McBroom & Associates, LLC

CIK

1908893

Location

LAS VEGAS, NV

Portfolio Value

Small $165,475,733

Diversification

Diversified

Filing Date

Global Rank

#6,552 / 8,827 ▼ 106 · as of Jun 2026

Top Industry

Software - Infrastructure 14.5%

Period ended 38 days ago

Filed Oct 29, 2026 · 9d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 59.5%, 19.3 effective positions, active share 73.4% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

17.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.0 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 73.4%; sector active share 24.5% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

33 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.6%

−2.5 pts

Top 5

36.7%

+0.0 pts

Top 10

62.0%

+2.5 pts

HHI

505

Diversified−14

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.4%	$60,195,604	5
Consumer Cyclical	15.1%	$25,019,346	5
Unclassified	13.8%	$22,911,848	8
Healthcare	9.3%	$15,460,618	3
Consumer Defensive	7.9%	$12,993,900	4
Financial Services	6.8%	$11,278,555	2
Industrials	6.5%	$10,678,113	3
Utilities	3.0%	$4,951,131	1
Energy	1.2%	$1,986,618	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
IVLU	iShares MSCI Intl Value Factor ETF	+6,497	143,612	$6,159,518
AXON	Axon Enterprise, Inc.	+2,854	10,537	$4,452,093
VRT	Vertiv Holdings Co	+1,298	20,593	$4,969,296
SPY	Spdr S&P 500 ETF Trust	+834	3,986	$3,039,843
FRDM	Freedom 100 Emerging Markets ETF	+478	4,102	$286,975
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−20,317	69,316	$15,830,388
TJX	Tjx Companies Inc	−16,407	39,828	$5,269,642
ORLY	O Reilly Automotive Inc	−14,721	96,505	$8,242,492
LRCX	Lam Research Corp	−14,602	40,801	$13,403,536
PLTR	Palantir Technologies Inc.	−7,683	62,974	$11,779,286
SFM	Sprouts Farmers Market, Inc.	−6,711	44,062	$2,923,513
VST	Vistra Corp.	−5,089	35,787	$4,951,131
SUB	iShares Short-Term National Muni Bond ETF	−4,810	15,375	$1,607,302
AAPL	Apple Inc.	−4,663	30,812	$10,261,012
JNJ	Johnson & Johnson	−4,002	32,884	$8,705,710
JPM	Jpmorgan Chase & Co	−3,512	28,339	$9,375,391
HD	Home Depot, Inc.	−2,296	11,222	$3,192,546
GLD	Spdr Gold Trust	−1,893	16,480	$6,276,243
TSLA	Tesla, Inc.	−1,522	20,752	$7,363,017
JPST	JPMorgan Ultra-Short Income ETF	−1,384	24,435	$1,230,790
COST	Costco Wholesale Corp	−1,330	9,123	$8,305,031
SCHA	Schwab U.S. Small-Cap ETF	−1,306	95,772	$3,125,040
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	−1,132	38,461	$1,186,137
WMB	Williams Companies, Inc.	−814	18,421	$1,252,075
PM	Philip Morris International Inc.	−288	7,447	$1,421,036
MSFT	Microsoft Corp	−132	17,394	$8,921,382
MCK	Mckesson Corp	−26	2,385	$2,036,336
WSM	Williams Sonoma Inc	−3	4,175	$951,649
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
LLY	ELI LILLY & Co	4,078	$4,718,572
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
DKS	Dick's Sporting Goods, Inc.	37,023	$8,397,186
ISRG	Intuitive Surgical Inc	12,121	$4,820,279
CALM	Cal-Maine Foods Inc	8,856	$713,439
DFAC	Dimensional U.S. Core Equity 2 ETF	7,250	$321,610
USB	US Bancorp De	3,555	$214,722
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $165,475,733 total · filing declares 33 positions · $165,475,364 · as of Sep 30, 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	69,316	-20,317	$15,830,388	−11.7%	9.57%
LRCX	Lam Research Corp Technology	Reduced	40,801	-14,602	$13,403,536	−44.2%	8.10%
PLTR	Palantir Technologies Inc. Technology	Reduced	62,974	-7,683	$11,779,286	+42.9%	7.12%
AAPL	Apple Inc. Technology	Reduced	30,812	-4,663	$10,261,012	−0.0%	6.20%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	28,339	-3,512	$9,375,391	−10.1%	5.67%
MSFT	Microsoft Corp Technology	Reduced	17,394	-132	$8,921,382	+36.5%	5.39%
JNJ	Johnson & Johnson Healthcare	Reduced	32,884	-4,002	$8,705,710	−7.1%	5.26%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	9,123	-1,330	$8,305,031	−15.1%	5.02%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	96,505	-14,721	$8,242,492	−19.5%	4.98%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	20,752	-1,522	$7,363,017	−21.4%	4.45%
GLD	Spdr Gold Trust	Reduced	16,480	-1,893	$6,276,243	−7.3%	3.79%
IVLU	iShares MSCI Intl Value Factor ETF	Added	143,612	+6,497	$6,159,518	+7.4%	3.72%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	39,828	-16,407	$5,269,642	−38.1%	3.18%
VRT	Vertiv Holdings Co Industrials	Added	20,593	+1,298	$4,969,296	−23.1%	3.00%
VST	Vistra Corp. Utilities	Reduced	35,787	-5,089	$4,951,131	−23.6%	2.99%
LLY	ELI LILLY & Co Healthcare	NEW	4,078	NEW	$4,718,572	NEW	2.85%
AXON	Axon Enterprise, Inc. Industrials	Added	10,537	+2,854	$4,452,093	+3.4%	2.69%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,222	-2,296	$3,192,546	−33.0%	1.93%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	95,772	-1,306	$3,125,040	−10.9%	1.89%
SPY	Spdr S&P 500 ETF Trust	Added	3,986	+834	$3,039,843	+29.1%	1.84%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	44,062	-6,711	$2,923,513	−31.9%	1.77%
MCK	Mckesson Corp Healthcare	Reduced	2,385	-26	$2,036,336	+11.8%	1.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,822	0	$1,903,164	−0.5%	1.15%
SUB	iShares Short-Term National Muni Bond ETF	Reduced	15,375	-4,810	$1,607,302	−25.2%	0.97%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	7,447	-288	$1,421,036	+1.6%	0.86%
CAT	Caterpillar Inc Industrials	Held	1,550	0	$1,256,724	−23.9%	0.76%
WMB	Williams Companies, Inc. Energy	Reduced	18,421	-814	$1,252,075	−12.4%	0.76%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	24,435	-1,384	$1,230,790	−5.7%	0.74%
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	Reduced	38,461	-1,132	$1,186,137	−2.9%	0.72%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	4,175	-3	$951,649	−2.3%	0.58%
CVX	Chevron Corp Energy	Held	3,597	0	$734,543	+23.2%	0.44%
KO	Coca Cola Co Consumer Defensive	Held	4,000	0	$344,320	+5.9%	0.21%
FRDM	Freedom 100 Emerging Markets ETF	Added	4,102	+478	$286,975	+8.6%	0.17%

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.