Broadleaf Partners, LLC
CIK: 0001712686SEC EDGAR →
Portfolio Value
$436K
Holdings
82
As of
Q4 2025
New Positions
1
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corp. | 188,130 | $35K | 8.03% |
| 2 | Microsoft Corp. | 61,085 | $29K | 6.65% |
| 3 | — Alphabet Inc. Class C | 83,222 | $26K | 5.96% |
| 4 | Amazon.com Inc. | 109,597 | $25K | 5.73% |
| 5 | Apple Inc. | 94,176 | $25K | 5.73% |
| 6 | Schwab International Equity ET | 781,520 | $18K | 4.13% |
| 7 | Broadcom Inc. | 51,354 | $17K | 3.90% |
| 8 | Meta Platforms Inc Class A | 26,062 | $17K | 3.90% |
| 9 | Goldman Sachs Group, Inc. | 17,681 | $15K | 3.44% |
| 10 | Schwab US Large Cap Growth ETF | 410,305 | $13K | 2.98% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $174K | 39.9% |
| Financial Services | 20 | $80K | 18.3% |
| Unknown | 12 | $52K | 11.9% |
| Consumer Cyclical | 7 | $45K | 10.3% |
| Communication Services | 5 | $27K | 6.2% |
| Industrials | 8 | $26K | 6.0% |
| Healthcare | 6 | $22K | 5.0% |
| Consumer Defensive | 3 | $10K | 2.3% |
| Energy | 2 | $0 | 0.0% |
| Utilities | 1 | $0 | 0.0% |