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Q2 2026 13F · SEC CIK 1908893

McBroom & Associates, LLC

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$198.9M
Reported positions
37
Top holdings a year, 3 yrs
+18.6%
Assets under management
$242.1M

McBroom & Associates, LLC is a wealth manager that reported 37 positions worth $198.9M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Lam Research Corp (LRCX, 12.1%), Nvidia Corporation Com (NVDA, 9.0%), Jpmorgan Chase & Co (JPM, 5.2%). A portfolio copying its top holdings returned 18.6% a year over the last 3 years, against 20.4% for the S&P 500.

McBroom & Associates, LLC holdings all 37 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

McBroom & Associates, LLC 13F holdings
Stock% of 13F valueShare changeReported value
LRCXLam Research Corp12.1%-12.6%$24.0M
NVDANvidia Corporation Com9.0%-1.6%$17.9M
JPMJpmorgan Chase & Co5.2%+0.4%$10.4M
AAPLApple Inc5.2%-1.2%$10.3M
ORLYO'Reilly Automotive Inc5.2%-0.7%$10.2M
COSTCostco Whsl Corp New4.9%-1.3%$9.8M
TSLATesla Inc Com4.7%+7.0%$9.4M
JNJJohnson & Johnson4.7%+10.9%$9.4M
TJXTjx Cos Inc New Com4.3%-1.9%$8.5M
DKSDicks Sporting Goods Inc Com4.2%-0.5%$8.4M
PLTRPalantir Technologies Inclass Class A4.1%-1.6%$8.2M
GLDSpdr Gold Shares3.4%-1.1%$6.8M
MSFTMicrosoft Corp3.3%-2.9%$6.5M
VSTVistra Corp Com3.3%+15.5%$6.5M
VRTVertiv Holdings Co3.2%—$6.5M
IVLUIshares Tr2.9%+26.4%$5.7M
ISRGIntuitive Surgical Inc2.4%-27.6%$4.8M
HDHome Depot Inc Com2.4%-21.5%$4.8M
AXONAxon Enterprise Inc2.2%-5.3%$4.3M
SFMSprouts Fmrs Mkt Inc2.2%+31.6%$4.3M
SCHASchwab U.s. Small-Cap ETF1.8%—$3.5M
SPYSpdr S&p 500 ETF Tr1.2%-2.7%$2.4M
SUBIshares Tr1.1%-8.8%$2.1M
BRK-BBerkshire Hathaway Inc Del1.0%-1.5%$1.9M
MCKMckesson Corp Com0.9%+2.2%$1.8M
CATCaterpillar Inc Com0.8%-14.2%$1.7M
WMBWilliams Companies0.7%+23.1%$1.4M
PMPhilip Morris Intl Inc Com0.7%-3.7%$1.4M
JPSTJ P Morgan Exchange Traded Fd0.7%-4.3%$1.3M
FLRNState Street Spdr Bloomberg Investment G0.6%-0.2%$1.2M
WSMWilliams Sonoma Inc0.5%+0.0%$974K
CALMCal Maine Foods Inc0.4%-0.3%$713K
CVXChevron Corp New0.3%+0.0%$596K
KOCoca Cola Co0.2%+0.0%$325K
DFACDimensional U.s. Core Equity 20.2%+0.0%$322K
FRDMEa Series Trust0.1%—$264K
USBUS Bancorp Del0.1%—$215K

What McBroom & Associates, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+10.1% /yr
S&P 500 +20.1%
3 years
+18.6% /yr
S&P 500 +20.4%
5 years
+14.4% /yr
S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$198.9M37
Q1 2026$179.5M36
Q4 2025$205.8M38
Q3 2025$210.3M37
Q2 2025$174.8M37
Q1 2025$174.8M37
Q4 2024$176.8M35
Q3 2024$163.5M34
Q2 2024$159.6M33
Q1 2024$151.9M33
Q4 2023$137.2M33
Q3 2023$125.6M36

Questions about McBroom & Associates, LLC's portfolio

What stocks does McBroom & Associates, LLC own?

McBroom & Associates, LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 37 positions worth $198.9M. The largest are Lam Research Corp (LRCX) at 12.1%, Nvidia Corporation Com (NVDA) at 9.0%, Jpmorgan Chase & Co (JPM) at 5.2%, Apple Inc (AAPL) at 5.2% and O'Reilly Automotive Inc (ORLY) at 5.2%.

What did McBroom & Associates, LLC buy last quarter?

In Q2 2026, McBroom & Associates, LLC added a new position in Vertiv Holdings Co (VRT), a new position in Schwab U.s. Small-Cap ETF (SCHA), a new position in Ea Series Trust (FRDM), a new position in US Bancorp Del (USB), Sprouts Fmrs Mkt Inc (SFM) (+31.6% shares), Ishares Tr (IVLU) (+26.4% shares) and Williams Companies (WMB) (+23.1% shares), compared with its Q1 2026 filing.

What did McBroom & Associates, LLC sell last quarter?

In Q2 2026, McBroom & Associates, LLC sold all of Tractor Supply Co (TSCO), sold all of Zoetis Inc (ZTS), sold all of Pepsico Inc (PEP), Intuitive Surgical Inc (ISRG) (-27.6% shares), Home Depot Inc Com (HD) (-21.5% shares) and Caterpillar Inc Com (CAT) (-14.2% shares), compared with its Q1 2026 filing.

How has McBroom & Associates, LLC's portfolio performed?

A portfolio copying McBroom & Associates, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.1% against +20.1%. Over 5 years: +14.4% a year against +13.0%.

When is McBroom & Associates, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. McBroom & Associates, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does McBroom & Associates, LLC manage?

McBroom & Associates, LLC reported $242.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $198.9M.