McBroom & Associates, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), McBroom & Associates, LLC reported 37 stock positions worth $174.8 million. Its top holding was Nvidia (NVDA) at 7.7% of the portfolio, followed by O'reilly Automotive (ORLY, 6.7%) and Costco Wholesale (COST, 6.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 2, added to 14 and reduced 14. The biggest buy was a new position in Sprouts Farmers Market (SFM) and the biggest sale Nvidia (NVDA, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001908893
- Portfolio Value
- $174.8M (Q1 2025)
- SEC Filing
- 0001754960-25-000213 ↗ filed Apr 17, 2025
Holdings Value
Holdings 37 stocks · $174.8M
| NVDA Nvidia Corp. | 7.70% | 124,151 | $13.5M | Reduce -14.1% |
| ORLY O'reilly Automotive Inc. | 6.68% | 8,151 | $11.7M | Add +0.6% |
| COST Costco Wholesale Corp. | 6.31% | 11,667 | $11.0M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 5.18% | 18,300 | $9.1M | Reduce -1.1% |
| CPRT Copart Inc. | 5.09% | 157,106 | $8.9M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 5.06% | 36,084 | $8.9M | Reduce -1.4% |
| DKS Dick's Sporting Goods Inc. | 5.06% | 43,911 | $8.9M | Reduce -3.6% |
| AAPL Apple Inc. | 4.88% | 38,375 | $8.5M | Add +1.8% |
| TSCO Tractor Supply Company | 4.52% | 143,421 | $7.9M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.25% | 61,028 | $7.4M | Reduce -5.3% |
| MSFT Microsoft Corp. | 4.23% | 19,709 | $7.4M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 4.11% | 85,088 | $7.2M | Add +14.4% |
| LRCX Lam Research Corp. | 3.71% | 89,295 | $6.5M | Add +2.0% |
| ACN Accenture PLC Class A | 3.61% | 20,199 | $6.3M | Add +1.0% |
| TSLA Tesla Inc. | 3.53% | 23,796 | $6.2M | Add +1.7% |
| HD Home Depot Inc. | 3.51% | 16,751 | $6.1M | Reduce -2.5% |
| GLD SPDR Gold Shares | 3.40% | 20,629 | $5.9M | Reduce -1.1% |
| ZTS Zoetis Inc. | 3.36% | 35,650 | $5.9M | Reduce -3.9% |
| JNJ Johnson & Johnson | 2.78% | 29,335 | $4.9M | Reduce -2.4% |
| SFM Sprouts Farmers Market Inc. | 1.85% | 21,184 | $3.2M | New |
| VST Vistra Corp. | 1.45% | 21,630 | $2.5M | Add +158.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.31% | 4,307 | $2.3M | Reduce -0.8% |
| SUB iShares Short-Term National | 1.14% | 18,843 | $2.0M | Add +25.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.10% | 3,453 | $1.9M | Reduce -6.3% |
| AXON Axon Enterprise Inc. | 0.96% | 3,189 | $1.7M | New |
| JPST JPMorgan Ultra-Short Income | 0.80% | 27,765 | $1.4M | Add +15.1% |
| MCK McKesson Corp. | 0.74% | 1,920 | $1.3M | Add +5.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.64% | 36,218 | $1.1M | Add +4.6% |
| PM Philip Morris International | 0.64% | 7,001 | $1.1M | Add +0.8% |
| SCHO Schwab Short-Term US Treas | 0.57% | 40,665 | $990K | Reduce -3.5% |
| WSM Williams-Sonoma Inc. | 0.38% | 4,177 | $660K | No change |
| CVX Chevron Corp. | 0.34% | 3,597 | $602K | No change |
| CAT Caterpillar Inc. | 0.34% | 1,806 | $596K | No change |
| BMY Bristol-Myers Squibb Co. | 0.25% | 7,137 | $435K | New |
| DFAC Dimensional US Core Equity 2 | 0.18% | 9,403 | $310K | No change |
| WMB Williams Cos Inc. | 0.17% | 5,048 | $302K | New |
| KO The Coca-Cola Co. | 0.16% | 4,000 | $286K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -14.1% | 7.70% | −3.29 |
| DKS Dick's Sporting Goods Inc. | Reduce -3.6% | 5.06% | −0.84 |
| MSFT Microsoft Corp. | Reduce -0.4% | 4.23% | −0.49 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | Sold out | 0.00% | −0.30 |
| ISRG Intuitive Surgical Inc. | Reduce -1.1% | 5.18% | −0.28 |
| HD Home Depot Inc. | Reduce -2.5% | 3.51% | −0.27 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.21 |
| TJX TJX Companies Inc. | Reduce -5.3% | 4.25% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.3% | 1.10% | −0.12 |
| ZTS Zoetis Inc. | Reduce -3.9% | 3.36% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -3.5% | 0.57% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 5.06% | +0.10 |
| TSCO Tractor Supply Company | Reduce -1.6% | 4.52% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 1.31% | +0.20 |
| JNJ Johnson & Johnson | Reduce -2.4% | 2.78% | +0.32 |
| GLD SPDR Gold Shares | Reduce -1.1% | 3.40% | +0.54 |
Portfolio Buys Q4 2024 → Q1 2025
| SFM Sprouts Farmers Market Inc. | New | 1.85% | +1.85 |
| ORLY O'reilly Automotive Inc. | Add +0.6% | 6.68% | +1.24 |
| AXON Axon Enterprise Inc. | New | 0.96% | +0.96 |
| PLTR Palantir Technologies Inc. Class A | Add +14.4% | 4.11% | +0.93 |
| VST Vistra Corp. | Add +158.8% | 1.45% | +0.80 |
| COST Costco Wholesale Corp. | Add +0.1% | 6.31% | +0.27 |
| BMY Bristol-Myers Squibb Co. | New | 0.25% | +0.25 |
| SUB iShares Short-Term National | Add +25.4% | 1.14% | +0.24 |
| WMB Williams Cos Inc. | New | 0.17% | +0.17 |
| PM Philip Morris International | Add +0.8% | 0.64% | +0.16 |
| MCK McKesson Corp. | Add +5.7% | 0.74% | +0.15 |
| LRCX Lam Research Corp. | Add +2.0% | 3.71% | +0.14 |
| JPST JPMorgan Ultra-Short Income | Add +15.1% | 0.80% | +0.12 |
| CPRT Copart Inc. | Add +1.3% | 5.09% | +0.05 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +4.6% | 0.64% | +0.04 |
| ACN Accenture PLC Class A | Add +1.0% | 3.61% | −0.38 |
| AAPL Apple Inc. | Add +1.8% | 4.88% | −0.46 |
| TSLA Tesla Inc. | Add +1.7% | 3.53% | −1.82 |
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 |