Filed: 8/14/2025ACC: 0000950123-25-008072
📋 What this filing means
BROADLEAF PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $454.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$454.24M
Total AUM (reported)
3.65M
Total Shares
Allocation by class
COM$390.93M86.1%
ETF$63.30M13.9%
Portfolio Concentration
Top 3$85.47M18.8%
4–10$112.39M24.7%
11–25$151.40M33.3%
Rest$104.98M23.1%
Top 3 weight
18.8%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 3.65M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
275.81K
shares
% of voting shares7.5%
None
No voting authority
3.38M
shares
% of voting shares92.5%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 92.5% of voting shares
Institutional Holdings82
Rows:
Microsoft Corp.
SOLEShares61.91K
TypeSH
Market value$30.80M
6.78%
Sole
0.00
Shared
9.93K
None
51.98K
Nvidia Corp.
SOLEShares191.08K
TypeSH
Market value$30.19M
6.65%
Sole
0.00
Shared
35.12K
None
155.96K
Amazon.com Inc.
SOLEShares111.61K
TypeSH
Market value$24.49M
5.39%
Sole
0.00
Shared
20.64K
None
90.96K
Apple Inc.
SOLEShares95.84K
TypeSH
Market value$19.66M
4.33%
Sole
0.00
Shared
17.86K
None
77.97K
Meta Platforms Inc Class A
SOLEShares26.50K
TypeSH
Market value$19.56M
4.31%
Sole
0.00
Shared
4.75K
None
21.75K
Schwab International Equity ET
SOLEShares769.94K
TypeSH
Market value$17.02M
3.75%
Sole
0.00
Shared
0.00
None
769.94K
Alphabet Inc. Class C
SOLEShares85.03K
TypeSH
Market value$15.08M
3.32%
Sole
0.00
Shared
16.91K
None
68.11K
Schwab US Large Cap Growth ETF
SOLEShares478.46K
TypeSH
Market value$13.98M
3.08%
Sole
0.00
Shared
0.00
None
478.46K
Broadcom Inc.
SOLEShares50.14K
TypeSH
Market value$13.82M
3.04%
Sole
0.00
Shared
9.74K
None
40.40K
Service Now Inc
SOLEShares12.91K
TypeSH
Market value$13.27M
2.92%
Sole
0.00
Shared
2.26K
None
10.65K
Netflix Inc.
SOLEShares9.69K
TypeSH
Market value$12.97M
2.86%
Sole
0.00
Shared
1.86K
None
7.82K
Costco Wholesale Co.
SOLEShares12.91K
TypeSH
Market value$12.78M
2.81%
Sole
0.00
Shared
2.44K
None
10.47K
Goldman Sachs Group, Inc.
SOLEShares18.04K
TypeSH
Market value$12.77M
2.81%
Sole
0.00
Shared
3.46K
None
14.58K
Arm Holdings PLC - ADR
SOLEShares72.43K
TypeSH
Market value$11.72M
2.58%
Sole
0.00
Shared
12.90K
None
59.53K
Progressive Co. Ohio
SOLEShares39.60K
TypeSH
Market value$10.57M
2.33%
Sole
0.00
Shared
7.64K
None
31.96K
Cintas Group
SOLEShares46.71K
TypeSH
Market value$10.41M
2.29%
Sole
0.00
Shared
8.72K
None
37.99K
Intuitive Surgical
SOLEShares19.06K
TypeSH
Market value$10.36M
2.28%
Sole
0.00
Shared
3.34K
None
15.73K
Arista Networks Inc.
SOLEShares96.77K
TypeSH
Market value$9.90M
2.18%
Sole
0.00
Shared
16.61K
None
80.16K
Mastercard Inc Class A
SOLEShares17.59K
TypeSH
Market value$9.89M
2.18%
Sole
0.00
Shared
3.14K
None
14.45K
Vertiv Holdings Co Class A
SOLEShares70.53K
TypeSH
Market value$9.06M
1.99%
Sole
0.00
Shared
13.53K
None
57K
Uber Technologies Inc.
SOLEShares96.20K
TypeSH
Market value$8.98M
1.98%
Sole
0.00
Shared
18.46K
None
77.74K
Oracle Corp
SOLEShares38.03K
TypeSH
Market value$8.32M
1.83%
Sole
0.00
Shared
6.93K
None
31.10K
Palantir Technologies Inc-A
SOLEShares60.47K
TypeSH
Market value$8.24M
1.81%
Sole
0.00
Shared
10.72K
None
49.75K
United Rentals Inc.
SOLEShares10.50K
TypeSH
Market value$7.91M
1.74%
Sole
0.00
Shared
2.04K
None
8.46K
JP Morgan Chase & Co
SOLEShares26.02K
TypeSH
Market value$7.54M
1.66%
Sole
0.00
Shared
4.94K
None
21.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft Corp.SOLE | COM | 61.91K | SH | $30.80M 6.78% | 0.00 | 9.93K | 51.98K |
Nvidia Corp.SOLE | COM | 191.08K | SH | $30.19M 6.65% | 0.00 | 35.12K | 155.96K |
Amazon.com Inc.SOLE | COM | 111.61K | SH | $24.49M 5.39% | 0.00 | 20.64K | 90.96K |
Apple Inc.SOLE | COM | 95.84K | SH | $19.66M 4.33% | 0.00 | 17.86K | 77.97K |
Meta Platforms Inc Class ASOLE | COM | 26.50K | SH | $19.56M 4.31% | 0.00 | 4.75K | 21.75K |
Schwab International Equity ETSOLE | ETF | 769.94K | SH | $17.02M 3.75% | 0.00 | 0.00 | 769.94K |
Alphabet Inc. Class CSOLE | COM | 85.03K | SH | $15.08M 3.32% | 0.00 | 16.91K | 68.11K |
Schwab US Large Cap Growth ETFSOLE | ETF | 478.46K | SH | $13.98M 3.08% | 0.00 | 0.00 | 478.46K |
Broadcom Inc.SOLE | COM | 50.14K | SH | $13.82M 3.04% | 0.00 | 9.74K | 40.40K |
Service Now IncSOLE | COM | 12.91K | SH | $13.27M 2.92% | 0.00 | 2.26K | 10.65K |
Netflix Inc.SOLE | COM | 9.69K | SH | $12.97M 2.86% | 0.00 | 1.86K | 7.82K |
Costco Wholesale Co.SOLE | COM | 12.91K | SH | $12.78M 2.81% | 0.00 | 2.44K | 10.47K |
Goldman Sachs Group, Inc.SOLE | COM | 18.04K | SH | $12.77M 2.81% | 0.00 | 3.46K | 14.58K |
Arm Holdings PLC - ADRSOLE | COM | 72.43K | SH | $11.72M 2.58% | 0.00 | 12.90K | 59.53K |
Progressive Co. OhioSOLE | COM | 39.60K | SH | $10.57M 2.33% | 0.00 | 7.64K | 31.96K |
Cintas GroupSOLE | COM | 46.71K | SH | $10.41M 2.29% | 0.00 | 8.72K | 37.99K |
Intuitive SurgicalSOLE | COM | 19.06K | SH | $10.36M 2.28% | 0.00 | 3.34K | 15.73K |
Arista Networks Inc.SOLE | COM | 96.77K | SH | $9.90M 2.18% | 0.00 | 16.61K | 80.16K |
Mastercard Inc Class ASOLE | COM | 17.59K | SH | $9.89M 2.18% | 0.00 | 3.14K | 14.45K |
Vertiv Holdings Co Class ASOLE | COM | 70.53K | SH | $9.06M 1.99% | 0.00 | 13.53K | 57K |
Uber Technologies Inc.SOLE | COM | 96.20K | SH | $8.98M 1.98% | 0.00 | 18.46K | 77.74K |
Oracle CorpSOLE | COM | 38.03K | SH | $8.32M 1.83% | 0.00 | 6.93K | 31.10K |
Palantir Technologies Inc-ASOLE | COM | 60.47K | SH | $8.24M 1.81% | 0.00 | 10.72K | 49.75K |
United Rentals Inc.SOLE | COM | 10.50K | SH | $7.91M 1.74% | 0.00 | 2.04K | 8.46K |
JP Morgan Chase & CoSOLE | COM | 26.02K | SH | $7.54M 1.66% | 0.00 | 4.94K | 21.07K |
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