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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Broadleaf Partners, LLC

Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0000950123-23-007369

Total Value
$306.5M
Positions
75
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (75)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT65,493$22.3M7.28%
2Apple IncAAPL111,597$21.6M7.06%
3Schwab International Equity ET808524805339,341$12.1M3.95%
4Intuitive SurgicalISRG29,726$10.2M3.32%
5United Rentals IncURI21,378$9.5M3.11%
6Service Now IncNOW16,900$9.5M3.10%
7Eli Lilly & Co.LLY19,699$9.2M3.01%
8The Trade Desk Inc Class A88339J105118,210$9.1M2.98%
9Alphabet Inc. Class CGOOG73,494$8.9M2.90%
10Schwab US Large Cap Growth ETF808524300118,483$8.9M2.90%
11Mastercard Inc Class AMA22,292$8.8M2.86%
12Ulta Beauty Inc.ULTA17,641$8.3M2.71%
13Amazon Com IncAMZN61,460$8.0M2.61%
14Chipotle Mexican GrilleCMG3,627$7.8M2.53%
15Dexcom IncDXCM59,270$7.6M2.49%
16Costco Wholesale CoCOST13,836$7.4M2.43%
17Lockheed Martin CorpLMT16,040$7.4M2.41%
18Analog DevicesADI37,870$7.4M2.41%
19SLBSLB147,898$7.3M2.37%
20Nvidia CorpNVDA16,862$7.1M2.33%
21Arista Networks IncANET43,862$7.1M2.32%
22UnitedHealth Grp IncUNH14,685$7.1M2.30%
23Intuit IncINTU15,106$6.9M2.26%
24Sherwin Williams CoSHW25,194$6.7M2.18%
25Tesla Motors IncTSLA24,678$6.5M2.11%
26Enphase Energy Inc.ENPH37,090$6.2M2.03%
27Vertex PharmaceuticalsVRTX17,598$6.2M2.02%
28Airbnb Inc.ABNB44,864$5.7M1.88%
29Meta Platforms Inc Class AMETA17,726$5.1M1.66%
30Charles Schwab US MC ETF80852450865,083$4.6M1.51%
31Ball CorporationBALL76,196$4.4M1.45%
32O'Reilly Automotive67103H1073,847$3.7M1.20%
33Danaher Corp23585110215,267$3.7M1.20%
34General Dynamics CoGD15,256$3.3M1.07%
35ConocophillipsCOP31,069$3.2M1.05%
36Schwab US Dividend Equity ETF80852479744,326$3.2M1.05%
37Vanguard FTSE Emerging Markets92204285878,417$3.2M1.04%
38Schwab US Small Cap ETF80852460753,112$2.3M0.76%
39iShares Russell Mid Cap Growth46428748119,458$1.9M0.61%
40Vanguard Value92290874410,118$1.4M0.47%
41Johnson & JohnsonJNJ7,223$1.2M0.39%
42Abbvie IncABBV7,931$1.1M0.35%
43Procter & Gamble7427181096,542$992,7140.32%
44Pepsico IncorporatedPEP4,697$869,9780.28%
45Berkshire Hathaway Class BBRK-A2,339$797,5990.26%
46Exxon Mobil CorpXOM6,457$692,5260.23%
47Northrup Grumman CoNOC1,408$641,7660.21%
48Abbott LaboratoriesABLZF5,856$638,4210.21%
49Spdr Gold Shares ETFGLD3,274$583,6560.19%
50Home Depot IncHD1,745$542,0670.18%
51Vanguard S&P 500 ETF new9229083631,307$532,3150.17%
52Alphabet Inc. Class AGOOG3,920$469,2240.15%
53Cisco Systems IncCSCO8,098$418,9910.14%
54Schwab US Broad Market ETF8085241027,106$367,3800.12%
55Moodys CorpMCO1,040$361,6290.12%
56Comcast Corporation Class ACCZ8,513$353,7150.12%
57McDonalds CorpMCD1,181$352,4220.12%
58Chubb Ltd FCB1,706$328,5070.11%
59Chevron CorporationCVX2,061$324,3180.11%
60Spdr S&P Dividend ETF78464A7632,576$315,7660.10%
61Walt Disney Co2546871063,520$314,2660.10%
62iShares NASDAQ Biotechnology E4642875562,409$305,8470.10%
63Illinois Tool Works4523081091,159$289,9350.09%
64Vanguard Total Stock Market ET9229087691,280$281,9580.09%
65Ishares Russell 1000 Growth Et464287614994$273,5290.09%
66Select Sector UTI Select Spdr 81369Y8863,995$261,4330.09%
67Union Pacific CorpUNP1,200$245,5440.08%
68Oracle Corp.ORCL-PD2,000$238,1800.08%
69Invesco KBW Bank ETFIVZ5,671$232,7950.08%
70Morgan StanleyMS-PQ2,719$232,2030.08%
71SPDR Fund Consume Discre Selec81369Y4071,316$223,4700.07%
72Norfolk Souther Co655844108957$217,0090.07%
73Huntington BancshsHBANP19,532$210,5550.07%
74A T & T INCT-PC13,128$209,3990.07%
75Technology Select Sector SPDR 81369Y8031,190$206,8930.07%