McBroom & Associates, LLC

Q3 2025 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
37
Total value ($000)
$210,263
Net value change ($000)
+35,448 (20.3%)
New positions
2
Sold out positions
2
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 8,147 60.5%
PLTR 7,967 110.9%
LRCX 4,966 76.5%
VST 4,312 169.8%
TSLA 3,990 64.7%
AXON 3,622 216.0%
MSFT 2,762 37.3%
JPM 2,269 25.6%
TJX 1,435 19.3%
ORLY 1,409 12.1%
Top Reduces (Value $000, Stocks/ETFs)
ACN -6,303 -100.0%
CPRT -2,517 -28.3%
ZTS -1,648 -28.1%
ISRG -913 -10.1%
BMY -435 -100.0%
COST -364 -3.3%
SCHO -350 -35.4%
BRK-B -264 -11.5%
CVX -43 -7.1%
KO -21 -7.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type