Mc Broom & Associates, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $163 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.6M, Costco Wholesale Corp with a value of $10.3M, Dick'S Sporting Goods, Inc. with a value of $9.34M, O Reilly Automotive Inc with a value of $9.17M, and Intuitive Surgical Inc with a value of $9.11M.

Examining the 13F form we can see an increase of $3.86M in the current position value, from $160M to 163M.

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

Portfolio value $163 Million
Consumer Cyclical: $55.6 Million
Technology: $44.7 Million
Healthcare: $23 Million
Consumer Defensive: $11.3 Million
ETFs: $10.2 Million
Financial Services: $9.69 Million
Basic Materials: $4.22 Million
Industrials: $4.21 Million
Other: $529,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $163 Million
  • Prior Value $160 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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