BROADLEAF PARTNERS, LLC

PrivateCIK: 1712686

Location

HUDSON, OH

Positions

$428.89M

Total AUM (reported)

3.41M

Total Shares

Allocation by class

COM$362.96M84.6%

ETF$65.94M15.4%

Portfolio Concentration

Top 3$77.95M18.2%

4–10$127.74M29.8%

11–25$133.09M31.0%

Rest$90.11M21.0%

Top 3 weight

18.2%

Top 10 weight

48.0%

Voting Authority Distribution

Total shares with voting rights: 3.41M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

252.73K

% of voting shares7.4%

None

No voting authority

3.16M

% of voting shares92.6%

Investment Discretion (by position count)

Sole84

Shared0

Other0

Dominant voting typeNone · 92.6% of voting shares

Institutional Holdings84

Rows:

Nvidia Corp.

SOLE

COM

Shares182.03K

TypeSH

Market value$31.75M

7.40%

Sole

0.00

Shared

31.26K

None

150.77K

Apple Inc.

SOLE

COM

Shares91.30K

TypeSH

Market value$23.17M

5.40%

Sole

0.00

Shared

15.74K

None

75.56K

Alphabet Inc. Class C

SOLE

COM

Shares80.30K

TypeSH

Market value$23.04M

5.37%

Sole

0.00

Shared

14.88K

None

65.43K

Microsoft Corp.

SOLE

COM

Shares59.41K

TypeSH

Market value$21.99M

5.13%

Sole

0.00

Shared

8.83K

None

50.58K

Amazon.com Inc.

SOLE

COM

Shares105.09K

TypeSH

Market value$21.89M

5.10%

Sole

0.00

Shared

18.21K

None

86.89K

Schwab International Equity ET

SOLE

ETF

Shares874.87K

TypeSH

Market value$21.65M

5.05%

Sole

0.00

Shared

0.00

None

874.87K

Vertiv Holdings Co Class A

SOLE

COM

Shares67.20K

TypeSH

Market value$16.84M

3.93%

Sole

0.00

Shared

11.98K

None

55.21K

Broadcom Inc.

SOLE

COM

Shares53.32K

TypeSH

Market value$16.50M

3.85%

Sole

0.00

Shared

8.66K

None

44.66K

Meta Platforms Inc Class A

SOLE

COM

Shares25.29K

TypeSH

Market value$14.47M

3.37%

Sole

0.00

Shared

4.20K

None

21.09K

Costco Wholesale Co.

SOLE

COM

Shares14.45K

TypeSH

Market value$14.40M

3.36%

Sole

0.00

Shared

2.56K

None

11.89K

Netflix Inc.

SOLE

COM

Shares122.30K

TypeSH

Market value$11.76M

2.74%

Sole

0.00

Shared

22.07K

None

100.22K

JP Morgan Chase & Co

SOLE

COM

Shares38.46K

TypeSH

Market value$11.31M

2.64%

Sole

0.00

Shared

6.76K

None

31.70K

Arista Networks Inc.

SOLE

COM

Shares91.45K

TypeSH

Market value$11.23M

2.62%

Sole

0.00

Shared

14.64K

None

76.80K

Goldman Sachs Group, Inc.

SOLE

COM

Shares12.54K

TypeSH

Market value$10.61M

2.47%

Sole

0.00

Shared

2.26K

None

10.28K

Schwab US Large Cap Growth ETF

SOLE

ETF

Shares314.14K

TypeSH

Market value$9.15M

2.13%

Sole

0.00

Shared

0.00

None

314.14K

Quanta Services Inc

SOLE

COM

Shares16.33K

TypeSH

Market value$8.97M

2.09%

Sole

0.00

Shared

2.91K

None

13.43K

Palantir Technologies Inc-A

SOLE

COM

Shares59.74K

TypeSH

Market value$8.74M

2.04%

Sole

0.00

Shared

9.23K

None

50.51K

Intuitive Surgical

SOLE

COM

Shares18.19K

TypeSH

Market value$8.38M

1.95%

Sole

0.00

Shared

2.95K

None

15.23K

Mastercard Inc Class A

SOLE

COM

Shares16.77K

TypeSH

Market value$8.38M

1.95%

Sole

0.00

Shared

2.77K

None

14K

Eli Lilly & Co

SOLE

COM

Shares9.09K

TypeSH

Market value$8.36M

1.95%

Sole

0.00

Shared

1.62K

None

7.47K

Tesla Inc.

SOLE

COM

Shares21.46K

TypeSH

Market value$7.98M

1.86%

Sole

0.00

Shared

3.76K

None

17.69K

Cintas Group

SOLE

COM

Shares44.11K

TypeSH

Market value$7.46M

1.74%

Sole

0.00

Shared

7.72K

None

36.38K

United Rentals Inc.

SOLE

COM

Shares9.94K

TypeSH

Market value$7.24M

1.69%

Sole

0.00

Shared

1.76K

None

8.18K

Charles Schwab US MC ETF

SOLE

ETF

Shares222.51K

TypeSH

Market value$6.89M

1.61%

Sole

0.00

Shared

0.00

None

222.51K

Uber Technologies Inc.

SOLE

COM

Shares92.19K

TypeSH

Market value$6.63M

1.55%

Sole

0.00

Shared

16.75K

None

75.44K

Issuer	Class	Shares	Type	Value / Portfolio %	Shared	None
Nvidia Corp.SOLE	COM	182.03K	SH	$31.75M 7.40%	31.26K	150.77K
Apple Inc.SOLE	COM	91.30K	SH	$23.17M 5.40%	15.74K	75.56K
Alphabet Inc. Class CSOLE	COM	80.30K	SH	$23.04M 5.37%	14.88K	65.43K
Microsoft Corp.SOLE	COM	59.41K	SH	$21.99M 5.13%	8.83K	50.58K
Amazon.com Inc.SOLE	COM	105.09K	SH	$21.89M 5.10%	18.21K	86.89K
Schwab International Equity ETSOLE	ETF	874.87K	SH	$21.65M 5.05%	0.00	874.87K
Vertiv Holdings Co Class ASOLE	COM	67.20K	SH	$16.84M 3.93%	11.98K	55.21K
Broadcom Inc.SOLE	COM	53.32K	SH	$16.50M 3.85%	8.66K	44.66K
Meta Platforms Inc Class ASOLE	COM	25.29K	SH	$14.47M 3.37%	4.20K	21.09K
Costco Wholesale Co.SOLE	COM	14.45K	SH	$14.40M 3.36%	2.56K	11.89K
Netflix Inc.SOLE	COM	122.30K	SH	$11.76M 2.74%	22.07K	100.22K
JP Morgan Chase & CoSOLE	COM	38.46K	SH	$11.31M 2.64%	6.76K	31.70K
Arista Networks Inc.SOLE	COM	91.45K	SH	$11.23M 2.62%	14.64K	76.80K
Goldman Sachs Group, Inc.SOLE	COM	12.54K	SH	$10.61M 2.47%	2.26K	10.28K
Schwab US Large Cap Growth ETFSOLE	ETF	314.14K	SH	$9.15M 2.13%	0.00	314.14K
Quanta Services IncSOLE	COM	16.33K	SH	$8.97M 2.09%	2.91K	13.43K
Palantir Technologies Inc-ASOLE	COM	59.74K	SH	$8.74M 2.04%	9.23K	50.51K
Intuitive SurgicalSOLE	COM	18.19K	SH	$8.38M 1.95%	2.95K	15.23K
Mastercard Inc Class ASOLE	COM	16.77K	SH	$8.38M 1.95%	2.77K	14K
Eli Lilly & CoSOLE	COM	9.09K	SH	$8.36M 1.95%	1.62K	7.47K
Tesla Inc.SOLE	COM	21.46K	SH	$7.98M 1.86%	3.76K	17.69K
Cintas GroupSOLE	COM	44.11K	SH	$7.46M 1.74%	7.72K	36.38K
United Rentals Inc.SOLE	COM	9.94K	SH	$7.24M 1.69%	1.76K	8.18K
Charles Schwab US MC ETFSOLE	ETF	222.51K	SH	$6.89M 1.61%	0.00	222.51K
Uber Technologies Inc.SOLE	COM	92.19K	SH	$6.63M 1.55%	16.75K	75.44K

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