47 is the total number of securities McBroom & Associates, LLC has owned. The longest McBroom & Associates, LLC has owned a single stock is 11 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
NVDA | NVIDIA CORPORATION | 11 | 11 | 3.74% | 6.75% | 12.14% | Q4 2021 | Q2 2024 | 11 |
COST | COSTCO WHSL CORP NEW | 11 | 11 | 5.16% | 5.75% | 6.48% | Q4 2021 | Q2 2024 | 11 |
ORLY | OREILLY AUTOMOTIVE INC | 11 | 11 | 5.06% | 5.72% | 6.65% | Q4 2021 | Q2 2024 | 11 |
MSFT | MICROSOFT CORP | 11 | 11 | 4.87% | 5.14% | 5.45% | Q4 2021 | Q2 2024 | 11 |
AAPL | APPLE INC | 11 | 11 | 4.03% | 5.10% | 5.77% | Q4 2021 | Q2 2024 | 11 |
TSCO | TRACTOR SUPPLY CO | 11 | 11 | 4.23% | 5.08% | 5.95% | Q4 2021 | Q2 2024 | 11 |
CPRT | COPART INC | 11 | 11 | 4.37% | 5.08% | 5.73% | Q4 2021 | Q2 2024 | 11 |
LRCX | LAM RESEARCH CORP | 11 | 11 | 3.45% | 4.58% | 5.73% | Q4 2021 | Q2 2024 | 11 |
ACN | ACCENTURE PLC IRELAND | 11 | 11 | 3.44% | 4.47% | 5.57% | Q4 2021 | Q2 2024 | 11 |
ISRG | INTUITIVE SURGICAL INC | 11 | 11 | 3.40% | 4.41% | 5.13% | Q4 2021 | Q2 2024 | 11 |
ZTS | ZOETIS INC | 11 | 11 | 3.63% | 4.33% | 5.25% | Q4 2021 | Q2 2024 | 11 |
HD | HOME DEPOT INC | 11 | 11 | 3.36% | 4.25% | 5.31% | Q4 2021 | Q2 2024 | 11 |
JNJ | JOHNSON & JOHNSON | 11 | 11 | 2.57% | 4.04% | 5.70% | Q4 2021 | Q2 2024 | 11 |
JPM | JPMORGAN CHASE & CO. | 11 | 11 | 3.44% | 3.98% | 4.56% | Q4 2021 | Q2 2024 | 11 |
BA | BOEING CO | 11 | 11 | 2.11% | 3.47% | 4.71% | Q4 2021 | Q2 2024 | 11 |
GLD | SPDR GOLD TR | 11 | 11 | 2.51% | 3.34% | 5.34% | Q4 2021 | Q2 2024 | 11 |
TSLA | TESLA INC | 11 | 11 | 0.84% | 3.24% | 4.42% | Q4 2021 | Q2 2024 | 11 |
SCHO | SCHWAB STRATEGIC TR | 11 | 11 | 0.64% | 2.09% | 4.23% | Q4 2021 | Q2 2024 | 11 |
SPY | SPDR S&P 500 ETF TR | 11 | 11 | 1.18% | 1.52% | 2.06% | Q4 2021 | Q2 2024 | 11 |
SUB | ISHARES TR | 11 | 11 | 0.42% | 1.03% | 1.97% | Q4 2021 | Q2 2024 | 11 |
WSM | WILLIAMS SONOMA INC | 11 | 11 | 0.21% | 0.28% | 0.44% | Q4 2021 | Q2 2024 | 11 |
NUE | NUCOR CORP | 10 | 10 | 1.45% | 3.08% | 3.68% | Q1 2022 | Q2 2024 | 10 |
DKS | DICKS SPORTING GOODS INC | 8 | 8 | 2.69% | 4.25% | 6.63% | Q3 2022 | Q2 2024 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.88% | 1.13% | 1.31% | Q3 2022 | Q2 2024 | 8 |
MUB | ISHARES TR | 8 | 8 | 0.52% | 0.95% | 1.40% | Q4 2021 | Q3 2023 | 8 |
FLRN | SPDR SER TR | 8 | 8 | 0.58% | 0.87% | 1.10% | Q3 2022 | Q2 2024 | 8 |
MCK | MCKESSON CORP | 8 | 8 | 0.30% | 0.44% | 0.62% | Q3 2022 | Q2 2024 | 8 |
CAT | CATERPILLAR INC | 8 | 8 | 0.38% | 0.44% | 0.55% | Q3 2022 | Q2 2024 | 8 |
CVX | CHEVRON CORP NEW | 8 | 8 | 0.35% | 0.42% | 0.53% | Q3 2022 | Q2 2024 | 8 |
KO | COCA COLA CO | 8 | 8 | 0.16% | 0.21% | 0.30% | Q3 2022 | Q2 2024 | 8 |
TJX | TJX COS INC NEW | 7 | 7 | 2.22% | 3.51% | 4.24% | Q4 2022 | Q2 2024 | 7 |
DBC | INVESCO DB COMMDY INDX... | 7 | 7 | 0.91% | 1.80% | 3.38% | Q1 2022 | Q3 2023 | 7 |
NEE | NEXTERA ENERGY INC | 7 | 7 | 0.18% | 0.23% | 0.32% | Q4 2021 | Q2 2023 | 7 |
MRK | MERCK & CO INC | 5 | 5 | 0.18% | 0.26% | 0.38% | Q2 2023 | Q2 2024 | 5 |
SHM | SPDR SER TR | 5 | 5 | 0.18% | 0.24% | 0.35% | Q4 2021 | Q4 2022 | 5 |
AMZN | AMAZON COM INC | 4 | 4 | 3.60% | 3.97% | 4.45% | Q4 2021 | Q3 2022 | 4 |
MOS | MOSAIC CO NEW | 4 | 4 | 0.57% | 1.60% | 2.15% | Q1 2023 | Q4 2023 | 4 |
UUP | INVESCO DB US DLR INDE... | 4 | 4 | 0.94% | 1.14% | 1.57% | Q4 2022 | Q3 2023 | 4 |
SCHZ | SCHWAB STRATEGIC TR | 4 | 4 | 0.26% | 0.44% | 0.61% | Q4 2021 | Q3 2022 | 4 |
DFAC | DIMENSIONAL ETF TRUST | 4 | 4 | 0.19% | 0.20% | 0.20% | Q3 2023 | Q2 2024 | 4 |
PM | PHILIP MORRIS INTL INC | 2 | 2 | 0.28% | 0.30% | 0.33% | Q1 2024 | Q2 2024 | 2 |
PDBC | INVESCO ACTVELY MNGD E... | 2 | 2 | 0.13% | 0.14% | 0.16% | Q1 2023 | Q2 2023 | 2 |
CRM | SALESFORCE COM INC | 1 | 1 | 3.91% | 3.91% | 3.91% | Q4 2021 | Q4 2021 | 1 |
DIS | DISNEY WALT CO | 1 | 1 | 3.44% | 3.44% | 3.44% | Q4 2021 | Q4 2021 | 1 |
SWCH | SWITCH INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
HE | HAWAIIAN ELEC INDUSTRIES | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
TGT | TARGET CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including NVIDIA CORPORATION, COSTCO WHSL CORP NEW, and OREILLY AUTOMOTIVE INC, are the highest-conviction holdings of McBroom & Associates, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by McBroom & Associates, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that McBroom & Associates, LLC owns currently or has owned in the past.