Broadleaf Partners, LLC

Q3 2025 13F-HR Holdings

Location
Hudson, OH
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
80
Total value ($000)
$479,671
Net value change ($000)
+25,435 (5.6%)
New positions
1
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 5,247 34.8%
JPM 5,006 66.4%
NVDA 4,942 16.4%
ORCL 4,504 54.2%
TSLA 4,451 81.2%
AAPL 4,365 22.2%
APP 4,294 101.7%
ANET 3,994 40.3%
PLTR 2,644 32.1%
AVGO 2,448 17.7%
Top Reduces (Value $000, Stocks/ETFs)
SHW -4,727 -100.0%
CMG -3,826 -100.0%
VRTX -2,679 -100.0%
ISRG -1,965 -19.0%
BALL -1,905 -49.1%
ARM -1,624 -13.9%
NOW -1,570 -11.8%
NFLX -1,554 -12.0%
COST -1,032 -8.1%
CTAS -974 -9.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type