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.
- Positions
- 71
- No 13F data for Q4 2020
- Portfolio value
- $265.5M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 6,295 | $19.5M | 7.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 76,886 | $18.1M | 6.8% | – | – | History |
| AAPLApple Inc. | Stock | 140,232 | $17.1M | 6.5% | – | – | History |
| GOOGAlphabet Inc. | Stock | 7,502 | $15.5M | 5.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 37,450 | $11.0M | 4.2% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 44,370 | $10.8M | 4.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 222,285 | $8.36M | 3.1% | – | – | – |
| DISWalt Disney Co | Stock | 41,342 | $7.63M | 2.9% | – | – | History |
| NFLXNetflix Inc | Stock | 14,209 | $7.41M | 2.8% | – | – | History |
| BIIBBiogen Inc. | COM | 25,518 | $7.14M | 2.7% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 32,319 | $6.95M | 2.6% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 20,949 | $6.85M | 2.6% | – | – | History |
| ADBEAdobe Inc. | Stock | 13,550 | $6.44M | 2.4% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 9,778 | $6.37M | 2.4% | – | – | History |
| DHRDanaher Corp | Stock | 27,898 | $6.28M | 2.4% | – | – | History |
| MAMastercard Inc | Stock | 16,340 | $5.82M | 2.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 7,823 | $5.78M | 2.2% | – | – | History |
| CFCF Industries Holdings, Inc. | COM | 123,957 | $5.63M | 2.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 11,109 | $5.56M | 2.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 25,558 | $5.42M | 2.0% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 71,501 | $5.32M | 2.0% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 14,263 | $5.31M | 2.0% | – | – | History |
| PCTYPaylocity Holding Corp | COM | 29,101 | $5.23M | 2.0% | – | – | History |
| VVisa Inc. | Stock | 24,521 | $5.19M | 2.0% | – | – | History |
| UNPUnion Pacific Corp | Stock | 19,656 | $4.33M | 1.6% | – | – | History |
| AMTAmerican Tower Corp | REIT | 16,563 | $3.96M | 1.5% | – | – | History |
| INTUIntuit Inc. | Stock | 9,271 | $3.55M | 1.3% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 48,202 | $3.52M | 1.3% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 27,977 | $3.12M | 1.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 8,777 | $3.09M | 1.2% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 22,453 | $2.91M | 1.1% | – | – | – |
| SHWSherwin Williams Co | COM | 3,943 | $2.91M | 1.1% | – | – | History |
| SUISun Communities Inc | COM | 18,333 | $2.75M | 1.0% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 23,279 | $2.32M | 0.9% | – | – | – |
| TSLATesla, Inc. | Stock | 3,333 | $2.23M | 0.8% | – | – | History |
| ANETArista Networks, Inc. | COM | 7,080 | $2.14M | 0.8% | – | – | History |
| SLBSLB Limited | Stock | 73,775 | $2.01M | 0.8% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 37,824 | $1.97M | 0.7% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 6,649 | $1.83M | 0.7% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 16,583 | $1.69M | 0.6% | – | – | – |
| LULUlululemon athletica inc. | Stock | 5,166 | $1.58M | 0.6% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 24,418 | $1.56M | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 7,235 | $1.19M | 0.4% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,484 | $1.11M | 0.4% | – | – | – |
| T Rowe Price ETF Inc87283Q305 | PRICE GRW STOCK | 33,356 | $977.0K | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,212 | $675.0K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 5,506 | $660.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,384 | $609.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 5,431 | $588.0K | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 3,951 | $535.0K | 0.2% | – | – | History |
| CMCSAComcast Corp | Stock | 9,789 | $530.0K | 0.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 3,578 | $506.0K | 0.2% | – | – | History |
| BALLBALL Corp | COM | 5,400 | $458.0K | 0.2% | – | – | History |
| iShares Tr464287556 | ISHARES BIOTECH | 2,924 | $440.0K | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 8,226 | $425.0K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 197 | $406.0K | 0.2% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,765 | $364.0K | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 5,801 | $359.0K | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,471 | $358.0K | 0.1% | – | – | – |
| MCOMoodys Corp | Stock | 1,070 | $320.0K | 0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 1,836 | $294.0K | 0.1% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,448 | $289.0K | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,285 | $288.0K | 0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 1,029 | $276.0K | 0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 17,324 | $272.0K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 2,568 | $269.0K | 0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 1,159 | $257.0K | 0.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,713 | $228.0K | 0.1% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,316 | $221.0K | 0.1% | – | – | – |
| MSMorgan Stanley | Stock | 2,719 | $211.0K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 1,055 | $209.0K | 0.1% | – | – | History |