McBroom & Associates, LLC Long-Term Concentrated

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ISRG	INTUITIVE SURGICAL INC	18,496 (+1.5%)	$10,475 (+28.5%)	5.1%	$335.11	+58.9%	COM NEW	46120E602
JNJ	JOHNSON & JOHNSON	36,345 (+29.2%)	$7,522 (+44.2%)	3.7%	$157.92	+24.8%	COM	478160104
AXON	AXON ENTERPRISE INC	7,749 (+4.9%)	$4,401 (-16.9%)	2.1%	$680.88	-8.9%	COM	05464C101
VST	VISTRA CORP	36,939 (+5.6%)	$5,959 (-13.0%)	2.9%	$165.68	+9.8%	COM	92840M102
TJX	TJX COS INC NEW	62,123 (+1.3%)	$9,543 (+7.6%)	4.6%	$79.43	+85.9%	COM	872540109
SUB	ISHARES TR	23,383 (+8.5%)	$2,495 (+8.4%)	1.2%	$105.91	—	SHRT NAT MUN ETF	464288158
MCK	MCKESSON CORP	2,127 (+3.0%)	$1,745 (+9.3%)	0.8%	$439.94	+85.4%	COM	58155Q103
SPY	SPDR S&P 500 ETF TR	3,458 (+2.2%)	$2,358 (+4.6%)	1.1%	$472.98	—	TR UNIT	78462F103
JPST	J P MORGAN EXCHANGE TRADED F	33,146 (+5.7%)	$1,677 (+5.4%)	0.8%	$50.51	—	ULTRA SHRT ETF	46641Q837
FLRN	SPDR SERIES TRUST	47,283 (+6.3%)	$1,453 (+5.8%)	0.7%	$30.51	—	STATE STREET SPD	78468R200
WMB	WILLIAMS COS INC	14,121 (+13.5%)	$849 (+7.7%)	0.4%	$57.23	+4.9%	COM	969457100
PM	PHILIP MORRIS INTL INC	7,646 (+5.2%)	$1,226 (+4.1%)	0.6%	$99.12	+54.9%	COM	718172109

Decreased Positions (13)

ZTS ZOETIS INC 0.5%

Value ($000) $988 (-76.6%) Shares 7,849 (-72.8%) Est. Cost $195.09 Unrealized -33.2%

LRCX LAM RESEARCH CORP 6.9%

Value ($000) $14,143 (+23.4%) Shares 82,619 (-3.5%) Est. Cost $75.04 Unrealized +107.0%

SFM SPROUTS FMRS MKT INC 0.9%

Value ($000) $1,750 (-49.5%) Shares 21,967 (-31.0%) Est. Cost $147.90 Unrealized -39.3%

HD HOME DEPOT INC 2.6%

Value ($000) $5,249 (-23.0%) Shares 15,253 (-9.3%) Est. Cost $342.44 Unrealized +6.5%

TSCO TRACTOR SUPPLY CO 3.2%

Value ($000) $6,658 (-17.3%) Shares 133,130 (-5.9%) Est. Cost $52.68 Unrealized +2.0%

CPRT COPART INC 2.4%

Value ($000) $5,001 (-21.5%) Shares 127,747 (-9.9%) Est. Cost $39.82 Unrealized +4.1%

NVDA NVIDIA CORPORATION 10.0%

Value ($000) $20,489 (-5.2%) Shares 109,861 (-5.1%) Est. Cost $93.46 Unrealized +99.2%

PLTR PALANTIR TECHNOLOGIES INC 6.9%

Value ($000) $14,141 (-6.7%) Shares 79,553 (-4.2%) Est. Cost $38.44 Unrealized +371.0%

SCHO SCHWAB STRATEGIC TR 0.2%

Value ($000) $324 (-49.3%) Shares 13,296 (-49.3%) Est. Cost $38.08 Unrealized —

CALM CAL MAINE FOODS INC 0.2%

Value ($000) $387 (-26.9%) Shares 4,869 (-13.5%) Est. Cost $103.42 Unrealized -16.3%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%

Value ($000) $1,950 (-3.9%) Shares 3,880 (-3.9%) Est. Cost $299.07 Unrealized +66.4%

TSLA TESLA INC 4.9%

Value ($000) $10,136 (-0.2%) Shares 22,538 (-1.3%) Est. Cost $215.71 Unrealized +105.5%

PEP PEPSICO INC 0.1%

Value ($000) $215 (-4.2%) Shares 1,500 (-6.3%) Est. Cost $140.43 Unrealized +3.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ZTS	ZOETIS INC	7,849 (-72.8%)	$988 (-76.6%)	0.5%	$195.09	-33.2%	CL A	98978V103
LRCX	LAM RESEARCH CORP	82,619 (-3.5%)	$14,143 (+23.4%)	6.9%	$75.04	+107.0%	COM NEW	512807306
SFM	SPROUTS FMRS MKT INC	21,967 (-31.0%)	$1,750 (-49.5%)	0.9%	$147.90	-39.3%	COM	85208M102
HD	HOME DEPOT INC	15,253 (-9.3%)	$5,249 (-23.0%)	2.6%	$342.44	+6.5%	COM	437076102
TSCO	TRACTOR SUPPLY CO	133,130 (-5.9%)	$6,658 (-17.3%)	3.2%	$52.68	+2.0%	COM	892356106
CPRT	COPART INC	127,747 (-9.9%)	$5,001 (-21.5%)	2.4%	$39.82	+4.1%	COM	217204106
NVDA	NVIDIA CORPORATION	109,861 (-5.1%)	$20,489 (-5.2%)	10.0%	$93.46	+99.2%	COM	67066G104
PLTR	PALANTIR TECHNOLOGIES INC	79,553 (-4.2%)	$14,141 (-6.7%)	6.9%	$38.44	+371.0%	CL A	69608A108
SCHO	SCHWAB STRATEGIC TR	13,296 (-49.3%)	$324 (-49.3%)	0.2%	$38.08	—	SHT TM US TRES	808524862
CALM	CAL MAINE FOODS INC	4,869 (-13.5%)	$387 (-26.9%)	0.2%	$103.42	-16.3%	COM NEW	128030202
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,880 (-3.9%)	$1,950 (-3.9%)	0.9%	$299.07	+66.4%	CL B NEW	084670702
TSLA	TESLA INC	22,538 (-1.3%)	$10,136 (-0.2%)	4.9%	$215.71	+105.5%	COM	88160R101
PEP	PEPSICO INC	1,500 (-6.3%)	$215 (-4.2%)	0.1%	$140.43	+3.9%	COM	713448108

Unchanged Positions (12)

ORLY OREILLY AUTOMOTIVE INC 5.4%

Value ($000) $11,135 Shares 122,084 Est. Cost $96.89 Unrealized +0.8%

DKS DICKS SPORTING GOODS INC 4.0%

Value ($000) $8,192 Shares 41,380 Est. Cost $107.66 Unrealized +101.7%

GLD SPDR GOLD TR 3.9%

Value ($000) $8,068 Shares 20,358 Est. Cost $178.08 Unrealized —

COST COSTCO WHSL CORP NEW 4.8%

Value ($000) $9,918 Shares 11,501 Est. Cost $492.27 Unrealized +84.0%

AAPL APPLE INC 5.1%

Value ($000) $10,495 Shares 38,604 Est. Cost $159.69 Unrealized +68.0%

MSFT MICROSOFT CORP 4.6%

Value ($000) $9,563 Shares 19,775 Est. Cost $320.09 Unrealized +56.4%

JPM JPMORGAN CHASE & CO. 5.5%

Value ($000) $11,407 Shares 35,401 Est. Cost $147.56 Unrealized +109.8%

CAT CATERPILLAR INC 0.5%

Value ($000) $1,035 Shares 1,806 Est. Cost $172.21 Unrealized +222.6%

WSM WILLIAMS SONOMA INC 0.4%

Value ($000) $746 Shares 4,178 Est. Cost $113.26 Unrealized +65.3%

KO COCA COLA CO 0.1%

Value ($000) $280 Shares 4,000 Est. Cost $56.05 Unrealized +23.8%

CVX CHEVRON CORP NEW 0.3%

Value ($000) $548 Shares 3,597 Est. Cost $136.45 Unrealized +11.0%

DFAC DIMENSIONAL ETF TRUST 0.2%

Value ($000) $313 Shares 7,900 Est. Cost $26.20 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ORLY	OREILLY AUTOMOTIVE INC	122,084	$11,135	5.4%	$96.89	+0.8%	COM	67103H107
DKS	DICKS SPORTING GOODS INC	41,380	$8,192	4.0%	$107.66	+101.7%	COM	253393102
GLD	SPDR GOLD TR	20,358	$8,068	3.9%	$178.08	—	GOLD SHS	78463V107
COST	COSTCO WHSL CORP NEW	11,501	$9,918	4.8%	$492.27	+84.0%	COM	22160K105
AAPL	APPLE INC	38,604	$10,495	5.1%	$159.69	+68.0%	COM	037833100
MSFT	MICROSOFT CORP	19,775	$9,563	4.6%	$320.09	+56.4%	COM	594918104
JPM	JPMORGAN CHASE & CO.	35,401	$11,407	5.5%	$147.56	+109.8%	COM	46625H100
CAT	CATERPILLAR INC	1,806	$1,035	0.5%	$172.21	+222.6%	COM	149123101
WSM	WILLIAMS SONOMA INC	4,178	$746	0.4%	$113.26	+65.3%	COM	969904101
KO	COCA COLA CO	4,000	$280	0.1%	$56.05	+23.8%	COM	191216100
CVX	CHEVRON CORP NEW	3,597	$548	0.3%	$136.45	+11.0%	COM	166764100
DFAC	DIMENSIONAL ETF TRUST	7,900	$313	0.2%	$26.20	—	US CORE EQUITY 2	25434V708