Broadleaf Partners as of June 30, 2025
Portfolio Holdings for Broadleaf Partners
Broadleaf Partners holds 82 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.8 | $31M | 62k | 497.41 | |
| NVIDIA Corporation (NVDA) | 6.6 | $30M | 191k | 157.99 | |
| Amazon (AMZN) | 5.4 | $25M | 112k | 219.39 | |
| Apple (AAPL) | 4.3 | $20M | 96k | 205.17 | |
| Facebook Inc cl a (META) | 4.3 | $20M | 27k | 738.09 | |
| Schwab International Equity ET Etf (SCHF) | 3.7 | $17M | 770k | 22.10 | |
| Alphabet Inc Class C cs (GOOG) | 3.3 | $15M | 85k | 177.39 | |
| Schwab US Large Cap Growth ETF Etf (SCHG) | 3.1 | $14M | 479k | 29.21 | |
| Broadcom (AVGO) | 3.0 | $14M | 50k | 275.65 | |
| Servicenow (NOW) | 2.9 | $13M | 13k | 1028.08 | |
| Netflix (NFLX) | 2.9 | $13M | 9.7k | 1339.13 | |
| Costco Wholesale Corporation (COST) | 2.8 | $13M | 13k | 989.94 | |
| Goldman Sachs (GS) | 2.8 | $13M | 18k | 707.75 | |
| Arm Holdings (ARM) | 2.6 | $12M | 72k | 161.74 | |
| Progressive Corporation (PGR) | 2.3 | $11M | 40k | 266.86 | |
| Cintas Corporation (CTAS) | 2.3 | $10M | 47k | 222.87 | |
| Intuitive Surgical (ISRG) | 2.3 | $10M | 19k | 543.41 | |
| Arista Networks (ANET) | 2.2 | $9.9M | 97k | 102.31 | |
| MasterCard Incorporated (MA) | 2.2 | $9.9M | 18k | 561.94 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 2.0 | $9.1M | 71k | 128.41 | |
| Uber Technologies (UBER) | 2.0 | $9.0M | 96k | 93.30 | |
| Oracle Corporation (ORCL) | 1.8 | $8.3M | 38k | 218.63 | |
| Palantir Technologies (PLTR) | 1.8 | $8.2M | 61k | 136.32 | |
| United Rentals (URI) | 1.7 | $7.9M | 11k | 753.40 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $7.5M | 26k | 289.91 | |
| Booking Holdings (BKNG) | 1.6 | $7.4M | 1.3k | 5789.24 | |
| Fidelity Blue Chip Growth ETF Etf (FBCG) | 1.4 | $6.6M | 136k | 48.24 | |
| Charles Schwab US MC ETF Etf (SCHM) | 1.4 | $6.5M | 231k | 28.05 | |
| Tesla Motors (TSLA) | 1.2 | $5.5M | 17k | 317.66 | |
| Datadog Inc Cl A (DDOG) | 1.2 | $5.4M | 40k | 134.33 | |
| Eli Lilly & Co. (LLY) | 1.1 | $5.0M | 6.4k | 779.53 | |
| Sherwin-Williams Company (SHW) | 1.0 | $4.7M | 14k | 343.36 | |
| TransDigm Group Incorporated (TDG) | 1.0 | $4.6M | 3.1k | 1520.64 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 1.0 | $4.6M | 172k | 26.50 | |
| Applovin Corp Class A (APP) | 0.9 | $4.2M | 12k | 350.08 | |
| Spotify Technology Sa (SPOT) | 0.9 | $3.9M | 5.1k | 767.34 | |
| Ball Corporation (BALL) | 0.9 | $3.9M | 69k | 56.09 | |
| Chipotle Mexican Grill (CMG) | 0.8 | $3.8M | 68k | 56.15 | |
| Palo Alto Networks (PANW) | 0.8 | $3.7M | 18k | 204.64 | |
| Texas Roadhouse (TXRH) | 0.7 | $3.3M | 18k | 187.41 | |
| Schwab US Small Cap ETF Etf (SCHA) | 0.7 | $3.3M | 131k | 25.30 | |
| United Therapeutics Corporation (UTHR) | 0.6 | $2.7M | 9.5k | 287.35 | |
| IShares Russell Mid Cap Growth Etf (IWP) | 0.6 | $2.7M | 20k | 138.68 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $2.7M | 6.0k | 445.20 | |
| Invesco QQQ Trust Etf (QQQ) | 0.5 | $2.3M | 4.1k | 551.64 | |
| Vanguard Value ETF Etf (VTV) | 0.4 | $1.9M | 11k | 176.74 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $1.1M | 2.3k | 485.77 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.1M | 7.2k | 152.75 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.2 | $1.1M | 1.9k | 568.03 | |
| Abbvie (ABBV) | 0.2 | $894k | 4.8k | 185.62 | |
| Procter & Gamble Company (PG) | 0.2 | $887k | 5.6k | 159.32 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $592k | 3.4k | 176.23 | |
| Schwab US Broad Market ETF Etf (SCHB) | 0.1 | $573k | 24k | 23.83 | |
| Vanguard Total Stock Market ET Etf (VTI) | 0.1 | $546k | 1.8k | 303.93 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $519k | 4.8k | 107.80 | |
| Moody's Corporation (MCO) | 0.1 | $512k | 1.0k | 501.59 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $490k | 980.00 | 499.98 | |
| Cisco Systems (CSCO) | 0.1 | $479k | 6.9k | 69.38 | |
| Home Depot (HD) | 0.1 | $476k | 1.3k | 366.64 | |
| Pepsi (PEP) | 0.1 | $475k | 3.6k | 132.04 | |
| Walt Disney Company (DIS) | 0.1 | $417k | 3.4k | 124.01 | |
| Morgan Stanley (MS) | 0.1 | $383k | 2.7k | 140.86 | |
| SPDR Gold Shares ETF Etf (GLD) | 0.1 | $367k | 1.2k | 304.83 | |
| Invesco KBW Bank ETF Etf (KBWB) | 0.1 | $347k | 4.8k | 71.62 | |
| McDonald's Corporation (MCD) | 0.1 | $345k | 1.2k | 292.17 | |
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.1 | $320k | 6.5k | 49.46 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $315k | 19k | 16.76 | |
| FirstEnergy (FE) | 0.1 | $308k | 7.7k | 40.26 | |
| Abbott Laboratories (ABT) | 0.1 | $303k | 2.2k | 136.01 | |
| Select Sector UTI Select SPDR Etf (XLU) | 0.1 | $296k | 3.6k | 81.66 | |
| Comcast Corporation (CMCSA) | 0.1 | $295k | 8.3k | 35.69 | |
| Technology Select Sector SPDR Etf (XLK) | 0.1 | $289k | 1.1k | 253.23 | |
| Caterpillar (CAT) | 0.1 | $287k | 740.00 | 388.21 | |
| SPDR Fund Consumer Discre Sele Etf (XLY) | 0.1 | $286k | 1.3k | 217.33 | |
| Chevron Corporation (CVX) | 0.1 | $280k | 2.0k | 143.19 | |
| Union Pacific Corporation (UNP) | 0.1 | $276k | 1.2k | 230.08 | |
| Illinois Tool Works (ITW) | 0.1 | $258k | 1.0k | 247.25 | |
| International Business Machines (IBM) | 0.1 | $256k | 868.00 | 294.78 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $241k | 2.6k | 91.24 | |
| Norfolk Southern (NSC) | 0.0 | $220k | 861.00 | 255.97 | |
| IShares Russell 1000 Growth ET Etf (IWF) | 0.0 | $210k | 495.00 | 424.58 | |
| Communicate SVS SLCT SEC SPDR Etf (XLC) | 0.0 | $209k | 1.9k | 108.53 |
