Broadleaf Partners, LLC
- SEC CIK
- 0001712686
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 82
- +3 vs. Q1 2025
- Portfolio value
- $454.2M
- +$72.3M (+18.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,924 | $208.8K | <0.1% | +1,924 | New | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 495 | $210.2K | <0.1% | +495 | New | – |
| NSCNorfolk Southern Corp | Stock | 861 | $220.4K | <0.1% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 2,640 | $240.9K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 868 | $255.9K | 0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 1,043 | $257.9K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 1,200 | $276.1K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 1,953 | $279.6K | 0.1% | 00.0% | Unchanged | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,316 | $286.0K | 0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 740 | $287.3K | 0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,140 | $288.7K | 0.1% | −10−0.9% | Reduced | – |
| CMCSAComcast Corp | Stock | 8,265 | $295.0K | 0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,619 | $295.5K | 0.1% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 2,229 | $303.2K | 0.1% | −1,447−39.4% | Reduced | History |
| FEFirstenergy Corp | COM | 7,650 | $308.0K | 0.1% | −5,000−39.5% | Reduced | History |
| HBANHuntington Bancshares Inc | COM | 18,818 | $315.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,472 | $320.1K | 0.1% | −1,246−16.1% | Reduced | – |
| MCDMcDonalds Corp | Stock | 1,181 | $345.1K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 4,841 | $346.7K | 0.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 1,204 | $367.0K | 0.1% | −1,343−52.7% | Reduced | History |
| MSMorgan Stanley | Stock | 2,719 | $383.0K | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 3,363 | $417.0K | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 3,595 | $474.7K | 0.1% | −344−8.7% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,299 | $476.3K | 0.1% | −121−8.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 6,909 | $479.3K | 0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 980 | $490.0K | 0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,020 | $511.6K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 4,812 | $518.7K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,797 | $546.2K | 0.1% | −322−15.2% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,045 | $573.0K | 0.1% | +26+0.1% | Added | – |
| GOOGLAlphabet Inc. | Stock | 3,360 | $592.1K | 0.1% | −353−9.5% | Reduced | History |
| PGProcter & Gamble Co | Stock | 5,566 | $886.8K | 0.2% | −25−0.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 4,818 | $894.3K | 0.2% | −945−16.4% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,924 | $1.09M | 0.2% | −377−16.4% | Reduced | – |
| JNJJohnson & Johnson | Stock | 7,207 | $1.10M | 0.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,324 | $1.13M | 0.2% | −5,879−71.7% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,695 | $1.89M | 0.4% | −282−2.6% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,112 | $2.27M | 0.5% | +185+4.7% | Added | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,018 | $2.68M | 0.6% | +22+0.4% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 19,522 | $2.71M | 0.6% | +852+4.6% | Added | – |
| UTHRUnited Therapeutics Corp | COM | 9,490 | $2.73M | 0.6% | −8−0.1% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 130,501 | $3.30M | 0.7% | +10,352+8.6% | Added | – |
| TXRHTexas Roadhouse, Inc. | COM | 17,815 | $3.34M | 0.7% | +125+0.7% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 18,135 | $3.71M | 0.8% | +18,135 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 68,145 | $3.83M | 0.8% | −77,597−53.2% | Reduced | History |
| BALLBALL Corp | COM | 69,196 | $3.88M | 0.9% | −7,000−9.2% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 5,139 | $3.94M | 0.9% | +5,139 | New | History |
| APPAppLovin Corp | COM CL A | 12,057 | $4.22M | 0.9% | −18−0.1% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 172,115 | $4.56M | 1.0% | −707−0.4% | Reduced | – |
| TDGTransDigm Group INC | COM | 3,051 | $4.64M | 1.0% | −2−0.1% | Reduced | History |
| SHWSherwin Williams Co | COM | 13,767 | $4.73M | 1.0% | −15−0.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 6,365 | $4.96M | 1.1% | −25−0.4% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 39,960 | $5.37M | 1.2% | −229−0.6% | Reduced | History |
| TSLATesla, Inc. | Stock | 17,256 | $5.48M | 1.2% | −12−0.1% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 230,526 | $6.47M | 1.4% | +11,309+5.2% | Added | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 136,407 | $6.58M | 1.4% | +17,648+14.9% | Added | – |
| BKNGBooking Holdings Inc. | Stock | 1,282 | $7.42M | 1.6% | +631+96.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 26,015 | $7.54M | 1.7% | +12,442+91.7% | Added | History |
| URIUnited Rentals, Inc. | COM | 10,496 | $7.91M | 1.7% | +18+0.2% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 60,472 | $8.24M | 1.8% | +5,367+9.7% | Added | History |
| ORCLOracle Corp | Stock | 38,033 | $8.32M | 1.8% | −207−0.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 96,198 | $8.98M | 2.0% | −334−0.3% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 70,531 | $9.06M | 2.0% | −417−0.6% | Reduced | History |
| MAMastercard Inc | Stock | 17,594 | $9.89M | 2.2% | −31−0.2% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 96,772 | $9.90M | 2.2% | −3,911−3.9% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 19,064 | $10.4M | 2.3% | −97−0.5% | Reduced | History |
| CTASCintas Corp | Stock | 46,711 | $10.4M | 2.3% | −37−0.1% | Reduced | History |
| PGRProgressive Corp | Stock | 39,600 | $10.6M | 2.3% | −31−0.1% | Reduced | History |
| ARMArm Holdings PLC | ADR | 72,433 | $11.7M | 2.6% | +665+0.9% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 18,040 | $12.8M | 2.8% | −53−0.3% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 12,912 | $12.8M | 2.8% | −71−0.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 9,685 | $13.0M | 2.9% | −38−0.4% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 12,907 | $13.3M | 2.9% | −73−0.6% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 50,139 | $13.8M | 3.0% | +13,576+37.1% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 478,458 | $14.0M | 3.1% | +39,623+9.0% | Added | – |
| GOOGAlphabet Inc. | Stock | 85,025 | $15.1M | 3.3% | −18,815−18.1% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 769,942 | $17.0M | 3.7% | −92,760−10.8% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 26,503 | $19.6M | 4.3% | −147−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 95,836 | $19.7M | 4.3% | −18,412−16.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 111,606 | $24.5M | 5.4% | −213−0.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 191,082 | $30.2M | 6.6% | −1,500−0.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 61,915 | $30.8M | 6.8% | −281−0.5% | Reduced | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.