Broadleaf Partners, LLC - Q4 2019 holdings

$183 Million is the total value of Broadleaf Partners, LLC's 65 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .

 Value Shares↓ Weighting
ZM ExitZoom Video Commmunication$0-26,568
-100.0%
-1.26%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-01-31
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Microsoft Corp.27Q2 20247.5%
Apple Inc.27Q2 20247.4%
Alphabet Inc. Class C27Q2 20246.2%
SCHWAB INTERNATIONAL EQUITY ET27Q2 20244.2%
Mastercard Inc Class A27Q2 20243.8%
CHARLES SCHWAB US MC ETF27Q2 20242.4%
UNION PACIFIC CORP27Q2 20243.4%
HOME DEPOT INC27Q2 20242.7%
SCHWAB US DIVIDEND EQUITY ETF27Q2 20241.4%
VANGUARD FTSE EMERGING MARKETS27Q2 20241.6%

View Broadleaf Partners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-08-12
N-PX2024-08-09
13F-HR2024-05-14
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-11
13F-HR2023-02-10
13F-HR2022-11-08
13F-HR2022-08-09

View Broadleaf Partners, LLC's complete filings history.

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