Investor Details
| Filer Name: | MCBROOM & ASSOCIATES, LLC |
|---|---|
| CIK: | 1908893 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-29 |
| Number of Holdings: | 35 |
| Portfolio Value: | $0.18B |
Mcbroom & Associates, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 144,597 | $19M | 10.98% | -5.5% | - |
| COST | US | COSTCO WHOLESALE CORP | 11,655 | $11M | 6.04% | 0.6% | - |
| DKS | US | DICK'S SPORTING GOODS INC | 45,563 | $10M | 5.90% | 1.8% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 18,505 | $10M | 5.46% | -0.2% | - |
| ORLY | US | O'REILLY AUTOMOTIVE INC | 8,106 | $10M | 5.44% | 1.8% | - |
| AAPL | US | APPLE INC | 37,680 | $9M | 5.34% | 2.8% | - |
| TSLA | US | TESLA INC | 23,396 | $9M | 5.34% | -1.8% | - |
| CPRT | US | COPART INC | 155,045 | $9M | 5.03% | 1.6% | - |
| JPM | US | JPMORGAN CHASE & CO | 36,585 | $9M | 4.96% | 0.5% | - |
| MSFT | US | MICROSOFT CORP | 19,790 | $8M | 4.72% | 3.7% | - |
| TJX | US | TJX COMPANIES INC | 64,438 | $8M | 4.40% | 3.1% | - |
| TSCO | US | TRACTOR SUPPLY COMPANY | 145,760 | $8M | 4.37% | 416.5% | - |
| ACN | US | ACCENTURE PLC-CL A | 20,006 | $7M | 3.98% | 5.6% | - |
| HD | US | HOME DEPOT INC | 17,190 | $7M | 3.78% | 4.2% | - |
| LRCX | US | LAM RESEARCH CORP | 87,552 | $6M | 3.58% | 100.0% | - |
| ZTS | US | ZOETIS INC | 37,099 | $6M | 3.42% | -1.0% | - |
| PLTR | US | PALANTIR TECHNOLOGIES INC-A | 74,354 | $6M | 3.18% | 2.3% | - |
| GLD | US | SPDR GOLD SHARES | 20,858 | $5M | 2.86% | 8.3% | - |
| JNJ | US | JOHNSON & JOHNSON | 30,065 | $4M | 2.46% | -4.4% | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 3,686 | $2M | 1.22% | -0.7% | - |