McBroom & Associates, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), McBroom & Associates, LLC reported 38 stock positions worth $205.8 million. Its top holding was Nvidia (NVDA) at 10.0% of the portfolio, followed by Lam Research (LRCX, 6.9%) and Palantir Technologies Class A (PLTR, 6.9%). Compared with Q3 2025, it opened 1 new position, added to 18 and reduced 15. The biggest buy was a new position in iShares MSCI International V (IVLU) and the biggest sale Zoetis (ZTS, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001908893
- Portfolio Value
- $205.8M (Q4 2025)
- SEC Filing
- 0001754960-26-000090 ↗ filed Jan 20, 2026
Holdings Value
Holdings 38 stocks · $205.8M
| NVDA Nvidia Corp. | 9.96% | 109,861 | $20.5M | Reduce -5.1% |
| LRCX Lam Research Corp. | 6.87% | 82,619 | $14.1M | Reduce -3.5% |
| PLTR Palantir Technologies Inc. Class A | 6.87% | 79,553 | $14.1M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 5.54% | 35,401 | $11.4M | Add +0.4% |
| ORLY O'reilly Automotive Inc. | 5.41% | 122,084 | $11.1M | Add +0.6% |
| AAPL Apple Inc. | 5.10% | 38,604 | $10.5M | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 5.09% | 18,496 | $10.5M | Add +1.5% |
| TSLA Tesla Inc. | 4.93% | 22,538 | $10.1M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 4.82% | 11,501 | $9.9M | Reduce -0.2% |
| MSFT Microsoft Corp. | 4.65% | 19,775 | $9.6M | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.64% | 62,123 | $9.5M | Add +1.3% |
| DKS Dick's Sporting Goods Inc. | 3.98% | 41,380 | $8.2M | Add +0.9% |
| GLD SPDR Gold Shares | 3.92% | 20,358 | $8.1M | Reduce -0.8% |
| JNJ Johnson & Johnson | 3.65% | 36,345 | $7.5M | Add +29.2% |
| TSCO Tractor Supply Company | 3.24% | 133,130 | $6.7M | Reduce -5.9% |
| VST Vistra Corp. | 2.90% | 36,939 | $6.0M | Add +5.6% |
| HD Home Depot Inc. | 2.55% | 15,253 | $5.2M | Reduce -9.3% |
| CPRT Copart Inc. | 2.43% | 127,747 | $5.0M | Reduce -9.9% |
| AXON Axon Enterprise Inc. | 2.14% | 7,749 | $4.4M | Add +4.9% |
| IVLU iShares MSCI International V | 1.44% | 77,686 | $3.0M | New |
| SUB iShares Short-Term National | 1.21% | 23,383 | $2.5M | Add +8.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.15% | 3,458 | $2.4M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 3,880 | $2.0M | Reduce -3.9% |
| SFM Sprouts Farmers Market Inc. | 0.85% | 21,967 | $1.8M | Reduce -31.0% |
| MCK McKesson Corp. | 0.85% | 2,127 | $1.7M | Add +3.0% |
| JPST JPMorgan Ultra-Short Income | 0.81% | 33,146 | $1.7M | Add +5.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.71% | 47,283 | $1.5M | Add +6.3% |
| PM Philip Morris International | 0.60% | 7,646 | $1.2M | Add +5.2% |
| CAT Caterpillar Inc. | 0.50% | 1,806 | $1.0M | No change |
| ZTS Zoetis Inc. | 0.48% | 7,849 | $988K | Reduce -72.8% |
| WMB Williams Cos Inc. | 0.41% | 14,121 | $849K | Add +13.5% |
| WSM Williams-Sonoma Inc. | 0.36% | 4,178 | $746K | Add +0.0% |
| CVX Chevron Corp. | 0.27% | 3,597 | $548K | No change |
| CALM Cal-Maine Foods Inc. | 0.19% | 4,869 | $387K | Reduce -13.6% |
| SCHO Schwab Short-Term US Treas | 0.16% | 13,296 | $324K | Reduce -49.3% |
| DFAC Dimensional US Core Equity 2 | 0.15% | 7,900 | $313K | No change |
| KO The Coca-Cola Co. | 0.14% | 4,000 | $280K | No change |
| PEP Pepsico Inc. | 0.10% | 1,500 | $215K | Reduce -6.3% |
Portfolio Sells Q3 2025 → Q4 2025
| ZTS Zoetis Inc. | Reduce -72.8% | 0.48% | −1.53 |
| SFM Sprouts Farmers Market Inc. | Reduce -31.0% | 0.85% | −0.80 |
| HD Home Depot Inc. | Reduce -9.3% | 2.55% | −0.69 |
| CPRT Copart Inc. | Reduce -9.9% | 2.43% | −0.60 |
| TSCO Tractor Supply Company | Reduce -5.9% | 3.24% | −0.59 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.2% | 6.87% | −0.33 |
| NVDA Nvidia Corp. | Reduce -5.1% | 9.96% | −0.32 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 4.82% | −0.26 |
| SCHO Schwab Short-Term US Treas | Reduce -49.3% | 0.16% | −0.15 |
| CALM Cal-Maine Foods Inc. | Reduce -13.6% | 0.19% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 0.95% | −0.02 |
| PEP Pepsico Inc. | Reduce -6.3% | 0.10% | −0.00 |
| TSLA Tesla Inc. | Reduce -1.3% | 4.93% | +0.09 |
| GLD SPDR Gold Shares | Reduce -0.8% | 3.92% | +0.45 |
| LRCX Lam Research Corp. | Reduce -3.5% | 6.87% | +1.42 |
Portfolio Buys Q3 2025 → Q4 2025
| IVLU iShares MSCI International V | New | 1.44% | +1.44 |
| ISRG Intuitive Surgical Inc. | Add +1.5% | 5.09% | +1.21 |
| JNJ Johnson & Johnson | Add +29.2% | 3.65% | +1.17 |
| AAPL Apple Inc. | Add +0.0% | 5.10% | +0.43 |
| TJX TJX Companies Inc. | Add +1.3% | 4.64% | +0.42 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 5.54% | +0.25 |
| SUB iShares Short-Term National | Add +8.5% | 1.21% | +0.12 |
| MCK McKesson Corp. | Add +3.0% | 0.85% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.2% | 1.15% | +0.07 |
| JPST JPMorgan Ultra-Short Income | Add +5.7% | 0.81% | +0.06 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +6.3% | 0.71% | +0.05 |
| WMB Williams Cos Inc. | Add +13.5% | 0.41% | +0.04 |
| PM Philip Morris International | Add +5.2% | 0.60% | +0.04 |
| WSM Williams-Sonoma Inc. | Add +0.0% | 0.36% | −0.03 |
| MSFT Microsoft Corp. | Add +0.8% | 4.65% | −0.18 |
| DKS Dick's Sporting Goods Inc. | Add +0.9% | 3.98% | −0.35 |
| VST Vistra Corp. | Add +5.6% | 2.90% | −0.36 |
| AXON Axon Enterprise Inc. | Add +4.9% | 2.14% | −0.38 |
| ORLY O'reilly Automotive Inc. | Add +0.6% | 5.41% | −0.81 |
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 |