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Mcbroom & Associates, LLC
MCBROOM & ASSOCIATES, LLC is a SEC-registered investment adviser headquartered in Las Vegas, Nevada. Founded in 2016, the firm manages over $170 million in assets and employs approximately 4 professionals. It provides discretionary, fee-based portfolio management services, tailoring investment decisions to the objectives and preferences of a range of clients, including individuals, small businesses, charitable organizations, and high-net-worth individuals.
Investment Strategy
The firm primarily focuses on discretionary, fee-based portfolio management, handling asset allocation, securities selection, and trading decisions for clients. Investment decisions are customized according to client needs and risk profiles, aiming to achieve optimal long-term returns and manage risk. The firm maintains a fiduciary duty to act in the best interests of clients, with transparent fee structures and no commissions on recommended products.
Latest 13F Filing Activity
Mcbroom & Associates, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 37 equity positions with a total 13F market value of $175M. The fund increased holdings in Johnson & Johnson, Sprouts FMRS MKT Inc., Vistra Corp. among other positions. Mcbroom & Associates, LLC reduced exposure to Johnson & Johnson, Sprouts FMRS MKT Inc., Vistra Corp. among others.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.70% | $13.5M | 124,151 | $29.36 | $157.99 | $0 |
O ORLY | OREILLY AUTOMOTIVE INC | 6.68% | $11.7M | 8,151 | $749.50 | $90.13 | $0 |
C COST | COSTCO WHSL CORP NEW | 6.31% | $11.0M | 11,667 | $571.42 | $989.94 | $0 |
I ISRG | INTUITIVE SURGICAL INC | 5.18% | $9.1M | 18,300 | $346.74 | $543.41 | $0 |
C CPRT | COPART INC | 5.09% | $8.9M | 157,106 | $38.81 | $49.07 | $0 |
Industry Allocation
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