Filed: 2/13/2025ACC: 0000950123-25-001974
📋 What this filing means
BROADLEAF PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $428.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$428.10M
Total AUM (reported)
3.84M
Total Shares
Allocation by class
COM$370.05M86.4%
ETF$58.04M13.6%
Portfolio Concentration
Top 3$85.14M19.9%
4–10$113.60M26.5%
11–25$142.18M33.2%
Rest$87.18M20.4%
Top 3 weight
19.9%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 3.84M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
396.61K
shares
% of voting shares10.3%
None
No voting authority
3.44M
shares
% of voting shares89.7%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeNone · 89.7% of voting shares
Institutional Holdings77
Rows:
Nvidia Corp.
SOLEShares219.22K
TypeSH
Market value$29.44M
6.88%
Sole
0.00
Shared
51.69K
None
167.52K
Apple Inc.
SOLEShares116.16K
TypeSH
Market value$29.09M
6.79%
Sole
0.00
Shared
27.54K
None
88.62K
Microsoft Corp.
SOLEShares63.14K
TypeSH
Market value$26.61M
6.22%
Sole
0.00
Shared
12.77K
None
50.37K
Amazon.com Inc.
SOLEShares112.23K
TypeSH
Market value$24.62M
5.75%
Sole
0.00
Shared
26.38K
None
85.85K
Meta Platforms Inc Class A
SOLEShares29.22K
TypeSH
Market value$17.11M
4.00%
Sole
0.00
Shared
6.79K
None
22.43K
Alphabet Inc. Class C
SOLEShares87.37K
TypeSH
Market value$16.64M
3.89%
Sole
0.00
Shared
21.09K
None
66.28K
SCHWAB INTERNATIONAL EQUITY ET
SOLEShares800.58K
TypeSH
Market value$14.81M
3.46%
Sole
0.00
Shared
550.00
None
800.02K
Service Now Inc
SOLEShares13.13K
TypeSH
Market value$13.92M
3.25%
Sole
0.00
Shared
2.96K
None
10.17K
Arista Networks Inc.
SOLEShares125.72K
TypeSH
Market value$13.90M
3.25%
Sole
0.00
Shared
27.93K
None
97.79K
Intuitive Surgical
SOLEShares24.16K
TypeSH
Market value$12.61M
2.95%
Sole
0.00
Shared
5.91K
None
18.25K
SCHWAB US LARGE CAP GROWTH ETF
SOLEShares450.32K
TypeSH
Market value$12.55M
2.93%
Sole
0.00
Shared
280.00
None
450.04K
Costco Wholesale Co.
SOLEShares13.22K
TypeSH
Market value$12.12M
2.83%
Sole
0.00
Shared
3.15K
None
10.08K
Netflix Inc.
SOLEShares13.57K
TypeSH
Market value$12.10M
2.83%
Sole
0.00
Shared
3.29K
None
10.29K
Chipotle Mexican Grl
SOLEShares180.02K
TypeSH
Market value$10.86M
2.54%
Sole
0.00
Shared
42.43K
None
137.59K
The Trade Desk Inc Class A
SOLEShares90.85K
TypeSH
Market value$10.68M
2.49%
Sole
0.00
Shared
19.98K
None
70.88K
Eli Lilly & Co
SOLEShares13.59K
TypeSH
Market value$10.49M
2.45%
Sole
0.00
Shared
3.15K
None
10.44K
Progressive Co. Ohio
SOLEShares40.27K
TypeSH
Market value$9.65M
2.25%
Sole
0.00
Shared
9.79K
None
30.49K
Mastercard Inc Class A
SOLEShares17.90K
TypeSH
Market value$9.42M
2.20%
Sole
0.00
Shared
4.04K
None
13.86K
Arm Holdings PLC - ADR
SOLEShares73.19K
TypeSH
Market value$9.03M
2.11%
Sole
0.00
Shared
17.10K
None
56.09K
Vertiv Holdings Co Class A
SOLEShares72.32K
TypeSH
Market value$8.22M
1.92%
Sole
0.00
Shared
17.42K
None
54.90K
Datadog Inc Class A
SOLEShares56.51K
TypeSH
Market value$8.07M
1.89%
Sole
0.00
Shared
13.79K
None
42.72K
United Rentals Inc.
SOLEShares10.69K
TypeSH
Market value$7.53M
1.76%
Sole
0.00
Shared
2.60K
None
8.09K
Transdigm Group Inc
SOLEShares5.92K
TypeSH
Market value$7.50M
1.75%
Sole
0.00
Shared
1.44K
None
4.48K
Goldman Sachs Group, Inc.
SOLEShares12.49K
TypeSH
Market value$7.15M
1.67%
Sole
0.00
Shared
3.01K
None
9.48K
Vertex Pharmaceuticals
SOLEShares16.92K
TypeSH
Market value$6.81M
1.59%
Sole
0.00
Shared
4.10K
None
12.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 219.22K | SH | $29.44M 6.88% | 0.00 | 51.69K | 167.52K |
Apple Inc.SOLE | COM | 116.16K | SH | $29.09M 6.79% | 0.00 | 27.54K | 88.62K |
Microsoft Corp.SOLE | COM | 63.14K | SH | $26.61M 6.22% | 0.00 | 12.77K | 50.37K |
Amazon.com Inc.SOLE | COM | 112.23K | SH | $24.62M 5.75% | 0.00 | 26.38K | 85.85K |
Meta Platforms Inc Class ASOLE | COM | 29.22K | SH | $17.11M 4.00% | 0.00 | 6.79K | 22.43K |
Alphabet Inc. Class CSOLE | COM | 87.37K | SH | $16.64M 3.89% | 0.00 | 21.09K | 66.28K |
SCHWAB INTERNATIONAL EQUITY ETSOLE | ETF | 800.58K | SH | $14.81M 3.46% | 0.00 | 550.00 | 800.02K |
Service Now IncSOLE | COM | 13.13K | SH | $13.92M 3.25% | 0.00 | 2.96K | 10.17K |
Arista Networks Inc.SOLE | COM | 125.72K | SH | $13.90M 3.25% | 0.00 | 27.93K | 97.79K |
Intuitive SurgicalSOLE | COM | 24.16K | SH | $12.61M 2.95% | 0.00 | 5.91K | 18.25K |
SCHWAB US LARGE CAP GROWTH ETFSOLE | ETF | 450.32K | SH | $12.55M 2.93% | 0.00 | 280.00 | 450.04K |
Costco Wholesale Co.SOLE | COM | 13.22K | SH | $12.12M 2.83% | 0.00 | 3.15K | 10.08K |
Netflix Inc.SOLE | COM | 13.57K | SH | $12.10M 2.83% | 0.00 | 3.29K | 10.29K |
Chipotle Mexican GrlSOLE | COM | 180.02K | SH | $10.86M 2.54% | 0.00 | 42.43K | 137.59K |
The Trade Desk Inc Class ASOLE | COM | 90.85K | SH | $10.68M 2.49% | 0.00 | 19.98K | 70.88K |
Eli Lilly & CoSOLE | COM | 13.59K | SH | $10.49M 2.45% | 0.00 | 3.15K | 10.44K |
Progressive Co. OhioSOLE | COM | 40.27K | SH | $9.65M 2.25% | 0.00 | 9.79K | 30.49K |
Mastercard Inc Class ASOLE | COM | 17.90K | SH | $9.42M 2.20% | 0.00 | 4.04K | 13.86K |
Arm Holdings PLC - ADRSOLE | COM | 73.19K | SH | $9.03M 2.11% | 0.00 | 17.10K | 56.09K |
Vertiv Holdings Co Class ASOLE | COM | 72.32K | SH | $8.22M 1.92% | 0.00 | 17.42K | 54.90K |
Datadog Inc Class ASOLE | COM | 56.51K | SH | $8.07M 1.89% | 0.00 | 13.79K | 42.72K |
United Rentals Inc.SOLE | COM | 10.69K | SH | $7.53M 1.76% | 0.00 | 2.60K | 8.09K |
Transdigm Group IncSOLE | COM | 5.92K | SH | $7.50M 1.75% | 0.00 | 1.44K | 4.48K |
Goldman Sachs Group, Inc.SOLE | COM | 12.49K | SH | $7.15M 1.67% | 0.00 | 3.01K | 9.48K |
Vertex PharmaceuticalsSOLE | COM | 16.92K | SH | $6.81M 1.59% | 0.00 | 4.10K | 12.82K |
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