Long-term investor
Mcbroom & Associates, LLC @mcbroomassociatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908893).
Record
- Tracked since 2025-06-30 (454 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +29.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 512807306 · 12.1% · long · since 2025-06-30
- NVDA · 9.0% · long · since 2025-06-30
- JPM · 5.2% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- ORLY · 5.2% · long · since 2025-06-30
- COST · 4.9% · long · since 2025-06-30
- TSLA · 4.7% · long · since 2025-06-30
- JNJ · 4.7% · long · since 2025-06-30
- TJX · 4.3% · long · since 2025-06-30
- DKS · 4.2% · long · since 2025-06-30
- PLTR · 4.1% · long · since 2025-06-30
- GLD · 3.4% · long · since 2025-06-30