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Q3 2026 13F · SEC CIK 1908893

McBroom & Associates, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$165.5M
Reported positions
33
Top holdings a year, 3 yrs
+18.6%
Assets under management
$242.1M

McBroom & Associates, LLC is a wealth manager that reported 33 positions worth $165.5M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Nvidia Corporation (NVDA, 9.6%), Lam Research Corp (LRCX, 8.1%), Palantir Technologies Inc (PLTR, 7.1%). 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 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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
NVDANvidia Corporation9.6%-22.7%$15.8M
LRCXLam Research Corp8.1%-26.4%$13.4M
PLTRPalantir Technologies Inc7.1%-10.9%$11.8M
AAPLApple Inc6.2%-13.1%$10.3M
JPMJpmorgan Chase & Co5.7%-11.0%$9.4M
MSFTMicrosoft Corp5.4%-0.8%$8.9M
JNJJohnson & Johnson5.3%-10.8%$8.7M
COSTCostco Wholesale Corporation5.0%-12.7%$8.3M
ORLYOreilly Automotive Inc5.0%-13.2%$8.2M
TSLATesla Inc4.5%-6.8%$7.4M
GLDSpdr Gold Tr3.8%-10.3%$6.3M
IVLUIshares Tr3.7%+4.7%$6.2M
TJXTjx Cos Inc New3.2%-29.2%$5.3M
VRTVertiv Holdings Co3.0%+6.7%$5.0M
VSTVistra Corp3.0%-12.4%$5.0M
LLYEli Lilly & Co2.9%—$4.7M
AXONAxon Enterprise Inc2.7%+37.1%$4.5M
HDHome Depot Inc1.9%-17.0%$3.2M
SCHASchwab Strategic Tr1.9%-1.3%$3.1M
SPYState Str Spdr S&p 500 ETF T1.8%+26.5%$3.0M
SFMSprouts Fmrs Mkt Inc1.8%-13.2%$2.9M
MCKMckesson Corp1.2%-1.1%$2.0M
BRK-BBerkshire Hathaway Inc Del1.1%+0.0%$1.9M
SUBIshares Tr1.0%-23.8%$1.6M
PMPhilip Morris Intl Inc0.9%-3.7%$1.4M
CATCaterpillar Inc0.8%+0.0%$1.3M
WMBWilliams Cos0.8%-4.2%$1.3M
JPSTJ P Morgan Exchange Traded F0.7%-5.4%$1.2M
FLRNSpdr Series Trust0.7%-2.9%$1.2M
WSMWilliams Sonoma Inc0.6%-0.1%$952K
CVXChevron Corporation0.4%+0.0%$735K
KOCoca Cola Co0.2%+0.0%$344K
FRDMEa Series Trust0.2%+13.2%$287K

What McBroom & Associates, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026$165.5M33
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

Questions about McBroom & Associates, LLC's portfolio

What stocks does McBroom & Associates, LLC own?

McBroom & Associates, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 33 positions worth $165.5M. The largest are Nvidia Corporation (NVDA) at 9.6%, Lam Research Corp (LRCX) at 8.1%, Palantir Technologies Inc (PLTR) at 7.1%, Apple Inc (AAPL) at 6.2% and Jpmorgan Chase & Co (JPM) at 5.7%.

What did McBroom & Associates, LLC buy last quarter?

In Q3 2026, McBroom & Associates, LLC added a new position in Eli Lilly & Co (LLY), Axon Enterprise Inc (AXON) (+37.1% shares), State Str Spdr S&p 500 ETF T (SPY) (+26.5% shares) and Ea Series Trust (FRDM) (+13.2% shares), compared with its Q2 2026 filing.

What did McBroom & Associates, LLC sell last quarter?

In Q3 2026, McBroom & Associates, LLC sold all of Dicks Sporting Goods Inc (DKS), sold all of Intuitive Surgical Inc (ISRG), sold all of Cal Maine Foods Inc (CALM), sold all of Dimensional ETF Trust (DFAC), sold all of US Bancorp (USB), Tjx Cos Inc New (TJX) (-29.2% shares), Lam Research Corp (LRCX) (-26.4% shares) and Ishares Tr (SUB) (-23.8% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $165.5M.