McBroom & Associates, LLC

CIK

1908893

Location

LAS VEGAS, NV

Portfolio Value

Micro $55,724,374

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

+61.5%

SPY

+76.5%

Annualised alpha

-3.5%

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

5 positions · $55,724,374 total · Technology only · 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%	28.50%
LRCX	Lam Research Corp Technology	Reduced	63,412	-19,207	$13,548,607	−4.2%	24.31%
PLTR	Palantir Technologies Inc. Technology	Reduced	71,781	-7,772	$10,500,124	−25.7%	18.84%
AAPL	Apple Inc. Technology	Reduced	35,915	-2,689	$9,114,867	−13.1%	16.36%
MSFT	Microsoft Corp Technology	Reduced	18,046	-1,729	$6,680,087	−30.2%	11.99%