StockDriftsStockDriftsTop 37 McBroom & Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 12.07% | 55.4K | $24.0M | -12.63%(-8.01K) | $63.61(+430.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 9.02% | 89.6K | $17.9M | -1.57%(-1.43K) | $25.03(+803.06%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 5.24% | 31.9K | $10.4M | +0.42%(+133) | $160.54(+127.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.16% | 35.5K | $10.3M | -1.23%(-440) | $163.78(+86.46%) | 2026-06-30 | |
| ORLY | OREILLY AUTOMOTIVE INC | 5.15% | 111.2K | $10.2M | -0.68%(-763) | $95.52(-4.68%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.92% | 10.5K | $9.8M | -1.28%(-136) | $515.73(+84.95%) | 2026-06-30 | |
| TSLA | TESLA INC | 4.71% | 22.3K | $9.4M | +7.00%(+1.46K) | $228.40(+49.11%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.71% | 36.9K | $9.4M | +10.88%(+3.62K) | $179.07(+45.45%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 4.28% | 56.2K | $8.5M | -1.90%(-1.09K) | $81.63(+86.11%) | 2026-06-30 | |
| DKS | DICKS SPORTING GOODS INC | 4.22% | 37.0K | $8.4M | -0.52%(-192) | $111.71(+80.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.82% | +85.29% | — | — | +70.47% |
| Top 20 Holdings Unweighted | +22.04% | +81.75% | — | — | +66.41% |
McBroom & Associates, LLC reports $198.89M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are LRCX (12.1%), NVDA (9.0%) and JPM (5.2%). The top 20 holdings account for 88.85% of reported assets. Its disclosed equity book has returned +85.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from McBroom & Associates, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908893). View McBroom & Associates, LLC’s 13F filings on SEC