§ 13F · FUND PROFILE
McBroom & Associates, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210M (13F)Positions · 37Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 91K | $16M | 8.8% | −17% |
| 2 | LRCX | LAM RESEARCH CORP | 63K | $14M | 7.5% | −23% |
| 3 | COST | COSTCO WHOLESALE CORPORATION | 11K | $11M | 5.9% | −8% |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | 72K | $11M | 5.8% | −10% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 112K | $10M | 5.8% | −8% |
| 6 | JPM | JPMORGAN CHASE & CO | 32K | $9M | 5.2% | −10% |
| 7 | TJX | TJX COS INC NEW | 57K | $9M | 5.1% | −8% |
| 8 | AAPL | APPLE INC | 36K | $9M | 5.1% | −7% |
| 9 | JNJ | JOHNSON & JOHNSON | 33K | $8M | 4.5% | −8% |
| 10 | GLD | SPDR GOLD TR | 19K | $8M | 4.5% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCBROOM SIGNAL
AC read
McBroom & Associates, LLC is a Other fund managing $210 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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