13F HOLDINGS REPORT
Broadleaf Partners, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000950123-25-008072
Total Value
$454.2M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp. | MSFT | 61,915 | $30.8M | 6.78% |
| 2 | Nvidia Corp. | NVDA | 191,082 | $30.2M | 6.65% |
| 3 | Amazon.com Inc. | AMZN | 111,606 | $24.5M | 5.39% |
| 4 | Apple Inc. | AAPL | 95,836 | $19.7M | 4.33% |
| 5 | Meta Platforms Inc Class A | META | 26,503 | $19.6M | 4.31% |
| 6 | Schwab International Equity ET | 808524805 | 769,942 | $17.0M | 3.75% |
| 7 | Alphabet Inc. Class C | GOOG | 85,025 | $15.1M | 3.32% |
| 8 | Schwab US Large Cap Growth ETF | 808524300 | 478,458 | $14.0M | 3.08% |
| 9 | Broadcom Inc. | AVGO | 50,139 | $13.8M | 3.04% |
| 10 | Service Now Inc | NOW | 12,907 | $13.3M | 2.92% |
| 11 | Netflix Inc. | NFLX | 9,685 | $13.0M | 2.86% |
| 12 | Costco Wholesale Co. | COST | 12,912 | $12.8M | 2.81% |
| 13 | Goldman Sachs Group, Inc. | GSCE | 18,040 | $12.8M | 2.81% |
| 14 | Arm Holdings PLC - ADR | 042068205 | 72,433 | $11.7M | 2.58% |
| 15 | Progressive Co. Ohio | 743315103 | 39,600 | $10.6M | 2.33% |
| 16 | Cintas Group | CTAS | 46,711 | $10.4M | 2.29% |
| 17 | Intuitive Surgical | ISRG | 19,064 | $10.4M | 2.28% |
| 18 | Arista Networks Inc. | ANET | 96,772 | $9.9M | 2.18% |
| 19 | Mastercard Inc Class A | MA | 17,594 | $9.9M | 2.18% |
| 20 | Vertiv Holdings Co Class A | VRT | 70,531 | $9.1M | 1.99% |
| 21 | Uber Technologies Inc. | UBER | 96,198 | $9.0M | 1.98% |
| 22 | Oracle Corp | ORCL-PD | 38,033 | $8.3M | 1.83% |
| 23 | Palantir Technologies Inc-A | PLTR | 60,472 | $8.2M | 1.81% |
| 24 | United Rentals Inc. | URI | 10,496 | $7.9M | 1.74% |
| 25 | JP Morgan Chase & Co | VYLD | 26,015 | $7.5M | 1.66% |
| 26 | Booking Holdings Inc | BKNG | 1,282 | $7.4M | 1.63% |
| 27 | Fidelity Blue Chip Growth ETF | 316092352 | 136,407 | $6.6M | 1.45% |
| 28 | Charles Schwab US MC ETF | 808524508 | 230,526 | $6.5M | 1.42% |
| 29 | Tesla Inc. | TSLA | 17,256 | $5.5M | 1.21% |
| 30 | Datadog Inc Class A | DDOG | 39,960 | $5.4M | 1.18% |
| 31 | Eli Lilly & Co | LLY | 6,365 | $5.0M | 1.09% |
| 32 | Sherwin Williams Co | SHW | 13,767 | $4.7M | 1.04% |
| 33 | Transdigm Group Inc | TDG | 3,051 | $4.6M | 1.02% |
| 34 | Schwab US Dividend Equity ETF | 808524797 | 172,115 | $4.6M | 1.00% |
| 35 | Applovin Corp - Class A | APP | 12,057 | $4.2M | 0.93% |
| 36 | Spotify Technology S | SPOT | 5,139 | $3.9M | 0.87% |
| 37 | Ball Corp | BALL | 69,196 | $3.9M | 0.85% |
| 38 | Chipotle Mexican Grl | CMG | 68,145 | $3.8M | 0.84% |
| 39 | Palo Alto Networks | PANW | 18,135 | $3.7M | 0.82% |
| 40 | Texas Roadhouse Class A | TXRH | 17,815 | $3.3M | 0.74% |
| 41 | Schwab US Small Cap ETF | 808524607 | 130,501 | $3.3M | 0.73% |
| 42 | United Therapeutics Corp. | UTHR | 9,490 | $2.7M | 0.60% |
| 43 | IShares Russell Mid Cap Growth | 464287481 | 19,522 | $2.7M | 0.60% |
| 44 | Vertex Pharmaceuticals | 92532f100 | 6,018 | $2.7M | 0.59% |
| 45 | Invesco QQQ Trust | IVZ | 4,112 | $2.3M | 0.50% |
| 46 | Vanguard Value ETF | 922908744 | 10,695 | $1.9M | 0.42% |
| 47 | Berkshire Hathaway Class B | BRK-A | 2,324 | $1.1M | 0.25% |
| 48 | JOHNSON & JOHNSON | JNJ | 7,207 | $1.1M | 0.24% |
| 49 | Vanguard S&P 500 ETF | 922908363 | 1,924 | $1.1M | 0.24% |
| 50 | Abbvie Inc | ABBV | 4,818 | $894,317 | 0.20% |
| 51 | PROCTER & GAMBLE | 742718109 | 5,566 | $886,775 | 0.20% |
| 52 | Alphabet Inc. Class A | GOOG | 3,360 | $592,133 | 0.13% |
| 53 | Schwab US Broad Market ETF | 808524102 | 24,045 | $572,992 | 0.13% |
| 54 | Vanguard Total Stock Market ET | 922908769 | 1,797 | $546,162 | 0.12% |
| 55 | EXXON MOBIL CORP | XOM | 4,812 | $518,734 | 0.11% |
| 56 | MOODYS CORP | MCO | 1,020 | $511,622 | 0.11% |
| 57 | NORTHROP GRUMMAN CO | NOC | 980 | $489,980 | 0.11% |
| 58 | Cisco Systems Inc | CSCO | 6,909 | $479,346 | 0.11% |
| 59 | HOME DEPOT INC | HD | 1,299 | $476,265 | 0.10% |
| 60 | PEPSICO INC | PEP | 3,595 | $474,684 | 0.10% |
| 61 | Walt Disney Co | 254687106 | 3,363 | $417,046 | 0.09% |
| 62 | MORGAN STANLEY | MS-PQ | 2,719 | $382,998 | 0.08% |
| 63 | SPDR Gold Shares ETF | GLD | 1,204 | $367,015 | 0.08% |
| 64 | Invesco KBW Bank ETF | IVZ | 4,841 | $346,712 | 0.08% |
| 65 | MCDONALDS CORP | MCD | 1,181 | $345,053 | 0.08% |
| 66 | Vanguard FTSE Emerging Markets | 922042858 | 6,472 | $320,105 | 0.07% |
| 67 | Huntington Bancshares | HBANP | 18,818 | $315,390 | 0.07% |
| 68 | FIRSTENERGY CORP | FE | 7,650 | $307,989 | 0.07% |
| 69 | Abbott Laboratories | ABLZF | 2,229 | $303,166 | 0.07% |
| 70 | Select Sector UTI Select SPDR | 81369y886 | 3,619 | $295,528 | 0.07% |
| 71 | Comcast Corp Class A | CCZ | 8,265 | $294,978 | 0.06% |
| 72 | Technology Select Sector SPDR | 81369y803 | 1,140 | $288,682 | 0.06% |
| 73 | Caterpillar Inc | CAT | 740 | $287,275 | 0.06% |
| 74 | SPDR Fund Consumer Discre Sele | 81369y407 | 1,316 | $286,006 | 0.06% |
| 75 | Chevron Corp | CVX | 1,953 | $279,650 | 0.06% |
| 76 | Union Pacific Corp | UNP | 1,200 | $276,096 | 0.06% |
| 77 | ILLINOIS TOOL WORKS | 452308109 | 1,043 | $257,882 | 0.06% |
| 78 | IBM CORP | INTR | 868 | $255,869 | 0.06% |
| 79 | CHARLES SCHWAB CORP | SCHW-PJ | 2,640 | $240,874 | 0.05% |
| 80 | NORFOLK SOUTHERN CO | 655844108 | 861 | $220,390 | 0.05% |
| 81 | IShares Russell 1000 Growth ET | 464287614 | 495 | $210,167 | 0.05% |
| 82 | Communicate SVS SLCT SEC SPDR | 81369y852 | 1,924 | $208,812 | 0.05% |