McBroom & Associates, LLC

Q2 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$198,885
Net value change ($000)
+19,343 (10.8%)
New positions
4
Sold out positions
3
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LRCX 10,459 77.2%
VRT 6,460 NEW
SCHA 3,507 NEW
NVDA 2,054 12.9%
TSLA 1,629 21.0%
IVLU 1,428 33.2%
SFM 1,318 44.3%
JNJ 1,236 15.2%
VST 1,165 21.9%
AAPL 1,150 12.6%
Top Reduces (Value $000, Stocks/ETFs)
TSCO -5,375 -100.0%
ISRG -2,901 -37.6%
PLTR -2,256 -21.5%
GLD -1,229 -15.4%
HD -895 -15.8%
COST -773 -7.3%
ZTS -690 -100.0%
TJX -635 -6.9%
MCK -219 -10.7%
PEP -211 -100.0%
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