Mc Broom & Associates, LLC Portfolio Holdings

Mc Broom & Associates, LLC

  • $199 Million
  • Q3 2025

Mc Broom & Associates, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $199 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $21.6M, Palantir Technologies Inc. with a value of $15.1M, O Reilly Automotive Inc with a value of $13.1M, Jpmorgan Chase & CO with a value of $11.1M, and Costco Wholesale Corp with a value of $10.7M.

Examining the 13F form we can see an increase of $23.7M in the current position value, from $175M to 199M.

Below you can find more details about Mc Broom & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Million
Consumer Cyclical: $63.3 Million
Technology: $56.7 Million
Healthcare: $19.2 Million
Consumer Defensive: $16.3 Million
ETFs: $15.8 Million
Financial Services: $13.2 Million
Utilities: $6.85 Million
Industrials: $6.16 Million
Other: $1.35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$21.6 Million 10.87% of portfolio
115,778
Q3 2025 Reduced 6.74%
$342B
$15.1 Million 7.62% of portfolio
83,041
Q3 2025 Reduced 2.41%
$6.2B
$13.1 Million 6.58% of portfolio
121,384
Q3 2025 Added 1,389.19%
$881B
$11.1 Million 5.59% of portfolio
35,254
Q3 2025 Reduced 2.3%
$404B
$10.7 Million 5.37% of portfolio
11,527
Q3 2025 Reduced 1.2%
$3.78T
$10.2 Million 5.11% of portfolio
19,616
Q3 2025 Reduced 0.47%
$1.29T
$10.2 Million 5.11% of portfolio
22,838
Q3 2025 Reduced 4.03%
$4.3T
$9.83 Million 4.94% of portfolio
38,590
Q3 2025 Added 0.56%
$12B
$9.12 Million 4.59% of portfolio
41,019
Q3 2025 Reduced 6.59%
$170B
$8.87 Million 4.46% of portfolio
61,352
Q3 2025 Added 0.53%
$193B
$8.15 Million 4.1% of portfolio
18,223
Q3 2025 Reduced 0.42%
$6.15B
$8.05 Million 4.05% of portfolio
141,526
Q3 2025 Reduced 1.32%
$130B
$7.29 Million 3.67% of portfolio
20,518
Q3 2025 Reduced 0.54%
$72.7B
$6.85 Million 3.45% of portfolio
34,975
Q3 2025 Added 61.7%
$367B
$6.82 Million 3.43% of portfolio
16,821
Q3 2025 Added 0.42%
$9.78B
$6.37 Million 3.21% of portfolio
141,737
Q3 2025 Reduced 9.78%
$522B
$5.22 Million 2.62% of portfolio
28,140
Q3 2025 Reduced 4.07%
$55.6B
$4.22 Million 2.12% of portfolio
28,855
Q3 2025 Reduced 19.06%
$8.79B
$3.47 Million 1.74% of portfolio
31,856
Q3 2025 Added 50.38%
$0
$2.3 Million 1.16% of portfolio
21,553
Q3 2025 Added 14.38%
$0
$2.26 Million 1.13% of portfolio
3,385
Q3 2025 Reduced 1.97%
$662B
$2.03 Million 1.02% of portfolio
4,038
Q3 2025 Reduced 6.25%
$121B
$1.6 Million 0.8% of portfolio
2,066
Q3 2025 Added 7.6%
$0
$1.59 Million 0.8% of portfolio
31,352
Q3 2025 Added 12.92%
$0
$1.37 Million 0.69% of portfolio
44,494
Q3 2025 Added 22.85%
$237B
$1.18 Million 0.59% of portfolio
7,265
Q3 2025 Added 3.77%
$291B
$861,000 0.43% of portfolio
1,806
Q1 2024 Reduced 14.0%
$12.2B
$816,000 0.41% of portfolio
4,177
Q4 2024 Reduced 0.07%
$74.3B
$787,000 0.4% of portfolio
12,437
Q3 2025 Added 146.37%
$0
$639,000 0.32% of portfolio
26,212
Q3 2025 Reduced 35.54%
$303B
$558,000 0.28% of portfolio
3,597
Q4 2023 Reduced 0.17%
$3.99B
$529,000 0.27% of portfolio
5,632
Q3 2025 New
$0
$304,000 0.15% of portfolio
7,900
Q3 2025 Reduced 15.98%
$306B
$265,000 0.13% of portfolio
4,000
Q4 2022 Reduced 15.82%
$204B
$224,000 0.11% of portfolio
1,600
Q3 2025 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 4.17%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $199 Million
  • Prior Value $175 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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