MA
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McBroom & Associates, LLC13F | |
| McBroom & Associates, LLC | |
| Last update 2025-04-17 | 37 Stocks (4 new) |
| Value $175.00 Mil | Turnover 5 % |
McBroom & Associates, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 124,151 | 13,455.5 | -14.14% | 7.700 | -1.56% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
ORLY | O'Reilly Automotive Inc | 122,265 | 11,677.0 | +0.56% | 6.680 | +0.04% | 0.010 | -0.42% | +16.81% | 78,936.1 | Vehicles & Parts | |
COST | Costco Wholesale Corp | 11,667 | 11,034.4 | +0.10% | 6.310 | +0.01% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
ISRG | Intuitive Surgical Inc | 18,300 | 9,063.4 | -1.11% | 5.180 | -0.06% | 0.010 | +7.43% | -0.64% | 185,882.9 | Medical Devices & Instruments | |
CPRT | Copart Inc | 157,106 | 8,890.6 | +1.33% | 5.090 | +0.07% | 0.020 | -22.96% | -19.88% | 44,459.7 | Business Services | |
JPM | JPMorgan Chase & Co | 36,084 | 8,851.4 | -1.37% | 5.060 | -0.07% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
DKS | Dick's Sporting Goods Inc | 43,911 | 8,850.7 | -3.63% | 5.060 | -0.21% | 0.050 | +13.66% | -7.31% | 16,778.7 | Retail - Cyclical | |
AAPL | Apple Inc | 38,375 | 8,524.2 | +1.84% | 4.880 | +0.09% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
TSCO | Tractor Supply Co | 143,421 | 7,902.5 | -1.60% | 4.520 | -0.07% | 0.030 | +13.32% | +7.56% | 29,998.9 | Retail - Cyclical | |
TJX | TJX Companies Inc | 61,028 | 7,433.2 | -5.29% | 4.250 | -0.23% | 0.010 | -3.96% | +1.76% | 136,294.8 | Retail - Cyclical |
McBroom & Associates, LLC's Historical Top Holdings Breakdowns
McBroom & Associates, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SFM | Sprouts Farmers Market Inc | 2025-03-31 | New Buy New Buy | +1.85% | 132.75 ($149.11) 177.12 | $165.65 | 11.09% | New holding | 21,184 | 21,184 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.56% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -14.14% | 124,151 | -20,446 | |
AXON | Axon Enterprise Inc | 2025-03-31 | New Buy New Buy | +0.96% | 496.65 ($585.29) 710.01 | $756.09 | 29.18% | New holding | 3,189 | 3,189 | |
VST | Vistra Corp | 2025-03-31 | Add Add | +0.89% | 108.49 ($149.41) 191.89 | $193.01 | 29.18% | Add 158.82% | 21,630 | 13,273 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.52% | 64.98 ($87.82) 124.62 | $153.52 | 74.81% | Add 14.44% | 85,088 | 10,734 | |
BMY | Bristol-Myers Squibb Co | 2025-03-31 | New Buy New Buy | +0.25% | 53.9 ($58.29) 63.11 | $47.36 | -18.75% | New holding | 7,137 | 7,137 | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 2025-03-31 | Add Add | +0.23% | 105.3 ($105.71) 106.24 | $106.43 | 0.68% | Add 25.43% | 18,843 | 3,820 | |
TJX | TJX Companies Inc | 2025-03-31 | Reduce Reduce | -0.23% | 112.81 ($121.39) 126.16 | $122.17 | 0.64% | Reduce -5.29% | 61,028 | -3,410 | |
DKS | Dick's Sporting Goods Inc | 2025-03-31 | Reduce Reduce | -0.21% | 186.55 ($223.24) 250.04 | $209.49 | -6.16% | Reduce -3.63% | 43,911 | -1,652 | |
MRK | Merck & Co Inc | 2025-03-31 | Sold Out Sold Out | -0.21% | 83.01 ($93.37) 101.02 | $79.96 | -14.36% | Sold Out | 0 | -3,770 |
McBroom & Associates, LLC Total Holding History ($B)
McBroom & Associates, LLC's Asset Allocation
McBroom & Associates, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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McBroom & Associates, LLC's Hypothetical Growth since 2025-03-31
McBroom & Associates, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
McBroom & Associates, LLC's Holdings Heat Map
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McBroom & Associates, LLC's Holdings Bubble Chart
McBroom & Associates, LLC News
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