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
UpgradeTop 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
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 91.1K | $15.88M | 8.8% | −18.8K | Reduced |
| 2 | Lam Research Corp | 63.4K | $13.55M | 7.5% | −19.2K | Reduced |
| 3 | Costco Whsl Corp New | 10.6K | $10.55M | 5.9% | −912 | Reduced |
| 4 | Palantir Technologies Inc | 71.8K | $10.50M | 5.8% | −7.8K | Reduced |
| 5 | Oreilly Automotive Inc | 112.0K | $10.34M | 5.8% | −10.1K | Reduced |
| 6 | Jpmorgan Chase & Co. | 31.7K | $9.33M | 5.2% | −3.7K | Reduced |
| 7 | Tjx Cos Inc New | 57.3K | $9.15M | 5.1% | −4.8K | Reduced |
| 8 | Apple Inc | 35.9K | $9.11M | 5.1% | −2.7K | Reduced |
| 9 | Johnson & Johnson | 33.3K | $8.13M | 4.5% | −3.1K | Reduced |
| 10 | Spdr Gold Tr | 18.6K | $8.00M | 4.5% | −1.8K | Reduced |
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