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CIK: 0001712686
Total reported value
$516.6M
$516.6M
80 檔
19.3%
The Q1 2024 SEC filing reveals that Broadleaf Partners, LLC held a total portfolio value of $516.6M, covering 80 public equity positions.
During Q1 2024, Broadleaf Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, , AMZN) accounted for 19.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.97% | -2.14% | -0.24% | |
| 2 | ✓ | Stock-Other | 6.19% | — | — | ||
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.54% | -0.25% | -0.31% | |
| 4 | ✓ | Stock-Other | 4.10% | — | — | ||
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.79% | -0.25% | +3.33% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.75% | +2.01% | +25.70% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.67% | -0.16% | -25.49% | |
| 8 | ✓ | Stock-Other | 3.25% | — | — | ||
| 9 | ANETEUR | Arista Networks Inc | Stock-Other | 3.22% | — | -0.39% | |
| 10 | DXCM | Dexcom Inc | Stock-Healthcare | 2.94% | — | +1.23% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.92% | -0.01% | -2.21% | |
| 12 | ✓ | Stock-Other | 2.71% | — | — | ||
| 13 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 2.65% | — | -0.48% | |
| 14 | ✓ | Stock-Other | 2.61% | — | — | ||
| 15 | ✓ | Stock-Other | 2.54% | — | -0.71% | ||
| 16 | ✓ | Stock-Other | 2.52% | — | — | ||
| 17 | URI | United Rentals Inc | Stock-Industrials | 1.96% | +0.55% | -0.39% | |
| 18 | ✓ | Stock-Other | 1.90% | — | — | ||
| 19 | ✓ | Stock-Other | 1.87% | — | — | ||
| 20 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.87% | — | +29.67% | |
| 21 | ✓ | Stock-Other | 1.86% | — | — | ||
| 22 | ✓ | Stock-Other | 1.77% | — | — | ||
| 23 | ✓ | Stock-Other | 1.70% | — | — | ||
| 24 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.69% | — | -10.08% | |
| 25 | PGR | Progressive CORP | Stock-Financials | 1.67% | — | +104.28% | |
| 26 | ✓ | Stock-Other | 1.64% | — | — | ||
| 27 | INTU | Intuit Inc | Stock-Tech | 1.60% | — | -35.76% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 1.59% | — | -0.32% | |
| 29 | ✓ | Stock-Other | 1.56% | — | — | ||
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.49% | +0.01% | +2.06% | |
| 31 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.48% | +1.18% | — | |
| 32 | TDG | Transdigm Group Inc | Stock-Industrials | 1.37% | -0.79% | EXIT | |
| 33 | BALL | Ball CORP | Stock-Consumer Disc | 1.32% | -0.15% | — | |
| 34 | ✓ | Stock-Other | 1.30% | — | — | ||
| 35 | ADI | Analog Devices Inc | Stock-Tech | 1.15% | — | -0.27% | |
| 36 | ✓ | Stock-Other | 1.15% | — | — | ||
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.07% | -0.01% | +0.55% | |
| 38 | ✓ | Stock-Other | 0.90% | — | — | ||
| 39 | ✓ | Stock-Other | 0.78% | — | — | ||
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.75% | +0.04% | +4.34% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.58% | -0.01% | +0.17% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.01% | +18.42% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.06% | +0.69% | |
| 44 | ✓ | Stock-Other | 0.37% | — | — | ||
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.08% | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.03% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.03% | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.21% | -0.03% | -0.32% | |
| 49 | ✓ | Stock-Other | 0.19% | — | — | ||
| 50 | ✓ | Stock-Other | 0.18% | — | — |
According to official SEC Form 13F filings, Broadleaf Partners, LLC reported a total U.S. public equity portfolio value of $516.6M across 80 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Broadleaf Partners, LLC's top holdings by market value included MSFT (7.0%)、 (6.2%)、AMZN (4.5%). The largest single position, MSFT, represented 7.0% of total portfolio value.
In Q1 2024, Broadleaf Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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