Filed: 11/13/2025ACC: 0001193125-25-280140
📋 What this filing means
BROADLEAF PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $479.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$479.67M
Total AUM (reported)
3.48M
Total Shares
Allocation by class
COM$414.66M86.4%
ETF$65.01M13.6%
Portfolio Concentration
Top 3$90.86M18.9%
4–10$125.96M26.3%
11–25$162.73M33.9%
Rest$100.12M20.9%
Top 3 weight
18.9%
Top 10 weight
45.2%
Voting Authority Distribution
Total shares with voting rights: 3.48M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
246.09K
shares
% of voting shares7.1%
None
No voting authority
3.23M
shares
% of voting shares92.9%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeNone · 92.9% of voting shares
Institutional Holdings80
Rows:
Nvidia Corp.
SOLEShares188.29K
TypeSH
Market value$35.13M
7.32%
Sole
0.00
Shared
32.67K
None
155.61K
Microsoft Corp.
SOLEShares61.12K
TypeSH
Market value$31.66M
6.60%
Sole
0.00
Shared
9.24K
None
51.88K
Amazon.com Inc.
SOLEShares109.61K
TypeSH
Market value$24.07M
5.02%
Sole
0.00
Shared
19.20K
None
90.41K
Apple Inc.
SOLEShares94.36K
TypeSH
Market value$24.03M
5.01%
Sole
0.00
Shared
16.63K
None
77.73K
Alphabet Inc. Class C
SOLEShares83.47K
TypeSH
Market value$20.33M
4.24%
Sole
0.00
Shared
15.76K
None
67.72K
Meta Platforms Inc Class A
SOLEShares26.09K
TypeSH
Market value$19.16M
3.99%
Sole
0.00
Shared
4.42K
None
21.67K
Schwab International Equity ET
SOLEShares780.43K
TypeSH
Market value$18.17M
3.79%
Sole
0.00
Shared
0.00
None
780.43K
Broadcom Inc.
SOLEShares49.31K
TypeSH
Market value$16.27M
3.39%
Sole
0.00
Shared
9.06K
None
40.25K
Goldman Sachs Group, Inc.
SOLEShares17.72K
TypeSH
Market value$14.11M
2.94%
Sole
0.00
Shared
3.22K
None
14.51K
Arista Networks Inc.
SOLEShares95.36K
TypeSH
Market value$13.90M
2.90%
Sole
0.00
Shared
15.45K
None
79.91K
Schwab US Large Cap Growth ETF
SOLEShares410.50K
TypeSH
Market value$13.10M
2.73%
Sole
0.00
Shared
0.00
None
410.50K
Oracle Corp
SOLEShares45.58K
TypeSH
Market value$12.82M
2.67%
Sole
0.00
Shared
7.98K
None
37.60K
JP Morgan Chase & Co
SOLEShares39.78K
TypeSH
Market value$12.55M
2.62%
Sole
0.00
Shared
7.17K
None
32.61K
Costco Wholesale Co.
SOLEShares12.69K
TypeSH
Market value$11.75M
2.45%
Sole
0.00
Shared
2.26K
None
10.44K
Service Now Inc
SOLEShares12.71K
TypeSH
Market value$11.70M
2.44%
Sole
0.00
Shared
2.09K
None
10.62K
Netflix Inc.
SOLEShares9.52K
TypeSH
Market value$11.41M
2.38%
Sole
0.00
Shared
1.74K
None
7.79K
Palantir Technologies Inc-A
SOLEShares59.69K
TypeSH
Market value$10.89M
2.27%
Sole
0.00
Shared
10.01K
None
49.68K
Vertiv Holdings Co Class A
SOLEShares69.50K
TypeSH
Market value$10.48M
2.19%
Sole
0.00
Shared
12.52K
None
56.98K
Arm Holdings PLC - ADR
SOLEShares71.32K
TypeSH
Market value$10.09M
2.10%
Sole
0.00
Shared
11.99K
None
59.33K
Tesla Inc.
SOLEShares22.34K
TypeSH
Market value$9.93M
2.07%
Sole
0.00
Shared
4.04K
None
18.29K
Mastercard Inc Class A
SOLEShares17.32K
TypeSH
Market value$9.85M
2.05%
Sole
0.00
Shared
2.92K
None
14.39K
United Rentals Inc.
SOLEShares10.30K
TypeSH
Market value$9.84M
2.05%
Sole
0.00
Shared
1.90K
None
8.41K
Progressive Co. Ohio
SOLEShares38.94K
TypeSH
Market value$9.62M
2.00%
Sole
0.00
Shared
7.10K
None
31.85K
Cintas Group
SOLEShares45.97K
TypeSH
Market value$9.44M
1.97%
Sole
0.00
Shared
8.12K
None
37.85K
Uber Technologies Inc.
SOLEShares94.61K
TypeSH
Market value$9.27M
1.93%
Sole
0.00
Shared
17.20K
None
77.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 188.29K | SH | $35.13M 7.32% | 0.00 | 32.67K | 155.61K |
Microsoft Corp.SOLE | COM | 61.12K | SH | $31.66M 6.60% | 0.00 | 9.24K | 51.88K |
Amazon.com Inc.SOLE | COM | 109.61K | SH | $24.07M 5.02% | 0.00 | 19.20K | 90.41K |
Apple Inc.SOLE | COM | 94.36K | SH | $24.03M 5.01% | 0.00 | 16.63K | 77.73K |
Alphabet Inc. Class CSOLE | COM | 83.47K | SH | $20.33M 4.24% | 0.00 | 15.76K | 67.72K |
Meta Platforms Inc Class ASOLE | COM | 26.09K | SH | $19.16M 3.99% | 0.00 | 4.42K | 21.67K |
Schwab International Equity ETSOLE | ETF | 780.43K | SH | $18.17M 3.79% | 0.00 | 0.00 | 780.43K |
Broadcom Inc.SOLE | COM | 49.31K | SH | $16.27M 3.39% | 0.00 | 9.06K | 40.25K |
Goldman Sachs Group, Inc.SOLE | COM | 17.72K | SH | $14.11M 2.94% | 0.00 | 3.22K | 14.51K |
Arista Networks Inc.SOLE | COM | 95.36K | SH | $13.90M 2.90% | 0.00 | 15.45K | 79.91K |
Schwab US Large Cap Growth ETFSOLE | ETF | 410.50K | SH | $13.10M 2.73% | 0.00 | 0.00 | 410.50K |
Oracle CorpSOLE | COM | 45.58K | SH | $12.82M 2.67% | 0.00 | 7.98K | 37.60K |
JP Morgan Chase & CoSOLE | COM | 39.78K | SH | $12.55M 2.62% | 0.00 | 7.17K | 32.61K |
Costco Wholesale Co.SOLE | COM | 12.69K | SH | $11.75M 2.45% | 0.00 | 2.26K | 10.44K |
Service Now IncSOLE | COM | 12.71K | SH | $11.70M 2.44% | 0.00 | 2.09K | 10.62K |
Netflix Inc.SOLE | COM | 9.52K | SH | $11.41M 2.38% | 0.00 | 1.74K | 7.79K |
Palantir Technologies Inc-ASOLE | COM | 59.69K | SH | $10.89M 2.27% | 0.00 | 10.01K | 49.68K |
Vertiv Holdings Co Class ASOLE | COM | 69.50K | SH | $10.48M 2.19% | 0.00 | 12.52K | 56.98K |
Arm Holdings PLC - ADRSOLE | COM | 71.32K | SH | $10.09M 2.10% | 0.00 | 11.99K | 59.33K |
Tesla Inc.SOLE | COM | 22.34K | SH | $9.93M 2.07% | 0.00 | 4.04K | 18.29K |
Mastercard Inc Class ASOLE | COM | 17.32K | SH | $9.85M 2.05% | 0.00 | 2.92K | 14.39K |
United Rentals Inc.SOLE | COM | 10.30K | SH | $9.84M 2.05% | 0.00 | 1.90K | 8.41K |
Progressive Co. OhioSOLE | COM | 38.94K | SH | $9.62M 2.00% | 0.00 | 7.10K | 31.85K |
Cintas GroupSOLE | COM | 45.97K | SH | $9.44M 1.97% | 0.00 | 8.12K | 37.85K |
Uber Technologies Inc.SOLE | COM | 94.61K | SH | $9.27M 1.93% | 0.00 | 17.20K | 77.41K |
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