Institutional Manager · CIK 0001712686
Broadleaf Partners, LLC
Hudson, OH · File #028-18196
Latest AUM
$474.2M
Positions
82
Top-10 Concentration
48.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202582 pos · $474.2M
- 13F HOLDINGS REPORTQ/E Sep 202580 pos · $479.7M
- 13F HOLDINGS REPORTQ/E Jun 202582 pos · $454.2M
- 13F HOLDINGS REPORTQ/E Mar 202579 pos · $381.9M
- 13F HOLDINGS REPORTQ/E Dec 202477 pos · $428.1M
- 13F HOLDINGS REPORTQ/E Sep 202479 pos · $422.7M
- 13F HOLDINGS REPORTQ/E Jun 202475 pos · $413.3M
- 13F HOLDINGS REPORTQ/E Mar 202480 pos · $390.2M
- 13F HOLDINGS REPORTQ/E Dec 202372 pos · $299.4M
- 13F HOLDINGS REPORTQ/E Sep 202375 pos · $306.5M
- 13F HOLDINGS REPORTQ/E Jun 202372 pos · $280.4M
- 13F HOLDINGS REPORTQ/E Mar 202372 pos · $253.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 188,130 | $35.1M | 7.59% |
| 2 | Microsoft Corp. | MSFT | 61,085 | $29.5M | 6.39% |
| 3 | Alphabet Inc. Class C | GOOG | 83,222 | $26.1M | 5.65% |
| 4 | Apple Inc. | AAPL | 94,176 | $25.6M | 5.54% |
| 5 | Amazon.com Inc. | AMZN | 109,597 | $25.3M | 5.47% |
| 6 | Schwab International Equity ET | 808524805 | 781,520 | $18.8M | 4.06% |
| 7 | Broadcom Inc. | AVGO | 51,354 | $17.8M | 3.84% |
| 8 | Meta Platforms Inc Class A | META | 26,062 | $17.2M | 3.72% |
| 9 | Goldman Sachs Group, Inc. | GSCE | 17,681 | $15.5M | 3.36% |
| 10 | Schwab US Large Cap Growth ETF | 808524300 | 410,305 | $13.4M | 2.89% |
| 11 | JP Morgan Chase & Co | VYLD | 39,759 | $12.8M | 2.77% |
| 12 | Arista Networks Inc. | ANET | 95,376 | $12.5M | 2.70% |
| 13 | Vertiv Holdings Co Class A | VRT | 69,496 | $11.3M | 2.43% |
| 14 | Costco Wholesale Co. | COST | 12,666 | $10.9M | 2.36% |
| 15 | Palantir Technologies Inc-A | PLTR | 61,008 | $10.8M | 2.34% |
| 16 | Intuitive Surgical | ISRG | 18,740 | $10.6M | 2.29% |
| 17 | Tesla Inc. | TSLA | 22,283 | $10.0M | 2.17% |
| 18 | Mastercard Inc Class A | MA | 17,282 | $9.9M | 2.13% |
| 19 | Netflix Inc. | NFLX | 95,191 | $8.9M | 1.93% |
| 20 | Oracle Corp | ORCL-PD | 45,586 | $8.9M | 1.92% |