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CIK: 0001712686
Total reported value
$516.6M
$516.6M
80 檔
26.2%
According to the latest 13F quarterly dataset, Broadleaf Partners, LLC managed an equity portfolio of $516.6M at the end of Q3 2025, spanning 80 distinct U.S. exchange-listed positions.
In Q3 2025, Broadleaf Partners, LLC adopted a defensive or profit-taking posture, trimming 48 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 7.32% | — | -1.46% | ||
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.60% | -2.14% | -1.28% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.02% | -0.25% | -1.79% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.01% | -0.16% | -1.53% | |
| 5 | ✓ | Stock-Other | 4.24% | — | -1.83% | ||
| 6 | ✓ | Stock-Other | 3.99% | — | -1.56% | ||
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.79% | -0.25% | +1.36% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.39% | -0.20% | -1.65% | |
| 9 | ✓ | Stock-Other | 2.94% | — | -1.75% | ||
| 10 | ANET | Arista Networks Inc | Stock-Tech | 2.90% | +0.21% | -1.46% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.73% | -0.01% | -14.20% | |
| 12 | ✓ | Stock-Other | 2.67% | — | +19.84% | ||
| 13 | ✓ | Stock-Other | 2.62% | — | +52.91% | ||
| 14 | ✓ | Stock-Other | 2.45% | — | -1.69% | ||
| 15 | ✓ | Stock-Other | 2.44% | — | -1.51% | ||
| 16 | ✓ | Stock-Other | 2.38% | — | -1.69% | ||
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.27% | -0.82% | -1.30% | |
| 18 | ✓ | Stock-Other | 2.19% | — | -1.47% | ||
| 19 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.10% | +1.18% | -1.54% | |
| 20 | ✓ | Stock-Other | 2.07% | — | +29.43% | ||
| 21 | ✓ | Stock-Other | 2.05% | — | -1.57% | ||
| 22 | URI | United Rentals Inc | Stock-Industrials | 2.05% | +0.55% | -1.82% | |
| 23 | PGR | Progressive CORP | Stock-Financials | 2.00% | — | -1.66% | |
| 24 | CTAS | Cintas CORP | Stock-Industrials | 1.97% | -1.69% | -1.59% | |
| 25 | ✓ | Stock-Other | 1.93% | — | -1.65% | ||
| 26 | APP | Applovin Corp-class A | Stock-Tech | 1.78% | +0.85% | -1.71% | |
| 27 | ✓ | Stock-Other | 1.75% | — | -1.54% | ||
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.41% | -1.19% | EXIT | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.39% | +0.01% | -2.36% | |
| 30 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.36% | +0.07% | -11.06% | |
| 31 | ✓ | Stock-Other | 1.17% | — | -1.69% | ||
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | -0.01% | +6.23% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +2.01% | -1.68% | |
| 34 | TDG | Transdigm Group Inc | Stock-Industrials | 0.82% | -0.79% | EXIT | |
| 35 | ✓ | Stock-Other | 0.81% | — | -1.74% | ||
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.76% | -0.65% | EXIT | |
| 37 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.74% | -0.56% | EXIT | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.72% | +0.04% | -4.83% | |
| 39 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.61% | -0.01% | -1.57% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.55% | -0.01% | -5.73% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.04% | -7.32% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | -0.06% | +3.09% | |
| 43 | BALL | Ball CORP | Stock-Consumer Disc | 0.41% | -0.15% | -43.36% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.08% | +1.36% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.32% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.03% | -0.13% | |
| 47 | ✓ | Stock-Other | 0.23% | — | -0.64% | ||
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | -0.03% | -0.18% | |
| 49 | ✓ | Stock-Other | 0.17% | — | — | ||
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.13% | — | -0.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.9% | -1.46% | Trim | |
| 2 | AVGO | Broadcom Inc | +1.8% | -1.65% | Add |
| 3 | ✓ | +1.8% | +52.91% | Add | |
| 4 | ✓ | +1.3% | +19.84% | Add | |
| 5 | PLTR | Palantir Technologies Inc-a | +1.1% | -1.30% | Add |
| 6 | APP | Applovin Corp-class A | +0.9% | -1.71% | Trim |
| 7 | ✓ | +0.9% | +29.43% | Add | |
| 8 | ANET | Arista Networks Inc | +0.9% | -1.46% | Trim |
| 9 | ✓ | +0.9% | -1.47% | Trim | |
| 10 | BKNG | Booking Holdings Inc | +0.6% | -2.03% | Add |
| 11 | MSFT | Microsoft CORP | +0.5% | -1.28% | Trim |
| 12 | ✓ | +0.4% | -1.75% | Trim | |
| 13 | URI | United Rentals Inc | +0.3% | -1.82% | Trim |
| 14 | ✓ | +0.1% | -1.69% | Trim | |
| 15 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | -11.06% | Add |
| 16 | ARM | Arm Holdings Plc-adr | +0.1% | -1.54% | Trim |
| 17 | ✓ | +0.1% | -1.65% | Trim | |
| 18 | ✓ | +0.1% | -1.74% | Trim | |
| 19 | ✓ | 0% | — | Trim | |
| 20 | ✓ | 0% | -1.69% | Trim | |
| 21 | MS | Morgan Stanley | 0% | — | Unchanged |
| 22 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 23 | ✓ | 0% | — | Trim | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | — | -7.32% | Trim |
| 25 | ✓ | — | — | Unchanged | |
| 26 | ✓ | — | — | Unchanged | |
| 27 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 28 | SCHW | Schwab (charles) CORP | — | — | Unchanged |
| 29 | HBAN | Huntington Bancshares Inc | — | — | Unchanged |
| 30 | ✓ | — | — | Unchanged | |
| 31 | ✓ | 0% | -1.83% | Trim | |
| 32 | SCHB | Schwab US Broad Market ETF | 0% | -0.92% | Trim |
| 33 | ✓ | 0% | — | Unchanged | |
| 34 | IBM | Intl Business Machines CORP | 0% | +5.76% | Add |
| 35 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 36 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 37 | SCHA | Schwab US Small-cap ETF | 0% | -4.83% | Add |
| 38 | IWP | Ishares Russell Mid-cap Grow | 0% | -5.73% | Trim |
| 39 | NOC | Northrop Grumman CORP | 0% | -8.88% | Trim |
| 40 | DIS | Walt Disney Co/the | 0% | -10.59% | Trim |
| 41 | MCO | Moody's CORP | 0% | — | Unchanged |
| 42 | ✓ | 0% | +14.08% | Add | |
| 43 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Trim |
| 44 | ✓ | 0% | -1.56% | Trim | |
| 45 | JNJ | Johnson & Johnson | 0% | +1.36% | Add |
| 46 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.67% | Trim |
| 47 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 48 | HD | Home Depot Inc | 0% | — | Trim |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | +9.04% | Trim |
| 50 | CVX | Chevron CORP | 0% | -16.23% | Trim |
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 Q3 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 26.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
PANW
市值: $3.6M
Top Position Liquidated / Trimmed
CMG
前期市值: $7.3M
During Q3 2025, Broadleaf Partners, LLC's top holdings by market value included (7.3%)、MSFT (6.6%)、AMZN (5.0%). The largest single position, , represented 7.3% of total portfolio value.
In Q3 2025, Broadleaf Partners, LLC made 71 total portfolio adjustments, initiating 5 new buys, adding to 14 positions, trimming 48 holdings, and fully liquidating 4 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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