Broadleaf Partners, LLC Closed Holding Positions

Broadleaf Partners, LLC

  • $430 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PCTY
Paylocity Holding Corp

Technology
Q2 2022 Filed on Aug 09, 2022
22,313
$154.3 - $216.46 $3.44M - $4.83M
TGRW
T Rowe Price Exchange Traded F

Technology
Q2 2022 Filed on Aug 09, 2022
100,407
$20.85 - $29.9 $2.09M - $3M
RBLX
Roblox Corp

Communication Services
Q1 2022 Filed on May 11, 2022
14,026
$36.68 - $98.81 $514K - $1.39M
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 11, 2022
4,200
$153.19 - $251.05 $643K - $1.05M
TGT
Target Corp

Consumer Defensive
Q1 2022 Filed on May 11, 2022
1,059
$189.9 - $234.17 $201K - $248K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
36,474
$93.61 - $194.94 $3.41M - $7.11M
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
6,613
$269.22 - $305.79 $1.78M - $2.02M
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
67,243
$44.65 - $81.34 $3M - $5.47M
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 09, 2022
97,364
$44.42 - $77.34 $4.32M - $7.53M
BIIB
Biogen Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
24,812
$282.99 - $369.05 $7.02M - $9.16M
AMT
American Tower Corp

Real Estate
Q3 2021 Filed on Nov 09, 2021
15,974
$265.41 - $303.62 $4.24M - $4.85M
V
Visa Inc.

Financial Services
Q3 2021 Filed on Nov 09, 2021
23,621
$220.05 - $250.93 $5.2M - $5.93M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 15, 2021
5,166
$298.75 - $366.66 $1.54M - $1.89M
CRM
Salesforce, Inc.

Technology
Q2 2021 Filed on Jul 15, 2021
25,558
$210.54 - $246.26 $5.38M - $6.29M
ROP
Roper Technologies Inc

Industrials
Q1 2021 Filed on Apr 23, 2021
4,581
$371.89 - $438.53 $1.7M - $2.01M
United Technologies
Q1 2020 Filed on May 05, 2020
1,512
N/A
USB
Us Bancorp \De\

Financial Services
Q1 2020 Filed on May 05, 2020
3,450
$28.93 - $59.2 $99.8K - $204K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2019 Filed on Jan 31, 2020
26,568
$62.0 - $76.99 $1.65M - $2.05M
RDS-A
Shell PLC

Energy
Q3 2019 Filed on Oct 21, 2019
3,200
$49.47 - $57.87 $158K - $185K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2019 Filed on Jul 19, 2019
621,374
$5.27 - $6.15 $3.27M - $3.82M
BA
Boeing CO

Industrials
Q2 2019 Filed on Jul 19, 2019
9,600
$337.37 - $395.86 $3.24M - $3.8M
Rite Aid Corporation
Q2 2019 Filed on Jul 19, 2019
20,000
N/A
TROW
Price T Rowe Group Inc

Financial Services
Q1 2019 Filed on Apr 09, 2019
27,966
$88.81 - $102.85 $2.48M - $2.88M
General Electric CO
Q4 2018 Filed on Jan 15, 2019
11,085
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
20,058
$131.89 - $163.74 $2.65M - $3.28M
Powershares Kbw Bank ETF
Q2 2018 Filed on Jul 17, 2018
4,448
N/A
AMGN
Amgen Inc

Healthcare
Q1 2018 Filed on Apr 20, 2018
13,970
$169.43 - $198.0 $2.37M - $2.77M
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