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Broadleaf Partners, LLC

SEC CIK
0001712686
Latest filing
Aug 13, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 23, 2021. Long positions only.

Institution overview
Positions
71
No 13F data for Q4 2020
Portfolio value
$265.5M
No 13F data for Q4 2020
Filed
Apr 23, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Broadleaf Partners, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock6,295$19.5M7.3%––History
MSFTMicrosoft CorpStock76,886$18.1M6.8%––History
AAPLApple Inc.Stock140,232$17.1M6.5%––History
GOOGAlphabet Inc.Stock7,502$15.5M5.8%––History
METAMeta Platforms, Inc.Stock37,450$11.0M4.2%––History
PYPLPayPal Holdings, Inc.Stock44,370$10.8M4.1%––History
Schwab International Equity ETF808524805ETF222,285$8.36M3.1%–––
DISWalt Disney CoStock41,342$7.63M2.9%––History
NFLXNetflix IncStock14,209$7.41M2.8%––History
BIIBBiogen Inc.COM25,518$7.14M2.7%––History
VRTXVertex Pharmaceuticals IncStock32,319$6.95M2.6%––History
GSGoldman Sachs Group IncStock20,949$6.85M2.6%––History
ADBEAdobe Inc.Stock13,550$6.44M2.4%––History
TTDTrade Desk, Inc.Stock9,778$6.37M2.4%––History
DHRDanaher CorpStock27,898$6.28M2.4%––History
MAMastercard IncStock16,340$5.82M2.2%––History
ISRGIntuitive Surgical IncCOM NEW7,823$5.78M2.2%––History
CFCF Industries Holdings, Inc.COM123,957$5.63M2.1%––History
NOWServiceNow, Inc.Stock11,109$5.56M2.1%––History
CRMSalesforce, Inc.Stock25,558$5.42M2.0%––History
Schwab U.S. Mid-Cap ETF808524508ETF71,501$5.32M2.0%–––
UNHUnitedHealth Group IncStock14,263$5.31M2.0%––History
PCTYPaylocity Holding CorpCOM29,101$5.23M2.0%––History
VVisa Inc.Stock24,521$5.19M2.0%––History
UNPUnion Pacific CorpStock19,656$4.33M1.6%––History
AMTAmerican Tower CorpREIT16,563$3.96M1.5%––History
INTUIntuit Inc.Stock9,271$3.55M1.3%––History
Schwab US Dividend Equity ETF808524797ETF48,202$3.52M1.3%–––
ICEIntercontinental Exchange, Inc.Stock27,977$3.12M1.2%––History
COSTCostco Wholesale CorpStock8,777$3.09M1.2%––History
Schwab U.S. Large-Cap Growth ETF808524300ETF22,453$2.91M1.1%–––
SHWSherwin Williams CoCOM3,943$2.91M1.1%––History
SUISun Communities IncCOM18,333$2.75M1.0%––History
Schwab U.S. Small-Cap ETF808524607ETF23,279$2.32M0.9%–––
TSLATesla, Inc.Stock3,333$2.23M0.8%––History
ANETArista Networks, Inc.COM7,080$2.14M0.8%––History
SLBSLB LimitedStock73,775$2.01M0.8%––History
Vanguard Ftse Emerging Markets ETF922042858ETF37,824$1.97M0.7%–––
Vanguard Morningstar Small-Cap Growth ETF922908595ETF6,649$1.83M0.7%–––
iShares Russell Mid-Cap Growth ETF464287481ETF16,583$1.69M0.6%–––
LULUlululemon athletica inc.Stock5,166$1.58M0.6%––History
State Street Utilities Select Sector SPDR ETF81369Y886ETF24,418$1.56M0.6%–––
JNJJohnson & JohnsonStock7,235$1.19M0.4%––History
Vanguard Morningstar Value ETF922908744ETF8,484$1.11M0.4%–––
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK33,356$977.0K0.4%–––
HDHome Depot, Inc.Stock2,212$675.0K0.3%––History
ABTAbbott LaboratoriesStock5,506$660.0K0.2%––History
BRK.BBerkshire Hathaway IncStock2,384$609.0K0.2%––History
ABBVAbbVie Inc.Stock5,431$588.0K0.2%––History
PGProcter & Gamble CoStock3,951$535.0K0.2%––History
CMCSAComcast CorpStock9,789$530.0K0.2%––History
PEPPepsiCo IncStock3,578$506.0K0.2%––History
BALLBALL CorpCOM5,400$458.0K0.2%––History
iShares Tr464287556ISHARES BIOTECH2,924$440.0K0.2%–––
CSCOCisco Systems, Inc.Stock8,226$425.0K0.2%––History
GOOGLAlphabet Inc.Stock197$406.0K0.2%––History
Schwab U.S. Broad Market ETF808524102ETF3,765$364.0K0.1%–––
Invesco Exch Traded FD Tr II46138E628KBW BK ETF5,801$359.0K0.1%–––
iShares Russell 1000 Growth ETF464287614ETF1,471$358.0K0.1%–––
MCOMoodys CorpStock1,070$320.0K0.1%––History
GLDSPDR Gold TrustETF1,836$294.0K0.1%––History
SPDR Series Trust78464A763ST STR SP DIV2,448$289.0K0.1%–––
MCDMcDonalds CorpStock1,285$288.0K0.1%––History
NSCNorfolk Southern CorpStock1,029$276.0K0.1%––History
HBANHuntington Bancshares IncCOM17,324$272.0K0.1%––History
CVXChevron CorpStock2,568$269.0K0.1%––History
ITWIllinois Tool Works IncStock1,159$257.0K0.1%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF1,713$228.0K0.1%–––
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,316$221.0K0.1%–––
MSMorgan StanleyStock2,719$211.0K0.1%––History
TGTTarget CorpStock1,055$209.0K0.1%––History