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Home > Institutional Investor > Mcbroom & Associates, Llc > Profile

Instuitional Investor - Mcbroom & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Mcbroom & Associates, Llc
Portfolio Value $137,208,114
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 18,628 $9,224,958 6.72%
2.
Costco Wholesale Corp W
 COST 11,932 $7,876,075 5.74%
3.
Copart Inc
 CPRT 154,502 $7,570,598 5.51%
4.
O Reilly Automotive Inc
 ORLY 7,743 $7,356,469 5.36%
5.
Microsoft Corp
 MSFT 19,423 $7,303,979 5.32%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)