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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MOODYS CORP /DE/

MCO|615369105

Shares:1.0K

Value:$475.0K

% of Portfolio:0.1% ($475.0K/$381.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.9K

Value:$426.4K

% of Portfolio:0.1% ($426.4K/$381.9M)

MCDONALDS CORP

MCD|580135101

Shares:1.2K

Value:$368.9K

% of Portfolio:0.1% ($368.9K/$381.9M)

922042858

VWO|922042858

Shares:7.7K

Value:$349.3K

% of Portfolio:0.1% ($349.3K/$381.9M)

Walt Disney Co

DIS|254687106

Shares:3.4K

Value:$331.9K

% of Portfolio:0.1% ($331.9K/$381.9M)

CHEVRON CORP

CVX|166764100

Shares:2.0K

Value:$326.7K

% of Portfolio:0.1% ($326.7K/$381.9M)

MORGAN STANLEY

MS|617446448

Shares:2.7K

Value:$317.2K

% of Portfolio:0.1% ($317.2K/$381.9M)

COMCAST CORP

CMCSA|20030N101

Shares:8.3K

Value:$305.0K

% of Portfolio:0.1% ($305.0K/$381.9M)

46138E628

Shares:4.8K

Value:$303.9K

% of Portfolio:0.1% ($303.9K/$381.9M)

81369Y886

Shares:3.6K

Value:$285.4K

% of Portfolio:0.1% ($285.4K/$381.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.2K

Value:$283.5K

% of Portfolio:0.1% ($283.5K/$381.9M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:18.8K

Value:$282.5K

% of Portfolio:0.1% ($282.5K/$381.9M)

81369Y407

Shares:1.3K

Value:$259.9K

% of Portfolio:0.1% ($259.9K/$381.9M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.0K

Value:$258.7K

% of Portfolio:0.1% ($258.7K/$381.9M)

CATERPILLAR INC

CAT|149123101

Shares:740

Value:$244.1K

% of Portfolio:0.1% ($244.1K/$381.9M)

81369Y803

XLK|81369Y803

Shares:1.1K

Value:$237.5K

% of Portfolio:0.1% ($237.5K/$381.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:868

Value:$215.8K

% of Portfolio:0.1% ($215.8K/$381.9M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:2.6K

Value:$206.7K

% of Portfolio:0.1% ($206.7K/$381.9M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:861

Value:$203.9K

% of Portfolio:0.1% ($203.9K/$381.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MOODYS CORP /DE/(MCOcusip615369105)	1.0K	QoQ 0.00% (-0) YoY -1.92% (-20)	All Managers (Combined)	$475.0K	0.1% ($475.0K/$381.9M)	QoQ -1.62% (-$7.8K) YoY +16.20% (-$66.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.9K	QoQ 0.00% (+0) YoY -13.82% (-1.1K)	All Managers (Combined)	$426.4K	0.1% ($426.4K/$381.9M)	QoQ +4.23% (+$17.3K) YoY +6.55% (-$26.2K)
MCDONALDS CORP(MCDcusip580135101)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$368.9K	0.1% ($368.9K/$381.9M)	QoQ +7.75% (+$26.5K) YoY +10.78% (+$35.9K)
(VWOcusip922042858)	7.7K	QoQ 0.00% (+0) YoY -84.65% (-42.6K)	All Managers (Combined)	$349.3K	0.1% ($349.3K/$381.9M)	QoQ +2.77% (+$9.4K) YoY -83.36% (-$1.8M)
Walt Disney Co(DIScusip254687106)	3.4K	QoQ -0.67% (-23) YoY -0.67% (-23)	All Managers (Combined)	$331.9K	0.1% ($331.9K/$381.9M)	QoQ -11.96% (-$45.1K) YoY -19.88% (-$82.4K)
CHEVRON CORP(CVXcusip166764100)	2.0K	QoQ 0.00% (+0) YoY -3.65% (-74)	All Managers (Combined)	$326.7K	0.1% ($326.7K/$381.9M)	QoQ +15.49% (+$43.8K) YoY +2.18% (-$7.0K)
MORGAN STANLEY(MScusip617446448)	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$317.2K	0.1% ($317.2K/$381.9M)	QoQ -7.19% (-$24.6K) YoY +23.90% (+$61.2K)
COMCAST CORP(CMCSAcusip20030N101)	8.3K	QoQ 0.00% (-0) YoY -2.62% (-223)	All Managers (Combined)	$305.0K	0.1% ($305.0K/$381.9M)	QoQ -1.67% (-$5.2K) YoY -17.11% (-$63.0K)
(cusip46138E628)✕	4.8K	QoQ 0.00% (-0) YoY -11.83% (-650)	All Managers (Combined)	$303.9K	0.1% ($303.9K/$381.9M)	QoQ -3.94% (-$12.5K) YoY +3.13% (-$9.2K)
(cusip81369Y886)✕	3.6K	QoQ 0.00% (+0) YoY -0.60% (-22)	All Managers (Combined)	$285.4K	0.1% ($285.4K/$381.9M)	QoQ +4.17% (+$11.4K) YoY +19.38% (-$46.3K)
UNION PACIFIC CORP(UNPcusip907818108)	1.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$283.5K	0.1% ($283.5K/$381.9M)	QoQ +3.59% (+$9.8K) YoY -3.94% (-$11.6K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	18.8K	QoQ 0.00% (-0) YoY -1.51% (-289)	All Managers (Combined)	$282.5K	0.1% ($282.5K/$381.9M)	QoQ -7.74% (-$23.7K) YoY +5.97% (-$15.9K)
(cusip81369Y407)✕	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$259.9K	0.1% ($259.9K/$381.9M)	QoQ -11.98% (-$35.4K) YoY +7.37% (+$17.9K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.0K	QoQ -3.95% (-43) YoY -10.00% (-116)	All Managers (Combined)	$258.7K	0.1% ($258.7K/$381.9M)	QoQ -6.06% (-$16.7K) YoY -16.82% (-$52.3K)
CATERPILLAR INC(CATcusip149123101)	740	QoQ 0.00% (-0) YoY -2.63% (-20)	All Managers (Combined)	$244.1K	0.1% ($244.1K/$381.9M)	QoQ -9.08% (-$24.4K) YoY -12.36% (-$34.4K)
(XLKcusip81369Y803)	1.1K	QoQ -0.51% (-6) YoY -2.78% (-33)	All Managers (Combined)	$237.5K	0.1% ($237.5K/$381.9M)	QoQ -11.65% (-$31.3K) YoY -3.62% (-$8.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	868	QoQ NEW(+868) YoY NEW(+868)	All Managers (Combined)	$215.8K	0.1% ($215.8K/$381.9M)	QoQ NEW(+$215.8K) YoY NEW(+$215.8K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$206.7K	0.1% ($206.7K/$381.9M)	QoQ NEW(+$206.7K) YoY NEW(+$206.7K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	861	QoQ -3.36% (-30) YoY -7.51% (-70)	All Managers (Combined)	$203.9K	0.1% ($203.9K/$381.9M)	QoQ -2.48% (-$5.2K) YoY -14.05% (-$33.4K)