McBroom & Associates, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity portfolio as of September 30, 2026. The filing reveals the firm holds positions in 33 distinct companies, with a total of 1,654,753,642 shares across the portfolio.
The largest position in the portfolio is held in Apple Inc., where McBroom & Associates holds 10,261,034 shares. The firm also holds significant stakes in NVIDIA Corporation, with 15,830,388 shares, and Eli Lilly & Co., with 4,718,572 shares. Other notable holdings include Palantir Technologies Inc. Class A with 62,974 shares, Tesla Inc. with 20,752 shares, and Williams Cos. Inc. with 18,421 shares.
The portfolio is diversified across various sectors. In the consumer sector, the firm holds shares in Costco Wholesale Corporation, Home Depot Inc., and Johnson & Johnson. In the technology sector, holdings include Microsoft Corporation, LAM Research Corp., and Axon Enterprise Inc. The filing also lists positions in financial services companies such as JPMorgan Chase & Co. and Berkshire Hathaway Inc.
Additionally, McBroom & Associates holds exchange-traded funds (ETFs) as part of its strategy. These include the iShares MSCI International Value ETF, the SPDR Gold Shares, and the Schwab Strategic Trust U.S. Small Cap ETF. The firm's total number of holdings is listed as 33, with all positions reported as sole voting power.
