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Size ($ in 1000's)
At 03/31/2024: $151,873
At 12/31/2023: $137,208
McBroom & Associates LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from McBroom & Associates LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the McBroom & Associates LLC top holdings by largest position size, as per the latest 13f filing made by McBroom & Associates LLC.
In the McBroom & Associates LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by McBroom & Associates LLC in that top holding, then the share count change between reporting periods, and finally the McBroom & Associates LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| NVIDIA CORPORATION |
16,175 |
-2,453 |
$14,615 | | NVDA | 16,175 | -2,453 | $14,615 | | DICKS SPORTING GOODS INC |
44,779 |
-1,355 |
$10,069 | | DKS | 44,779 | -1,355 | $10,069 | | COPART INC |
150,242 |
-4,260 |
$8,702 | | CPRT | 150,242 | -4,260 | $8,702 | | OREILLY AUTOMOTIVE INC |
7,598 |
-145 |
$8,577 | | ORLY | 7,598 | -145 | $8,577 | | COSTCO WHSL CORP NEW |
11,503 |
-429 |
$8,427 | | COST | 11,503 | -429 | $8,427 | | LAM RESEARCH CORP |
8,535 |
-712 |
$8,293 | | LRCX | 8,535 | -712 | $8,293 | | MICROSOFT CORP |
18,493 |
-930 |
$7,781 | | MSFT | 18,493 | -930 | $7,781 | | INTUITIVE SURGICAL INC |
18,216 |
-376 |
$7,270 | | ISRG | 18,216 | -376 | $7,270 | | TRACTOR SUPPLY CO |
27,424 |
+417 |
$7,177 | | TSCO | 27,424 | +417 | $7,177 | | JPMORGAN CHASE & CO |
34,600 |
-398 |
$6,930 | | JPM | 34,600 | -398 | $6,930 | | TJX COS INC NEW |
60,642 |
+6,407 |
$6,150 | | TJX | 60,642 | +6,407 | $6,150 | | APPLE INC |
35,714 |
-266 |
$6,124 | | AAPL | 35,714 | -266 | $6,124 | | ACCENTURE PLC IRELAND |
17,652 |
+35 |
$6,118 | | ACN | 17,652 | +35 | $6,118 | | ZOETIS INC |
35,355 |
+981 |
$5,982 | | ZTS | 35,355 | +981 | $5,982 | | HOME DEPOT INC |
15,567 |
-133 |
$5,971 | | HD | 15,567 | -133 | $5,971 | | NUCOR CORP |
28,109 |
-303 |
$5,563 | | NUE | 28,109 | -303 | $5,563 | | BOEING CO |
24,166 |
-636 |
$4,664 | | BA | 24,166 | -636 | $4,664 | | JOHNSON & JOHNSON |
27,874 |
-339 |
$4,409 | | JNJ | 27,874 | -339 | $4,409 | | TESLA INC |
22,709 |
+189 |
$3,992 | | TSLA | 22,709 | +189 | $3,992 | | SPDR GOLD TR (GLD) |
18,500 |
+1 |
$3,806 | | GLD | 18,500 | +1 | $3,806 | | SPDR S&P 500 ETF TR (SPY) |
3,788 |
-66 |
$1,981 | | SPY | 3,788 | -66 | $1,981 |  BERKSHIRE HATHAWAY INC DEL |
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$1,860 | | BRK.B | 4,423 | -50 | $1,860 | | SPDR SER TR (FLRN) |
37,850 |
-922 |
$1,167 | | FLRN | 37,850 | -922 | $1,167 | | SCHWAB STRATEGIC TR |
21,679 |
+2,168 |
$1,045 | | SCHO | 21,679 | +2,168 | $1,045 | | ISHARES TR (SUB) |
9,059 |
+40 |
$949 | | SUB | 9,059 | +40 | $949 | | MCKESSON CORP |
1,654 |
+42 |
$888 | | MCK | 1,654 | +42 | $888 | | WILLIAMS SONOMA INC |
2,090 |
+1 |
$664 | | WSM | 2,090 | +1 | $664 | | CATERPILLAR INC |
1,806 |
-294 |
$662 | | CAT | 1,806 | -294 | $662 | | CHEVRON CORP NEW |
3,597 |
UNCH |
$567 | | CVX | 3,597 | UNCH | $567 | | MERCK & CO INC |
3,805 |
+1,034 |
$502 | | MRK | 3,805 | +1,034 | $502 | | PHILIP MORRIS INTL INC |
4,618 |
+4,618 |
$423 | | PM | 4,618 | +4,618 | $423 | | DIMENSIONAL ETF TRUST (DFAC) |
9,403 |
UNCH |
$300 | | DFAC | 9,403 | UNCH | $300 |
See Full List: All Stocks Held By McBroom & Associates LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By McBroom & Associates LLC
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