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CIK: 0001712686
Total reported value
$516.6M
$516.6M
82 檔
24.1%
In Q2 2025, Broadleaf Partners, LLC's U.S. equity holdings reached a combined market value of $516.6M, distributed across 82 disclosed stock positions.
In Q2 2025, Broadleaf Partners, LLC adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.78% | -2.14% | -0.45% | |
| 2 | ✓ | Stock-Other | 6.65% | — | -0.78% | ||
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.39% | -0.25% | -0.19% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.33% | -0.16% | -16.12% | |
| 5 | ✓ | Stock-Other | 4.31% | — | -0.55% | ||
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.75% | -0.25% | -10.75% | |
| 7 | ✓ | Stock-Other | 3.32% | — | -18.12% | ||
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.08% | -0.01% | +9.03% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.04% | -0.20% | +37.13% | |
| 10 | ✓ | Stock-Other | 2.92% | — | -0.56% | ||
| 11 | ✓ | Stock-Other | 2.86% | — | -0.39% | ||
| 12 | ✓ | Stock-Other | 2.81% | — | -0.55% | ||
| 13 | ✓ | Stock-Other | 2.81% | — | -0.29% | ||
| 14 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.58% | +1.18% | +0.93% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 2.33% | — | -0.08% | |
| 16 | CTAS | Cintas CORP | Stock-Industrials | 2.29% | -1.69% | -0.08% | |
| 17 | ✓ | Stock-Other | 2.28% | — | -0.51% | ||
| 18 | ANET | Arista Networks Inc | Stock-Tech | 2.18% | +0.21% | -3.88% | |
| 19 | ✓ | Stock-Other | 2.18% | — | -0.18% | ||
| 20 | ✓ | Stock-Other | 1.99% | — | -0.59% | ||
| 21 | ✓ | Stock-Other | 1.98% | — | -0.35% | ||
| 22 | ✓ | Stock-Other | 1.83% | — | -0.54% | ||
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.81% | -0.82% | +9.74% | |
| 24 | URI | United Rentals Inc | Stock-Industrials | 1.74% | +0.55% | +0.17% | |
| 25 | ✓ | Stock-Other | 1.66% | — | +91.67% | ||
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.63% | -1.19% | EXIT | |
| 27 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.45% | +0.07% | +14.86% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.42% | +0.01% | +5.16% | |
| 29 | ✓ | Stock-Other | 1.21% | — | -0.07% | ||
| 30 | ✓ | Stock-Other | 1.18% | — | -0.57% | ||
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.09% | +2.01% | -0.39% | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.04% | — | -0.11% | |
| 33 | TDG | Transdigm Group Inc | Stock-Industrials | 1.02% | -0.79% | EXIT | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.00% | -0.01% | -0.41% | |
| 35 | APP | Applovin Corp-class A | Stock-Tech | 0.93% | +0.85% | -0.15% | |
| 36 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.87% | -0.56% | EXIT | |
| 37 | BALL | Ball CORP | Stock-Consumer Disc | 0.85% | -0.15% | -9.19% | |
| 38 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.84% | — | -53.24% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | -0.65% | EXIT | |
| 40 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.74% | -0.01% | +0.71% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.73% | +0.04% | +8.62% | |
| 42 | ✓ | Stock-Other | 0.60% | — | -0.08% | ||
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.60% | -0.01% | +4.56% | |
| 44 | ✓ | Stock-Other | 0.59% | — | +0.37% | ||
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.04% | +4.71% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | -0.06% | -2.57% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.03% | -71.67% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.08% | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.32% | EXIT | |
| 50 | ✓ | Stock-Other | 0.20% | — | -16.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | +37.13% | Add |
| 2 | NVDA | Nvidia CORP | +1.2% | — | Trim |
| 3 | SPOT | Spotify Technology S.A. | +0.9% | NEW | New buy |
| 4 | BKNG | Booking Holdings Inc | +0.8% | +96.93% | Add |
| 5 | PANW | Palo Alto Networks Inc | +0.8% | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | +0.8% | — | Add |
| 7 | MSFT | Microsoft CORP | +0.7% | -0.45% | Trim |
| 8 | VRT | Vertiv Holdings Co-a | +0.7% | — | Trim |
| 9 | PLTR | Palantir Technologies Inc-a | +0.6% | +9.74% | Add |
| 10 | ARM | Arm Holdings Plc-adr | +0.6% | +0.93% | Add |
| 11 | NFLX | Netflix Inc | +0.5% | — | Trim |
| 12 | ORCL | Oracle CORP | +0.4% | — | Trim |
| 13 | META | Meta Platforms Inc-class A | +0.3% | — | Trim |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | — | Trim |
| 15 | NOW | Servicenow Inc | +0.2% | — | Trim |
| 16 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | +14.86% | Add |
| 17 | SCHG | Schwab US Large-cap Growth | +0.2% | +9.03% | Add |
| 18 | ANET | Arista Networks Inc | +0.1% | -3.88% | Trim |
| 19 | UBER | Uber Technologies Inc | +0.1% | — | Trim |
| 20 | DDOG | Datadog Inc - Class A | +0.1% | — | Trim |
| 21 | APP | Applovin Corp-class A | +0.1% | -0.15% | Trim |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 23 | XLC | Ss Comm Select Sector Spdr | +0.1% | NEW | New buy |
| 24 | TSLA | Tesla Inc | 0% | — | Trim |
| 25 | IWP | Ishares Russell Mid-cap Grow | 0% | +4.56% | Add |
| 26 | URI | United Rentals Inc | 0% | +0.17% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.71% | Add |
| 28 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 29 | MS | Morgan Stanley | — | — | Unchanged |
| 30 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 31 | XLK | Ss Technology Select Sector | — | — | Trim |
| 32 | CAT | Caterpillar Inc | — | — | Unchanged |
| 33 | KBWB | Invesco Kbw Bank ETF | — | — | Unchanged |
| 34 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 35 | SCHW | Schwab (charles) CORP | — | — | Unchanged |
| 36 | HBAN | Huntington Bancshares Inc | — | — | Unchanged |
| 37 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | — | Unchanged |
| 39 | SCHA | Schwab US Small-cap ETF | 0% | +8.62% | Add |
| 40 | SCHB | Schwab US Broad Market ETF | 0% | +0.11% | Add |
| 41 | MCO | Moody's CORP | 0% | — | Unchanged |
| 42 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 43 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 44 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 45 | VWO | Vanguard Ftse Emerging Marke | 0% | -16.14% | Trim |
| 46 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 47 | GOOGL | Alphabet Inc-cl A | 0% | — | Trim |
| 48 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 49 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
| 50 | TXRH | Texas Roadhouse Inc | 0% | +0.71% | Add |
According to official SEC Form 13F filings, Broadleaf Partners, LLC reported a total U.S. public equity portfolio value of $516.6M across 82 disclosed positions in Q2 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 MSFT, , AMZN) accounted for 24.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPOT
市值: $3.9M
Top Position Liquidated / Trimmed
KKR
前期市值: $3.0M
During Q2 2025, Broadleaf Partners, LLC's top holdings by market value included MSFT (6.8%)、 (6.7%)、AMZN (5.4%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q2 2025, Broadleaf Partners, LLC made 63 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 43 holdings, and fully liquidating 1 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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