13F HOLDINGS REPORT
Broadleaf Partners, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001193125-26-049981
Total Value
$474.2M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 188,130 | $35.1M | 7.40% |
| 2 | Microsoft Corp. | MSFT | 61,085 | $29.5M | 6.23% |
| 3 | Alphabet Inc. Class C | GOOG | 83,222 | $26.1M | 5.51% |
| 4 | Apple Inc. | AAPL | 94,176 | $25.6M | 5.40% |
| 5 | Amazon.com Inc. | AMZN | 109,597 | $25.3M | 5.33% |
| 6 | Schwab International Equity ET | 808524805 | 781,520 | $18.8M | 3.96% |
| 7 | Broadcom Inc. | AVGO | 51,354 | $17.8M | 3.75% |
| 8 | Meta Platforms Inc Class A | META | 26,062 | $17.2M | 3.63% |
| 9 | Goldman Sachs Group, Inc. | GSCE | 17,681 | $15.5M | 3.28% |
| 10 | Schwab US Large Cap Growth ETF | 808524300 | 410,305 | $13.4M | 2.82% |
| 11 | JP Morgan Chase & Co | VYLD | 39,759 | $12.8M | 2.70% |
| 12 | Arista Networks Inc. | ANET | 95,376 | $12.5M | 2.64% |
| 13 | Vertiv Holdings Co Class A | VRT | 69,496 | $11.3M | 2.37% |
| 14 | Costco Wholesale Co. | COST | 12,666 | $10.9M | 2.30% |
| 15 | Palantir Technologies Inc-A | PLTR | 61,008 | $10.8M | 2.29% |
| 16 | Intuitive Surgical | ISRG | 18,740 | $10.6M | 2.24% |
| 17 | Tesla Inc. | TSLA | 22,283 | $10.0M | 2.11% |
| 18 | Mastercard Inc Class A | MA | 17,282 | $9.9M | 2.08% |
| 19 | Netflix Inc. | NFLX | 95,191 | $8.9M | 1.88% |
| 20 | Oracle Corp | ORCL-PD | 45,586 | $8.9M | 1.87% |
| 21 | Service Now Inc | NOW | 57,625 | $8.8M | 1.86% |
| 22 | Cintas Group | CTAS | 45,863 | $8.6M | 1.82% |
| 23 | United Rentals Inc. | URI | 10,287 | $8.3M | 1.76% |
| 24 | Uber Technologies Inc. | UBER | 95,041 | $7.8M | 1.64% |
| 25 | Quanta Services Inc | 74762E102 | 16,960 | $7.2M | 1.51% |
| 26 | Charles Schwab US MC ETF | 808524508 | 227,321 | $6.8M | 1.44% |
| 27 | Eli Lilly & Co | LLY | 6,251 | $6.7M | 1.42% |
| 28 | Booking Holdings Inc | BKNG | 1,250 | $6.7M | 1.41% |
| 29 | Fidelity Blue Chip Growth ETF | 316092352 | 121,791 | $6.7M | 1.41% |
| 30 | Shopify Inc. Class A | SHOP | 39,905 | $6.4M | 1.35% |
| 31 | Datadog Inc Class A | DDOG | 39,294 | $5.3M | 1.13% |
| 32 | Applovin Corp - Class A | APP | 7,847 | $5.3M | 1.12% |
| 33 | United Therapeutics Corp. | UTHR | 9,282 | $4.5M | 0.95% |
| 34 | Arm Holdings PLC - ADR | 042068205 | 39,809 | $4.4M | 0.92% |
| 35 | Vanguard Value ETF | 922908744 | 21,610 | $4.1M | 0.87% |
| 36 | Transdigm Group Inc | TDG | 2,992 | $4.0M | 0.84% |
| 37 | Schwab US Small Cap ETF | 808524607 | 124,272 | $3.5M | 0.75% |
| 38 | Palo Alto Networks | PANW | 17,843 | $3.3M | 0.69% |
| 39 | Pacer US Cash Cows 100 ETF | 69374H881 | 53,524 | $3.2M | 0.68% |
| 40 | Spotify Technology S | SPOT | 5,064 | $2.9M | 0.62% |
| 41 | Texas Roadhouse Class A | TXRH | 17,477 | $2.9M | 0.61% |
| 42 | IShares Russell Mid Cap Growth | 464287481 | 18,633 | $2.6M | 0.54% |
| 43 | Invesco QQQ Trust | IVZ | 3,827 | $2.4M | 0.50% |
| 44 | Ball Corp | BALL | 39,196 | $2.1M | 0.44% |
| 45 | JOHNSON & JOHNSON | JNJ | 7,348 | $1.5M | 0.32% |
| 46 | Vanguard S&P 500 ETF | 922908363 | 2,266 | $1.4M | 0.30% |
| 47 | Berkshire Hathaway Class B | BRK-A | 2,343 | $1.2M | 0.25% |
| 48 | Abbvie Inc | ABBV | 4,787 | $1.1M | 0.23% |
| 49 | Alphabet Inc. Class A | GOOG | 3,120 | $976,560 | 0.21% |
| 50 | PROCTER & GAMBLE | 742718109 | 5,556 | $796,230 | 0.17% |
| 51 | Vanguard Total Stock Market ET | 922908769 | 2,007 | $672,887 | 0.14% |
| 52 | Schwab US Broad Market ETF | 808524102 | 24,177 | $634,163 | 0.13% |
| 53 | Cisco Systems Inc | CSCO | 6,909 | $532,200 | 0.11% |
| 54 | MOODYS CORP | MCO | 1,020 | $521,067 | 0.11% |
| 55 | NORTHROP GRUMMAN CO | NOC | 893 | $509,198 | 0.11% |
| 56 | MORGAN STANLEY | MS-PQ | 2,719 | $482,704 | 0.10% |
| 57 | SPDR Gold Shares ETF | GLD | 1,184 | $469,231 | 0.10% |
| 58 | HOME DEPOT INC | HD | 1,270 | $437,007 | 0.09% |
| 59 | Caterpillar Inc | CAT | 740 | $423,924 | 0.09% |
| 60 | Invesco KBW Bank ETF | IVZ | 4,841 | $408,048 | 0.09% |
| 61 | EXXON MOBIL CORP | XOM | 3,350 | $403,139 | 0.09% |
| 62 | MCDONALDS CORP | MCD | 1,181 | $360,949 | 0.08% |
| 63 | FIRSTENERGY CORP | FE | 7,950 | $355,921 | 0.08% |
| 64 | PEPSICO INC | PEP | 2,463 | $353,490 | 0.07% |
| 65 | Vanguard FTSE Emerging Markets | 922042858 | 6,472 | $347,935 | 0.07% |
| 66 | Walt Disney Co | 254687106 | 3,007 | $342,106 | 0.07% |
| 67 | Technology Select Sector SPDR | 81369y803 | 2,280 | $328,252 | 0.07% |
| 68 | Huntington Bancshares | HBANP | 18,818 | $326,492 | 0.07% |
| 69 | IShares Russell 1000 Growth ET | 464287614 | 668 | $316,164 | 0.07% |
| 70 | SPDR Fund Consumer Discre Sele | 81369y407 | 2,632 | $314,287 | 0.07% |
| 71 | Select Sector UTI Select SPDR | 81369y886 | 7,238 | $308,990 | 0.07% |
| 72 | Union Pacific Corp | UNP | 1,200 | $277,584 | 0.06% |
| 73 | Abbott Laboratories | ABLZF | 2,191 | $274,510 | 0.06% |
| 74 | IBM CORP | INTR | 916 | $271,328 | 0.06% |
| 75 | Comcast Corp Class A | CCZ | 9,020 | $269,608 | 0.06% |
| 76 | CHARLES SCHWAB CORP | SCHW-PJ | 2,640 | $263,762 | 0.06% |
| 77 | Schwab US Dividend Equity ETF | 808524797 | 9,536 | $261,572 | 0.06% |
| 78 | Chevron Corp | CVX | 1,696 | $258,487 | 0.05% |
| 79 | ILLINOIS TOOL WORKS | 452308109 | 1,043 | $256,891 | 0.05% |
| 80 | NORFOLK SOUTHERN CO | 655844108 | 861 | $248,588 | 0.05% |
| 81 | ECHOSTAR CORP CLASS A | SATS | 2,168 | $235,662 | 0.05% |
| 82 | Communicate SVS SLCT SEC SPDR | 81369y852 | 1,924 | $226,493 | 0.05% |