Broadleaf Partners, LLC
Broadleaf Partners, LLC is an independently owned Registered Investment Advisor (RIA) headquartered in Hudson, Ohio, United States. The firm specializes in growth-oriented wealth management, institutional investment management, and comprehensive financial planning. Founded nearly 20 years ago, Broadleaf Partners serves foundations, endowments, retirement plans, families, high net worth individuals, young professionals, and business owners. The boutique firm focuses on delivering superior investment results and personalized service. They value high-touch support, excellent communication, independent ownership, and nimbly respond to market conditions. Their team is composed of fewer than 25 employees.
Investment Strategy
Broadleaf Partners applies a disciplined and dynamic investment management process with the goal to outperform the S&P 500 over a full market cycle, net of fees. Their approach centers on constructing concentrated portfolios of 30–40 growth-focused stocks, managed through continuous assessment of three cyclical factors: the economic cycle, the innovation cycle, and the credit cycle. Sector allocations respond to macroeconomic and credit conditions, while innovation themes remain core holdings for upside potential despite higher risks. The firm maintains rigorous fundamental research, active portfolio management, and a strict sell discipline, with ongoing critique to improve outcomes. Academic research informs their belief that concentrated portfolios can outperform passive indices.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp. | 6.78% | $30.8M | 61,915 | $140.29 | $497.41 | +$7.4M |
N NVDA | Nvidia Corp. | 6.65% | $30.2M | 191,082 | $43.80 | $157.99 | +$9.3M |
A AMZN | Amazon.com Inc. | 5.39% | $24.5M | 111,606 | $138.75 | $219.39 | +$3.2M |
A AAPL | Apple Inc. | 4.33% | $19.7M | 95,836 | $108.00 | $205.17 | -$5.7M |
M META | Meta Platforms Inc Class A | 4.31% | $19.6M | 26,503 | $297.91 | $738.09 | +$4.2M |