Broadleaf Partners, LLC
- SEC CIK
- 0001712686
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 79
- +2 vs. Q4 2024
- Portfolio value
- $381.9M
- −$46.2M (−10.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NSCNorfolk Southern Corp | Stock | 861 | $203.9K | 0.1% | −30−3.4% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 2,640 | $206.7K | 0.1% | +2,640 | New | History |
| IBMInternational Business Machines Corp | Stock | 868 | $215.8K | 0.1% | +868 | New | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,150 | $237.5K | 0.1% | −6−0.5% | Reduced | – |
| CATCaterpillar Inc | Stock | 740 | $244.1K | 0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 1,043 | $258.7K | 0.1% | −43−4.0% | Reduced | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,316 | $259.9K | 0.1% | 00.0% | Unchanged | – |
| HBANHuntington Bancshares Inc | COM | 18,818 | $282.5K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 1,200 | $283.5K | 0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,619 | $285.4K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 4,841 | $303.9K | 0.1% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 8,265 | $305.0K | 0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 2,719 | $317.2K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 1,953 | $326.7K | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 3,363 | $331.9K | 0.1% | −23−0.7% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,718 | $349.3K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,181 | $368.9K | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 6,909 | $426.4K | 0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,020 | $475.0K | 0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 3,676 | $487.6K | 0.1% | −1,800−32.9% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 980 | $501.8K | 0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 12,650 | $511.3K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,019 | $517.1K | 0.1% | +511+2.2% | Added | – |
| HDHome Depot, Inc. | Stock | 1,420 | $520.4K | 0.1% | −270−16.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 4,812 | $572.3K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 3,713 | $574.2K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,119 | $582.4K | 0.2% | −372−14.9% | Reduced | – |
| PEPPepsiCo Inc | Stock | 3,939 | $590.6K | 0.2% | −620−13.6% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 2,547 | $733.9K | 0.2% | −121−4.5% | Reduced | History |
| PGProcter & Gamble Co | Stock | 5,591 | $952.9K | 0.2% | −19−0.3% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,301 | $1.18M | 0.3% | +407+21.5% | Added | – |
| JNJJohnson & Johnson | Stock | 7,207 | $1.20M | 0.3% | −4−0.1% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 5,763 | $1.21M | 0.3% | −1,800−23.8% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,927 | $1.84M | 0.5% | +34+0.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,977 | $1.90M | 0.5% | +462+4.4% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 18,670 | $2.19M | 0.6% | −1,278−6.4% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 120,149 | $2.82M | 0.7% | +1,517+1.3% | Added | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,996 | $2.91M | 0.8% | −10,927−64.6% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 9,498 | $2.93M | 0.8% | −189−2.0% | Reduced | History |
| TXRHTexas Roadhouse, Inc. | COM | 17,690 | $2.95M | 0.8% | +17,690 | New | History |
| KKRKKR & Co. Inc. | COM | 25,545 | $2.95M | 0.8% | +25,545 | New | History |
| BKNGBooking Holdings Inc. | Stock | 651 | $3.00M | 0.8% | +651 | New | History |
| APPAppLovin Corp | COM CL A | 12,075 | $3.20M | 0.8% | −176−1.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 13,573 | $3.33M | 0.9% | +13,573 | New | History |
| BALLBALL Corp | COM | 76,196 | $3.97M | 1.0% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 40,189 | $3.99M | 1.0% | −16,317−28.9% | Reduced | History |
| TDGTransDigm Group INC | COM | 3,053 | $4.22M | 1.1% | −2,864−48.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 8,203 | $4.37M | 1.1% | +5,865+250.9% | Added | History |
| TSLATesla, Inc. | Stock | 17,268 | $4.48M | 1.2% | +17,268 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 55,105 | $4.65M | 1.2% | −859−1.5% | Reduced | History |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 118,759 | $4.75M | 1.2% | −3,660−3.0% | Reduced | – |
| SHWSherwin Williams Co | COM | 13,782 | $4.81M | 1.3% | −252−1.8% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 172,822 | $4.83M | 1.3% | +3,634+2.1% | Added | – |
| VRTVertiv Holdings Co | COM CL A | 70,948 | $5.12M | 1.3% | −1,375−1.9% | Reduced | History |
| LLYEli Lilly & Co | Stock | 6,390 | $5.28M | 1.4% | −7,204−53.0% | Reduced | History |
| ORCLOracle Corp | Stock | 38,240 | $5.35M | 1.4% | −401−1.0% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 219,217 | $5.74M | 1.5% | −767−0.3% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 36,563 | $6.12M | 1.6% | +36,563 | New | History |
| URIUnited Rentals, Inc. | COM | 10,478 | $6.57M | 1.7% | −211−2.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 96,532 | $7.03M | 1.8% | −2,239−2.3% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 145,742 | $7.32M | 1.9% | −34,280−19.0% | Reduced | History |
| ARMArm Holdings PLC | ADR | 71,768 | $7.66M | 2.0% | −1,424−1.9% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 100,683 | $7.80M | 2.0% | −25,040−19.9% | Reduced | History |
| NFLXNetflix Inc | Stock | 9,723 | $9.07M | 2.4% | −3,848−28.4% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 19,161 | $9.49M | 2.5% | −4,997−20.7% | Reduced | History |
| CTASCintas Corp | Stock | 46,748 | $9.61M | 2.5% | +16,428+54.2% | Added | History |
| MAMastercard Inc | Stock | 17,625 | $9.66M | 2.5% | −271−1.5% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 18,093 | $9.88M | 2.6% | +5,603+44.9% | Added | History |
| NOWServiceNow, Inc. | Stock | 12,980 | $10.3M | 2.7% | −146−1.1% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 438,835 | $11.0M | 2.9% | −11,484−2.6% | Reduced | – |
| PGRProgressive Corp | Stock | 39,631 | $11.2M | 2.9% | −644−1.6% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 12,983 | $12.3M | 3.2% | −241−1.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 26,650 | $15.4M | 4.0% | −2,570−8.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 103,840 | $16.2M | 4.2% | +16,469+18.8% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 862,702 | $17.1M | 4.5% | +62,127+7.8% | Added | – |
| NVDANVIDIA Corp | Stock | 192,582 | $20.9M | 5.5% | −26,635−12.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 111,819 | $21.3M | 5.6% | −412−0.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 62,196 | $23.3M | 6.1% | −943−1.5% | Reduced | History |
| AAPLApple Inc. | Stock | 114,248 | $25.4M | 6.6% | −1,909−1.6% | Reduced | History |
Sold out since Q4 2024 (6)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| TTDTrade Desk, Inc. | Stock | 90,854 | $10.7M | 2.5% | History |
| ADIAnalog Devices Inc | Stock | 13,869 | $2.95M | 0.7% | History |
| RACEFerrari N.V. | COM | 5,634 | $2.39M | 0.6% | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,280 | $301.2K | 0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 539 | $216.5K | 0.1% | – |
| RPMRPM International Inc | COM | 1,704 | $209.7K | <0.1% | History |