13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001908893
Total reported value
$198.9M
$198.9M
38 檔
35.9%
According to the latest 13F quarterly dataset, McBroom & Associates, LLC managed an equity portfolio of $198.9M at the end of Q4 2025, spanning 38 distinct U.S. exchange-listed positions.
During Q4 2025, McBroom & Associates, LLC performed routine portfolio adjustments (1 new buys, 18 additions, 15 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.96% | +0.17% | -5.11% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 6.87% | +4.52% | -3.45% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 6.87% | -1.71% | -4.20% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.54% | +0.04% | +0.42% | |
| 5 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 5.41% | -0.61% | +0.58% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.10% | +0.08% | +0.04% | |
| 7 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.09% | -1.88% | +1.50% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.93% | +0.40% | -1.31% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.82% | -0.96% | -0.23% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 4.65% | -0.43% | +0.81% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.64% | -0.82% | +1.26% | |
| 12 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 3.98% | +0.11% | +0.88% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 3.92% | -1.05% | -0.78% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.66% | +0.18% | +29.16% | |
| 15 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 3.24% | -2.99% | EXIT | |
| 16 | VST | Vistra CORP | Stock-Utilities | 2.90% | +0.30% | +5.62% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.55% | -0.75% | -9.32% | |
| 18 | CPRT | Copart Inc | Stock-Industrials | 2.43% | — | -9.87% | |
| 19 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.14% | +0.25% | +4.94% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 1.44% | +0.48% | — | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 1.21% | -0.23% | +8.49% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.01% | +2.16% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.08% | -3.91% | |
| 24 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.85% | +0.50% | -31.04% | |
| 25 | MCK | Mckesson CORP | Stock-Healthcare | 0.85% | -0.22% | +2.95% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.81% | -0.10% | +5.72% | |
| 27 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.71% | -0.07% | +6.27% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | -0.04% | +5.24% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.12% | — | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 0.48% | -0.38% | EXIT | |
| 31 | WMB | Williams Cos Inc | Stock-Energy | 0.41% | +0.09% | +13.54% | |
| 32 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.36% | +0.07% | +0.02% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.27% | -0.11% | — | |
| 34 | CALM | Cal-maine Foods Inc | Stock-Consumer Staples | 0.19% | -0.03% | -13.55% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.16% | — | -49.28% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.15% | — | — | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.10% | -0.12% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.4% | -3.45% | Trim |
| 2 | ISRG | Intuitive Surgical Inc | +1.2% | +1.50% | Add |
| 3 | JNJ | Johnson & Johnson | +1.2% | +29.16% | Add |
| 4 | GLD | Spdr Gold Shares | +0.5% | -0.78% | Trim |
| 5 | AAPL | Apple Inc | +0.4% | +0.04% | Add |
| 6 | TJX | Tjx Companies Inc | +0.4% | +1.26% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +0.42% | Add |
| 8 | SUB | Ishares Short-term National | +0.1% | +8.49% | Add |
| 9 | TSLA | Tesla Inc | +0.1% | -1.31% | Trim |
| 10 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 11 | MCK | Mckesson CORP | +0.1% | +2.95% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.16% | Add |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +6.27% | Add |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.1% | +5.72% | Add |
| 15 | WMB | Williams Cos Inc | 0% | +13.54% | Add |
| 16 | PM | Philip Morris International | 0% | +5.24% | Add |
| 17 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 18 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 19 | CVX | Chevron CORP | — | — | Unchanged |
| 20 | PEP | Pepsico Inc | 0% | -6.25% | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.91% | Trim |
| 22 | WSM | Williams-sonoma Inc | 0% | +0.02% | Add |
| 23 | CALM | Cal-maine Foods Inc | -0.1% | -13.55% | Trim |
| 24 | SCHO | Schwab Short-term US Treas | -0.1% | -49.28% | Trim |
| 25 | MSFT | Microsoft CORP | -0.2% | +0.81% | Add |
| 26 | COST | Costco Wholesale CORP | -0.3% | -0.23% | Trim |
| 27 | NVDA | Nvidia CORP | -0.3% | -5.11% | Trim |
| 28 | PLTR | Palantir Technologies Inc-a | -0.3% | -4.20% | Trim |
| 29 | DKS | Dick's Sporting Goods Inc | -0.4% | +0.88% | Add |
| 30 | VST | Vistra CORP | -0.4% | +5.62% | Add |
| 31 | AXON | Axon Enterprise Inc | -0.4% | +4.94% | Add |
| 32 | TSCO | Tractor Supply Company | -0.6% | -5.93% | Trim |
| 33 | CPRT | Copart Inc | -0.6% | -9.87% | Trim |
| 34 | HD | Home Depot Inc | -0.7% | -9.32% | Trim |
| 35 | SFM | Sprouts Farmers Market Inc | -0.8% | -31.04% | Trim |
| 36 | ORLY | O'reilly Automotive Inc | -0.8% | +0.58% | Add |
| 37 | ZTS | Zoetis Inc | -1.5% | -72.80% | Trim |
| 38 | IVLU | Ishares Msci International V | — | NEW | New buy |
According to official SEC Form 13F filings, McBroom & Associates, LLC reported a total U.S. public equity portfolio value of $198.9M across 38 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, LRCX, PLTR) accounted for 35.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IVLU
市值: $3.0M
Top Position Liquidated / Trimmed
NVDA
前期市值: $21.6M
During Q4 2025, McBroom & Associates, LLC's top holdings by market value included NVDA (10.0%)、LRCX (6.9%)、PLTR (6.9%). The largest single position, NVDA, represented 10.0% of total portfolio value.
In Q4 2025, McBroom & Associates, LLC made 34 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 15 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.