McBroom & Associates, LLC
•CIK: 1908893•Filing: Q4 2025
**McBroom & Associates, LLC** manages $206M across a concentrated portfolio of 38 positions. The fund exhibits significant conviction in technology and industrials, with top holdings including NVDA at $20.5M and LRCX and PLTR each at $14.1M. Further allocations are notable in financial services (JPM at $11.4M) and consumer discretionary (ORLY at $11.1M). This structure suggests a tactical, high-conviction approach targeting sector leaders.
Total AUM
$205.8M
QoQ Performance
-2.1%
Positions
37
Top 10 Concentration
59.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
LRCX
PLTR
JPM
ORLY
AAPL
ISRG
NVDA10.0%
LRCX6.9%
PLTR6.9%
JPM5.5%
ORLY5.4%
AAPL5.1%
ISRG5.1%
TSLA4.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.1%
Technology26.6%
Consumer12.3%
Financial6.5%
Healthcare3.7%
ETF1.1%
Industrial0.5%
Consumer Staples0.2%
Changes from Q3 2025
NEW1 new position
↑18 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023