McBroom & Associates, LLC holds a focused book of 37 reported positions worth $198.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Lam Research Corp. Their largest long position is Lam Research Corp at 12% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.6 points over this window.
Growth of $10,000 cloning McBroom & Associates, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as McBroom & Associates, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Ramsey Quantitative Systems | 3 / 37 | $95.0M |
| Blackhill Capital Inc | 11 / 37 | $2.0B |
| Prospect Hill Management, LLC | 5 / 37 | $208.2M |
| H&H International Investment, LLC | 6 / 37 | $15.4B |
| Emerald Advisors, LLC | 13 / 37 | $610.8M |
| New World Advisors LLC | 18 / 37 | $451.1M |
| Sloy Dahl & Holst, LLC | 16 / 37 | $587.1M |
| Marest Capital, LLC | 6 / 37 | $144.6M |
Ranked by the share of each fund's own book sitting in the names it shares with McBroom & Associates, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp COM NEW | $24.0M | 55.4K | 12.1% | ▼−13% Reduced · −8K sh | |
| 2 | Nvidia Corporation COM | $17.9M | 89.6K | 9.0% | ▼−1.6% Reduced · −1K sh | |
| 3 | JPMorgan Chase & Co COM | $10.4M | 31.9K | 5.2% | ▲+0.4% Added · +133 sh | |
| 4 | Apple Inc COM | $10.3M | 35.5K | 5.2% | ▼−1.2% Reduced · −440 sh | |
| 5 | Oreilly Automotive Inc COM | $10.2M | 111.2K | 5.2% | ▼−0.7% Reduced · −763 sh | |
| 6 | Costco Wholesale Corporation COM | $9.8M | 10.5K | 4.9% | ▼−1.3% Reduced · −136 sh | |
| 7 | Tesla Inc COM | $9.4M | 22.3K | 4.7% | ▲+7.0% Added · +1K sh | |
| 8 | Johnson & Johnson COM | $9.4M | 36.9K | 4.7% | ▲+11% Added · +4K sh | |
| 9 | TJX Cos Inc New COM | $8.5M | 56.2K | 4.3% | ▼−1.9% Reduced · −1K sh | |
| 10 | Dicks Sporting Goods Inc COM | $8.4M | 37.0K | 4.2% | ▼−0.5% Reduced · −192 sh | |
| 11 | Palantir Technologies Inc CL A | $8.2M | 70.7K | 4.1% | ▼−1.6% Reduced · −1K sh | |
| 12 | SPDR Gold TR GOLD SHS | $6.8M | 18.4K | 3.4% | ▼−1.1% Reduced · −211 sh | |
| 13 | Microsoft Corp COM | $6.5M | 17.5K | 3.3% | ▼−2.9% Reduced · −520 sh | |
| 14 | Vistra Corp COM | $6.5M | 40.9K | 3.3% | ▲+16% Added · +5K sh | |
| 15 | Vertiv Holdings Co COM CL A | $6.5M | 19.3K | 3.2% | ▲New New position | |
| 16 | Ishares TR MSCI INTL VLU FT | $5.7M | 137.1K | 2.9% | ▲+26% Added · +29K sh | |
| 17 | Intuitive Surgical Inc COM NEW | $4.8M | 12.1K | 2.4% | ▼−28% Reduced · −5K sh | |
| 18 | Home Depot Inc COM | $4.8M | 13.5K | 2.4% | ▼−21% Reduced · −4K sh | |
| 19 | Axon Enterprise Inc COM | $4.3M | 7.7K | 2.2% | ▼−5.3% Reduced · −433 sh | |
| 20 | Sprouts FMRS MKT Inc COM | $4.3M | 50.8K | 2.2% | ▲+32% Added · +12K sh | |
| 21 | Schwab Strategic TR US SML CAP ETF | $3.5M | 97.1K | 1.8% | ▲New New position | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $2.4M | 3.2K | 1.2% | ▼−2.6% Reduced · −86 sh | |
| 23 | Ishares TR SHRT NAT MUN ETF | $2.1M | 20.2K | 1.1% | ▼−8.8% Reduced · −2K sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.8K | 1.0% | ▼−1.5% Reduced · −58 sh | |
| 25 | McKesson Corp COM | $1.8M | 2.4K | 0.9% | ▲+2.2% Added · +52 sh | |
| 26 | Caterpillar Inc COM | $1.7M | 1.6K | 0.8% | ▼−14% Reduced · −256 sh | |
| 27 | Williams Cos Inc COM | $1.4M | 19.2K | 0.7% | ▲+23% Added · +4K sh | |
| 28 | Philip Morris Intl Inc COM | $1.4M | 7.7K | 0.7% | ▼−3.7% Reduced · −295 sh | |
| 29 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.3M | 25.8K | 0.7% | ▼−4.3% Reduced · −1K sh | |
| 30 | SPDR Series Trust ST STR RATE ETF | $1.2M | 39.6K | 0.6% | ▼−0.2% Reduced · −91 sh | |
| 31 | Williams Sonoma Inc COM | $974K | 4.2K | 0.5% | —Held | |
| 32 | Cal Maine Foods Inc COM NEW | $713K | 8.9K | 0.4% | ▼−0.3% Reduced · −30 sh | |
| 33 | Chevron Corporation COM | $596K | 3.6K | 0.3% | —Held | |
| 34 | Coca Cola Co COM | $325K | 4.0K | 0.2% | —Held | |
| 35 | Dimensional ETF Trust US COR EQU 2 ETF | $322K | 7.3K | 0.2% | —Held | |
| 36 | Ea Series Trust FREEDOM 100 EM | $264K | 3.6K | 0.1% | ▲New New position | |
| 37 | US Bancorp COM NEW | $215K | 3.6K | 0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908893/holdings"
Use Arkolith to show McBroom & Associates, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 37 | $198.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 36 | $179.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 38 | $205.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 37 | $210.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 37 | $174.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 37 | $174.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 35 | $176.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 34 | $163.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.