account_balance
Investment manager · 13F filer · SEC CIK 1908893
McBroom & Associates, LLC
Reported value$165Mas of Sep 30, 2026
Positions33 1 new, 5 sold out
Top 10 weight61.8%NVDA alone is 10%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.6%Trimmed −23%
LRCXLam Research Corp
8.1%Trimmed −26%
PLTRPalantir Technologies Inc.
7.1%Trimmed −11%
AAPLApple Inc.
6.2%Trimmed −13%
JPMJPMorgan Chase & Co
5.7%Trimmed −11%
MSFTMicrosoft Corp
5.4%
JNJJohnson & Johnson
5.3%Trimmed −11%
COSTCostco Wholesale Corp
5.0%Trimmed −13%
ORLYO'Reilly Automotive Inc
5.0%Trimmed −13%
TSLATesla, Inc.
4.4%Trimmed −7%
GLDSPDR Gold Trust
3.8%−10%
IVLUiShares Tr
3.7%Added +5%
NVDANVIDIA Corp
9.6%Trimmed −23%
LRCXLam Research Corp
8.1%Trimmed −26%
PLTRPalantir Technologies Inc.
7.1%−11%
AAPLApple Inc.
6.2%−13%
JPMJPMorgan Chase & Co
5.7%−11%
MSFTMicrosoft Corp
5.4%
JNJJohnson & Johnson
5.3%
COSTCostco Wholesale Corp
5.0%
ORLYO'Reilly Automotive Inc
5.0%
TSLA4.4%GLD3.8%IVLU
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.6% Trimmed −23%LRCX Lam Research Corp 8.1% Trimmed −26%PLTR Palantir Technologies Inc. 7.1% Trimmed −11%AAPL Apple Inc. 6.2% Trimmed −13%JPM JPMorgan Chase & Co 5.7% Trimmed −11%MSFT Microsoft Corp 5.4% HeldJNJ Johnson & Johnson 5.3% Trimmed −11%COST Costco Wholesale Corp 5.0% Trimmed −13%ORLY O'Reilly Automotive Inc 5.0% Trimmed −13%TSLA Tesla, Inc. 4.4% Trimmed −7%GLD SPDR Gold Trust 3.8% Trimmed −10%
IVLU iShares Tr 3.7% Added +5%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.