McBroom & Associates, LLC Long-Term Concentrated

Location: Las Vegas, NV

CIK: 0001908893 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 20, 2026

Total Value: $206M (100.0% shares, 0.0% debt)

Holdings (38)

NVDA NVIDIA CORPORATION 10.0%

Value $20.49M Shares 109,861 Est. Cost $93.46 Unrealized +99.2%

LRCX LAM RESEARCH CORP 6.9%

Value $14.14M Shares 82,619 Est. Cost $75.04 Unrealized +107.0%

PLTR PALANTIR TECHNOLOGIES INC 6.9%

Value $14.14M Shares 79,553 Est. Cost $38.44 Unrealized +371.0%

JPM JPMORGAN CHASE & CO. 5.5%

Value $11.41M Shares 35,401 Est. Cost $147.56 Unrealized +109.8%

ORLY OREILLY AUTOMOTIVE INC 5.4%

Value $11.14M Shares 122,084 Est. Cost $96.89 Unrealized +0.8%

AAPL APPLE INC 5.1%

Value $10.49M Shares 38,604 Est. Cost $159.69 Unrealized +68.0%

ISRG INTUITIVE SURGICAL INC 5.1%

Value $10.48M Shares 18,496 Est. Cost $335.11 Unrealized +58.9%

TSLA TESLA INC 4.9%

Value $10.14M Shares 22,538 Est. Cost $215.71 Unrealized +105.5%

COST COSTCO WHSL CORP NEW 4.8%

Value $9.918M Shares 11,501 Est. Cost $492.27 Unrealized +84.0%

MSFT MICROSOFT CORP 4.6%

Value $9.563M Shares 19,775 Est. Cost $320.09 Unrealized +56.4%

TJX TJX COS INC NEW 4.6%

Value $9.543M Shares 62,123 Est. Cost $79.43 Unrealized +85.9%

DKS DICKS SPORTING GOODS INC 4.0%

Value $8.192M Shares 41,380 Est. Cost $107.66 Unrealized +101.7%

GLD SPDR GOLD TR 3.9%

Value $8.068M Shares 20,358 Est. Cost $178.08 Unrealized —

JNJ JOHNSON & JOHNSON 3.7%

Value $7.522M Shares 36,345 Est. Cost $157.92 Unrealized +24.8%

TSCO TRACTOR SUPPLY CO 3.2%

Value $6.658M Shares 133,130 Est. Cost $52.68 Unrealized +2.0%

VST VISTRA CORP 2.9%

Value $5.959M Shares 36,939 Est. Cost $165.68 Unrealized +9.8%

HD HOME DEPOT INC 2.6%

Value $5.249M Shares 15,253 Est. Cost $342.44 Unrealized +6.5%

CPRT COPART INC 2.4%

Value $5.001M Shares 127,747 Est. Cost $39.82 Unrealized +4.1%

AXON AXON ENTERPRISE INC 2.1%

Value $4.401M Shares 7,749 Est. Cost $680.88 Unrealized -8.9%

IVLU ISHARES TR 1.4%

Value $2.956M Shares 77,686 Est. Cost $38.05 Unrealized —

SUB ISHARES TR 1.2%

Value $2.495M Shares 23,383 Est. Cost $105.91 Unrealized —

SPY SPDR S&P 500 ETF TR 1.1%

Value $2.358M Shares 3,458 Est. Cost $472.98 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%

Value $1.95M Shares 3,880 Est. Cost $299.07 Unrealized +66.4%

SFM SPROUTS FMRS MKT INC 0.9%

Value $1.75M Shares 21,967 Est. Cost $147.90 Unrealized -39.3%

MCK MCKESSON CORP 0.8%

Value $1.745M Shares 2,127 Est. Cost $439.94 Unrealized +85.4%

JPST J P MORGAN EXCHANGE TRADED F 0.8%

Value $1.677M Shares 33,146 Est. Cost $50.51 Unrealized —

FLRN SPDR SERIES TRUST 0.7%

Value $1.453M Shares 47,283 Est. Cost $30.51 Unrealized —

PM PHILIP MORRIS INTL INC 0.6%

Value $1.226M Shares 7,646 Est. Cost $99.12 Unrealized +54.9%

CAT CATERPILLAR INC 0.5%

Value $1.035M Shares 1,806 Est. Cost $172.21 Unrealized +222.6%

ZTS ZOETIS INC 0.5%

Value $988K Shares 7,849 Est. Cost $195.09 Unrealized -33.2%

WMB WILLIAMS COS INC 0.4%

Value $849K Shares 14,121 Est. Cost $57.23 Unrealized +4.9%

WSM WILLIAMS SONOMA INC 0.4%

Value $746K Shares 4,178 Est. Cost $113.26 Unrealized +65.3%

CVX CHEVRON CORP NEW 0.3%

Value $548K Shares 3,597 Est. Cost $136.45 Unrealized +11.0%

CALM CAL MAINE FOODS INC 0.2%

Value $387K Shares 4,869 Est. Cost $103.42 Unrealized -16.3%

SCHO SCHWAB STRATEGIC TR 0.2%

Value $324K Shares 13,296 Est. Cost $38.08 Unrealized —

DFAC DIMENSIONAL ETF TRUST 0.2%

Value $313K Shares 7,900 Est. Cost $26.20 Unrealized —

KO COCA COLA CO 0.1%

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

PEP PEPSICO INC 0.1%

Value $215K Shares 1,500 Est. Cost $140.43 Unrealized +3.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	109,861	$20.49M	10.0%	$93.46	+99.2%	COM	67066G104
LRCX	LAM RESEARCH CORP	82,619	$14.14M	6.9%	$75.04	+107.0%	COM NEW	512807306
PLTR	PALANTIR TECHNOLOGIES INC	79,553	$14.14M	6.9%	$38.44	+371.0%	CL A	69608A108
JPM	JPMORGAN CHASE & CO.	35,401	$11.41M	5.5%	$147.56	+109.8%	COM	46625H100
ORLY	OREILLY AUTOMOTIVE INC	122,084	$11.14M	5.4%	$96.89	+0.8%	COM	67103H107
AAPL	APPLE INC	38,604	$10.49M	5.1%	$159.69	+68.0%	COM	037833100
ISRG	INTUITIVE SURGICAL INC	18,496	$10.48M	5.1%	$335.11	+58.9%	COM NEW	46120E602
TSLA	TESLA INC	22,538	$10.14M	4.9%	$215.71	+105.5%	COM	88160R101
COST	COSTCO WHSL CORP NEW	11,501	$9.918M	4.8%	$492.27	+84.0%	COM	22160K105
MSFT	MICROSOFT CORP	19,775	$9.563M	4.6%	$320.09	+56.4%	COM	594918104
TJX	TJX COS INC NEW	62,123	$9.543M	4.6%	$79.43	+85.9%	COM	872540109
DKS	DICKS SPORTING GOODS INC	41,380	$8.192M	4.0%	$107.66	+101.7%	COM	253393102
GLD	SPDR GOLD TR	20,358	$8.068M	3.9%	$178.08	—	GOLD SHS	78463V107
JNJ	JOHNSON & JOHNSON	36,345	$7.522M	3.7%	$157.92	+24.8%	COM	478160104
TSCO	TRACTOR SUPPLY CO	133,130	$6.658M	3.2%	$52.68	+2.0%	COM	892356106
VST	VISTRA CORP	36,939	$5.959M	2.9%	$165.68	+9.8%	COM	92840M102
HD	HOME DEPOT INC	15,253	$5.249M	2.6%	$342.44	+6.5%	COM	437076102
CPRT	COPART INC	127,747	$5.001M	2.4%	$39.82	+4.1%	COM	217204106
AXON	AXON ENTERPRISE INC	7,749	$4.401M	2.1%	$680.88	-8.9%	COM	05464C101
IVLU	ISHARES TR	77,686	$2.956M	1.4%	$38.05	—	MSCI INTL VLU FT	46435G409
SUB	ISHARES TR	23,383	$2.495M	1.2%	$105.91	—	SHRT NAT MUN ETF	464288158
SPY	SPDR S&P 500 ETF TR	3,458	$2.358M	1.1%	$472.98	—	TR UNIT	78462F103
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,880	$1.95M	0.9%	$299.07	+66.4%	CL B NEW	084670702
SFM	SPROUTS FMRS MKT INC	21,967	$1.75M	0.9%	$147.90	-39.3%	COM	85208M102
MCK	MCKESSON CORP	2,127	$1.745M	0.8%	$439.94	+85.4%	COM	58155Q103
JPST	J P MORGAN EXCHANGE TRADED F	33,146	$1.677M	0.8%	$50.51	—	ULTRA SHRT ETF	46641Q837
FLRN	SPDR SERIES TRUST	47,283	$1.453M	0.7%	$30.51	—	STATE STREET SPD	78468R200
PM	PHILIP MORRIS INTL INC	7,646	$1.226M	0.6%	$99.12	+54.9%	COM	718172109
CAT	CATERPILLAR INC	1,806	$1.035M	0.5%	$172.21	+222.6%	COM	149123101
ZTS	ZOETIS INC	7,849	$988K	0.5%	$195.09	-33.2%	CL A	98978V103
WMB	WILLIAMS COS INC	14,121	$849K	0.4%	$57.23	+4.9%	COM	969457100
WSM	WILLIAMS SONOMA INC	4,178	$746K	0.4%	$113.26	+65.3%	COM	969904101
CVX	CHEVRON CORP NEW	3,597	$548K	0.3%	$136.45	+11.0%	COM	166764100
CALM	CAL MAINE FOODS INC	4,869	$387K	0.2%	$103.42	-16.3%	COM NEW	128030202
SCHO	SCHWAB STRATEGIC TR	13,296	$324K	0.2%	$38.08	—	SHT TM US TRES	808524862
DFAC	DIMENSIONAL ETF TRUST	7,900	$313K	0.2%	$26.20	—	US CORE EQUITY 2	25434V708
KO	COCA COLA CO	4,000	$280K	0.1%	$56.05	+23.8%	COM	191216100
PEP	PEPSICO INC	1,500	$215K	0.1%	$140.43	+3.9%	COM	713448108