McBroom & Associates, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), McBroom & Associates, LLC reported 37 stock positions worth $210.3 million. Its top holding was Nvidia (NVDA) at 10.3% of the portfolio, followed by Palantir Technologies Class A (PLTR, 7.2%) and O'reilly Automotive (ORLY, 6.2%). Compared with Q2 2025, it opened 2 new positions, sold out of 2, added to 13 and reduced 18. The biggest buy was Vistra (VST, shares +62%) and the biggest sale an exit from Accenture Class A (ACN).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001908893
- Portfolio Value
- $210.3M (Q3 2025)
- SEC Filing
- 0001754960-25-000722 ↗ filed Oct 29, 2025
Holdings Value
Holdings 37 stocks · $210.3M
| NVDA Nvidia Corp. | 10.27% | 115,778 | $21.6M | Reduce -6.7% |
| PLTR Palantir Technologies Inc. Class A | 7.20% | 83,041 | $15.1M | Reduce -2.4% |
| ORLY O'reilly Automotive Inc. | 6.22% | 121,384 | $13.1M | Add +1389.2% |
| LRCX Lam Research Corp. | 5.45% | 85,574 | $11.5M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 5.29% | 35,254 | $11.1M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 5.07% | 11,527 | $10.7M | Reduce -1.2% |
| MSFT Microsoft Corp. | 4.83% | 19,616 | $10.2M | Reduce -0.5% |
| TSLA Tesla Inc. | 4.83% | 22,838 | $10.2M | Reduce -4.0% |
| AAPL Apple Inc. | 4.67% | 38,590 | $9.8M | Add +0.6% |
| DKS Dick's Sporting Goods Inc. | 4.34% | 41,019 | $9.1M | Reduce -6.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.22% | 61,352 | $8.9M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 3.88% | 18,223 | $8.1M | Reduce -0.4% |
| TSCO Tractor Supply Company | 3.83% | 141,526 | $8.0M | Reduce -1.3% |
| GLD SPDR Gold Shares | 3.47% | 20,518 | $7.3M | Reduce -0.5% |
| VST Vistra Corp. | 3.26% | 34,975 | $6.9M | Add +61.7% |
| HD Home Depot Inc. | 3.24% | 16,821 | $6.8M | Add +0.4% |
| CPRT Copart Inc. | 3.03% | 141,737 | $6.4M | Reduce -9.8% |
| AXON Axon Enterprise Inc. | 2.52% | 7,384 | $5.3M | Add +131.6% |
| JNJ Johnson & Johnson | 2.48% | 28,140 | $5.2M | Reduce -4.1% |
| ZTS Zoetis Inc. | 2.01% | 28,855 | $4.2M | Reduce -19.1% |
| SFM Sprouts Farmers Market Inc. | 1.65% | 31,856 | $3.5M | Add +50.4% |
| SUB iShares Short-Term National | 1.09% | 21,553 | $2.3M | Add +14.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 3,385 | $2.3M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 4,038 | $2.0M | Reduce -6.3% |
| MCK McKesson Corp. | 0.76% | 2,066 | $1.6M | Add +7.6% |
| JPST JPMorgan Ultra-Short Income | 0.76% | 31,352 | $1.6M | Add +12.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.65% | 44,494 | $1.4M | Add +22.9% |
| PM Philip Morris International | 0.56% | 7,265 | $1.2M | Add +3.8% |
| CAT Caterpillar Inc. | 0.41% | 1,806 | $862K | No change |
| WSM Williams-Sonoma Inc. | 0.39% | 4,177 | $816K | No change |
| WMB Williams Cos Inc. | 0.37% | 12,437 | $788K | Add +146.4% |
| SCHO Schwab Short-Term US Treas | 0.30% | 26,212 | $640K | Reduce -35.5% |
| CVX Chevron Corp. | 0.27% | 3,597 | $559K | No change |
| CALM Cal-Maine Foods Inc. | 0.25% | 5,632 | $530K | New |
| DFAC Dimensional US Core Equity 2 | 0.14% | 7,900 | $305K | Reduce -16.0% |
| KO The Coca-Cola Co. | 0.13% | 4,000 | $265K | No change |
| PEP Pepsico Inc. | 0.11% | 1,600 | $225K | New |
Portfolio Sells Q2 2025 → Q3 2025
| ACN Accenture PLC Class A | Sold out | 0.00% | −3.61 |
| CPRT Copart Inc. | Reduce -9.8% | 3.03% | −2.05 |
| ZTS Zoetis Inc. | Reduce -19.1% | 2.01% | −1.35 |
| ISRG Intuitive Surgical Inc. | Reduce -0.4% | 3.88% | −1.31 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 5.07% | −1.24 |
| DKS Dick's Sporting Goods Inc. | Reduce -6.6% | 4.34% | −0.73 |
| TSCO Tractor Supply Company | Reduce -1.3% | 3.83% | −0.69 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.3% | 0.97% | −0.35 |
| JNJ Johnson & Johnson | Reduce -4.1% | 2.48% | −0.30 |
| SCHO Schwab Short-Term US Treas | Reduce -35.5% | 0.30% | −0.26 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.25 |
| DFAC Dimensional US Core Equity 2 | Reduce -16.0% | 0.14% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 1.07% | −0.03 |
| GLD SPDR Gold Shares | Reduce -0.5% | 3.47% | +0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 5.29% | +0.23 |
| MSFT Microsoft Corp. | Reduce -0.5% | 4.83% | +0.60 |
| TSLA Tesla Inc. | Reduce -4.0% | 4.83% | +1.30 |
| LRCX Lam Research Corp. | Reduce -4.2% | 5.45% | +1.74 |
| NVDA Nvidia Corp. | Reduce -6.7% | 10.27% | +2.58 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.4% | 7.20% | +3.10 |
Portfolio Buys Q2 2025 → Q3 2025
| VST Vistra Corp. | Add +61.7% | 3.26% | +1.81 |
| AXON Axon Enterprise Inc. | Add +131.6% | 2.52% | +1.56 |
| CALM Cal-Maine Foods Inc. | New | 0.25% | +0.25 |
| WMB Williams Cos Inc. | Add +146.4% | 0.37% | +0.20 |
| PEP Pepsico Inc. | New | 0.11% | +0.11 |
| MCK McKesson Corp. | Add +7.6% | 0.76% | +0.02 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +22.9% | 0.65% | +0.01 |
| TJX TJX Companies Inc. | Add +0.5% | 4.22% | −0.03 |
| SUB iShares Short-Term National | Add +14.4% | 1.09% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Add +12.9% | 0.76% | −0.05 |
| PM Philip Morris International | Add +3.8% | 0.56% | −0.08 |
| SFM Sprouts Farmers Market Inc. | Add +50.4% | 1.65% | −0.20 |
| AAPL Apple Inc. | Add +0.6% | 4.67% | −0.20 |
| HD Home Depot Inc. | Add +0.4% | 3.24% | −0.27 |
| ORLY O'reilly Automotive Inc. | Add +1389.2% | 6.22% | −0.46 |
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 |