The Analysis of McBroom & Associates, LLC's Holdings
Currently, McBroom & Associates, LLC holds 38 types of securities in its portfolio with a total value $205.8M. In the most recent quarter, they have increased their positions in IVLU (+77.7K shares, valued at $3.0M), JNJ (+8.2K shares, valued at $1.7M), VST (+2.0K shares, valued at $316.9K); decreased their positions in ZTS (-21.0K shares, valued at $2.6M), NVDA (-5.9K shares, valued at $1.1M), SFM (-9.9K shares, valued at $787.9K); initiated new positions in IVLU (+77.7K shares, valued at $3.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION109.9K shares-5.11%2025-12-312026-01-20
PLTR PALANTIR TECHNOLOGIES INC79.6K shares-4.20%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.35.4K shares0.42%2025-12-312026-01-20 ORLY OREILLY AUTOMOTIVE INC122.1K shares0.58%2025-12-312026-01-20 AAPL APPLE INC38.6K shares0.04%2025-12-312026-01-20 ISRG INTUITIVE SURGICAL INC18.5K shares1.50%2025-12-312026-01-20 TSLA TESLA INC22.5K shares-1.31%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW11.5K shares-0.23%2025-12-312026-01-20 MSFT MICROSOFT CORP19.8K shares0.81%2025-12-312026-01-20 TJX TJX COS INC NEW62.1K shares1.26%2025-12-312026-01-20 DKS DICKS SPORTING GOODS INC41.4K shares0.88%2025-12-312026-01-20 GLD SPDR GOLD TR20.4K shares-0.78%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON36.3K shares29.16%2025-12-312026-01-20 TSCO TRACTOR SUPPLY CO133.1K shares-5.93%2025-12-312026-01-20 VST VISTRA CORP36.9K shares5.62%2025-12-312026-01-20 HD HOME DEPOT INC15.3K shares-9.32%2025-12-312026-01-20 CPRT COPART INC127.7K shares-9.87%2025-12-312026-01-20 AXON AXON ENTERPRISE INC7.7K shares4.94%2025-12-312026-01-20 IVLU ISHARES TR77.7K sharesnew addition2025-12-312026-01-20 SUB ISHARES TR23.4K shares8.49%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR3.5K shares2.16%2025-12-312026-01-20 SFM SPROUTS FMRS MKT INC22.0K shares-31.04%2025-12-312026-01-20 MCK MCKESSON CORP2.1K shares2.95%2025-12-312026-01-20 JPST J P MORGAN EXCHANGE TRADED F33.1K shares5.72%2025-12-312026-01-20 FLRN SPDR SERIES TRUST47.3K shares6.27%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC7.6K shares5.24%2025-12-312026-01-20 CAT CATERPILLAR INC1.8K shares0.00%2025-12-312026-01-20 ZTS ZOETIS INC7.8K shares-72.80%2025-12-312026-01-20 WMB WILLIAMS COS INC14.1K shares13.54%2025-12-312026-01-20 WSM WILLIAMS SONOMA INC4.2K shares0.02%2025-12-312026-01-20 CVX CHEVRON CORP NEW3.6K shares0.00%2025-12-312026-01-20 CALM CAL MAINE FOODS INC4.9K shares-13.55%2025-12-312026-01-20 SCHO SCHWAB STRATEGIC TR13.3K shares-49.28%2025-12-312026-01-20 DFAC DIMENSIONAL ETF TRUST7.9K shares0.00%2025-12-312026-01-20 KO COCA COLA CO4.0K shares0.00%2025-12-312026-01-20 PEP PEPSICO INC1.5K shares-6.25%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available