McBroom & Associates, LLC

The portfolio demonstrates a concentrated yet actively managed strategy. The top 10 positions account for approximately 57.8% of the total portfolio value, indicating a high conviction approach to the manager's best ideas. The turnover for this quarter was exceptionally high, characterized by a massive deployment of capital into new equity positions while maintaining a negligible cash drag (implied by the lack of sold positions and the high volume of new buys).

Key Holdings

The portfolio is anchored by a "Barbell" strategy of high-growth technology and high-quality consumer discretionary names.