Vault-13

McBroom & Associates, LLC

LAS VEGAS, NV · CIK 1908893 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$198.9m reported value +10.8% vs Q1 2026
37positions
59.5%in top 10
4 new 8 added 21 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 LAM RESEARCH CORP COM NEW LRCX LRCX 55,403 $24.0m12.07% 12.07% ReducedShares held: Q3 2025 85.6k, Q4 2025 82.6k, Q1 2026 63.4k, Q2 2026 55.4k -8.0k -8,009 -12.6%
2 NVIDIA CORPORATION COM NVDA NVDA 89,633 $17.9m9.02% 9.02% ReducedShares held: Q3 2025 115.8k, Q4 2025 109.9k, Q1 2026 91.1k, Q2 2026 89.6k -1.4k -1,426 -1.6%
3 JPMORGAN CHASE & CO COM JPM JPM 31,851 $10.4m5.24% 5.24% AddedShares held: Q3 2025 35.3k, Q4 2025 35.4k, Q1 2026 31.7k, Q2 2026 31.9k +133 +133 0.4%
4 APPLE INC COM AAPL AAPL 35,475 $10.3m5.16% 5.16% ReducedShares held: Q3 2025 38.6k, Q4 2025 38.6k, Q1 2026 35.9k, Q2 2026 35.5k -440 -440 -1.2%
5 OREILLY AUTOMOTIVE INC COM ORLY ORLY 111,226 $10.2m5.15% 5.15% ReducedShares held: Q3 2025 121.4k, Q4 2025 122.1k, Q1 2026 112.0k, Q2 2026 111.2k -763 -763 -0.7%
6 COSTCO WHSL CORP NEW COM COST COST 10,453 $9.8m4.92% 4.92% ReducedShares held: Q3 2025 11.5k, Q4 2025 11.5k, Q1 2026 10.6k, Q2 2026 10.5k -136 -136 -1.3%
7 TESLA INC COM TSLA TSLA 22,274 $9.4m4.71% 4.71% AddedShares held: Q3 2025 22.8k, Q4 2025 22.5k, Q1 2026 20.8k, Q2 2026 22.3k +1.5k +1,457 7.0%
8 JOHNSON & JOHNSON COM JNJ JNJ 36,886 $9.4m4.71% 4.71% AddedShares held: Q3 2025 28.1k, Q4 2025 36.3k, Q1 2026 33.3k, Q2 2026 36.9k +3.6k +3,618 10.9%
9 TJX COS INC NEW COM TJX TJX 56,235 $8.5m4.28% 4.28% ReducedShares held: Q3 2025 61.4k, Q4 2025 62.1k, Q1 2026 57.3k, Q2 2026 56.2k -1.1k -1,091 -1.9%
10 DICKS SPORTING GOODS INC COM DKS DKS 37,023 $8.4m4.22% 4.22% ReducedShares held: Q3 2025 41.0k, Q4 2025 41.4k, Q1 2026 37.2k, Q2 2026 37.0k -192 -192 -0.5%
11 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 70,657 $8.2m4.14% 4.14% ReducedShares held: Q3 2025 83.0k, Q4 2025 79.6k, Q1 2026 71.8k, Q2 2026 70.7k -1.1k -1,124 -1.6%
12 SPDR GOLD TR GOLD SHS GLD GLD 18,373 $6.8m3.40% 3.40% ReducedShares held: Q3 2025 20.5k, Q4 2025 20.4k, Q1 2026 18.6k, Q2 2026 18.4k -211 -211 -1.1%
13 MICROSOFT CORP COM MSFT MSFT 17,526 $6.5m3.29% 3.29% ReducedShares held: Q3 2025 19.6k, Q4 2025 19.8k, Q1 2026 18.0k, Q2 2026 17.5k -520 -520 -2.9%
14 VISTRA CORP COM VST VST 40,876 $6.5m3.26% 3.26% AddedShares held: Q3 2025 35.0k, Q4 2025 36.9k, Q1 2026 35.4k, Q2 2026 40.9k +5.5k +5,495 15.5%
15 VERTIV HOLDINGS CO COM CL A VRT VRT 19,295 $6.5m3.25% 3.25% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 19.3k
16 ISHARES TR MSCI INTL VLU FT IVLU IVLU 137,115 $5.7m2.88% 2.88% AddedShares held: Q3 2025 0, Q4 2025 77.7k, Q1 2026 108.5k, Q2 2026 137.1k +28.6k +28,609 26.4%
17 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 12,121 $4.8m2.42% 2.42% ReducedShares held: Q3 2025 18.2k, Q4 2025 18.5k, Q1 2026 16.7k, Q2 2026 12.1k -4.6k -4,627 -27.6%
18 HOME DEPOT INC COM HD HD 13,518 $4.8m2.40% 2.40% ReducedShares held: Q3 2025 16.8k, Q4 2025 15.3k, Q1 2026 17.2k, Q2 2026 13.5k -3.7k -3,701 -21.5%
19 AXON ENTERPRISE INC COM AXON AXON 7,683 $4.3m2.17% 2.17% ReducedShares held: Q3 2025 7.4k, Q4 2025 7.7k, Q1 2026 8.1k, Q2 2026 7.7k -433 -433 -5.3%
20 SPROUTS FMRS MKT INC COM SFM SFM 50,773 $4.3m2.16% 2.16% AddedShares held: Q3 2025 31.9k, Q4 2025 22.0k, Q1 2026 38.6k, Q2 2026 50.8k +12.2k +12,186 31.6%
21 SCHWAB STRATEGIC TR US SML CAP ETF SCHA SCHA 97,078 $3.5m1.76% 1.76% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 97.1k
22 SPDR S&P 500 ETF TR TR UNIT SPY SPY 3,152 $2.4m1.18% 1.18% ReducedShares held: Q3 2025 3.4k, Q4 2025 3.5k, Q1 2026 3.2k, Q2 2026 3.2k -86 -86 -2.7%
23 ISHARES TR SHRT NAT MUN ETF SUB SUB 20,185 $2.1m1.08% 1.08% ReducedShares held: Q3 2025 21.6k, Q4 2025 23.4k, Q1 2026 22.1k, Q2 2026 20.2k -1.9k -1,941 -8.8%
24 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 3,822 $1.9m0.96% 0.96% ReducedShares held: Q3 2025 4.0k, Q4 2025 3.9k, Q1 2026 3.9k, Q2 2026 3.8k -58 -58 -1.5%
25 MCKESSON CORP COM MCK MCK 2,411 $1.8m0.92% 0.92% AddedShares held: Q3 2025 2.1k, Q4 2025 2.1k, Q1 2026 2.4k, Q2 2026 2.4k +52 +52 2.2%
26 CATERPILLAR INC COM CAT CAT 1,550 $1.7m0.83% 0.83% ReducedShares held: Q3 2025 1.8k, Q4 2025 1.8k, Q1 2026 1.8k, Q2 2026 1.6k -256 -256 -14.2%
27 WILLIAMS COS INC COM WMB WMB 19,235 $1.4m0.72% 0.72% AddedShares held: Q3 2025 12.4k, Q4 2025 14.1k, Q1 2026 15.6k, Q2 2026 19.2k +3.6k +3,612 23.1%
28 PHILIP MORRIS INTL INC COM PM PM 7,735 $1.4m0.70% 0.70% ReducedShares held: Q3 2025 7.3k, Q4 2025 7.6k, Q1 2026 8.0k, Q2 2026 7.7k -295 -295 -3.7%
29 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST JPST 25,819 $1.3m0.66% 0.66% ReducedShares held: Q3 2025 31.4k, Q4 2025 33.1k, Q1 2026 27.0k, Q2 2026 25.8k -1.2k -1,160 -4.3%
30 SPDR SER TR BLOOMBERG INVT FLRN FLRN 39,593 $1.2m0.61% 0.61% ReducedShares held: Q3 2025 44.5k, Q4 2025 47.3k, Q1 2026 39.7k, Q2 2026 39.6k -91 -91 -0.2%
31 WILLIAMS SONOMA INC COM WSM WSM 4,178 $973.9k0.49% 0.49% UnchangedShares held: Q3 2025 4.2k, Q4 2025 4.2k, Q1 2026 4.2k, Q2 2026 4.2k
32 CAL MAINE FOODS INC COM NEW CALM CALM 8,856 $713.4k0.36% 0.36% ReducedShares held: Q3 2025 5.6k, Q4 2025 4.9k, Q1 2026 8.9k, Q2 2026 8.9k -30 -30 -0.3%
33 CHEVRON CORP NEW COM CVX CVX 3,597 $596.2k0.30% 0.30% UnchangedShares held: Q3 2025 3.6k, Q4 2025 3.6k, Q1 2026 3.6k, Q2 2026 3.6k
34 COCA COLA CO COM KO KO 4,000 $325.1k0.16% 0.16% UnchangedShares held: Q3 2025 4.0k, Q4 2025 4.0k, Q1 2026 4.0k, Q2 2026 4.0k
35 DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC DFAC 7,250 $321.6k0.16% 0.16% UnchangedShares held: Q3 2025 7.9k, Q4 2025 7.9k, Q1 2026 7.2k, Q2 2026 7.2k
36 EA SERIES TRUST FREEDOM 100 EM FRDM FRDM 3,624 $264.2k0.13% 0.13% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.6k
37 US BANCORP DEL COM NEW USB USB 3,555 $214.7k0.11% 0.11% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.6k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
TRACTOR SUPPLY CO TSCO TSCO 118,659 $5.4m118.7k shares
ZOETIS INC ZTS ZTS 5,835 $689.7k5.8k shares
PEPSICO INC PEP PEP 1,360 $211.2k1.4k shares