Portfolio (Quarterly)
Guide ↗
Broadleaf Partners, LLC
· CIK 0001712686| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc. | Communication Services | 122,297 | $11.8M | 2.74% | SOLD |
| 2 | UBER | Uber Technologies Inc. | Technology | 92,189 | $6.6M | 1.55% | SOLD |
| 3 | NOW | Service Now Inc | Technology | 56,002 | $5.9M | 1.36% | SOLD |
| 4 | BKNG | Booking Holdings Inc | Consumer Cyclical | 1,208 | $5.1M | 1.19% | SOLD |
| 5 | SHOP | Shopify Inc. Class A | Technology | 38,353 | $4.5M | 1.06% | SOLD |
| 6 | TDG | Transdigm Group Inc | Industrials | 2,907 | $3.4M | 0.79% | SOLD |
| 7 | PANW | Palo Alto Networks | Technology | 17,317 | $2.8M | 0.65% | SOLD |
| 8 | SPOT | Spotify Technology S | Communication Services | 4,932 | $2.4M | 0.56% | SOLD |
| 9 | VOO | Vanguard S&P 500 ETF | — | 2,325 | $1.4M | 0.32% | SOLD |
| 10 | FE | FIRSTENERGY CORP | Utilities | 7,950 | $403K | 0.09% | SOLD |
| 11 | ABT | Abbott Laboratories | Healthcare | 2,191 | $225K | 0.05% | SOLD |
| 12 | TFC | Truist Finl Corp | Financial Services | 4,410 | $203K | 0.05% | SOLD |
Sector Allocation
Technology
60.6%
Industrials
12.9%
Consumer Cyclical
12.0%
Healthcare
8.6%
Utilities
3.5%
Financial Services
1.7%
Consumer Defensive
0.4%
Energy
0.1%
Communication Services
0.1%