13F HOLDINGS REPORT
McBroom & Associates, LLC
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001754960-25-000722
Total Value
$210.3M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 115,778 | $21.6M | 10.27% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 83,041 | $15.1M | 7.20% |
| 3 | OREILLY AUTOMOTIVE INC | 67103H107 | 121,384 | $13.1M | 6.22% |
| 4 | LAM RESEARCH CORP | LRCX | 85,574 | $11.5M | 5.45% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 35,254 | $11.1M | 5.29% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 11,527 | $10.7M | 5.07% |
| 7 | MICROSOFT CORP | MSFT | 19,616 | $10.2M | 4.83% |
| 8 | TESLA INC | TSLA | 22,838 | $10.2M | 4.83% |
| 9 | APPLE INC | AAPL | 38,590 | $9.8M | 4.67% |
| 10 | DICKS SPORTING GOODS INC | 253393102 | 41,019 | $9.1M | 4.34% |
| 11 | TJX COS INC NEW | 872540109 | 61,352 | $8.9M | 4.22% |
| 12 | INTUITIVE SURGICAL INC | ISRG | 18,223 | $8.1M | 3.88% |
| 13 | TRACTOR SUPPLY CO | TSCO | 141,526 | $8.0M | 3.83% |
| 14 | SPDR GOLD TR | GLD | 20,518 | $7.3M | 3.47% |
| 15 | VISTRA CORP | VST | 34,975 | $6.9M | 3.26% |
| 16 | HOME DEPOT INC | HD | 16,821 | $6.8M | 3.24% |
| 17 | COPART INC | CPRT | 141,737 | $6.4M | 3.03% |
| 18 | AXON ENTERPRISE INC | AXON | 7,384 | $5.3M | 2.52% |
| 19 | JOHNSON & JOHNSON | JNJ | 28,140 | $5.2M | 2.48% |
| 20 | ZOETIS INC | ZTS | 28,855 | $4.2M | 2.01% |
| 21 | SPROUTS FMRS MKT INC | 85208M102 | 31,856 | $3.5M | 1.65% |
| 22 | ISHARES TR | 464288158 | 21,553 | $2.3M | 1.09% |
| 23 | SPDR S&P 500 ETF TR | SPY | 3,385 | $2.3M | 1.07% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,038 | $2.0M | 0.97% |
| 25 | MCKESSON CORP | MCK | 2,066 | $1.6M | 0.76% |
| 26 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 31,352 | $1.6M | 0.76% |
| 27 | SPDR SERIES TRUST | 78468R200 | 44,494 | $1.4M | 0.65% |
| 28 | PHILIP MORRIS INTL INC | 718172109 | 7,265 | $1.2M | 0.56% |
| 29 | CATERPILLAR INC | CAT | 1,806 | $861,733 | 0.41% |
| 30 | WILLIAMS SONOMA INC | WSM | 4,177 | $816,395 | 0.39% |
| 31 | WILLIAMS COS INC | 969457100 | 12,437 | $787,884 | 0.37% |
| 32 | SCHWAB STRATEGIC TR | 808524862 | 26,212 | $639,573 | 0.30% |
| 33 | CHEVRON CORP NEW | CVX | 3,597 | $558,578 | 0.27% |
| 34 | CAL MAINE FOODS INC | CALM | 5,632 | $529,971 | 0.25% |
| 35 | DIMENSIONAL ETF TRUST | 25434V708 | 7,900 | $304,703 | 0.14% |
| 36 | COCA COLA CO | KO | 4,000 | $265,280 | 0.13% |
| 37 | PEPSICO INC | PEP | 1,600 | $224,704 | 0.11% |