MAL
McBroom & Associates LLC Portfolio
Invests via McBroom & Associates LLC | Managed by Martin W. McBroom, Nicholas K. Murray, Corey Jerome Bryant
Invests via McBroom & Associates LLC
Managed by Martin W. McBroom, Nicholas K. Murray, Corey Jerome Bryant
Automatically Tracked
Company Profile
With a focus on strategic consulting, McBroom & Associates LLC excels in providing tailored advisory services across various sectors. The firm is renowned for its in-depth market analysis and ability to help clients navigate complex business landscapes. Leveraging extensive industry expertise, it supports enterprises in enhancing operational efficiency and driving sustainable growth initiatives. This entity stands out as a trusted partner for organizations seeking innovative solutions to competitive challenges while capitalizing on emerging opportunities.
With a focus on strategic consulting, McBroom & Associates LLC excels in providing tailored advisory services across various sectors. The firm is renowned for its in-depth market analysis and ability to help clients navigate complex business landscapes. Leveraging extensive industry expertise, it supports enterprises in enhancing operational efficiency and driving sustainable growth initiatives. This entity stands out as a trusted partner for organizations seeking innovative solutions to competitive challenges while capitalizing on emerging opportunities.
Investment Philosophy & Strategy
A keen understanding of market dynamics guides McBroom & Associates LLC in its approach to client engagement and value delivery. This firm is adept at identifying strategic opportunities that align with the evolving needs of diverse industries. Leveraging a wealth of operational insights, it fosters tailored strategies that enhance clients' competitive positioning and drive impactful results. With an emphasis on innovation and adaptability, this entity excels at helping businesses reimagine their potential while navigating shifting landscapes effectively.
A keen understanding of market dynamics guides McBroom & Associates LLC in its approach to client engagement and value delivery. This firm is adept at identifying strategic opportunities that align with the evolving needs of diverse industries. Leveraging a wealth of operational insights, it fosters tailored strategies that enhance clients' competitive positioning and drive impactful results. With an emphasis on innovation and adaptability, this entity excels at helping businesses reimagine their potential while navigating shifting landscapes effectively.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
82.81%
Gain +2.71%
Monthly
1.1%
Yearly
14%
Drawdown
21.62%
$196.43M
Equity
Holdings
$196.43M
Investment
$125.11M
$88.22M
Profit +$4.62M
Realized
$16.9M
Unrealized
$71.32M
Dividends
$6.34M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.71%
Profit
$4.62M
Win %
83%
This Week
Compared To Last Week
Gain
4.28%
Profit
$8.07M
Win %
83%
This Month
Compared to last month
Gain
4.28%
Profit
$8.07M
Win %
83%
This Year
Compared to last year
Gain
-1.27%
Profit
-$2.52M
Win %
78%
VRT Vertiv Holdings Co
+6.18%
+$271,480.84 
MSFT Microsoft Corp.
+3.02%
+$238,703.94 
NVDA NVIDIA Corporation
+2.93%
+$511,805.06 
CVX Chevron Corporation
+2.35%
+$16,258.44 
ORLY O'Reilly Automotive Inc.
+2.28%
+$221,339.74 
WMB The Williams Companies, Inc.
+0.89%
+$12,118.05 
CALM Cal-Maine Foods Inc.
+0.8%
+$6,199.18 
TSLA Tesla, Inc.
+0.76%
+$52,566.19 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$16,831.77 
CAT Caterpillar Inc.
+0.7%
+$8,788.48 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$1,558.32 
PLTR Palantir Technologies Inc.
+0.65%
+$56,525.46 
AXON Axon Enterprise, Inc.
+0.47%
+$18,900.33 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,108.92 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,160 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$15,739.63 
JPM JPMorgan Chase & Co.
+0.27%
+$29,939.94 
JNJ Johnson & Johnson
+0.21%
+$19,549.58 
USB U.S. Bancorp
+0.17%
+$391.04 
ISRG Intuitive Surgical, Inc.
+0.1%
+$4,363.44 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$201.85 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$869,847 
DKS Dick's Sporting Goods, Inc.
-2%
-$148,092 
WSM Williams-Sonoma, Inc.
-2%
-$19,469.52 
LRCX Lam Research Corporation
-1.58%
-$260,394.71 
GLD SPDR Gold Shares
-1.49%
-$103,256.08 
TJX The TJX Companies, Inc.
-1.21%
-$107,970.64 
MCK McKesson Corporation
-1.08%
-$22,470.54 
KO The Coca-Cola Company
-1.02%
-$3,600 
PM Philip Morris International Inc.
-0.61%
-$9,127.22 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$32,907.6 
HD The Home Depot, Inc.
-0.42%
-$18,790.29 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$12,620.14 
VST Vistra Corp
-0.29%
-$17,576.68 
COST Costco Wholesale Corporation
-0.24%
-$23,832.53 Events
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Dividends
Dividend Analysis
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| Trades 563 | Longs Won 332/563 58% | Profit Factor 4.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $337,882.24 | Best Trade (Aug 06) $16.82M | Sharpe Ratio -10.48 |
| Average Loss -$103,715.31 | Worst Trade (Aug 02) -$2.04M | Z-Score 1.92 (94.55%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 1d | Expectancy $156,693.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.34% |
| Consecutive Losing Trades | 1,894 | 1,705 | 1,515 | 1,326 | 1,136 | 947 | 758 | 568 | 379 | 189 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for McBroom & Associates LLC?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $10.91M, Lam Research Corporation - $9.27M, O'Reilly Automotive Inc - $5.03M, Palantir Technologies Inc - $1.72M, and Dick's Sporting Goods, Inc - $1.72M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Zoetis Inc - $3.6M, Accenture plc Class A - $1.89M, Amazon.com Inc - $1.66M, Tesla, Inc - $1.28M, and Boeing Company - $1.28M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does McBroom & Associates LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.34M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $763,160.05, Johnson & Johnson - $645,110.2, Dick's Sporting Goods, Inc - $643,484.2, The Home Depot, Inc - $621,619.43, and Costco Wholesale Corporation - $430,870.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are McBroom & Associates LLC's monthly returns?
McBroom & Associates LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can McBroom & Associates LLC's strategy be considered aggressive or moderate?
McBroom & Associates LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow McBroom & Associates LLC's strategy?
McBroom & Associates LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
