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The Analysis of McBroom & Associates, LLC's Holdings & P&L

Currently, McBroom & Associates, LLC holds 36 types of securities in its portfolio with a total value $179.5M. In the most recent quarter, they have increased their positions in SFM (+16.6K shares, valued at $1.3M), IVLU (+30.8K shares, valued at $1.2M), HD (+2.0K shares, valued at $646.6K); decreased their positions in N/A (-19.2K shares, valued at $4.1M), NVDA (-18.8K shares, valued at $3.3M), PLTR (-7.8K shares, valued at $1.1M).

1M P&L

+940.5K+0.58%

3M P&L

-1.5M-0.89%

HY P&L

-3.7M-2.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A19.6M

12.0%

2Software - Infrastructure17.2M

10.5%

3Semiconductors15.9M

9.7%

Top Industries by Stock Count

1N/A7 stocks

20.6%

2Specialty Retail3 stocks

8.8%

3Beverages - Non-Alcoholic2 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION91.1K shares-17.11%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP63.4K shares-23.25%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION10.6K shares-7.93%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC71.8K shares-9.77%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC112.0K shares-8.27%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO31.7K shares-10.40%2026-03-312026-04-23

TJX TJX COS INC NEW57.3K shares-7.72%2026-03-312026-04-23

AAPL APPLE INC35.9K shares-6.97%2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON33.3K shares-8.47%2026-03-312026-04-23

GLD SPDR GOLD TR18.6K shares-8.71%2026-03-312026-04-23

TSLA TESLA INC20.8K shares-7.64%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC16.7K shares-9.45%2026-03-312026-04-23

DKS DICKS SPORTING GOODS INC37.2K shares-10.07%2026-03-312026-04-23

MSFT MICROSOFT CORP18.0K shares-8.74%2026-03-312026-04-23

HD HOME DEPOT INC17.2K shares12.89%2026-03-312026-04-23

TSCO TRACTOR SUPPLY CO118.7K shares-10.87%2026-03-312026-04-23

Sponsored

VST VISTRA CORP35.4K shares-4.22%2026-03-312026-04-23

IVLU ISHARES TR108.5K shares39.67%2026-03-312026-04-23

AXON AXON ENTERPRISE INC8.1K shares4.74%2026-03-312026-04-23

SFM SPROUTS FMRS MKT INC38.6K shares75.66%2026-03-312026-04-23

SUB ISHARES TR22.1K shares-5.38%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T3.2K shares-6.36%2026-03-312026-04-23

MCK MCKESSON CORP2.4K shares10.91%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares0.00%2026-03-312026-04-23

Sponsored

JPST J P MORGAN EXCHANGE TRADED F27.0K shares-18.61%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC8.0K shares5.02%2026-03-312026-04-23

CAT CATERPILLAR INC1.8K shares0.00%2026-03-312026-04-23

FLRN SPDR SERIES TRUST39.7K shares-16.07%2026-03-312026-04-23

WMB WILLIAMS COS INC15.6K shares10.64%2026-03-312026-04-23

WSM WILLIAMS SONOMA INC4.2K shares0.00%2026-03-312026-04-23

CVX CHEVRON CORPORATION3.6K shares0.00%2026-03-312026-04-23

CALM CAL MAINE FOODS INC8.9K shares82.50%2026-03-312026-04-23

Sponsored

ZTS ZOETIS INC5.8K shares-25.66%2026-03-312026-04-23

KO COCA COLA CO4.0K shares0.00%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST7.3K shares-8.23%2026-03-312026-04-23

PEP PEPSICO INC1.4K shares-9.33%2026-03-312026-04-23

NVDA

NVIDIA CORPORATION

-17.11%

Shares91.1K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

-23.25%

Shares63.4K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

-7.93%

Shares10.6K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

-9.77%

Shares71.8K

Event2026-03-31

Filed2026-04-23

ORLY

OREILLY AUTOMOTIVE INC

-8.27%

Shares112.0K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-10.40%

Shares31.7K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW

-7.72%

Shares57.3K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-6.97%

Shares35.9K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-8.47%

Shares33.3K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-8.71%

Shares18.6K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-7.64%

Shares20.8K

Event2026-03-31

Filed2026-04-23

ISRG

INTUITIVE SURGICAL INC

-9.45%

Shares16.7K

Event2026-03-31

Filed2026-04-23

DKS

DICKS SPORTING GOODS INC

-10.07%

Shares37.2K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-8.74%

Shares18.0K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

12.89%

Shares17.2K

Event2026-03-31

Filed2026-04-23

TSCO

TRACTOR SUPPLY CO

-10.87%

Shares118.7K

Event2026-03-31

Filed2026-04-23

VST

VISTRA CORP

-4.22%

Shares35.4K

Event2026-03-31

Filed2026-04-23

IVLU

ISHARES TR

39.67%

Shares108.5K

Event2026-03-31

Filed2026-04-23

AXON

AXON ENTERPRISE INC

4.74%

Shares8.1K

Event2026-03-31

Filed2026-04-23

SFM

SPROUTS FMRS MKT INC

75.66%

Shares38.6K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

-5.38%

Shares22.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-6.36%

Shares3.2K

Event2026-03-31

Filed2026-04-23

MCK

MCKESSON CORP

10.91%

Shares2.4K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-23

JPST

J P MORGAN EXCHANGE TRADED F

-18.61%

Shares27.0K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

5.02%

Shares8.0K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

FLRN

SPDR SERIES TRUST

-16.07%

Shares39.7K

Event2026-03-31

Filed2026-04-23

WMB

WILLIAMS COS INC

10.64%

Shares15.6K

Event2026-03-31

Filed2026-04-23

WSM

WILLIAMS SONOMA INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

CALM

CAL MAINE FOODS INC

82.50%

Shares8.9K

Event2026-03-31

Filed2026-04-23

ZTS

ZOETIS INC

-25.66%

Shares5.8K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

-8.23%

Shares7.3K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

-9.33%

Shares1.4K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available