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Funds / Mcbroom & Associates, LLC
Institutional Fund

Mcbroom & Associates, LLC

Las Vegas, NVCIK 19088935 filings on record

Portfolio Value
$179.54M
Q1 2026
Holdings
36
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-12.8%
from $205.79M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Nvidia Corporation8.8%
  • Lam Research Corp7.5%
  • Costco Whsl Corp New5.9%
  • Palantir Technologies Inc5.8%
  • Oreilly Automotive Inc5.8%
  • Jpmorgan Chase & Co.5.2%
  • Other60.9%

Portfolio Holdings

36 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation91.1K$15.88M8.8%18.8KReduced
2Lam Research Corp63.4K$13.55M7.5%19.2KReduced
3Costco Whsl Corp New10.6K$10.55M5.9%912Reduced
4Palantir Technologies Inc71.8K$10.50M5.8%7.8KReduced
5Oreilly Automotive Inc112.0K$10.34M5.8%10.1KReduced
6Jpmorgan Chase & Co.31.7K$9.33M5.2%3.7KReduced
7Tjx Cos Inc New57.3K$9.15M5.1%4.8KReduced
8Apple Inc35.9K$9.11M5.1%2.7KReduced
9Johnson & Johnson33.3K$8.13M4.5%3.1KReduced
10Spdr Gold Tr18.6K$8.00M4.5%1.8KReduced

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