McBroom & Associates, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), McBroom & Associates, LLC reported 36 stock positions worth $179.5 million. Its top holding was Nvidia (NVDA) at 8.8% of the portfolio, followed by Lam Research (LRCX, 7.5%) and Costco Wholesale (COST, 5.9%). Compared with Q4 2025, it sold out of 2, added to 8 and reduced 23. The biggest buy was iShares MSCI International V (IVLU, shares +40%) and the biggest sale an exit from Copart (CPRT).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001908893
- Portfolio Value
- $179.5M (Q1 2026)
- SEC Filing
- 0001754960-26-000309 ↗ filed Apr 23, 2026
Holdings Value
Holdings 36 stocks · $179.5M
| NVDA Nvidia Corp. | 8.85% | 91,059 | $15.9M | Reduce -17.1% |
| LRCX Lam Research Corp. | 7.55% | 63,412 | $13.5M | Reduce -23.3% |
| COST Costco Wholesale Corp. | 5.88% | 10,589 | $10.6M | Reduce -7.9% |
| PLTR Palantir Technologies Inc. Class A | 5.85% | 71,781 | $10.5M | Reduce -9.8% |
| ORLY O'reilly Automotive Inc. | 5.76% | 111,989 | $10.3M | Reduce -8.3% |
| JPM JPMorgan Chase & Co. | 5.20% | 31,718 | $9.3M | Reduce -10.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 5.10% | 57,326 | $9.2M | Reduce -7.7% |
| AAPL Apple Inc. | 5.08% | 35,915 | $9.1M | Reduce -7.0% |
| JNJ Johnson & Johnson | 4.53% | 33,268 | $8.1M | Reduce -8.5% |
| GLD SPDR Gold Shares | 4.45% | 18,584 | $8.0M | Reduce -8.7% |
| TSLA Tesla Inc. | 4.31% | 20,817 | $7.7M | Reduce -7.6% |
| ISRG Intuitive Surgical Inc. | 4.30% | 16,748 | $7.7M | Reduce -9.4% |
| DKS Dick's Sporting Goods Inc. | 4.11% | 37,215 | $7.4M | Reduce -10.1% |
| MSFT Microsoft Corp. | 3.72% | 18,046 | $6.7M | Reduce -8.7% |
| HD Home Depot Inc. | 3.15% | 17,219 | $5.7M | Add +12.9% |
| TSCO Tractor Supply Company | 2.99% | 118,659 | $5.4M | Reduce -10.9% |
| VST Vistra Corp. | 2.96% | 35,381 | $5.3M | Reduce -4.2% |
| IVLU iShares MSCI International V | 2.40% | 108,506 | $4.3M | Add +39.7% |
| AXON Axon Enterprise Inc. | 1.92% | 8,116 | $3.4M | Add +4.7% |
| SFM Sprouts Farmers Market Inc. | 1.66% | 38,587 | $3.0M | Add +75.7% |
| SUB iShares Short-Term National | 1.31% | 22,126 | $2.4M | Reduce -5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.17% | 3,238 | $2.1M | Reduce -6.4% |
| MCK McKesson Corp. | 1.14% | 2,359 | $2.0M | Add +10.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 3,880 | $1.9M | No change |
| JPST JPMorgan Ultra-Short Income | 0.76% | 26,979 | $1.4M | Reduce -18.6% |
| PM Philip Morris International | 0.74% | 8,030 | $1.3M | Add +5.0% |
| CAT Caterpillar Inc. | 0.71% | 1,806 | $1.3M | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.68% | 39,684 | $1.2M | Reduce -16.1% |
| WMB Williams Cos Inc. | 0.63% | 15,623 | $1.1M | Add +10.6% |
| WSM Williams-Sonoma Inc. | 0.42% | 4,178 | $762K | No change |
| CVX Chevron Corp. | 0.41% | 3,597 | $744K | No change |
| CALM Cal-Maine Foods Inc. | 0.39% | 8,886 | $703K | Add +82.5% |
| ZTS Zoetis Inc. | 0.38% | 5,835 | $690K | Reduce -25.7% |
| KO The Coca-Cola Co. | 0.17% | 4,000 | $304K | No change |
| DFAC Dimensional US Core Equity 2 | 0.16% | 7,250 | $282K | Reduce -8.2% |
| PEP Pepsico Inc. | 0.12% | 1,360 | $211K | Reduce -9.3% |
Portfolio Sells Q4 2025 → Q1 2026
| CPRT Copart Inc. | Sold out | 0.00% | −2.43 |
| NVDA Nvidia Corp. | Reduce -17.1% | 8.85% | −1.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.8% | 5.85% | −1.02 |
| MSFT Microsoft Corp. | Reduce -8.7% | 3.72% | −0.93 |
| ISRG Intuitive Surgical Inc. | Reduce -9.4% | 4.30% | −0.79 |
| TSLA Tesla Inc. | Reduce -7.6% | 4.31% | −0.62 |
| JPM JPMorgan Chase & Co. | Reduce -10.4% | 5.20% | −0.35 |
| TSCO Tractor Supply Company | Reduce -10.9% | 2.99% | −0.24 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.16 |
| ZTS Zoetis Inc. | Reduce -25.7% | 0.38% | −0.10 |
| JPST JPMorgan Ultra-Short Income | Reduce -18.6% | 0.76% | −0.05 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -16.1% | 0.68% | −0.03 |
| AAPL Apple Inc. | Reduce -7.0% | 5.08% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -8.2% | 0.16% | +0.00 |
| PEP Pepsico Inc. | Reduce -9.3% | 0.12% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.4% | 1.17% | +0.03 |
| VST Vistra Corp. | Reduce -4.2% | 2.96% | +0.07 |
| SUB iShares Short-Term National | Reduce -5.4% | 1.31% | +0.10 |
| DKS Dick's Sporting Goods Inc. | Reduce -10.1% | 4.11% | +0.13 |
| ORLY O'reilly Automotive Inc. | Reduce -8.3% | 5.76% | +0.35 |
| TJX TJX Companies Inc. | Reduce -7.7% | 5.10% | +0.46 |
| GLD SPDR Gold Shares | Reduce -8.7% | 4.45% | +0.53 |
| LRCX Lam Research Corp. | Reduce -23.3% | 7.55% | +0.67 |
| JNJ Johnson & Johnson | Reduce -8.5% | 4.53% | +0.87 |
| COST Costco Wholesale Corp. | Reduce -7.9% | 5.88% | +1.06 |
Portfolio Buys Q4 2025 → Q1 2026
| IVLU iShares MSCI International V | Add +39.7% | 2.40% | +0.96 |
| SFM Sprouts Farmers Market Inc. | Add +75.7% | 1.66% | +0.81 |
| HD Home Depot Inc. | Add +12.9% | 3.15% | +0.60 |
| MCK McKesson Corp. | Add +10.9% | 1.14% | +0.29 |
| WMB Williams Cos Inc. | Add +10.6% | 0.63% | +0.22 |
| CALM Cal-Maine Foods Inc. | Add +82.5% | 0.39% | +0.20 |
| PM Philip Morris International | Add +5.0% | 0.74% | +0.14 |
| AXON Axon Enterprise Inc. | Add +4.7% | 1.92% | −0.22 |
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 |