$92.2 Million is the total value of McBroom & Associates, LLC's 35 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,037,286 | +15.6% | 3,358 | 0.0% | 1.13% | +11.3% | |
| CVX | CHEVRON CORP NEW | $484,623 | +24.9% | 2,700 | 0.0% | 0.53% | +20.1% | |
| WSM | WILLIAMS SONOMA INC | $240,183 | -2.4% | 2,090 | 0.0% | 0.26% | -5.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 9 | Q4 2023 | 7.0% |
| OREILLY AUTOMOTIVE INC | 9 | Q4 2023 | 6.7% |
| COSTCO WHSL CORP NEW | 9 | Q4 2023 | 6.5% |
| APPLE INC | 9 | Q4 2023 | 5.8% |
| TRACTOR SUPPLY CO | 9 | Q4 2023 | 5.9% |
| MICROSOFT CORP | 9 | Q4 2023 | 5.4% |
| COPART INC | 9 | Q4 2023 | 5.5% |
| ACCENTURE PLC IRELAND | 9 | Q4 2023 | 5.6% |
| ZOETIS INC | 9 | Q4 2023 | 5.2% |
| HOME DEPOT INC | 9 | Q4 2023 | 5.3% |
View McBroom & Associates, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-14 |
View McBroom & Associates, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.