McBroom & Associates, LLC: 13F holdings
CIK 19088932026Q2
| Positions | 37 |
|---|
| Reported value | $198.9m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 37 (+1 vs prior quarter) |
|---|
| Reported value | $198.9m (+10.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LRCX LAM RESEARCH CORP | 55,403 | $24.0m | 12.1% |
| NVDA NVIDIA CORPORATION | 89,633 | $17.9m | 9.0% |
| JPM JPMORGAN CHASE & CO | 31,851 | $10.4m | 5.2% |
| AAPL APPLE INC | 35,475 | $10.3m | 5.2% |
| ORLY OREILLY AUTOMOTIVE INC | 111,226 | $10.2m | 5.2% |
| COST COSTCO WHOLESALE CORPORATION | 10,453 | $9.8m | 4.9% |
| TSLA TESLA INC | 22,274 | $9.4m | 4.7% |
| JNJ JOHNSON & JOHNSON | 36,886 | $9.4m | 4.7% |
| TJX TJX COS INC NEW | 56,235 | $8.5m | 4.3% |
| DKS DICKS SPORTING GOODS INC | 37,023 | $8.4m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908893")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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