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CIK: 0001712686
Total reported value
$516.6M
$516.6M
82 檔
27.4%
As reported in its official Q4 2025 Form 13F filing, Broadleaf Partners, LLC's tracked investment portfolio stood at $516.6M with 82 total positions.
Broadleaf Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 29 positions.
In terms of portfolio concentration, the top 5 core holdings (including , MSFT, ) accounted for 27.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
PWR
市值: $7.2M
Top Position Liquidated / Trimmed
PGR
前期市值: $9.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 7.40% | — | -0.08% | ||
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.23% | -2.14% | -0.06% | |
| 3 | ✓ | Stock-Other | 5.51% | — | -0.30% | ||
| 4 | AAPL | Apple Inc | Stock-Tech | 5.40% | -0.16% | -0.20% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.33% | -0.25% | -0.01% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.96% | -0.25% | +0.14% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.75% | -0.20% | +4.14% | |
| 8 | ✓ | Stock-Other | 3.63% | — | -0.10% | ||
| 9 | ✓ | Stock-Other | 3.28% | — | -0.24% | ||
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.82% | -0.01% | -0.05% | |
| 11 | ✓ | Stock-Other | 2.70% | — | -0.05% | ||
| 12 | ANET | Arista Networks Inc | Stock-Tech | 2.64% | +0.21% | +0.01% | |
| 13 | ✓ | Stock-Other | 2.37% | — | — | ||
| 14 | ✓ | Stock-Other | 2.30% | — | -0.22% | ||
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.29% | -0.82% | +2.21% | |
| 16 | ✓ | Stock-Other | 2.24% | — | -0.16% | ||
| 17 | ✓ | Stock-Other | 2.11% | — | -0.23% | ||
| 18 | ✓ | Stock-Other | 2.08% | — | -0.20% | ||
| 19 | ✓ | Stock-Other | 1.88% | — | +899.80% | ||
| 20 | ✓ | Stock-Other | 1.87% | — | +0.01% | ||
| 21 | ✓ | Stock-Other | 1.86% | — | +353.31% | ||
| 22 | CTAS | Cintas CORP | Stock-Industrials | 1.82% | -1.69% | -0.23% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 1.76% | +0.55% | -0.17% | |
| 24 | ✓ | Stock-Other | 1.64% | — | +0.45% | ||
| 25 | PWR | Quanta Services Inc | Stock-Industrials | 1.51% | +0.26% | — | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.44% | +0.01% | +1.00% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | +2.01% | -0.11% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.41% | -1.19% | EXIT | |
| 29 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.41% | +0.07% | +0.39% | |
| 30 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.35% | -1.06% | EXIT | |
| 31 | ✓ | Stock-Other | 1.13% | — | +0.03% | ||
| 32 | APP | Applovin Corp-class A | Stock-Tech | 1.12% | +0.85% | -33.79% | |
| 33 | ✓ | Stock-Other | 0.95% | — | -0.46% | ||
| 34 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.92% | +1.18% | -44.18% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | -0.06% | +95.99% | |
| 36 | TDG | Transdigm Group Inc | Stock-Industrials | 0.84% | -0.79% | EXIT | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.75% | +0.04% | +0.06% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | -0.65% | EXIT | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.68% | -0.10% | — | |
| 40 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.62% | -0.56% | EXIT | |
| 41 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.61% | -0.01% | -0.34% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.54% | -0.01% | +1.24% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.04% | +0.42% | |
| 44 | BALL | Ball CORP | Stock-Consumer Disc | 0.44% | -0.15% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.08% | +0.59% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.32% | EXIT | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.03% | +0.95% | |
| 48 | ✓ | Stock-Other | 0.23% | — | — | ||
| 49 | ✓ | Stock-Other | 0.21% | — | -7.14% | ||
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.3% | -0.30% | Trim | |
| 2 | ✓ | +0.5% | -0.16% | Trim | |
| 3 | VTV | Vanguard Value ETF | +0.4% | +95.99% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | -0.11% | Trim |
| 5 | AAPL | Apple Inc | +0.4% | -0.20% | Trim |
| 6 | AVGO | Broadcom Inc | +0.4% | +4.14% | Add |
| 7 | ✓ | +0.3% | -0.24% | Trim | |
| 8 | AMZN | Amazon.com Inc | +0.3% | -0.01% | Trim |
| 9 | ✓ | +0.2% | — | Unchanged | |
| 10 | SCHF | Schwab Intl Equity ETF | +0.2% | +0.14% | Add |
| 11 | ✓ | +0.1% | -0.46% | Trim | |
| 12 | SCHG | Schwab US Large-cap Growth | +0.1% | -0.05% | Trim |
| 13 | ✓ | +0.1% | -0.05% | Trim | |
| 14 | ✓ | +0.1% | -0.08% | Trim | |
| 15 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +0.39% | Add |
| 16 | SCHM | Schwab US Mid Cap ETF | +0.1% | +1.00% | Add |
| 17 | JNJ | Johnson & Johnson | 0% | +0.59% | Add |
| 18 | ✓ | 0% | -7.14% | Trim | |
| 19 | ✓ | 0% | -0.23% | Trim | |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +8.01% | Add |
| 21 | BALL | Ball CORP | 0% | — | Unchanged |
| 22 | SCHA | Schwab US Small-cap ETF | 0% | +0.06% | Add |
| 23 | ✓ | 0% | -0.20% | Trim | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | +9.85% | Add |
| 25 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.42% | Add |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | +2.21% | Add |
| 28 | TDG | Transdigm Group Inc | 0% | -0.17% | Trim |
| 29 | ✓ | 0% | — | Unchanged | |
| 30 | MS | Morgan Stanley | 0% | — | Unchanged |
| 31 | ✓ | 0% | -0.84% | Trim | |
| 32 | MCO | Moody's CORP | 0% | — | Unchanged |
| 33 | ✓ | 0% | — | Unchanged | |
| 34 | IBM | Intl Business Machines CORP | 0% | -0.22% | Trim |
| 35 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.95% | Add |
| 37 | IWF | Ishares Russell 1000 Growth | 0% | +1.21% | Add |
| 38 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 39 | BKNG | Booking Holdings Inc | — | -0.48% | Trim |
| 40 | NOC | Northrop Grumman CORP | — | — | Unchanged |
| 41 | ✓ | — | +1.03% | Add | |
| 42 | ✓ | — | -4.34% | Trim | |
| 43 | SCHB | Schwab US Broad Market ETF | — | +1.49% | Add |
| 44 | ABT | Abbott Laboratories | — | — | Unchanged |
| 45 | ✓ | — | — | Unchanged | |
| 46 | TXRH | Texas Roadhouse Inc | — | -0.34% | Trim |
| 47 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 48 | FE | Firstenergy CORP | — | — | Unchanged |
| 49 | PEP | Pepsico Inc | — | — | Unchanged |
| 50 | ✓ | — | +100.00% | 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 Q4 2025.
During Q4 2025, Broadleaf Partners, LLC's top holdings by market value included (7.4%)、MSFT (6.2%)、 (5.5%). The largest single position, , represented 7.4% of total portfolio value.
In Q4 2025, Broadleaf Partners, LLC made 62 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 29 holdings, and fully liquidating 2 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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