Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROADLEAF PARTNERS LLC | 02-13-2024 | 12-31-2023 | 82 | 341,105,454 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corp | COM | 1 | $24,361,751 | 64,785 | 0.01 | 0.01 | -280 | -0.43 | 12-31-2023 |
| Apple Inc | COM | 2 | $21,572,024 | 112,045 | 0.01 | 0.01 | 1,039 | 0.94 | 12-31-2023 |
| Nvidia Corp | COM | 3 | $15,317,155 | 30,930 | 0.00 | 0.00 | 4,908 | 18.86 | 12-31-2023 |
| Amazon Com Inc | COM | 4 | $14,965,786 | 98,498 | 0.00 | 0.00 | 372 | 0.38 | 12-31-2023 |
