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McBroom & Associates, LLC
Period ended Sep 30, 2026 · Latest filing Oct 29, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $165,475,364
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $15,830,388
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $13,403,437
- PALANTIR TECHNOLOGIES INC · CL A · 69608A108 · shares: $11,779,287
- APPLE INC · COM · 037833100 · shares: $10,261,034
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $9,375,391
- MICROSOFT CORP · COM · 594918104 · shares: $8,921,303
- JOHNSON & JOHNSON · COM · 478160104 · shares: $8,705,607
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $8,305,032
- OREILLY AUTOMOTIVE INC · COM · 67103H107 · shares: $8,242,492
- TESLA INC · COM · 88160R101 · shares: $7,363,017
Reported holdings
33 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 69,316 shares | $15,830,388 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 40,801 shares | $13,403,437 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 62,974 shares | $11,779,287 |
| APPLE INC | COM | 037833100 | — | 30,812 shares | $10,261,034 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 28,339 shares | $9,375,391 |
| MICROSOFT CORP | COM | 594918104 | — | 17,394 shares | $8,921,303 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 32,884 shares | $8,705,607 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 9,123 shares | $8,305,032 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 96,505 shares | $8,242,492 |
| TESLA INC | COM | 88160R101 | — | 20,752 shares | $7,363,017 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 16,480 shares | $6,276,243 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 | — | 143,612 shares | $6,159,519 |
| TJX COS INC NEW | COM | 872540109 | — | 39,828 shares | $5,269,643 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 20,593 shares | $4,969,297 |
| VISTRA CORP | COM | 92840M102 | — | 35,787 shares | $4,951,131 |
| ELI LILLY & CO | COM | 532457108 | — | 4,078 shares | $4,718,572 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 10,537 shares | $4,452,093 |
| HOME DEPOT INC | COM | 437076102 | — | 11,222 shares | $3,192,422 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 95,772 shares | $3,125,040 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,986 shares | $3,039,843 |
| SPROUTS FMRS MKT INC | COM | 85208M102 | — | 44,062 shares | $2,923,514 |
| MCKESSON CORP | COM | 58155Q103 | — | 2,385 shares | $2,036,337 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 3,822 shares | $1,903,165 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 15,375 shares | $1,607,303 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 7,447 shares | $1,421,037 |
| CATERPILLAR INC | COM | 149123101 | — | 1,550 shares | $1,256,725 |
| WILLIAMS COS INC | COM | 969457100 | — | 18,421 shares | $1,252,075 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 24,435 shares | $1,230,791 |
| SPDR SERIES TRUST | ST STR RATE ETF | 78468R200 | — | 38,461 shares | $1,186,137 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 4,175 shares | $951,650 |
| CHEVRON CORPORATION | COM | 166764100 | — | 3,597 shares | $734,543 |
| COCA COLA CO | COM | 191216100 | — | 4,000 shares | $344,320 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | — | 4,102 shares | $286,976 |