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McBroom & Associates, LLC

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13F filer, CIK 1908893, LAS VEGAS, NV

McBroom & Associates, LLC reported $198,885,157 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-30. Its ten largest share positions make up 59.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000672

Period
2026-06-30
Reported value
$199M
Holdings
37
Top 10 weight
59.49%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VRTnew+19,295$6.46M
SCHAnew+97,078$3.51M
IVLUadded+28,609$1.2M
SFMadded+12,186$1.03M
JNJadded+3,618$919K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSCOexited-118,659-$5.38M
LRCXreduced-8,009-$3.47M
ISRGreduced-4,627-$1.84M
HDreduced-3,701-$1.31M
ZTSexited-5,835-$690K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001754960-26-000672, largest first. % of portfolio is the value over $198,885,157, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87,552 shares; 2025Q1: 89,295 shares; 2025Q2: 89,295 shares; 2025Q3: 85,574 shares; 2025Q4: 82,619 shares; 2026Q1: 63,412 shares; 2026Q2: 55,403 shares 55,403$24M12.07%-8,009Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,066 shares; 2024Q4: 144,597 shares; 2025Q1: 124,151 shares; 2025Q2: 124,151 shares; 2025Q3: 115,778 shares; 2025Q4: 109,861 shares; 2026Q1: 91,059 shares; 2026Q2: 89,633 shares 89,633$17.9M9.02%-1,426Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,417 shares; 2024Q4: 36,585 shares; 2025Q1: 36,084 shares; 2025Q2: 36,084 shares; 2025Q3: 35,254 shares; 2025Q4: 35,401 shares; 2026Q1: 31,718 shares; 2026Q2: 31,851 shares 31,851$10.4M5.24%+133Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,637 shares; 2024Q4: 37,680 shares; 2025Q1: 38,375 shares; 2025Q2: 38,375 shares; 2025Q3: 38,590 shares; 2025Q4: 38,604 shares; 2026Q1: 35,915 shares; 2026Q2: 35,475 shares 35,475$10.3M5.16%-440Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,963 shares; 2024Q4: 8,106 shares; 2025Q1: 8,151 shares; 2025Q2: 8,151 shares; 2025Q3: 121,384 shares; 2025Q4: 122,084 shares; 2026Q1: 111,989 shares; 2026Q2: 111,226 shares 111,226$10.2M5.15%-763Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,584 shares; 2024Q4: 11,655 shares; 2025Q1: 11,667 shares; 2025Q2: 11,667 shares; 2025Q3: 11,527 shares; 2025Q4: 11,501 shares; 2026Q1: 10,589 shares; 2026Q2: 10,453 shares 10,453$9.78M4.92%-136Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,835 shares; 2024Q4: 23,396 shares; 2025Q1: 23,796 shares; 2025Q2: 23,796 shares; 2025Q3: 22,838 shares; 2025Q4: 22,538 shares; 2026Q1: 20,817 shares; 2026Q2: 22,274 shares 22,274$9.37M4.71%+1,457Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,434 shares; 2024Q4: 30,065 shares; 2025Q1: 29,335 shares; 2025Q2: 29,335 shares; 2025Q3: 28,140 shares; 2025Q4: 36,345 shares; 2026Q1: 33,268 shares; 2026Q2: 36,886 shares 36,886$9.37M4.71%+3,618Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,503 shares; 2024Q4: 64,438 shares; 2025Q1: 61,028 shares; 2025Q2: 61,028 shares; 2025Q3: 61,352 shares; 2025Q4: 62,123 shares; 2026Q1: 57,326 shares; 2026Q2: 56,235 shares 56,235$8.52M4.28%-1,091Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,741 shares; 2024Q4: 45,563 shares; 2025Q1: 43,911 shares; 2025Q2: 43,911 shares; 2025Q3: 41,019 shares; 2025Q4: 41,380 shares; 2026Q1: 37,215 shares; 2026Q2: 37,023 shares 37,023$8.4M4.22%-192Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,680 shares; 2024Q4: 74,354 shares; 2025Q1: 85,088 shares; 2025Q2: 85,088 shares; 2025Q3: 83,041 shares; 2025Q4: 79,553 shares; 2026Q1: 71,781 shares; 2026Q2: 70,657 shares 70,657$8.24M4.14%-1,124Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,251 shares; 2024Q4: 20,858 shares; 2025Q1: 20,629 shares; 2025Q2: 20,629 shares; 2025Q3: 20,518 shares; 2025Q4: 20,358 shares; 2026Q1: 18,584 shares; 2026Q2: 18,373 shares 18,373$6.77M3.4%-211Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,078 shares; 2024Q4: 19,790 shares; 2025Q1: 19,709 shares; 2025Q2: 19,709 shares; 2025Q3: 19,616 shares; 2025Q4: 19,775 shares; 2026Q1: 18,046 shares; 2026Q2: 17,526 shares 17,526$6.54M3.29%-520Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,357 shares; 2025Q1: 21,630 shares; 2025Q2: 21,630 shares; 2025Q3: 34,975 shares; 2025Q4: 36,939 shares; 2026Q1: 35,381 shares; 2026Q2: 40,876 shares 40,876$6.48M3.26%+5,495Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,295 shares 19,295$6.46M3.25%newTimeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,686 shares; 2026Q1: 108,506 shares; 2026Q2: 137,115 shares 137,115$5.73M2.88%+28,609Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,540 shares; 2024Q4: 18,505 shares; 2025Q1: 18,300 shares; 2025Q2: 18,300 shares; 2025Q3: 18,223 shares; 2025Q4: 18,496 shares; 2026Q1: 16,748 shares; 2026Q2: 12,121 shares 12,121$4.82M2.42%-4,627Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,498 shares; 2024Q4: 17,190 shares; 2025Q1: 16,751 shares; 2025Q2: 16,751 shares; 2025Q3: 16,821 shares; 2025Q4: 15,253 shares; 2026Q1: 17,219 shares; 2026Q2: 13,518 shares 13,518$4.77M2.4%-3,701Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 7,384 shares; 2025Q4: 7,749 shares; 2026Q1: 8,116 shares; 2026Q2: 7,683 shares 7,683$4.31M2.17%-433Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,184 shares; 2025Q2: 21,184 shares; 2025Q3: 31,856 shares; 2025Q4: 21,967 shares; 2026Q1: 38,587 shares; 2026Q2: 50,773 shares 50,773$4.29M2.16%+12,186Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,078 shares 97,078$3.51M1.76%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,711 shares; 2024Q4: 3,686 shares; 2025Q1: 3,453 shares; 2025Q2: 3,453 shares; 2025Q3: 3,385 shares; 2025Q4: 3,458 shares; 2026Q1: 3,238 shares; 2026Q2: 3,152 shares 3,152$2.35M1.18%-86Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,524 shares; 2024Q4: 15,023 shares; 2025Q1: 18,843 shares; 2025Q2: 18,843 shares; 2025Q3: 21,553 shares; 2025Q4: 23,383 shares; 2026Q1: 22,126 shares; 2026Q2: 20,185 shares 20,185$2.15M1.08%-1,941Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: 4,340 shares; 2025Q1: 4,307 shares; 2025Q2: 4,307 shares; 2025Q3: 4,038 shares; 2025Q4: 3,880 shares; 2026Q1: 3,880 shares; 2026Q2: 3,822 shares 3,822$1.91M0.96%-58Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,734 shares; 2024Q4: 1,816 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 2,066 shares; 2025Q4: 2,127 shares; 2026Q1: 2,359 shares; 2026Q2: 2,411 shares 2,411$1.82M0.92%+52Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares; 2026Q2: 1,550 shares 1,550$1.65M0.83%-256Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,048 shares; 2025Q2: 5,048 shares; 2025Q3: 12,437 shares; 2025Q4: 14,121 shares; 2026Q1: 15,623 shares; 2026Q2: 19,235 shares 19,235$1.43M0.72%+3,612Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,757 shares; 2024Q4: 6,946 shares; 2025Q1: 7,001 shares; 2025Q2: 7,001 shares; 2025Q3: 7,265 shares; 2025Q4: 7,646 shares; 2026Q1: 8,030 shares; 2026Q2: 7,735 shares 7,735$1.4M0.7%-295Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,064 shares; 2024Q4: 24,119 shares; 2025Q1: 27,765 shares; 2025Q2: 27,765 shares; 2025Q3: 31,352 shares; 2025Q4: 33,146 shares; 2026Q1: 26,979 shares; 2026Q2: 25,819 shares 25,819$1.31M0.66%-1,160Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,371 shares; 2024Q4: 34,618 shares; 2025Q1: 36,218 shares; 2025Q2: 36,218 shares; 2025Q3: 44,494 shares; 2025Q4: 47,283 shares; 2026Q1: 39,684 shares; 2026Q2: 39,593 shares 39,593$1.22M0.61%-91Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,180 shares; 2024Q4: 4,177 shares; 2025Q1: 4,177 shares; 2025Q2: 4,177 shares; 2025Q3: 4,177 shares; 2025Q4: 4,178 shares; 2026Q1: 4,178 shares; 2026Q2: 4,178 shares 4,178$974K0.49%0Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,632 shares; 2025Q4: 4,869 shares; 2026Q1: 8,886 shares; 2026Q2: 8,856 shares 8,856$713K0.36%-30Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,597 shares; 2024Q4: 3,597 shares; 2025Q1: 3,597 shares; 2025Q2: 3,597 shares; 2025Q3: 3,597 shares; 2025Q4: 3,597 shares; 2026Q1: 3,597 shares; 2026Q2: 3,597 shares 3,597$596K0.3%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000$325K0.16%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,403 shares; 2024Q4: 9,403 shares; 2025Q1: 9,403 shares; 2025Q2: 9,403 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares; 2026Q1: 7,250 shares; 2026Q2: 7,250 shares 7,250$322K0.16%0Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,624 shares 3,624$264K0.13%newTimeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,555 shares 3,555$215K0.11%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSCOTRACTOR SUPPLY CO118,659$5.38Mshares
ZTSZOETIS INC5,835$690Kshares
PEPPEPSICO INC1,360$211Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000672 base2026-07-30acceptance time not in the bulk data set