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McBroom & Associates’s Cal-Maine CALM Stock Holding History

McBroom & Associates’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$713K Sell
8,856
-30
-0.3% -$2.32K 0.36% 32
2026
Q1 		$703K Buy
8,886
+4,017
+83% +$330K 0.39% 32
2025
Q4 		$387K Sell
4,869
-763
-14% -$67K 0.19% 34
2025
Q3 		$530K Buy
+5,632
New +$601K 0.25% 34

Other funds holding CALM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

McBroom & Associates's CALM Position: Q2 2026 in Review

McBroom & Associates reduced its Cal-Maine (CALM) stake by 0.34% in Q2 2026, selling an estimated $2.32K and leaving 8,856 shares worth $713K. The position accounts for 0.36% of the portfolio, ranked #32.

McBroom & Associates first reported a position in CALM in Q3 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • McBroom & Associates held 8,856 shares of Cal-Maine worth $713K as of Q2 2026.
  • McBroom & Associates sold 30 Cal-Maine shares in Q2 2026, an estimated $2.32K.
  • Cal-Maine made up 0.36% of McBroom & Associates's portfolio in Q2 2026, its #32 holding.
  • McBroom & Associates first reported a position in Cal-Maine in Q3 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.