13F HOLDINGS REPORT
Broadleaf Partners, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001193125-25-280140
Total Value
$479.7M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 188,288 | $35.1M | 7.32% |
| 2 | Microsoft Corp. | MSFT | 61,122 | $31.7M | 6.60% |
| 3 | Amazon.com Inc. | AMZN | 109,609 | $24.1M | 5.02% |
| 4 | Apple Inc. | AAPL | 94,365 | $24.0M | 5.01% |
| 5 | Alphabet Inc. Class C | GOOG | 83,472 | $20.3M | 4.24% |
| 6 | Meta Platforms Inc Class A | META | 26,089 | $19.2M | 3.99% |
| 7 | Schwab International Equity ET | 808524805 | 780,433 | $18.2M | 3.79% |
| 8 | Broadcom Inc. | AVGO | 49,312 | $16.3M | 3.39% |
| 9 | Goldman Sachs Group, Inc. | GSCE | 17,724 | $14.1M | 2.94% |
| 10 | Arista Networks Inc. | ANET | 95,363 | $13.9M | 2.90% |
| 11 | Schwab US Large Cap Growth ETF | 808524300 | 410,497 | $13.1M | 2.73% |
| 12 | Oracle Corp | ORCL-PD | 45,580 | $12.8M | 2.67% |
| 13 | JP Morgan Chase & Co | VYLD | 39,780 | $12.5M | 2.62% |
| 14 | Costco Wholesale Co. | COST | 12,694 | $11.7M | 2.45% |
| 15 | Service Now Inc | NOW | 12,712 | $11.7M | 2.44% |
| 16 | Netflix Inc. | NFLX | 9,521 | $11.4M | 2.38% |
| 17 | Palantir Technologies Inc-A | PLTR | 59,686 | $10.9M | 2.27% |
| 18 | Vertiv Holdings Co Class A | VRT | 69,496 | $10.5M | 2.19% |
| 19 | Arm Holdings PLC - ADR | 042068205 | 71,316 | $10.1M | 2.10% |
| 20 | Tesla Inc. | TSLA | 22,335 | $9.9M | 2.07% |
| 21 | Mastercard Inc Class A | MA | 17,317 | $9.9M | 2.05% |
| 22 | United Rentals Inc. | URI | 10,305 | $9.8M | 2.05% |
| 23 | Progressive Co. Ohio | 743315103 | 38,943 | $9.6M | 2.00% |
| 24 | Cintas Group | CTAS | 45,969 | $9.4M | 1.97% |
| 25 | Uber Technologies Inc. | UBER | 94,611 | $9.3M | 1.93% |
| 26 | Applovin Corp - Class A | APP | 11,851 | $8.5M | 1.78% |
| 27 | Intuitive Surgical | ISRG | 18,770 | $8.4M | 1.75% |
| 28 | Booking Holdings Inc | BKNG | 1,256 | $6.8M | 1.41% |
| 29 | Charles Schwab US MC ETF | 808524508 | 225,077 | $6.7M | 1.39% |
| 30 | Fidelity Blue Chip Growth ETF | 316092352 | 121,315 | $6.5M | 1.36% |
| 31 | Datadog Inc Class A | DDOG | 39,284 | $5.6M | 1.17% |
| 32 | Schwab US Dividend Equity ETF | 808524797 | 182,831 | $5.0M | 1.04% |
| 33 | Eli Lilly & Co | LLY | 6,258 | $4.8M | 1.00% |
| 34 | Transdigm Group Inc | TDG | 2,997 | $4.0M | 0.82% |
| 35 | United Therapeutics Corp. | UTHR | 9,325 | $3.9M | 0.81% |
| 36 | Palo Alto Networks | PANW | 17,834 | $3.6M | 0.76% |
| 37 | Spotify Technology S | SPOT | 5,069 | $3.5M | 0.74% |
| 38 | Schwab US Small Cap ETF | 808524607 | 124,202 | $3.5M | 0.72% |
| 39 | Texas Roadhouse Class A | TXRH | 17,536 | $2.9M | 0.61% |
| 40 | IShares Russell Mid Cap Growth | 464287481 | 18,404 | $2.6M | 0.55% |
| 41 | Invesco QQQ Trust | IVZ | 3,811 | $2.3M | 0.48% |
| 42 | Vanguard Value ETF | 922908744 | 11,026 | $2.1M | 0.43% |
| 43 | Ball Corp | BALL | 39,196 | $2.0M | 0.41% |
| 44 | JOHNSON & JOHNSON | JNJ | 7,305 | $1.4M | 0.28% |
| 45 | Vanguard S&P 500 ETF | 922908363 | 2,098 | $1.3M | 0.27% |
| 46 | Berkshire Hathaway Class B | BRK-A | 2,321 | $1.2M | 0.24% |
| 47 | Abbvie Inc | ABBV | 4,787 | $1.1M | 0.23% |
| 48 | PROCTER & GAMBLE | 742718109 | 5,556 | $853,679 | 0.18% |
| 49 | Alphabet Inc. Class A | GOOG | 3,360 | $816,816 | 0.17% |
| 50 | Schwab US Broad Market ETF | 808524102 | 23,823 | $612,489 | 0.13% |
| 51 | Vanguard Total Stock Market ET | 922908769 | 1,827 | $599,567 | 0.12% |
| 52 | NORTHROP GRUMMAN CO | NOC | 893 | $544,123 | 0.11% |
| 53 | HOME DEPOT INC | HD | 1,299 | $526,342 | 0.11% |
| 54 | MOODYS CORP | MCO | 1,020 | $486,010 | 0.10% |
| 55 | Cisco Systems Inc | CSCO | 6,909 | $472,714 | 0.10% |
| 56 | MORGAN STANLEY | MS-PQ | 2,719 | $432,212 | 0.09% |
| 57 | SPDR Gold Shares ETF | GLD | 1,194 | $424,431 | 0.09% |
| 58 | Invesco KBW Bank ETF | IVZ | 4,841 | $378,615 | 0.08% |
| 59 | EXXON MOBIL CORP | XOM | 3,316 | $373,879 | 0.08% |
| 60 | FIRSTENERGY CORP | FE | 7,950 | $364,269 | 0.08% |
| 61 | MCDONALDS CORP | MCD | 1,181 | $358,894 | 0.07% |
| 62 | Caterpillar Inc | CAT | 740 | $353,091 | 0.07% |
| 63 | Vanguard FTSE Emerging Markets | 922042858 | 6,472 | $350,653 | 0.07% |
| 64 | PEPSICO INC | PEP | 2,463 | $345,904 | 0.07% |
| 65 | Walt Disney Co | 254687106 | 3,007 | $344,301 | 0.07% |
| 66 | Huntington Bancshares | HBANP | 18,818 | $324,987 | 0.07% |
| 67 | Technology Select Sector SPDR | 81369y803 | 1,140 | $321,320 | 0.07% |
| 68 | Select Sector UTI Select SPDR | 81369y886 | 3,619 | $315,613 | 0.07% |
| 69 | SPDR Fund Consumer Discre Sele | 81369y407 | 1,316 | $315,366 | 0.07% |
| 70 | IShares Russell 1000 Growth ET | 464287614 | 660 | $309,151 | 0.06% |
| 71 | Comcast Corp Class A | CCZ | 9,429 | $296,259 | 0.06% |
| 72 | Abbott Laboratories | ABLZF | 2,191 | $293,463 | 0.06% |
| 73 | Union Pacific Corp | UNP | 1,200 | $283,644 | 0.06% |
| 74 | ILLINOIS TOOL WORKS | 452308109 | 1,043 | $271,973 | 0.06% |
| 75 | IBM CORP | INTR | 918 | $259,023 | 0.05% |
| 76 | NORFOLK SOUTHERN CO | 655844108 | 861 | $258,653 | 0.05% |
| 77 | Chevron Corp | CVX | 1,636 | $254,054 | 0.05% |
| 78 | CHARLES SCHWAB CORP | SCHW-PJ | 2,640 | $252,041 | 0.05% |
| 79 | Communicate SVS SLCT SEC SPDR | 81369y852 | 1,924 | $227,744 | 0.05% |
| 80 | Stans Energy Corp NE | 854722105 | 16,000 | $2 | 0.00% |