§ 13F · FUND PROFILE
McBroom & Associates, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $174.8T (13F)Positions · 37Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 110K | $20.5T | 10.0% | −5% |
| 2 | LRCX | LAM RESEARCH CORP | 83K | $14.1T | 6.9% | −3% |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | 80K | $14.1T | 6.9% | −4% |
| 4 | JPM | JPMORGAN CHASE & CO. | 35K | $11.4T | 5.5% | ±0% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 122K | $11.1T | 5.4% | +1% |
| 6 | AAPL | APPLE INC | 39K | $10.5T | 5.1% | ±0% |
| 7 | ISRG | INTUITIVE SURGICAL INC | 18K | $10.5T | 5.1% | +1% |
| 8 | TSLA | TESLA INC | 23K | $10.1T | 4.9% | −1% |
| 9 | COST | COSTCO WHSL CORP NEW | 12K | $9.9T | 4.8% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 20K | $9.6T | 4.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCBROOM SIGNAL
AC read
McBroom & Associates, LLC is a Other fund managing $174815.0 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed