BP
| |
Broadleaf Partners, LLC13F | |
| Broadleaf Partners, LLC | |
| Last update 2025-05-15 | 79 Stocks (8 new) |
| Value $382.00 Mil | Turnover 10 % |
Broadleaf Partners, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 114,248 | 25,377.9 | -1.64% | 6.640 | -0.11% | 0.000 | +3.38% | -13.89% | 3,213,069.6 | Hardware | |
MSFT | Microsoft Corp | 62,196 | 23,347.8 | -1.49% | 6.110 | -0.09% | 0.000 | +32.58% | +22.07% | 3,809,624.7 | Software | |
AMZN | Amazon.com Inc | 111,819 | 21,274.7 | -0.37% | 5.570 | -0.02% | 0.000 | +24.53% | +5.88% | 2,466,072.5 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 192,582 | 20,872.0 | -12.15% | 5.460 | -0.84% | 0.000 | +63.09% | +29.27% | 4,232,831.2 | Semiconductors | |
SCHF | Schwab International Equity ETF | 862,702 | 17,064.3 | +7.76% | 4.470 | +0.32% | 0.040 | +11.78% | +22.84% | 50,006.7 | ||
GOOG | Alphabet Inc | 103,840 | 16,222.9 | +18.85% | 4.250 | +0.67% | 0.000 | +20.23% | +2.06% | 2,338,327.9 | Interactive Media | |
META | Meta Platforms Inc | 26,650 | 15,360.0 | -8.80% | 4.020 | -0.35% | 0.000 | +34.61% | +22.68% | 1,803,017.0 | Interactive Media | |
COST | Costco Wholesale Corp | 12,983 | 12,279.1 | -1.82% | 3.220 | -0.05% | 0.000 | -3.78% | +2.55% | 415,688.8 | Retail - Defensive | |
PGR | Progressive Corp | 39,631 | 11,216.0 | -1.60% | 2.940 | -0.04% | 0.010 | -6.84% | +5.13% | 144,765.0 | Insurance | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 438,835 | 10,988.4 | -2.55% | 2.880 | -0.07% | 0.030 | +20.93% | +8.20% | 45,964.1 |
Broadleaf Partners, LLC's Historical Top Holdings Breakdowns
Broadleaf Partners, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TTD | The Trade Desk Inc | 2025-03-31 | Sold Out Sold Out | -2.49% | 53.59 ($90.47) 126.58 | $84.05 | -7.10% | Sold Out | 0 | -90,854 | |
AVGO | Broadcom Inc | 2025-03-31 | New Buy New Buy | +1.60% | 167.43 ($211.65) 244.7 | $289.00 | 36.55% | New holding | 36,563 | 36,563 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -1.30% | 725.72 ($832.09) 929.72 | $807.22 | -2.99% | Reduce -52.99% | 6,390 | -7,204 | |
TSLA | Tesla Inc | 2025-03-31 | New Buy New Buy | +1.17% | 222.15 ($333.26) 428.22 | $304.33 | -8.68% | New holding | 17,268 | 17,268 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-03-31 | Reduce Reduce | -1.03% | 402.49 ($466) 513.76 | $473.53 | 1.62% | Reduce -64.57% | 5,996 | -10,927 | |
CTAS | Cintas Corp | 2025-03-31 | Add Add | +0.89% | 182.09 ($199.2) 208.14 | $224.24 | 12.57% | Add 54.18% | 46,748 | 16,428 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | New Buy New Buy | +0.87% | 225.19 ($254.94) 279.95 | $298.74 | 17.18% | New holding | 13,573 | 13,573 | |
TDG | TransDigm Group Inc | 2025-03-31 | Reduce Reduce | -0.85% | 1251.32 ($1333.33) 1394.11 | $1,605.25 | 20.39% | Reduce -48.4% | 3,053 | -2,864 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.84% | 106.98 ($126.74) 149.43 | $173.57 | 36.95% | Reduce -12.15% | 192,582 | -26,635 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.82% | 442.66 ($486.15) 534.52 | $484.63 | -0.31% | Add 250.86% | 8,203 | 5,865 |
Broadleaf Partners, LLC Total Holding History ($B)
Broadleaf Partners, LLC's Asset Allocation
Broadleaf Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Broadleaf Partners, LLC's Hypothetical Growth since 2025-03-31
Broadleaf Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Broadleaf Partners, LLC's Holdings Heat Map
Size field:
Broadleaf Partners, LLC's Holdings Bubble Chart
Broadleaf Partners, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers