065 | $4.3M | Reduce -4.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.22% | 3,686 | $2.2M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 4,340 | $2.0M | Reduce -1.0% |
| SUB iShares Short-Term National | 0.90% | 15,023 | $1.6M | Add +130.3% |
| JPST JPMorgan Ultra-Short Income | 0.69% | 24,119 | $1.2M | Add +376.3% |
| VST Vistra Corp. | 0.65% | 8,357 | $1.2M | New |
| FLRN SS SPDR BB Ig Float RT ETF | 0.60% | 34,618 | $1.1M | Add +3.7% |
| MCK McKesson Corp. | 0.59% | 1,816 | $1.0M | Add +4.7% |
| SCHO Schwab Short-Term US Treas | 0.57% | 42,163 | $1.0M | Reduce -5.7% |
| PM Philip Morris International | 0.47% | 6,946 | $836K | Add +20.6% |
| WSM Williams-Sonoma Inc. | 0.44% | 4,177 | $773K | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.37% | 1,806 | $655K | No change |
| SCTXX Schwab Amt Tax FR MNY-Ultra | 0.30% | 532,437 | $532K | New |
| CVX Chevron Corp. | 0.29% | 3,597 | $521K | No change |
| MRK Merck & Co. Inc. | 0.21% | 3,770 | $375K | Reduce -29.8% |
| DFAC Dimensional US Core Equity 2 | 0.18% | 9,403 | $325K | No change |
| KO The Coca-Cola Co. | 0.14% | 4,000 | $249K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| NUE Nucor Corp. | Sold out | 0.00% | −2.58 |
| BA The Boeing Co. | Sold out | 0.00% | −2.15 |
| ZTS Zoetis Inc. | Reduce -1.0% | 3.42% | −1.06 |
| JNJ Johnson & Johnson | Reduce -4.4% | 2.46% | −0.66 |
| NVDA Nvidia Corp. | Reduce -5.5% | 10.98% | −0.39 |
| MRK Merck & Co. Inc. | Reduce -29.8% | 0.21% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 1.11% | −0.12 |
| ISRG Intuitive Surgical Inc. | Reduce -0.2% | 5.46% | −0.11 |
| SCHO Schwab Short-Term US Treas | Reduce -5.7% | 0.57% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 1.22% | −0.08 |
| WSM Williams-Sonoma Inc. | Reduce -0.1% | 0.44% | +0.04 |
| TSLA Tesla Inc. | Reduce -1.8% | 5.34% | +1.53 |
Portfolio Buys Q3 2024 → Q4 2024
| LRCX Lam Research Corp. | New | 3.58% | +3.58 |
| PLTR Palantir Technologies Inc. Class A | Add +2.3% | 3.18% | +1.53 |
| VST Vistra Corp. | New | 0.65% | +0.65 |
| JPST JPMorgan Ultra-Short Income | Add +376.3% | 0.69% | +0.53 |
| SUB iShares Short-Term National | Add +130.3% | 0.90% | +0.47 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | New | 0.30% | +0.30 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 4.96% | +0.26 |
| DKS Dick's Sporting Goods Inc. | Add +1.8% | 5.90% | +0.19 |
| CPRT Copart Inc. | Add +1.6% | 5.03% | +0.14 |
| AAPL Apple Inc. | Add +2.9% | 5.34% | +0.12 |
| MCK McKesson Corp. | Add +4.7% | 0.59% | +0.06 |
| PM Philip Morris International | Add +20.6% | 0.47% | +0.05 |
| GLD SPDR Gold Shares | Add +8.3% | 2.86% | −0.01 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +3.7% | 0.60% | −0.03 |
| TJX TJX Companies Inc. | Add +3.1% | 4.40% | −0.09 |
| ACN Accenture PLC Class A | Add +5.6% | 3.98% | −0.12 |
| ORLY O'reilly Automotive Inc. | Add +1.8% | 5.44% | −0.17 |
| COST Costco Wholesale Corp. | Add +0.6% | 6.04% | −0.24 |
| MSFT Microsoft Corp. | Add +3.7% | 4.72% | −0.30 |
| HD Home Depot Inc. | Add +4.2% | 3.78% | −0.31 |
| TSCO Tractor Supply Company | Add +3.3% | 4.37% | −0.65 |
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 |