Broadleaf-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARM",
  "ABT",
  "ABBV",
  "GOOGL",
  "CAT",
  "AVGO",
  "APP",
  "HD",
  "MCD",
  "FE",
  "UNP",
  "ISRG",
  "ITW",
  "BKNG",
  "META",
  "MA",
  "MSFT",
  "MS",
  "ANET",
  "KKR",
  "ORCL",
  "NOC",
  null,
  "PEP",
  "PGR",
  "AAPL",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "NOW",
  "SHW",
  "GLD",
  "IBM",
  "TXRH",
  "TDG",
  "UBER",
  "UTHR",
  "SCHW",
  "VWO",
  null,
  null,
  null,
  "VRTX",
  "VRT",
  "IWP",
  "AMZN",
  "SCHB",
  "HBAN",
  "VOO",
  "VTV",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "BALL",
  "BRK-B",
  "CVX",
  "CMG",
  "CTAS",
  "CSCO",
  "CMCSA",
  "COST",
  "DDOG",
  "MCO",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 79
Total Value: 381926705
Accession Number: 0000950123-25-005173
Form Type: 13F-HR
CIK: broadleaf-partners
Manager Name: Broadleaf-Partners

Data Enrichment

94% identified

74 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

79 positions • $381.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UNITED RENTALS, INC.

URI|911363109

Shares:10.5K

Value:$6.6M

% of Portfolio:1.7% ($6.6M/$381.9M)

Broadcom Inc.

AVGO|11135F101

Shares:36.6K

Value:$6.1M

% of Portfolio:1.6% ($6.1M/$381.9M)

808524508

Shares:219.2K

Value:$5.7M

% of Portfolio:1.5% ($5.7M/$381.9M)

ORACLE CORP

ORCL|68389X105

Shares:38.2K

Value:$5.3M

% of Portfolio:1.4% ($5.3M/$381.9M)

ELI LILLY & Co

LLY|532457108

Shares:6.4K

Value:$5.3M

% of Portfolio:1.4% ($5.3M/$381.9M)

Vertiv Holdings Co

VRT|92537N108

Shares:70.9K

Value:$5.1M

% of Portfolio:1.3% ($5.1M/$381.9M)

808524797

SCHD|808524797

Shares:172.8K

Value:$4.8M

% of Portfolio:1.3% ($4.8M/$381.9M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:13.8K

Value:$4.8M

% of Portfolio:1.3% ($4.8M/$381.9M)

316092352

Shares:118.8K

Value:$4.7M

% of Portfolio:1.2% ($4.7M/$381.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:55.1K

Value:$4.7M

% of Portfolio:1.2% ($4.7M/$381.9M)

Tesla, Inc.

TSLA|88160R101

Shares:17.3K

Value:$4.5M

% of Portfolio:1.2% ($4.5M/$381.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.2K

Value:$4.4M

% of Portfolio:1.1% ($4.4M/$381.9M)

TransDigm Group INC

TDG|893641100

Shares:3.1K

Value:$4.2M

% of Portfolio:1.1% ($4.2M/$381.9M)

Datadog, Inc.

DDOG|23804L103

Shares:40.2K

Value:$4.0M

% of Portfolio:1.0% ($4.0M/$381.9M)

BALL Corp

BALL|058498106

Shares:76.2K

Value:$4.0M

% of Portfolio:1.0% ($4.0M/$381.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:13.6K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$381.9M)

AppLovin Corp

APP|03831W108

Shares:12.1K

Value:$3.2M

% of Portfolio:0.8% ($3.2M/$381.9M)

Booking Holdings Inc.

BKNG|09857L108

Shares:651

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$381.9M)

KKR & Co. Inc.

KKR|48251W104

Shares:25.5K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$381.9M)

Texas Roadhouse, Inc.

TXRH|882681109

Shares:17.7K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$381.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITED RENTALS, INC.(URIcusip911363109)	10.5K	QoQ -1.97% (-211) YoY -1.16% (-124)	All Managers (Combined)	$6.6M	1.7% ($6.6M/$381.9M)	QoQ -12.79% (-$963.2K) YoY -14.10% (-$1.1M)
Broadcom Inc.(AVGOcusip11135F101)	36.6K	QoQ NEW(+36.6K) YoY NEW(+36.6K)	All Managers (Combined)	$6.1M	1.6% ($6.1M/$381.9M)	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
(cusip808524508)✕	219.2K	QoQ -0.34% (-767) YoY +207.55% (-147.9K)	All Managers (Combined)	$5.7M	1.5% ($5.7M/$381.9M)	QoQ -5.77% (-$352.3K) YoY -1.04% (-$60.6K)
ORACLE CORP(ORCLcusip68389X105)	38.2K	QoQ -1.03% (-401) YoY +1812.00% (+36.2K)	All Managers (Combined)	$5.3M	1.4% ($5.3M/$381.9M)	QoQ -16.97% (-$1.1M) YoY +2028.14% (+$5.1M)
ELI LILLY & Co(LLYcusip532457108)	6.4K	QoQ -52.99% (-7.2K) YoY -66.04% (-12.4K)	All Managers (Combined)	$5.3M	1.4% ($5.3M/$381.9M)	QoQ -49.71% (-$5.2M) YoY -63.95% (-$9.4M)
Vertiv Holdings Co(VRTcusip92537N108)	70.9K	QoQ -1.90% (-1.4K) YoY -4.83% (-3.6K)	All Managers (Combined)	$5.1M	1.3% ($5.1M/$381.9M)	QoQ -37.65% (-$3.1M) YoY -15.87% (-$966.5K)
(SCHDcusip808524797)	172.8K	QoQ +2.14% (+3.6K) YoY +234.44% (+121.1K)	All Managers (Combined)	$4.8M	1.3% ($4.8M/$381.9M)	QoQ +4.54% (+$209.9K) YoY +15.97% (+$665.5K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	13.8K	QoQ -1.79% (-252) YoY -34.36% (-7.2K)	All Managers (Combined)	$4.8M	1.3% ($4.8M/$381.9M)	QoQ +0.87% (-$42.0K) YoY -34.01% (-$2.5M)
(cusip316092352)✕	118.8K	QoQ -2.98% (-3.7K) YoY NEW(+118.8K)	All Managers (Combined)	$4.7M	1.2% ($4.7M/$381.9M)	QoQ -16.18% (-$916.3K) YoY NEW(+$4.7M)
Palantir Technologies Inc.(PLTRcusip69608A108)	55.1K	QoQ -1.53% (-859) YoY NEW(+55.1K)	All Managers (Combined)	$4.7M	1.2% ($4.7M/$381.9M)	QoQ +9.88% (-$418.3K) YoY NEW(+$4.7M)
Tesla, Inc.(TSLAcusip88160R101)	17.3K	QoQ NEW(+17.3K) YoY -56.02% (-22.0K)	All Managers (Combined)	$4.5M	1.2% ($4.5M/$381.9M)	QoQ NEW(+$4.5M) YoY -35.16% (-$2.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.2K	QoQ +250.85% (+5.9K) YoY +250.70% (+5.9K)	All Managers (Combined)	$4.4M	1.1% ($4.4M/$381.9M)	QoQ +312.23% (+$3.3M) YoY +344.16% (+$3.4M)
TransDigm Group INC(TDGcusip893641100)	3.1K	QoQ -48.40% (-2.9K) YoY -29.75% (-1.3K)	All Managers (Combined)	$4.2M	1.1% ($4.2M/$381.9M)	QoQ -43.67% (-$3.3M) YoY -21.09% (-$1.1M)
Datadog, Inc.(DDOGcusip23804L103)	40.2K	QoQ -28.87% (-16.3K) YoY -2.11% (-869)	All Managers (Combined)	$4.0M	1.0% ($4.0M/$381.9M)	QoQ -50.61% (-$4.1M) YoY -21.43% (-$1.1M)
BALL Corp(BALLcusip058498106)	76.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.0M	1.0% ($4.0M/$381.9M)	QoQ -5.55% (-$233.2K) YoY -22.69% (-$1.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$381.9M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
AppLovin Corp(APPcusip03831W108)	12.1K	QoQ -1.43% (-176) YoY NEW(+12.1K)	All Managers (Combined)	$3.2M	0.8% ($3.2M/$381.9M)	QoQ -19.35% (-$767.7K) YoY NEW(+$3.2M)
Booking Holdings Inc.(BKNGcusip09857L108)	651	QoQ NEW(+651) YoY NEW(+651)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$381.9M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
KKR & Co. Inc.(KKRcusip48251W104)	25.5K	QoQ NEW(+25.5K) YoY NEW(+25.5K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$381.9M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
Texas Roadhouse, Inc.(TXRHcusip882681109)	17.7K	QoQ NEW(+17.7K) YoY NEW(+17.7K)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$381.9M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)