BROADLEAF PARTNERS, LLC
BROADLEAF PARTNERS, LLC runs BROADLEAF PARTNERS, LLC and currently holds 86 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $516.56M. Their top holdings are NVDA, GOOG, AAPL, AMZN, SCHF. The top five represent 28.6% of reported portfolio weight. BROADLEAF PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BROADLEAF PARTNERS, LLC initiated 13 new positions. They added to 27 existing positions. They trimmed 23 positions. Their current best-performing preview position is ARM with returns of +134.38%.
86 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NVDA Nvidia Corp. | 6.97% | $43.80 | $214.76 | +390.32% | Trimmed -1.08% |
GOOG Alphabet Inc. Class C | 6.73% | $171.38 | $341.75 | +99.41% | Added +22.58% |
AAPL Apple Inc. | 5.24% | $112.33 | $309.35 | +175.39% | Added +2.45% |
AMZN Amazon.com Inc. | 4.85% | $138.75 | $258.63 | +86.40% | Added +0.01% |
SCHF Schwab International Equity ET | 4.80% | $18.47 | $28.46 | +54.06% | Added +2.37% |
LLY Eli Lilly & Co | 3.96% | $876.43 | $1,254.77 | +43.17% | Added +87.37% |
AVGO Broadcom Inc. | 3.65% | $206.61 | $368.45 | +78.33% | Trimmed -6.37% |
VRT Vertiv Holdings Co Class A | 3.03% | $48.03 | $262.00 | +445.49% | Trimmed -30.39% |
MSFT Microsoft Corp. | 2.99% | $140.29 | $483.24 | +244.46% | Trimmed -30.27% |
ANET Arista Networks Inc. | 2.83% | $110.53 | $188.67 | +70.70% | Trimmed -5.85% |
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