BP

Broadleaf Partners, LLC

13F
Broadleaf Partners, LLC
Last update 2025-05-15 79 Stocks (8 new)
Value $382.00 Mil Turnover 10 %
Countries:
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
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
62,196
23,347.8
-1.49%
6.110
-0.09%
0.000
+32.15%
+21.67%
3,797,138.0
Software
AMZN
Amazon.com Inc
111,819
21,274.7
-0.37%
5.570
-0.02%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
NVDA
NVIDIA Corp
192,582
20,872.0
-12.15%
5.460
-0.84%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
SCHF
Schwab International Equity ETF
862,702
17,064.3
+7.76%
4.470
+0.32%
0.040
+11.46%
+22.48%
49,859.7
 
GOOG
Alphabet Inc
103,840
16,222.9
+18.85%
4.250
+0.67%
0.000
+19.79%
+1.69%
2,329,696.9
Interactive Media
META
Meta Platforms Inc
26,650
15,360.0
-8.80%
4.020
-0.35%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
COST
Costco Wholesale Corp
12,983
12,279.1
-1.82%
3.220
-0.05%
0.000
-4.15%
+2.16%
414,118.9
Retail - Defensive
PGR
Progressive Corp
39,631
11,216.0
-1.60%
2.940
-0.04%
0.010
-6.68%
+5.31%
145,014.2
Insurance
SCHG
Schwab U.S. Large-Cap Growth ETF
438,835
10,988.4
-2.55%
2.880
-0.07%
0.030
+20.79%
+8.07%
45,910.6
 

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
$85.00
-6.05%
Sold Out
0
-90,854
AVGO
Broadcom Inc
2025-03-31
New Buy
New Buy
+1.60%
167.43 ($211.65) 244.7
$288.71
36.41%
New holding
36,563
36,563
LLY
Eli Lilly and Co
2025-03-31
Reduce
Reduce
-1.30%
725.72 ($832.09) 929.72
$805.43
-3.20%
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
$305.30
-8.39%
New holding
17,268
17,268
VRTX
Vertex Pharmaceuticals Inc
2025-03-31
Reduce
Reduce
-1.03%
402.49 ($466) 513.76
$472.27
1.35%
Reduce -64.57%
5,996
-10,927
CTAS
Cintas Corp
2025-03-31
Add
Add
+0.89%
182.09 ($199.2) 208.14
$222.88
11.89%
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
$296.55
16.32%
New holding
13,573
13,573
TDG
TransDigm Group Inc
2025-03-31
Reduce
Reduce
-0.85%
1251.32 ($1333.33) 1394.11
$1,599.24
19.94%
Reduce -48.4%
3,053
-2,864
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.84%
106.98 ($126.74) 149.43
$173.74
37.08%
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
$480.60
-1.14%
Add 250.86%
8,203
5,865

Broadleaf Partners, LLC Total Holding History ($B)

To

Broadleaf Partners, LLC's Asset Allocation

To

Broadleaf Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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

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Broadleaf Partners, LLC's Holdings Bubble Chart

Broadleaf Partners, LLC News

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