SEC 13F Intelligence

Mcbroom & Associates, LLC / TSLA

Mcbroom & Associates, LLC’s Tesla Inc Position

Does Mcbroom & Associates, LLC own Tesla Inc (TSLA)? Yes20.8K shares worth $8M (+4.31% of its 13F portfolio) as of Q1 2026, down from 22.5K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
20.8K
% of Portfolio
+4.31%
Quarters Held
18
currently held

Position History TSLA

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $773,324Q1 ’23: $4MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $6MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $6MQ4 ’24: $9MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $10MQ3 ’25Q4 ’25: $10MQ1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.8K$8M+4.31%
Q4 202522.5K$10M+4.93%
Q3 202522.8K$10M+4.83%
Q2 202523.8K$6M+3.53%
Q1 202523.8K$6M+3.53%
Q4 202423.4K$9M+5.34%
Q3 202423.8K$6M+3.81%
Q2 202422.2K$4M+2.75%
Q1 202422.7K$4M+2.63%
Q4 202322.5K$6M+4.08%
Q3 202322.2K$6M+4.42%
Q2 202321.4K$6M+4.42%
Q1 202320.8K$4M+3.87%
Q4 20226.3K$773,324+0.84%
Q3 202212.2K$3M+3.65%
Q2 20224.0K$3M+2.94%
Q1 20224.0K$4M+3.85%
Q4 20212.8K$3M+2.21%

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 TSLA.