Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McBroom & Associates, LLC (CIK 1908893) reported $179.5M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($15.9M, 8.85%), LRCX ($13.5M, 7.55%), COST ($10.6M, 5.88%), PLTR ($10.5M, 5.85%), ORLY ($10.3M, 5.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.9M | 8.85% | 91,059 | Trimmed |
| 2 | LRCX | LAM RESEARCH CORP | $13.5M | 7.55% | 63,412 | Trimmed |
| 3 | COST | COSTCO WHOLESALE CORPORATION | $10.6M | 5.88% | 10,589 | Trimmed |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $10.5M | 5.85% | 71,781 | Trimmed |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | $10.3M | 5.76% | 111,989 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $9.3M | 5.20% | 31,718 | Trimmed |
| 7 | TJX | TJX COS INC NEW | $9.2M | 5.10% | 57,326 | Trimmed |
| 8 | AAPL | APPLE INC | $9.1M | 5.08% | 35,915 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON | $8.1M | 4.53% | 33,268 | Trimmed |
| 10 | GLD | SPDR GOLD TR | $8.0M | 4.45% | 18,584 | Trimmed |
| 11 | TSLA | TESLA INC | $7.7M | 4.31% | 20,817 | Trimmed |
| 12 | ISRG | INTUITIVE SURGICAL INC | $7.7M | 4.30% | 16,748 | Trimmed |
| 13 | DKS | DICKS SPORTING GOODS INC | $7.4M | 4.11% | 37,215 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $6.7M | 3.72% | 18,046 | Trimmed |
| 15 | HD | HOME DEPOT INC | $5.7M | 3.15% | 17,219 | Added |
| 16 | TSCO | TRACTOR SUPPLY CO | $5.4M | 2.99% | 118,659 | Trimmed |
| 17 | VST | VISTRA CORP | $5.3M | 2.96% | 35,381 | Trimmed |
| 18 | IVLU | ISHARES TR | $4.3M | 2.40% | 108,506 | Added |
| 19 | AXON | AXON ENTERPRISE INC | $3.4M | 1.92% | 8,116 | Added |
| 20 | SFM | SPROUTS FMRS MKT INC | $3.0M | 1.66% | 38,587 | Added |
| 21 | SUB | ISHARES TR | $2.4M | 1.31% | 22,126 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 1.17% | 3,238 | Trimmed |
| 23 | MCK | MCKESSON CORP | $2.0M | 1.14% | 2,359 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.04% | 3,880 | Hold |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.76% | 26,979 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31