SEC 13F Intelligence

Mcbroom & Associates, LLC / ISRG

Mcbroom & Associates, LLC’s Intuitive Surgical Inc Position

Does Mcbroom & Associates, LLC own Intuitive Surgical Inc (ISRG)? Yes16.7K shares worth $8M (+4.30% of its 13F portfolio) as of Q1 2026, down from 18.5K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
16.7K
% of Portfolio
+4.30%
Quarters Held
18
currently held

Position History ISRG

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $5MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $6MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $8MQ3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $9MQ3 ’25: $8MQ3 ’25Q4 ’25: $10MQ1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.7K$8M+4.30%
Q4 202518.5K$10M+5.09%
Q3 202518.2K$8M+3.88%
Q2 202518.3K$9M+5.18%
Q1 202518.3K$9M+5.18%
Q4 202418.5K$10M+5.46%
Q3 202418.5K$9M+5.57%
Q2 202418.4K$8M+5.13%
Q1 202418.2K$7M+4.79%
Q4 202318.6K$6M+4.57%
Q3 202318.5K$5M+4.31%
Q2 202317.6K$6M+4.75%
Q1 202317.3K$4M+3.95%
Q4 202215.3K$4M+4.41%
Q3 202216.1K$3M+3.40%
Q2 202216.6K$3M+3.62%
Q1 202217.6K$5M+4.71%
Q4 202118.1K$7M+4.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcbroom & Associates, LLC’s full portfolio or all institutional holders of ISRG.