13F-HR filed by Broadleaf Partners, LLC
Broadleaf Partners, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 79 holding rows worth $381,926,705.
- Accession
- 0000950123-25-005173
- Filer
- CIK 1712686
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 79 entries on the cover page, a total value of $381,926,705 stated on the cover page (in dollars after the unit check, H1), rows summing to $381,926,705 with VALUE read as dollars as filed, 13F file number 028-18196. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 114,248 | $25,377,908 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 62,196 | $23,347,756 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 111,819 | $21,274,683 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 192,582 | $20,872,038 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 862,702 | $17,064,255 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 103,840 | $16,222,923 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 26,650 | $15,359,994 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 12,983 | $12,279,062 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 39,631 | $11,215,969 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 438,835 | $10,988,422 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 12,980 | $10,333,897 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 18,093 | $9,884,025 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 17,625 | $9,660,615 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 46,748 | $9,608,116 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 19,161 | $9,489,868 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 9,723 | $9,066,989 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 100,683 | $7,800,919 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 71,768 | $7,664,105 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 145,742 | $7,317,706 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 96,532 | $7,033,322 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 10,478 | $6,566,563 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 36,563 | $6,121,743 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 219,217 | $5,743,485 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 38,240 | $5,346,334 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 6,390 | $5,277,565 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 70,948 | $5,122,446 | dollars as filed | |
| SCHD | 808524797 | COM | 172,822 | $4,832,103 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 13,782 | $4,812,537 | dollars as filed | |
| Fidelity Blue Chip Growth ETF | 316092352 | SHS | 118,759 | $4,746,797 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 55,105 | $4,650,862 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 17,268 | $4,475,175 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 8,203 | $4,368,754 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 3,053 | $4,223,184 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 40,189 | $3,987,151 | dollars as filed | |
| BALL CORP | 058498106 | COM | 76,196 | $3,967,526 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 13,573 | $3,329,457 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 12,075 | $3,199,513 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 651 | $2,999,098 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 25,545 | $2,953,257 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 17,690 | $2,947,685 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 9,498 | $2,927,948 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 5,996 | $2,906,981 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 120,149 | $2,815,091 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 18,670 | $2,193,538 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 10,977 | $1,896,167 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,927 | $1,841,449 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 5,763 | $1,207,464 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 7,207 | $1,195,209 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,301 | $1,182,507 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,591 | $952,853 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,547 | $733,893 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,939 | $590,614 | dollars as filed | |
| VTI | 922908769 | COM | 2,119 | $582,386 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,713 | $574,178 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,812 | $572,305 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,420 | $520,416 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 24,019 | $517,129 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 12,650 | $511,313 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 980 | $501,770 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 3,676 | $487,621 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 1,020 | $475,004 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,909 | $426,354 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,181 | $368,909 | dollars as filed | |
| VWO | 922042858 | SHS | 7,718 | $349,317 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,363 | $331,928 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,953 | $326,717 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,719 | $317,226 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 8,265 | $304,978 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E628 | KBW BK ETF | 4,841 | $303,870 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 3,619 | $285,358 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,200 | $283,488 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 18,818 | $282,458 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 1,316 | $259,857 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,043 | $258,674 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 740 | $244,052 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,150 | $237,452 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 868 | $215,837 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,640 | $206,659 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 861 | $203,928 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000950123-25-005173 | this filing | 2025-05-14 | acceptance time not in the bulk data set |