Broadleaf Partners, LLC Portfolio Holdings
Broadleaf Partners, LLC
- $367 Million
- Q1 2025
Broadleaf Partners, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $367 Million distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.4M, Microsoft Corp with a value of $23.3M, Amazon Com Inc with a value of $21.3M, Nvidia Corp with a value of $20.9M, and Schwab Strategic Tr Intl Eqty with a value of $17.1M.
Examining the 13F form we can see an decrease of $35.8M in the current position value, from $403M to 367M.
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
$367 Million
Technology: $111 Million
ETFs: $56.6 Million
Consumer Cyclical: $43.9 Million
Financial Services: $42.7 Million
Communication Services: $41.9 Million
Industrials: $28 Million
Healthcare: $23.5 Million
Consumer Defensive: $13.8 Million
Other: $6.22 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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