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CIK: 0001908893
Total reported value
$198.9M
$198.9M
37 檔
27.2%
According to the latest 13F quarterly dataset, McBroom & Associates, LLC managed an equity portfolio of $198.9M at the end of Q2 2025, spanning 37 distinct U.S. exchange-listed positions.
During Q2 2025, McBroom & Associates, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.70% | +0.17% | — | |
| 2 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 6.68% | -0.61% | — | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 6.31% | -0.96% | — | |
| 4 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.18% | -1.88% | — | |
| 5 | CPRT | Copart Inc | Stock-Industrials | 5.09% | — | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.06% | +0.04% | — | |
| 7 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 5.06% | +0.11% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.88% | +0.08% | — | |
| 9 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 4.52% | -2.99% | EXIT | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.25% | -0.82% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.43% | — | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.11% | -1.71% | — | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 3.71% | +4.52% | — | |
| 14 | ACN | Accenture plc | Stock-Tech | 3.61% | — | — | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.53% | +0.40% | — | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 3.51% | -0.75% | — | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 3.40% | -1.05% | — | |
| 18 | ZTS | Zoetis Inc | Stock-Healthcare | 3.36% | -0.38% | EXIT | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.78% | +0.18% | — | |
| 20 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.85% | +0.50% | — | |
| 21 | VST | Vistra CORP | Stock-Utilities | 1.45% | +0.30% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | -0.08% | — | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 1.14% | -0.23% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | +0.01% | — | |
| 25 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.96% | +0.25% | — | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.80% | -0.10% | — | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 0.74% | -0.22% | — | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.64% | -0.07% | — | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.04% | — | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.57% | — | — | |
| 31 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.38% | +0.07% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.11% | — | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | +0.12% | — | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.25% | — | — | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.18% | — | — | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.17% | +0.09% | — | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.16% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | — | — | Unchanged |
| 2 | AAPL | Apple Inc | — | — | Unchanged |
| 3 | TJX | Tjx Companies Inc | — | — | Unchanged |
| 4 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 5 | AXON | Axon Enterprise Inc | — | — | Unchanged |
| 6 | WMB | Williams Cos Inc | — | — | Unchanged |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 8 | SUB | Ishares Short-term National | — | — | Unchanged |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 10 | PLTR | Palantir Technologies Inc-a | — | — | Unchanged |
| 11 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 12 | ACN | Accenture plc | — | — | Unchanged |
| 13 | DKS | Dick's Sporting Goods Inc | — | — | Unchanged |
| 14 | SCHO | Schwab Short-term US Treas | — | — | Unchanged |
| 15 | ZTS | Zoetis Inc | — | — | Unchanged |
| 16 | SFM | Sprouts Farmers Market Inc | — | — | Unchanged |
| 17 | ORLY | O'reilly Automotive Inc | — | — | Unchanged |
| 18 | DFAC | Dimensional US Core Equity 2 | — | — | Unchanged |
| 19 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 20 | HD | Home Depot Inc | — | — | Unchanged |
| 21 | MSFT | Microsoft CORP | — | — | Unchanged |
| 22 | KO | Coca-cola Co/the | — | — | Unchanged |
| 23 | TSLA | Tesla Inc | — | — | Unchanged |
| 24 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | — | Unchanged |
| 25 | WSM | Williams-sonoma Inc | — | — | Unchanged |
| 26 | MCK | Mckesson CORP | — | — | Unchanged |
| 27 | JPST | Jpmorgan Ultra-short Income | — | — | Unchanged |
| 28 | NVDA | Nvidia CORP | — | — | Unchanged |
| 29 | VST | Vistra CORP | — | — | Unchanged |
| 30 | TSCO | Tractor Supply Company | — | — | Unchanged |
| 31 | LRCX | Lam Research CORP | — | — | Unchanged |
| 32 | CPRT | Copart Inc | — | — | Unchanged |
| 33 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 34 | BMY | Bristol-myers Squibb Co | — | — | Unchanged |
| 35 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 36 | PM | Philip Morris International | — | — | Unchanged |
| 37 | CVX | Chevron CORP | — | — | Unchanged |
According to official SEC Form 13F filings, McBroom & Associates, LLC reported a total U.S. public equity portfolio value of $198.9M across 37 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, ORLY, COST) accounted for 27.2% of total reported equity market value during Q2 2025.
During Q2 2025, McBroom & Associates, LLC's top holdings by market value included NVDA (7.7%)、ORLY (6.7%)、COST (6.3%). The largest single position, NVDA, represented 7.7% of total portfolio value.
In Q2 2025, McBroom & Associates, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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