McBroom & Associates, LLC

CIK

1908893

Location

LAS VEGAS, NV

Portfolio Value

Small $170,011,061

Diversification

Diversified

Filing Date

Global Rank

#4,226 / 8,232 ▼ 90

Top Industry

Software - Infrastructure 10.7%

3Y Alpha vs SPY

-3.6%

Period ended 2 months ago

Filed Apr 23, 2026 · 51d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.4%

SPY

+76.5%

Annualised alpha

-3.6%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.3%

−1.1 pts

Top 5

35.8%

−0.5 pts

Top 10

61.5%

−0.5 pts

HHI

518

Diversified−10

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$55,724,374	5
Consumer Cyclical	27.3%	$46,410,929	7
Healthcare	10.9%	$18,583,828	4
Consumer Defensive	9.5%	$16,073,812	6
Financial Services	6.6%	$11,189,462	2
Unclassified	5.9%	$10,102,309	2
Utilities	3.1%	$5,318,825	1
Industrials	2.8%	$4,726,262	2
Energy	1.1%	$1,881,260	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
SFM	Sprouts Farmers Market, Inc.	+16,620	38,587	$2,976,215
CALM	Cal-Maine Foods Inc	+4,017	8,886	$703,326
HD	Home Depot, Inc.	+1,966	17,219	$5,663,156
WMB	Williams Companies, Inc.	+1,502	15,623	$1,137,041
PM	Philip Morris International Inc.	+384	8,030	$1,327,680
AXON	Axon Enterprise, Inc.	+367	8,116	$3,446,784
MCK	Mckesson Corp	+232	2,359	$2,041,384
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	−19,207	63,412	$13,548,607
NVDA	Nvidia Corp	−18,802	91,059	$15,880,689
TSCO	Tractor Supply Co /De/	−14,471	118,659	$5,375,252
ORLY	O Reilly Automotive Inc	−10,095	111,989	$10,337,704
PLTR	Palantir Technologies Inc.	−7,772	71,781	$10,500,124
TJX	Tjx Companies Inc /De/	−4,797	57,326	$9,154,962
DKS	Dick's Sporting Goods, Inc.	−4,165	37,215	$7,379,362
JPM	Jpmorgan Chase & Co	−3,683	31,718	$9,330,166
JNJ	Johnson & Johnson	−3,077	33,268	$8,132,029
AAPL	Apple Inc.	−2,689	35,915	$9,114,867
ZTS	Zoetis Inc.	−2,014	5,835	$689,755
GLD	Spdr Gold Trust	−1,774	18,584	$7,996,509
ISRG	Intuitive Surgical Inc	−1,748	16,748	$7,720,660
MSFT	Microsoft Corp	−1,729	18,046	$6,680,087
TSLA	Tesla, Inc.	−1,721	20,817	$7,738,719
VST	Vistra Corp.	−1,558	35,381	$5,318,825
COST	Costco Wholesale Corp /New	−912	10,589	$10,551,197
SPY	Spdr S&P 500 ETF Trust	−220	3,238	$2,105,800
PEP	Pepsico Inc	−140	1,360	$211,194
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CPRT	Copart Inc	127,747	$5,001,295
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 positions · $170,011,061 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	91,059	-18,802	$15,880,689	−22.5%	9.34%
LRCX	Lam Research Corp Technology	Reduced	63,412	-19,207	$13,548,607	−4.2%	7.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	10,589	-912	$10,551,197	+6.4%	6.21%
PLTR	Palantir Technologies Inc. Technology	Reduced	71,781	-7,772	$10,500,124	−25.7%	6.18%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	111,989	-10,095	$10,337,704	−7.2%	6.08%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	31,718	-3,683	$9,330,166	−18.2%	5.49%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	57,326	-4,797	$9,154,962	−4.1%	5.38%
AAPL	Apple Inc. Technology	Reduced	35,915	-2,689	$9,114,867	−13.1%	5.36%
JNJ	Johnson & Johnson Healthcare	Reduced	33,268	-3,077	$8,132,029	+8.1%	4.78%
GLD	Spdr Gold Trust	Reduced	18,584	-1,774	$7,996,509	−0.9%	4.70%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	20,817	-1,721	$7,738,719	−23.6%	4.55%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	16,748	-1,748	$7,720,660	−26.3%	4.54%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Reduced	37,215	-4,165	$7,379,362	−9.9%	4.34%
MSFT	Microsoft Corp Technology	Reduced	18,046	-1,729	$6,680,087	−30.2%	3.93%
HD	Home Depot, Inc. Consumer Cyclical	Added	17,219	+1,966	$5,663,156	+7.9%	3.33%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	118,659	-14,471	$5,375,252	−19.3%	3.16%
VST	Vistra Corp. Utilities	Reduced	35,381	-1,558	$5,318,825	−10.7%	3.13%
AXON	Axon Enterprise, Inc. Industrials	Added	8,116	+367	$3,446,784	−21.7%	2.03%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Added	38,587	+16,620	$2,976,215	+70.1%	1.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,238	-220	$2,105,800	−10.7%	1.24%
MCK	Mckesson Corp Healthcare	Added	2,359	+232	$2,041,384	+17.0%	1.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,880	0	$1,859,296	−4.7%	1.09%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,030	+384	$1,327,680	+8.3%	0.78%
CAT	Caterpillar Inc Industrials	Held	1,806	0	$1,279,478	+23.7%	0.75%
WMB	Williams Companies, Inc. Energy	Added	15,623	+1,502	$1,137,041	+34.0%	0.67%
WSM	Williams Sonoma Inc Consumer Cyclical	Held	4,178	0	$761,774	+2.1%	0.45%
CVX	Chevron Corp Energy	Held	3,597	0	$744,219	+35.8%	0.44%
CALM	Cal-Maine Foods Inc Consumer Defensive	Added	8,886	+4,017	$703,326	+81.5%	0.41%
ZTS	Zoetis Inc. Healthcare	Reduced	5,835	-2,014	$689,755	−30.2%	0.41%
KO	Coca Cola Co Consumer Defensive	Held	4,000	0	$304,200	+8.8%	0.18%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,360	-140	$211,194	−1.9%	0.12%