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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$182B
$8.98 Million 2.09% of portfolio
96,198
Q2 2025 Reduced 0.35%
$63.6B
$7.91 Million 1.84% of portfolio
10,496
Q2 2025 Added 0.17%
$32.7B
$6.11 Million 1.42% of portfolio
70,531
Q2 2025 Reduced 0.59%
$37.5B
$5.37 Million 1.25% of portfolio
39,960
Q2 2025 Reduced 0.57%
$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%
$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%
$99.5B
$2.68 Million 0.62% of portfolio
6,018
Q2 2025 Added 0.37%
$94.5B
$511,000 0.12% of portfolio
1,020
Q2 2024 Reduced 1.92%
$89.4B
$489,000 0.11% of portfolio
980
Q4 2024 Reduced 30.4%
$24.9B
$307,000 0.07% of portfolio
7,650
Q2 2025 Reduced 39.53%
$141B
$294,000 0.07% of portfolio
8,265
Q3 2024 Reduced 0.72%
$23.8B
$315,000 0.07% of portfolio
18,818
Q2 2024 Reduced 1.51%
$135B
$276,000 0.06% of portfolio
1,200
Q4 2024 Reduced 91.11%
$80B
$257,000 0.06% of portfolio
1,043
Q1 2025 Reduced 3.96%
$179B
$240,000 0.06% of portfolio
2,640
Q1 2025 New
$64.4B
$220,000 0.05% of portfolio
861
Q1 2025 Reduced 3.37%

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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