Broadleaf Partners, LLC Portfolio Holdings

Broadleaf Partners, LLC

  • $430 Million
  • Q2 2025

Broadleaf Partners, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $430 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30.8M, Nvidia Corp with a value of $30.2M, Amazon Com Inc with a value of $24.5M, Apple Inc. with a value of $19.7M, and Meta Platforms, Inc. with a value of $19.6M.

Examining the 13F form we can see an increase of $62.2M in the current position value, from $367M to 430M.

Broadleaf Partners, LLC is based out at Hudson, OH

Below you can find more details about Broadleaf Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $430 Million
Technology: $147 Million
ETFs: $63.3 Million
Communication Services: $52.9 Million
Consumer Cyclical: $49.3 Million
Financial Services: $43.3 Million
Industrials: $30.6 Million
Healthcare: $23 Million
Consumer Defensive: $14.1 Million
Other: $5.83 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$30.8 Million 7.17% of portfolio
61,915
Q2 2025 Reduced 0.45%
$456B
$30.2 Million 7.03% of portfolio
191,082
Q2 2025 Reduced 0.78%
$2.26T
$24.5 Million 5.7% of portfolio
111,606
Q2 2025 Reduced 0.19%
$3.69T
$19.7 Million 4.58% of portfolio
95,836
Q2 2025 Reduced 16.12%
$1.78T
$19.6 Million 4.55% of portfolio
26,503
Q2 2025 Reduced 0.55%
$1.24T
$15.1 Million 3.51% of portfolio
85,025
Q2 2025 Reduced 18.12%
$127B
$13.8 Million 3.22% of portfolio
50,139
Q2 2025 Added 37.13%
$172B
$13.3 Million 3.09% of portfolio
12,907
Q2 2025 Reduced 0.56%
$545B
$13 Million 3.02% of portfolio
9,685
Q2 2025 Reduced 0.39%
$439B
$12.8 Million 2.98% of portfolio
12,912
Q2 2025 Reduced 0.55%
$254B
$12.8 Million 2.97% of portfolio
18,040
Q2 2025 Reduced 0.29%
$142B
$10.6 Million 2.46% of portfolio
39,600
Q2 2025 Reduced 0.08%
$22.7B
$10.4 Million 2.42% of portfolio
46,711
Q2 2025 Reduced 0.08%
$169B
$10.4 Million 2.41% of portfolio
19,064
Q2 2025 Reduced 0.51%
$548B
$9.89 Million 2.3% of portfolio
17,594
Q2 2025 Reduced 0.18%
$182B
$8.98 Million 2.09% of portfolio
96,198
Q2 2025 Reduced 0.35%
$367B
$8.24 Million 1.92% of portfolio
60,472
Q2 2025 Added 9.74%
$63.6B
$7.91 Million 1.84% of portfolio
10,496
Q2 2025 Added 0.17%
$859B
$7.54 Million 1.76% of portfolio
26,015
Q2 2025 Added 91.67%
$217B
$7.42 Million 1.73% of portfolio
1,282
Q2 2025 Added 96.93%
$32.7B
$6.11 Million 1.42% of portfolio
70,531
Q2 2025 Reduced 0.59%
$1.08T
$5.48 Million 1.28% of portfolio
17,256
Q2 2025 Reduced 0.07%
$37.5B
$5.37 Million 1.25% of portfolio
39,960
Q2 2025 Reduced 0.57%
$608B
$4.96 Million 1.15% of portfolio
6,365
Q2 2025 Reduced 0.39%
$92.8B
$4.73 Million 1.1% of portfolio
13,767
Q2 2025 Reduced 0.11%
$76.5B
$4.64 Million 1.08% of portfolio
3,051
Q2 2025 Reduced 0.07%
$136B
$4.22 Million 0.98% of portfolio
12,057
Q2 2025 Reduced 0.15%
$133B
$3.94 Million 0.92% of portfolio
5,139
Q2 2025 New
$17B
$3.88 Million 0.9% of portfolio
69,196
Q2 2025 Reduced 9.19%
$1.19B
$3.83 Million 0.89% of portfolio
68,145
Q2 2025 Reduced 53.24%
$52.5B
$3.71 Million 0.86% of portfolio
18,135
Q2 2025 New
$11.8B
$3.34 Million 0.78% of portfolio
17,815
Q2 2025 Added 0.71%
$13.7B
$2.73 Million 0.63% of portfolio
9,490
Q2 2025 Reduced 0.08%
$99.5B
$2.68 Million 0.62% of portfolio
6,018
Q2 2025 Added 0.37%
$621B
$1.13 Million 0.26% of portfolio
2,324
Q2 2025 Reduced 71.67%
$452B
$1.1 Million 0.26% of portfolio
7,207
Q1 2025 Reduced 0.06%
$351B
$894,000 0.21% of portfolio
4,818
Q2 2025 Reduced 16.4%
$368B
$886,000 0.21% of portfolio
5,566
Q2 2025 Reduced 0.45%
$1.21T
$592,000 0.14% of portfolio
3,360
Q2 2025 Reduced 9.51%
$442B
$518,000 0.12% of portfolio
4,812
Q4 2024 Reduced 25.48%
$94.5B
$511,000 0.12% of portfolio
1,020
Q2 2024 Reduced 1.92%
$202B
$474,000 0.11% of portfolio
3,595
Q2 2025 Reduced 8.73%
$405B
$476,000 0.11% of portfolio
1,299
Q2 2025 Reduced 8.52%
$293B
$479,000 0.11% of portfolio
6,909
Q4 2024 Reduced 13.82%
$89.4B
$489,000 0.11% of portfolio
980
Q4 2024 Reduced 30.4%
$207B
$417,000 0.1% of portfolio
3,363
Q1 2025 Reduced 0.68%
$250B
$382,000 0.09% of portfolio
2,719
Q1 2021 New
$222B
$345,000 0.08% of portfolio
1,181
Q4 2022 Reduced 3.98%
$229B
$303,000 0.07% of portfolio
2,229
Q2 2025 Reduced 39.36%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $430 Million
  • Prior Value $367 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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