McBroom & Associates, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.3% | $66,988,593 |
| Consumer Cyclical | 22.9% | $42,269,453 |
| Consumer Defensive | 9.0% | $16,510,704 |
| Healthcare | 8.7% | $16,009,967 |
| Financial Services | 6.8% | $12,552,999 |
| Industrials | 6.7% | $12,418,112 |
| Unclassified | 4.9% | $9,122,064 |
| Utilities | 3.5% | $6,484,159 |
| Energy | 1.1% | $2,026,167 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SFM | Sprouts Farmers Market, Inc. | +12,186 | 50,773 | $4,294,380 | |
| VST | Vistra Corp. | +5,495 | 40,876 | $6,484,159 | |
| JNJ | Johnson & Johnson | +3,618 | 36,886 | $9,367,937 | |
| WMB | Williams Companies, Inc. | +3,612 | 19,235 | $1,429,929 | |
| TSLA | Tesla, Inc. | +1,457 | 22,274 | $9,368,444 | |
| JPM | Jpmorgan Chase & Co | +133 | 31,851 | $10,425,787 | |
| MCK | Mckesson Corp | +52 | 2,411 | $1,821,751 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LRCX | Lam Research Corp | −8,009 | 55,403 | $24,007,781 | |
| ISRG | Intuitive Surgical Inc | −4,627 | 12,121 | $4,820,279 | |
| HD | Home Depot, Inc. | −3,701 | 13,518 | $4,767,528 | |
| NVDA | Nvidia Corp | −1,426 | 89,633 | $17,934,666 | |
| PLTR | Palantir Technologies Inc. | −1,124 | 70,657 | $8,243,552 | |
| TJX | Tjx Companies Inc /De/ | −1,091 | 56,235 | $8,519,602 | |
| ORLY | O Reilly Automotive Inc | −763 | 111,226 | $10,242,802 | |
| MSFT | Microsoft Corp | −520 | 17,526 | $6,537,548 | |
| AAPL | Apple Inc. | −440 | 35,475 | $10,265,046 | |
| AXON | Axon Enterprise, Inc. | −433 | 7,683 | $4,307,166 | |
| PM | Philip Morris International Inc. | −295 | 7,735 | $1,399,338 | |
| CAT | Caterpillar Inc | −256 | 1,550 | $1,650,595 | |
| GLD | Spdr Gold Trust | −211 | 18,373 | $6,768,245 | |
| DKS | Dick's Sporting Goods, Inc. | −192 | 37,023 | $8,397,186 | |
| COST | Costco Wholesale Corp /New | −136 | 10,453 | $9,778,467 | |
| SPY | Spdr S&P 500 ETF Trust | −86 | 3,152 | $2,353,819 | |
| BRK-B | Berkshire Hathaway Inc | −58 | 3,822 | $1,912,490 | |
| CALM | Cal-Maine Foods Inc | −30 | 8,856 | $713,439 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
Reduced | 55,403 | $24,007,781 | 13.02% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 89,633 | $17,934,666 | 9.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 31,851 | $10,425,787 | 5.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 35,475 | $10,265,046 | 5.57% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 111,226 | $10,242,802 | 5.56% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 10,453 | $9,778,467 | 5.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 22,274 | $9,368,444 | 5.08% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 36,886 | $9,367,937 | 5.08% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 56,235 | $8,519,602 | 4.62% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Reduced | 37,023 | $8,397,186 | 4.55% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 70,657 | $8,243,552 | 4.47% | |
| GLD |
Spdr Gold Trust
|
Reduced | 18,373 | $6,768,245 | 3.67% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 17,526 | $6,537,548 | 3.55% | |
| VST |
Vistra Corp.
Utilities
|
Added | 40,876 | $6,484,159 | 3.52% | |
| VRT |
Vertiv Holdings Co
Industrials
|
NEW | 19,295 | $6,460,351 | 3.50% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 12,121 | $4,820,279 | 2.61% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 13,518 | $4,767,528 | 2.59% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Reduced | 7,683 | $4,307,166 | 2.34% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Added | 50,773 | $4,294,380 | 2.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,152 | $2,353,819 | 1.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,822 | $1,912,490 | 1.04% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 2,411 | $1,821,751 | 0.99% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,550 | $1,650,595 | 0.90% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 19,235 | $1,429,929 | 0.78% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 7,735 | $1,399,338 | 0.76% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
Held | 4,178 | $973,891 | 0.53% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Reduced | 8,856 | $713,439 | 0.39% | |
| CVX |
Chevron Corp
Energy
|
Held | 3,597 | $596,238 | 0.32% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 4,000 | $325,080 | 0.18% | |
| USB |
US Bancorp De
Financial Services
|
NEW | 3,555 | $214,722 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.