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CIK: 0001712686
Total reported value
$516.6M
$516.6M
77 檔
24.6%
According to the latest 13F quarterly dataset, Broadleaf Partners, LLC managed an equity portfolio of $516.6M at the end of Q4 2024, spanning 77 distinct U.S. exchange-listed positions.
In Q4 2024, Broadleaf Partners, LLC adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 6.88% | — | -1.42% | ||
| 2 | AAPL | Apple Inc | Stock-Tech | 6.79% | -0.16% | -2.52% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.22% | -2.14% | -1.30% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.75% | -0.25% | -1.27% | |
| 5 | ✓ | Stock-Other | 4.00% | — | -1.15% | ||
| 6 | ✓ | Stock-Other | 3.89% | — | +81.61% | ||
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.46% | -0.25% | +109.27% | |
| 8 | ✓ | Stock-Other | 3.25% | — | -20.52% | ||
| 9 | ANET | Arista Networks Inc | Stock-Tech | 3.25% | +0.21% | — | |
| 10 | ✓ | Stock-Other | 2.95% | — | -1.17% | ||
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.93% | -0.01% | +313.38% | |
| 12 | ✓ | Stock-Other | 2.83% | — | -1.16% | ||
| 13 | ✓ | Stock-Other | 2.83% | — | -1.37% | ||
| 14 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 2.54% | — | -1.40% | |
| 15 | ✓ | Stock-Other | 2.49% | — | -21.47% | ||
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.45% | +2.01% | -27.30% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 2.25% | — | -1.37% | |
| 18 | ✓ | Stock-Other | 2.20% | — | -1.27% | ||
| 19 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.11% | +1.18% | -1.20% | |
| 20 | ✓ | Stock-Other | 1.92% | — | -1.24% | ||
| 21 | ✓ | Stock-Other | 1.89% | — | -1.12% | ||
| 22 | URI | United Rentals Inc | Stock-Industrials | 1.76% | +0.55% | -1.23% | |
| 23 | TDG | Transdigm Group Inc | Stock-Industrials | 1.75% | -0.79% | EXIT | |
| 24 | ✓ | Stock-Other | 1.67% | — | -0.85% | ||
| 25 | ✓ | Stock-Other | 1.59% | — | -1.17% | ||
| 26 | ✓ | Stock-Other | 1.50% | — | +1832.05% | ||
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.42% | +0.01% | +202.48% | |
| 28 | ✓ | Stock-Other | 1.39% | — | -0.73% | ||
| 29 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.32% | +0.07% | +3.40% | |
| 30 | CTAS | Cintas CORP | Stock-Industrials | 1.29% | -1.69% | +77.33% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.11% | — | -1.17% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.08% | -0.01% | +211.95% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.99% | -0.82% | — | |
| 34 | BALL | Ball CORP | Stock-Consumer Disc | 0.98% | -0.15% | — | |
| 35 | APP | Applovin Corp-class A | Stock-Tech | 0.93% | +0.85% | — | |
| 36 | ✓ | Stock-Other | 0.80% | — | -0.60% | ||
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.72% | +0.04% | +97.60% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.69% | — | -1.11% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.59% | -0.01% | +1.08% | |
| 40 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.56% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.04% | +3.13% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | -0.06% | -3.03% | |
| 43 | ✓ | Stock-Other | 0.31% | — | -4.24% | ||
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.03% | -0.04% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.08% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.32% | EXIT | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.03% | -13.12% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | -0.04% | -19.59% | |
| 49 | ✓ | Stock-Other | 0.16% | — | — | ||
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | -0.03% | -2.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +3.3% | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | +2% | — | Add |
| 3 | ORCL | Oracle CORP | +1.4% | — | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +1% | NEW | New buy |
| 5 | APP | Applovin Corp-class A | +0.9% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.7% | -1.27% | Trim |
| 7 | RACE | Ferrari N.V. | +0.6% | NEW | New buy |
| 8 | NFLX | Netflix Inc | +0.5% | — | Trim |
| 9 | NVDA | Nvidia CORP | +0.5% | — | Trim |
| 10 | CTAS | Cintas CORP | +0.5% | +77.33% | Add |
| 11 | DDOG | Datadog Inc - Class A | +0.3% | — | Trim |
| 12 | SCHG | Schwab US Large-cap Growth | +0.3% | +313.38% | Add |
| 13 | AAPL | Apple Inc | +0.2% | -2.52% | Trim |
| 14 | VRT | Vertiv Holdings Co-a | +0.2% | — | Trim |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | — | Trim |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +115.23% | Add |
| 17 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +3.40% | Add |
| 18 | FE | Firstenergy CORP | +0.1% | NEW | New buy |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | — | Trim |
| 20 | MA | Mastercard Inc - A | +0.1% | — | Trim |
| 21 | CMG | Chipotle Mexican Grill Inc | +0.1% | -1.40% | Trim |
| 22 | IWP | Ishares Russell Mid-cap Grow | 0% | +1.08% | Add |
| 23 | COST | Costco Wholesale CORP | 0% | — | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.13% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 26 | MS | Morgan Stanley | 0% | — | Unchanged |
| 27 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 28 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 29 | META | Meta Platforms Inc-class A | — | — | Trim |
| 30 | SCHD | Schwab US Dvd Equity ETF | — | +211.95% | Add |
| 31 | HBAN | Huntington Bancshares Inc | — | — | Unchanged |
| 32 | CSCO | Cisco Systems Inc | — | — | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | — | -0.04% | Trim |
| 34 | SCHB | Schwab US Broad Market ETF | — | +200.46% | Add |
| 35 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 36 | XLK | Ss Technology Select Sector | — | — | Trim |
| 37 | CVX | Chevron CORP | — | — | Unchanged |
| 38 | MCO | Moody's CORP | — | — | Unchanged |
| 39 | RPM | Rpm International Inc | — | -1.10% | Trim |
| 40 | VWO | Vanguard Ftse Emerging Marke | 0% | -6.11% | Trim |
| 41 | SCHM | Schwab US Mid Cap ETF | 0% | +202.48% | Add |
| 42 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
| 43 | CAT | Caterpillar Inc | 0% | -2.63% | Trim |
| 44 | ITW | Illinois Tool Works | 0% | -6.30% | Trim |
| 45 | SCHA | Schwab US Small-cap ETF | 0% | +97.60% | Add |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | Unchanged |
| 47 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 48 | KBWB | Invesco Kbw Bank ETF | 0% | — | Trim |
| 49 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Trim |
| 50 | ABT | Abbott Laboratories | 0% | -5.76% | Trim |
According to official SEC Form 13F filings, Broadleaf Partners, LLC reported a total U.S. public equity portfolio value of $516.6M across 77 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including , AAPL, MSFT) accounted for 24.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $13.9M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $12.3M
During Q4 2024, Broadleaf Partners, LLC's top holdings by market value included (6.9%)、AAPL (6.8%)、MSFT (6.2%). The largest single position, , represented 6.9% of total portfolio value.
In Q4 2024, Broadleaf Partners, LLC made 71 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 46 holdings, and fully liquidating 7 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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