Filed: 5/14/2025ACC: 0000950123-25-005173
📋 What this filing means
BROADLEAF PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $381.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$381.93M
Total AUM (reported)
3.78M
Total Shares
Allocation by class
COM$325.35M85.2%
ETF$56.57M14.8%
Portfolio Concentration
Top 3$70.00M18.3%
4–10$104.00M27.2%
11–25$116.92M30.6%
Rest$91.01M23.8%
Top 3 weight
18.3%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 3.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
296.05K
shares
% of voting shares7.8%
None
No voting authority
3.49M
shares
% of voting shares92.2%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 92.2% of voting shares
Institutional Holdings79
Rows:
Apple Inc.
SOLEShares114.25K
TypeSH
Market value$25.38M
6.64%
Sole
0.00
Shared
21.60K
None
92.65K
Microsoft Corp.
SOLEShares62.20K
TypeSH
Market value$23.35M
6.11%
Sole
0.00
Shared
10.02K
None
52.18K
Amazon.com Inc.
SOLEShares111.82K
TypeSH
Market value$21.27M
5.57%
Sole
0.00
Shared
20.81K
None
91.01K
Nvidia Corp.
SOLEShares192.58K
TypeSH
Market value$20.87M
5.46%
Sole
0.00
Shared
35.44K
None
157.14K
SCHWAB INTERNATIONAL EQUITY ET
SOLEShares862.70K
TypeSH
Market value$17.06M
4.47%
Sole
0.00
Shared
0.00
None
862.70K
Alphabet Inc. Class C
SOLEShares103.84K
TypeSH
Market value$16.22M
4.25%
Sole
0.00
Shared
21.04K
None
82.80K
Meta Platforms Inc Class A
SOLEShares26.65K
TypeSH
Market value$15.36M
4.02%
Sole
0.00
Shared
4.80K
None
21.85K
Costco Wholesale Co.
SOLEShares12.98K
TypeSH
Market value$12.28M
3.22%
Sole
0.00
Shared
2.46K
None
10.53K
Progressive Co. Ohio
SOLEShares39.63K
TypeSH
Market value$11.22M
2.94%
Sole
0.00
Shared
7.70K
None
31.93K
SCHWAB US LARGE CAP GROWTH ETF
SOLEShares438.83K
TypeSH
Market value$10.99M
2.88%
Sole
0.00
Shared
0.00
None
438.83K
Service Now Inc
SOLEShares12.98K
TypeSH
Market value$10.33M
2.71%
Sole
0.00
Shared
2.28K
None
10.70K
Goldman Sachs Group, Inc.
SOLEShares18.09K
TypeSH
Market value$9.88M
2.59%
Sole
0.00
Shared
3.49K
None
14.60K
Mastercard Inc Class A
SOLEShares17.63K
TypeSH
Market value$9.66M
2.53%
Sole
0.00
Shared
3.16K
None
14.46K
Cintas Group
SOLEShares46.75K
TypeSH
Market value$9.61M
2.52%
Sole
0.00
Shared
8.78K
None
37.97K
Intuitive Surgical
SOLEShares19.16K
TypeSH
Market value$9.49M
2.48%
Sole
0.00
Shared
3.36K
None
15.80K
Netflix Inc.
SOLEShares9.72K
TypeSH
Market value$9.07M
2.37%
Sole
0.00
Shared
1.88K
None
7.84K
Arista Networks Inc.
SOLEShares100.68K
TypeSH
Market value$7.80M
2.04%
Sole
0.00
Shared
16.79K
None
83.89K
Arm Holdings PLC - ADR
SOLEShares71.77K
TypeSH
Market value$7.66M
2.01%
Sole
0.00
Shared
13K
None
58.76K
Chipotle Mexican Grl
SOLEShares145.74K
TypeSH
Market value$7.32M
1.92%
Sole
0.00
Shared
27.03K
None
118.72K
Uber Technologies Inc.
SOLEShares96.53K
TypeSH
Market value$7.03M
1.84%
Sole
0.00
Shared
18.65K
None
77.88K
United Rentals Inc.
SOLEShares10.48K
TypeSH
Market value$6.57M
1.72%
Sole
0.00
Shared
2.05K
None
8.43K
Broadcom Inc.
SOLEShares36.56K
TypeSH
Market value$6.12M
1.60%
Sole
0.00
Shared
7.11K
None
29.45K
CHARLES SCHWAB US MC ETF
SOLEShares219.22K
TypeSH
Market value$5.74M
1.50%
Sole
0.00
Shared
0.00
None
219.22K
Oracle Corp
SOLEShares38.24K
TypeSH
Market value$5.35M
1.40%
Sole
0.00
Shared
6.99K
None
31.25K
Eli Lilly & Co
SOLEShares6.39K
TypeSH
Market value$5.28M
1.38%
Sole
0.00
Shared
1.23K
None
5.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | COM | 114.25K | SH | $25.38M 6.64% | 0.00 | 21.60K | 92.65K |
Microsoft Corp.SOLE | COM | 62.20K | SH | $23.35M 6.11% | 0.00 | 10.02K | 52.18K |
Amazon.com Inc.SOLE | COM | 111.82K | SH | $21.27M 5.57% | 0.00 | 20.81K | 91.01K |
Nvidia Corp.SOLE | COM | 192.58K | SH | $20.87M 5.46% | 0.00 | 35.44K | 157.14K |
SCHWAB INTERNATIONAL EQUITY ETSOLE | ETF | 862.70K | SH | $17.06M 4.47% | 0.00 | 0.00 | 862.70K |
Alphabet Inc. Class CSOLE | COM | 103.84K | SH | $16.22M 4.25% | 0.00 | 21.04K | 82.80K |
Meta Platforms Inc Class ASOLE | COM | 26.65K | SH | $15.36M 4.02% | 0.00 | 4.80K | 21.85K |
Costco Wholesale Co.SOLE | COM | 12.98K | SH | $12.28M 3.22% | 0.00 | 2.46K | 10.53K |
Progressive Co. OhioSOLE | COM | 39.63K | SH | $11.22M 2.94% | 0.00 | 7.70K | 31.93K |
SCHWAB US LARGE CAP GROWTH ETFSOLE | ETF | 438.83K | SH | $10.99M 2.88% | 0.00 | 0.00 | 438.83K |
Service Now IncSOLE | COM | 12.98K | SH | $10.33M 2.71% | 0.00 | 2.28K | 10.70K |
Goldman Sachs Group, Inc.SOLE | COM | 18.09K | SH | $9.88M 2.59% | 0.00 | 3.49K | 14.60K |
Mastercard Inc Class ASOLE | COM | 17.63K | SH | $9.66M 2.53% | 0.00 | 3.16K | 14.46K |
Cintas GroupSOLE | COM | 46.75K | SH | $9.61M 2.52% | 0.00 | 8.78K | 37.97K |
Intuitive SurgicalSOLE | COM | 19.16K | SH | $9.49M 2.48% | 0.00 | 3.36K | 15.80K |
Netflix Inc.SOLE | COM | 9.72K | SH | $9.07M 2.37% | 0.00 | 1.88K | 7.84K |
Arista Networks Inc.SOLE | COM | 100.68K | SH | $7.80M 2.04% | 0.00 | 16.79K | 83.89K |
Arm Holdings PLC - ADRSOLE | COM | 71.77K | SH | $7.66M 2.01% | 0.00 | 13K | 58.76K |
Chipotle Mexican GrlSOLE | COM | 145.74K | SH | $7.32M 1.92% | 0.00 | 27.03K | 118.72K |
Uber Technologies Inc.SOLE | COM | 96.53K | SH | $7.03M 1.84% | 0.00 | 18.65K | 77.88K |
United Rentals Inc.SOLE | COM | 10.48K | SH | $6.57M 1.72% | 0.00 | 2.05K | 8.43K |
Broadcom Inc.SOLE | COM | 36.56K | SH | $6.12M 1.60% | 0.00 | 7.11K | 29.45K |
CHARLES SCHWAB US MC ETFSOLE | ETF | 219.22K | SH | $5.74M 1.50% | 0.00 | 0.00 | 219.22K |
Oracle CorpSOLE | COM | 38.24K | SH | $5.35M 1.40% | 0.00 | 6.99K | 31.25K |
Eli Lilly & CoSOLE | COM | 6.39K | SH | $5.28M 1.38% | 0.00 | 1.23K | 5.16K |
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