Mcbroom & Associates, LLC Top Holdings and 13F Report (2025) About Mcbroom & Associates, LLCInvestment ActivityMcbroom & Associates, LLC has $174.81 million in total holdings as of March 31, 2025.Mcbroom & Associates, LLC owns shares of 37 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.41% of the portfolio was purchased this quarter.About 2.88% of the portfolio was sold this quarter.This quarter, Mcbroom & Associates, LLC has purchased 35 new stocks and bought additional shares in 14 stocks.Mcbroom & Associates, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $13,455,485O'Reilly Automotive $11,676,960Costco Wholesale $11,034,415Intuitive Surgical $9,063,441Copart $8,890,629 Largest New Holdings this Quarter 85208M102 - Sprouts Farmers Market $3,233,526 Holding05464C101 - Axon Enterprise $1,677,255 Holding110122108 - Bristol-Myers Squibb $435,286 Holding969457100 - Williams Companies $301,668 Holding Largest Purchases this Quarter Sprouts Farmers Market 21,184 shares (about $3.23M)Axon Enterprise 3,189 shares (about $1.68M)Vistra 13,273 shares (about $1.56M)PALANTIR TECHNOLOGIES INC 10,734 shares (about $905.95K)Bristol-Myers Squibb 7,137 shares (about $435.29K) Largest Sales this Quarter NVIDIA 20,446 shares (about $2.22M)TJX Companies 3,410 shares (about $415.34K)DICK'S Sporting Goods 1,652 shares (about $332.98K)Zoetis 1,449 shares (about $238.58K)Home Depot 439 shares (about $160.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcbroom & Associates, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$13,455,485$2,215,937 ▼-14.1%124,1517.7%Computer and TechnologyORLYO'Reilly Automotive$11,676,960$64,466 ▲0.6%8,1516.7%Retail/WholesaleCOSTCostco Wholesale$11,034,415$11,349 ▲0.1%11,6676.3%Retail/WholesaleISRGIntuitive Surgical$9,063,441$101,530 ▼-1.1%18,3005.2%MedicalCPRTCopart$8,890,629$116,632 ▲1.3%157,1065.1%Business ServicesJPMJPMorgan Chase & Co.$8,851,405$122,895 ▼-1.4%36,0845.1%FinanceDKSDICK'S Sporting Goods$8,850,701$332,977 ▼-3.6%43,9115.1%Retail/WholesaleAAPLApple$8,524,180$154,379 ▲1.8%38,3754.9%Computer and TechnologyTSCOTractor Supply$7,902,497$128,879 ▼-1.6%143,4214.5%Retail/WholesaleTJXTJX Companies$7,433,210$415,338 ▼-5.3%61,0284.3%Retail/WholesaleMSFTMicrosoft$7,398,424$30,406 ▼-0.4%19,7094.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$7,181,427$905,950 ▲14.4%85,0884.1%CL ALAM RESEARCH CORP$6,491,758$126,716 ▲2.0%89,2953.7%COM NEWACNAccenture$6,302,896$60,224 ▲1.0%20,1993.6%Computer and TechnologyTSLATesla$6,166,971$103,664 ▲1.7%23,7963.5%Auto/Tires/TrucksHDHome Depot$6,139,061$160,889 ▼-2.6%16,7513.5%Retail/WholesaleGLDSPDR Gold Shares$5,944,040$65,984 ▼-1.1%20,6293.4%FinanceZTSZoetis$5,869,707$238,575 ▼-3.9%35,6503.4%MedicalJNJJohnson & Johnson$4,864,952$121,064 ▼-2.4%29,3352.8%MedicalSFMSprouts Farmers Market$3,233,526$3,233,526 ▲New Holding21,1841.8%Retail/WholesaleVSTVistra$2,540,227$1,558,781 ▲158.8%21,6301.5%UtilitiesBRK.BBerkshire Hathaway$2,293,822$17,575 ▼-0.8%4,3071.3%FinanceSUBiShares Short-Term National Muni Bond ETF$1,989,821$403,392 ▲25.4%18,8431.1%ETFSPYSPDR S&P 500 ETF Trust$1,931,574$130,338 ▼-6.3%3,4531.1%FinanceAXONAxon Enterprise$1,677,255$1,677,255 ▲New Holding3,1891.0%AerospaceJPSTJPMorgan Ultra-Short Income ETF$1,405,742$184,597 ▲15.1%27,7650.8%ETFMCKMcKesson$1,292,141$69,991 ▲5.7%1,9200.7%MedicalFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$1,116,239$49,312 ▲4.6%36,2180.6%ETFPMPhilip Morris International$1,111,269$8,730 ▲0.8%7,0010.6%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$989,792$36,462 ▼-3.6%40,6650.6%ETFWSMWilliams-Sonoma$660,3840.0%4,1770.4%Retail/WholesaleCVXChevron$601,7420.0%3,5970.3%EnergyCATCaterpillar$595,6190.0%1,8060.3%IndustrialsBMYBristol-Myers Squibb$435,286$435,286 ▲New Holding7,1370.2%MedicalDFACDimensional U.S. Core Equity 2 ETF$310,2050.0%9,4030.2%ETFWMBWilliams Companies$301,668$301,668 ▲New Holding5,0480.2%EnergyKOCoca-Cola$286,4800.0%4,0000.2%Consumer StaplesSCHWAB CHARLES FAMILY FD$0$532,437 ▼-100.0%00.0%AMT TAX FREE MNYMRKMerck & Co., Inc.$0$375,040 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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