Broadleaf Partners, LLC
- SEC CIK
- 0001712686
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 77
- −2 vs. Q3 2024
- Portfolio value
- $428.1M
- +$5.38M (+1.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NSCNorfolk Southern Corp | Stock | 891 | $209.1K | <0.1% | 00.0% | Unchanged | History |
| RPMRPM International Inc | COM | 1,704 | $209.7K | <0.1% | −19−1.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 539 | $216.5K | 0.1% | −418−43.7% | Reduced | – |
| CATCaterpillar Inc | Stock | 740 | $268.4K | 0.1% | −20−2.6% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,156 | $268.8K | 0.1% | −6−0.5% | Reduced | – |
| UNPUnion Pacific Corp | Stock | 1,200 | $273.6K | 0.1% | −12,300−91.1% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,619 | $273.9K | 0.1% | 00.0% | Unchanged | – |
| ITWIllinois Tool Works Inc | Stock | 1,086 | $275.4K | 0.1% | −73−6.3% | Reduced | History |
| CVXChevron Corp | Stock | 1,953 | $282.9K | 0.1% | 00.0% | Unchanged | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,316 | $295.2K | 0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,280 | $301.2K | 0.1% | −300−11.6% | Reduced | – |
| HBANHuntington Bancshares Inc | COM | 18,818 | $306.2K | 0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 8,265 | $310.2K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 4,841 | $316.4K | 0.1% | −650−11.8% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,718 | $339.9K | 0.1% | −502−6.1% | Reduced | – |
| MSMorgan Stanley | Stock | 2,719 | $341.8K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,181 | $342.4K | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 3,386 | $377.0K | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 6,909 | $409.0K | 0.1% | −1,108−13.8% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 980 | $459.9K | 0.1% | −428−30.4% | Reduced | History |
| MCOMoodys Corp | Stock | 1,020 | $482.8K | 0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 12,650 | $503.2K | 0.1% | +12,650 | New | History |
| XOMExxonMobil Holdings Corp | COM | 4,812 | $517.6K | 0.1% | −1,645−25.5% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 23,508 | $533.6K | 0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| ABTAbbott Laboratories | Stock | 5,476 | $619.4K | 0.1% | −335−5.8% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 2,668 | $646.0K | 0.2% | −638−19.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,690 | $657.4K | 0.2% | −37−2.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 4,559 | $693.2K | 0.2% | −110−2.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,713 | $702.9K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,491 | $721.9K | 0.2% | −607−19.6% | Reduced | – |
| PGProcter & Gamble Co | Stock | 5,610 | $940.5K | 0.2% | −847−13.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,894 | $1.02M | 0.2% | +1,014+115.2% | Added | – |
| JNJJohnson & Johnson | Stock | 7,211 | $1.04M | 0.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,338 | $1.06M | 0.2% | −10.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 7,563 | $1.34M | 0.3% | −335−4.2% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,515 | $1.78M | 0.4% | −329−3.0% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,893 | $1.99M | 0.5% | +118+3.1% | Added | – |
| RACEFerrari N.V. | COM | 5,634 | $2.39M | 0.6% | +5,634 | New | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 19,948 | $2.53M | 0.6% | +213+1.1% | Added | – |
| ADIAnalog Devices Inc | Stock | 13,869 | $2.95M | 0.7% | −156−1.1% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 118,632 | $3.07M | 0.7% | −1,440−1.2% | ReducedConverted for a 2-for-1 split | – |
| UTHRUnited Therapeutics Corp | COM | 9,687 | $3.42M | 0.8% | −58−0.6% | Reduced | History |
| APPAppLovin Corp | COM CL A | 12,251 | $3.97M | 0.9% | +12,251 | New | History |
| BALLBALL Corp | COM | 76,196 | $4.20M | 1.0% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 55,964 | $4.23M | 1.0% | +55,964 | New | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 169,188 | $4.62M | 1.1% | +6,483+4.0% | AddedConverted for a 3-for-1 split | – |
| SHWSherwin Williams Co | COM | 14,034 | $4.77M | 1.1% | −166−1.2% | Reduced | History |
| CTASCintas Corp | Stock | 30,320 | $5.54M | 1.3% | +13,222+77.3% | Added | History |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 122,419 | $5.66M | 1.3% | +4,026+3.4% | Added | – |
| UBERUber Technologies, Inc | Stock | 98,771 | $5.96M | 1.4% | −730−0.7% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 219,984 | $6.10M | 1.4% | +1,806+0.8% | AddedConverted for a 3-for-1 split | – |
| ORCLOracle Corp | Stock | 38,641 | $6.44M | 1.5% | +36,641+1,832.1% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 16,923 | $6.81M | 1.6% | −201−1.2% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 12,490 | $7.15M | 1.7% | −107−0.8% | Reduced | History |
| TDGTransDigm Group INC | COM | 5,917 | $7.50M | 1.8% | −65−1.1% | Reduced | History |
| URIUnited Rentals, Inc. | COM | 10,689 | $7.53M | 1.8% | −133−1.2% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 56,506 | $8.07M | 1.9% | −638−1.1% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 72,323 | $8.22M | 1.9% | −911−1.2% | Reduced | History |
| ARMArm Holdings PLC | ADR | 73,192 | $9.03M | 2.1% | −891−1.2% | Reduced | History |
| MAMastercard Inc | Stock | 17,896 | $9.42M | 2.2% | −230−1.3% | Reduced | History |
| PGRProgressive Corp | Stock | 40,275 | $9.65M | 2.3% | −558−1.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 13,594 | $10.5M | 2.5% | −5,104−27.3% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 90,854 | $10.7M | 2.5% | −24,836−21.5% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 180,022 | $10.9M | 2.5% | −2,558−1.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 13,571 | $12.1M | 2.8% | −188−1.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 13,224 | $12.1M | 2.8% | −155−1.2% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 450,319 | $12.6M | 2.9% | +14,575+3.3% | AddedConverted for a 4-for-1 split | – |
| ISRGIntuitive Surgical Inc | COM NEW | 24,158 | $12.6M | 2.9% | −286−1.2% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 125,723 | $13.9M | 3.2% | −1,973−1.5% | ReducedConverted for a 4-for-1 split | History |
| NOWServiceNow, Inc. | Stock | 13,126 | $13.9M | 3.3% | −3,388−20.5% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 800,575 | $14.8M | 3.5% | +35,449+4.6% | AddedConverted for a 2-for-1 split | – |
| GOOGAlphabet Inc. | Stock | 87,371 | $16.6M | 3.9% | +39,261+81.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 29,220 | $17.1M | 4.0% | −339−1.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 112,231 | $24.6M | 5.8% | −1,446−1.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 63,139 | $26.6M | 6.2% | −830−1.3% | Reduced | History |
| AAPLApple Inc. | Stock | 116,157 | $29.1M | 6.8% | −3,001−2.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 219,217 | $29.4M | 6.9% | −3,157−1.4% | Reduced | History |
Sold out since Q3 2024 (6)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| SNPSSynopsys Inc | COM | 10,766 | $5.45M | 1.3% | History |
| ORLYO Reilly Automotive Inc | Stock | 4,578 | $5.27M | 1.2% | History |
| ABNBAirbnb, Inc. | Stock | 39,621 | $5.02M | 1.2% | History |
| CBChubb Ltd | Stock | 1,706 | $492.0K | 0.1% | History |
| iShares Tr464287556 | ISHARES BIOTECH | 2,122 | $309.0K | 0.1% | – |
| NEENextera Energy Inc | Stock | 2,400 | $202.9K | <0.1% | History |