Mc Broom & Associates, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $160 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $19.4M, Costco Wholesale Corp with a value of $9.73M, Dick'S Sporting Goods, Inc. with a value of $9.62M, Lam Research Corp with a value of $9.15M, and Microsoft Corp with a value of $8.37M.

Examining the 13F form we can see an increase of $7.73M in the current position value, from $152M to 160M.

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

Portfolio value $160 Million
Consumer Cyclical: $50.7 Million
Technology: $50 Million
Healthcare: $20.2 Million
Consumer Defensive: $10.5 Million
ETFs: $9.26 Million
Financial Services: $9.02 Million
Industrials: $4.89 Million
Basic Materials: $4.49 Million
Other: $562,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $160 Million
  • Prior Value $152 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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