McBroom & Associates, LLC

CIK 0001908893 · Q2 2026

13F Equity AUM

$198.9M

+10.8% QoQ

Positions

+1 QoQ

AUM Rank

#6,284

Top 72%

Skill Alpha (FF)

+2.4%/yr^ns

No Clear Edge

Rank #1,242 · Top 15%

vs S&P +0.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 36.6%Top 10: 59.5%Top 20: 88.9%

LRCX12.1%

NVDA9.0%

JPM5.2%

AAPL5.2%

ORLY5.2%

COST4.9%

TSLA4.7%

JNJ4.7%

TJX4.3%

DKS4.2%

Others (27)40.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology33.7%

Consumer Cyclical21.3%

Financial Services18.2%

Healthcare8.1%

Consumer Defensive7.6%

Industrials6.2%

Utilities3.3%

Other1.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 37Median: 2.17%Avg: 2.70%

0–0.5%

7(1.7%)

0.5–1%

7(5.4%)

1–3%

8(16.1%)

3–5%

10(40.2%)

5%+

5(36.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 37vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased8Decreased21Exited3

New Positions

VRT3.3%

+19K

SCHA1.8%

+97K

FRDM0.1%

+4K

USB0.1%

+4K

Increased

IVLU2.9%

+29K(+26%)

SFM2.2%

+12K(+32%)

VST3.3%

+5K(+16%)

JNJ4.7%

+4K(+11%)

WMB0.7%

+4K(+23%)

TSLA4.7%

+1K(+7%)

JPM5.2%

+133(+0%)

MCK0.9%

+52(+2%)

Decreased

LRCX12.1%

-8,009(-13%)

ISRG2.4%

-4,627(-28%)

HD2.4%

-3,701(-21%)

SUB1.1%

-1,941(-9%)

NVDA9.0%

-1,426(-2%)

JPST0.7%

-1,160(-4%)

PLTR4.1%

-1,124(-2%)

TJX4.3%

-1,091(-2%)

ORLY5.2%

-763(-1%)

MSFT3.3%

-520(-3%)

Exited

TSCO

-118,659

ZTS

-5,835

PEP

-1,360

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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