StockDriftsStockDriftsTop 36 McBroom & Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.85% | 91.1K | $15.9M | -17.11%(-18.80K) | $25.03(+802.12%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 7.55% | 63.4K | $13.5M | -23.25%(-19.21K) | $63.61(+364.45%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.88% | 10.6K | $10.6M | -7.93%(-912) | $515.73(+100.31%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 5.85% | 71.8K | $10.5M | -9.77%(-7.77K) | $37.91(+243.05%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 5.76% | 112.0K | $10.3M | -8.27%(-10.10K) | $95.52(-6.09%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 5.2% | 31.7K | $9.3M | -10.40%(-3.68K) | $159.94(+87.73%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 5.1% | 57.3K | $9.2M | -7.72%(-4.80K) | $81.63(+80.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.08% | 35.9K | $9.1M | -6.97%(-2.69K) | $163.78(+82.48%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.53% | 33.3K | $8.1M | -8.47%(-3.08K) | $171.55(+34.32%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.45% | 18.6K | $8.0M | -8.71%(-1.77K) | $175.65(+145.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.76% | +84.99% |
| Top 20 Holdings Unweighted | +22.28% | +82.85% |
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