$112 Million is the total value of McBroom & Associates, LLC's 36 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CAT | CATERPILLAR INC | $480,564 | -4.5% | 2,100 | 0.0% | 0.43% | -21.2% | |
KO | COCA COLA CO | $248,120 | -2.5% | 4,000 | 0.0% | 0.22% | -19.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
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.