Mc Broom & Associates, LLC Portfolio Holdings
Mc Broom & Associates, LLC
- $192 Million
- Q4 2025
Mc Broom & Associates, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $192 Million distributed in 38 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.5M, Palantir Technologies Inc. with a value of $13.8M, O Reilly Automotive Inc with a value of $12.1M, Jpmorgan Chase & CO with a value of $10.6M, and Costco Wholesale Corp with a value of $10.5M.
Examining the 13F form we can see an decrease of $6.6M in the current position value, from $199M to 192M.
Below you can find more details about Mc Broom & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$192 Million
Consumer Cyclical: $58.2 Million
Technology: $54.7 Million
Healthcare: $20.1 Million
ETFs: $19.1 Million
Consumer Defensive: $14.4 Million
Financial Services: $12.6 Million
Utilities: $6.45 Million
Industrials: $5.29 Million
Other: $1.42 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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