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CIK: 0001712686
Total reported value
$516.6M
$516.6M
79 檔
20.9%
As reported in its official Q1 2025 Form 13F filing, Broadleaf Partners, LLC's tracked investment portfolio stood at $516.6M with 79 total positions.
In Q1 2025, Broadleaf Partners, LLC displayed an active expansion posture, initiating 79 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.64% | -0.16% | -1.64% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.11% | -2.14% | -1.49% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.57% | -0.25% | -0.37% | |
| 4 | ✓ | Stock-Other | 5.46% | — | -12.15% | ||
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.47% | -0.25% | +7.76% | |
| 6 | ✓ | Stock-Other | 4.25% | — | +18.85% | ||
| 7 | ✓ | Stock-Other | 4.02% | — | -8.80% | ||
| 8 | ✓ | Stock-Other | 3.22% | — | -1.82% | ||
| 9 | PGR | Progressive CORP | Stock-Financials | 2.94% | — | -1.60% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.88% | -0.01% | -2.55% | |
| 11 | ✓ | Stock-Other | 2.71% | — | -1.11% | ||
| 12 | ✓ | Stock-Other | 2.59% | — | +44.86% | ||
| 13 | ✓ | Stock-Other | 2.53% | — | -1.51% | ||
| 14 | CTAS | Cintas CORP | Stock-Industrials | 2.52% | -1.69% | +54.18% | |
| 15 | ✓ | Stock-Other | 2.48% | — | -20.68% | ||
| 16 | ✓ | Stock-Other | 2.37% | — | -28.35% | ||
| 17 | ANET | Arista Networks Inc | Stock-Tech | 2.04% | +0.21% | -19.92% | |
| 18 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.01% | +1.18% | -1.95% | |
| 19 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.92% | — | -19.04% | |
| 20 | ✓ | Stock-Other | 1.84% | — | -2.27% | ||
| 21 | URI | United Rentals Inc | Stock-Industrials | 1.72% | +0.55% | -1.97% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.60% | -0.20% | — | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.50% | +0.01% | -0.35% | |
| 24 | ✓ | Stock-Other | 1.40% | — | -1.04% | ||
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.38% | +2.01% | -52.99% | |
| 26 | ✓ | Stock-Other | 1.34% | — | -1.90% | ||
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.27% | -0.01% | +2.15% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.26% | — | -1.80% | |
| 29 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.24% | +0.07% | -2.99% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.22% | -0.82% | -1.53% | |
| 31 | ✓ | Stock-Other | 1.17% | — | — | ||
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.03% | +250.86% | |
| 33 | TDG | Transdigm Group Inc | Stock-Industrials | 1.11% | -0.79% | EXIT | |
| 34 | ✓ | Stock-Other | 1.04% | — | -28.88% | ||
| 35 | BALL | Ball CORP | Stock-Consumer Disc | 1.04% | -0.15% | — | |
| 36 | ✓ | Stock-Other | 0.87% | — | — | ||
| 37 | APP | Applovin Corp-class A | Stock-Tech | 0.84% | +0.85% | -1.44% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.79% | -1.19% | EXIT | |
| 39 | KKR | Kkr & Co Inc | Stock-Financials | 0.77% | — | — | |
| 40 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.77% | -0.01% | — | |
| 41 | ✓ | Stock-Other | 0.77% | — | -1.95% | ||
| 42 | ✓ | Stock-Other | 0.76% | — | -64.57% | ||
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.74% | +0.04% | +1.28% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.57% | -0.01% | -6.41% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | -0.06% | +4.39% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.04% | +0.87% | |
| 47 | ✓ | Stock-Other | 0.32% | — | -23.80% | ||
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.08% | -0.06% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -0.32% | EXIT | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.03% | -0.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | ✓ | — | NEW | New buy | |
| 5 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 6 | ✓ | — | NEW | New buy | |
| 7 | ✓ | — | NEW | New buy | |
| 8 | ✓ | — | NEW | New buy | |
| 9 | PGR | Progressive CORP | — | NEW | New buy |
| 10 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 11 | ✓ | — | NEW | New buy | |
| 12 | ✓ | — | NEW | New buy | |
| 13 | ✓ | — | NEW | New buy | |
| 14 | CTAS | Cintas CORP | — | NEW | New buy |
| 15 | ✓ | — | NEW | New buy | |
| 16 | ✓ | — | NEW | New buy | |
| 17 | ANET | Arista Networks Inc | — | NEW | New buy |
| 18 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 19 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 20 | ✓ | — | NEW | New buy | |
| 21 | URI | United Rentals Inc | — | NEW | New buy |
| 22 | AVGO | Broadcom Inc | — | NEW | New buy |
| 23 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 24 | ✓ | — | NEW | New buy | |
| 25 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 26 | ✓ | — | NEW | New buy | |
| 27 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 28 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 29 | FBCG | Fidelity Blue Chip Grow ETF | — | NEW | New buy |
| 30 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 31 | ✓ | — | NEW | New buy | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 33 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 34 | ✓ | — | NEW | New buy | |
| 35 | BALL | Ball CORP | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | APP | Applovin Corp-class A | — | NEW | New buy |
| 38 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 39 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 40 | TXRH | Texas Roadhouse Inc | — | NEW | New buy |
| 41 | ✓ | — | NEW | New buy | |
| 42 | ✓ | — | NEW | New buy | |
| 43 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 44 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 45 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 46 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 47 | ✓ | — | NEW | New buy | |
| 48 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 49 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 50 | PG | Procter & Gamble Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Broadleaf Partners, LLC reported a total U.S. public equity portfolio value of $516.6M across 79 disclosed positions in Q1 2025.
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, AMZN) accounted for 20.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $25.4M
During Q1 2025, Broadleaf Partners, LLC's top holdings by market value included AAPL (6.6%)、MSFT (6.1%)、AMZN (5.6%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q1 2025, Broadleaf Partners, LLC made 79 total portfolio adjustments, initiating 79 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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