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Broadleaf Partners, LLC

SEC CIK
0001712686
Latest filing
Aug 13, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
80
−2 vs. Q2 2025
Portfolio value
$479.7M
+$25.4M (+5.6%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of Broadleaf Partners, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock188,288$35.1M7.3%−2,794−1.5%ReducedHistory
MSFTMicrosoft CorpStock61,122$31.7M6.6%−793−1.3%ReducedHistory
AMZNAmazon Com IncStock109,609$24.1M5.0%−1,997−1.8%ReducedHistory
AAPLApple Inc.Stock94,365$24.0M5.0%−1,471−1.5%ReducedHistory
GOOGAlphabet Inc.Stock83,472$20.3M4.2%−1,553−1.8%ReducedHistory
METAMeta Platforms, Inc.Stock26,089$19.2M4.0%−414−1.6%ReducedHistory
Schwab International Equity ETF808524805ETF780,433$18.2M3.8%+10,491+1.4%Added–
AVGOBroadcom Inc.Stock49,312$16.3M3.4%−827−1.6%ReducedHistory
GSGoldman Sachs Group IncStock17,724$14.1M2.9%−316−1.8%ReducedHistory
ANETArista Networks, Inc.Stock95,363$13.9M2.9%−1,409−1.5%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF410,497$13.1M2.7%−67,961−14.2%Reduced–
ORCLOracle CorpStock45,580$12.8M2.7%+7,547+19.8%AddedHistory
JPMJPMorgan Chase & CoStock39,780$12.5M2.6%+13,765+52.9%AddedHistory
COSTCostco Wholesale CorpStock12,694$11.7M2.4%−218−1.7%ReducedHistory
NOWServiceNow, Inc.Stock12,712$11.7M2.4%−195−1.5%ReducedHistory
NFLXNetflix IncStock9,521$11.4M2.4%−164−1.7%ReducedHistory
PLTRPalantir Technologies Inc.Stock59,686$10.9M2.3%−786−1.3%ReducedHistory
VRTVertiv Holdings CoCOM CL A69,496$10.5M2.2%−1,035−1.5%ReducedHistory
ARMArm Holdings PLCADR71,316$10.1M2.1%−1,117−1.5%ReducedHistory
TSLATesla, Inc.Stock22,335$9.93M2.1%+5,079+29.4%AddedHistory
MAMastercard IncStock17,317$9.85M2.1%−277−1.6%ReducedHistory
URIUnited Rentals, Inc.COM10,305$9.84M2.1%−191−1.8%ReducedHistory
PGRProgressive CorpStock38,943$9.62M2.0%−657−1.7%ReducedHistory
CTASCintas CorpStock45,969$9.44M2.0%−742−1.6%ReducedHistory
UBERUber Technologies, IncStock94,611$9.27M1.9%−1,587−1.6%ReducedHistory
APPAppLovin CorpCOM CL A11,851$8.52M1.8%−206−1.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW18,770$8.39M1.8%−294−1.5%ReducedHistory
BKNGBooking Holdings Inc.Stock1,256$6.78M1.4%−26−2.0%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF225,077$6.67M1.4%−5,449−2.4%Reduced–
Fidelity Covington Trust316092352BLUE CHIP GRWTH121,315$6.51M1.4%−15,092−11.1%Reduced–
DDOGDatadog, Inc.CL A COM39,284$5.59M1.2%−676−1.7%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF182,831$4.99M1.0%+10,716+6.2%Added–
LLYEli Lilly & CoStock6,258$4.77M1.0%−107−1.7%ReducedHistory
TDGTransDigm Group INCCOM2,997$3.95M0.8%−54−1.8%ReducedHistory
UTHRUnited Therapeutics CorpCOM9,325$3.91M0.8%−165−1.7%ReducedHistory
PANWPalo Alto Networks IncStock17,834$3.63M0.8%−301−1.7%ReducedHistory
SPOTSpotify Technology S.A.Stock5,069$3.54M0.7%−70−1.4%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF124,202$3.47M0.7%−6,299−4.8%Reduced–
TXRHTexas Roadhouse, Inc.COM17,536$2.91M0.6%−279−1.6%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF18,404$2.62M0.5%−1,118−5.7%Reduced–
Invesco QQQ Trust Series I46090E103ETF3,811$2.29M0.5%−301−7.3%Reduced–
Vanguard Morningstar Value ETF922908744ETF11,026$2.06M0.4%+331+3.1%Added–
BALLBALL CorpCOM39,196$1.98M0.4%−30,000−43.4%ReducedHistory
JNJJohnson & JohnsonStock7,305$1.35M0.3%+98+1.4%AddedHistory
Vanguard S&P 500 ETF922908363ETF2,098$1.28M0.3%+174+9.0%Added–
BRK.BBerkshire Hathaway IncStock2,321$1.17M0.2%−3−0.1%ReducedHistory
ABBVAbbVie Inc.Stock4,787$1.11M0.2%−31−0.6%ReducedHistory
PGProcter & Gamble CoStock5,556$853.7K0.2%−10−0.2%ReducedHistory
GOOGLAlphabet Inc.Stock3,360$816.8K0.2%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF23,823$612.5K0.1%−222−0.9%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,827$599.6K0.1%+30+1.7%Added–
NOCNorthrop Grumman CorpStock893$544.1K0.1%−87−8.9%ReducedHistory
HDHome Depot, Inc.Stock1,299$526.3K0.1%00.0%UnchangedHistory
MCOMoodys CorpStock1,020$486.0K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock6,909$472.7K0.1%00.0%UnchangedHistory
MSMorgan StanleyStock2,719$432.2K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF1,194$424.4K0.1%−10−0.8%ReducedHistory
Invesco Exch Traded FD Tr II46138E628KBW BK ETF4,841$378.6K0.1%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM3,316$373.9K0.1%−1,496−31.1%ReducedHistory
FEFirstenergy CorpCOM7,950$364.3K0.1%+300+3.9%AddedHistory
MCDMcDonalds CorpStock1,181$358.9K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock740$353.1K0.1%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF6,472$350.7K0.1%00.0%Unchanged–
PEPPepsiCo IncStock2,463$345.9K0.1%−1,132−31.5%ReducedHistory
DISWalt Disney CoStock3,007$344.3K0.1%−356−10.6%ReducedHistory
HBANHuntington Bancshares IncCOM18,818$325.0K0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF1,140$321.3K0.1%00.0%Unchanged–
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,619$315.6K0.1%00.0%Unchanged–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,316$315.4K0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF660$309.2K0.1%+165+33.3%Added–
CMCSAComcast CorpStock9,429$296.3K0.1%+1,164+14.1%AddedHistory
ABTAbbott LaboratoriesStock2,191$293.5K0.1%−38−1.7%ReducedHistory
UNPUnion Pacific CorpStock1,200$283.6K0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock1,043$272.0K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock918$259.0K0.1%+50+5.8%AddedHistory
NSCNorfolk Southern CorpStock861$258.7K0.1%00.0%UnchangedHistory
CVXChevron CorpStock1,636$254.1K0.1%−317−16.2%ReducedHistory
SCHWSchwab Charles CorpStock2,640$252.0K0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF1,924$227.7K<0.1%00.0%Unchanged–
Stans Energy Corp F854722105COM16,000$2<0.1%+16,000New–

Sold out since Q2 2025 (3)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Broadleaf Partners, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
SHWSherwin Williams CoCOM13,767$4.73M1.0%History
CMGChipotle Mexican Grill IncCOM68,145$3.83M0.8%History
VRTXVertex Pharmaceuticals IncStock6,018$2.68M0.6%History