Broadleaf Partners as of Sept. 30, 2025
Portfolio Holdings for Broadleaf Partners
Broadleaf Partners holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.3 | $35M | 188k | 186.58 | |
| Microsoft Corporation (MSFT) | 6.6 | $32M | 61k | 517.95 | |
| Amazon (AMZN) | 5.0 | $24M | 110k | 219.57 | |
| Apple (AAPL) | 5.0 | $24M | 94k | 254.63 | |
| Alphabet Inc Class C cs (GOOG) | 4.2 | $20M | 84k | 243.55 | |
| Facebook Inc cl a (META) | 4.0 | $19M | 26k | 734.38 | |
| Schwab International Equity ET Etf (SCHF) | 3.8 | $18M | 780k | 23.28 | |
| Broadcom (AVGO) | 3.4 | $16M | 49k | 329.91 | |
| Goldman Sachs (GS) | 2.9 | $14M | 18k | 796.35 | |
| Arista Networks (ANET) | 2.9 | $14M | 95k | 145.71 | |
| Schwab US Large Cap Growth ETF Etf (SCHG) | 2.7 | $13M | 411k | 31.91 | |
| Oracle Corporation (ORCL) | 2.7 | $13M | 46k | 281.24 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $13M | 40k | 315.43 | |
| Costco Wholesale Corporation (COST) | 2.4 | $12M | 13k | 925.63 | |
| Servicenow (NOW) | 2.4 | $12M | 13k | 920.28 | |
| Netflix (NFLX) | 2.4 | $11M | 9.5k | 1198.92 | |
| Palantir Technologies (PLTR) | 2.3 | $11M | 60k | 182.42 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 2.2 | $11M | 70k | 150.86 | |
| Arm Holdings (ARM) | 2.1 | $10M | 71k | 141.49 | |
| Tesla Motors (TSLA) | 2.1 | $9.9M | 22k | 444.72 | |
| MasterCard Incorporated (MA) | 2.1 | $9.9M | 17k | 568.81 | |
| United Rentals (URI) | 2.1 | $9.8M | 10k | 954.66 | |
| Progressive Corporation (PGR) | 2.0 | $9.6M | 39k | 246.95 | |
| Cintas Corporation (CTAS) | 2.0 | $9.4M | 46k | 205.26 | |
| Uber Technologies (UBER) | 1.9 | $9.3M | 95k | 97.97 | |
| Applovin Corp Class A (APP) | 1.8 | $8.5M | 12k | 718.54 | |
| Intuitive Surgical (ISRG) | 1.8 | $8.4M | 19k | 447.23 | |
| Booking Holdings (BKNG) | 1.4 | $6.8M | 1.3k | 5399.27 | |
| Charles Schwab US MC ETF Etf (SCHM) | 1.4 | $6.7M | 225k | 29.64 | |
| Fidelity Blue Chip Growth ETF Etf (FBCG) | 1.4 | $6.5M | 121k | 53.66 | |
| Datadog Inc Cl A (DDOG) | 1.2 | $5.6M | 39k | 142.40 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 1.0 | $5.0M | 183k | 27.30 | |
| Eli Lilly & Co. (LLY) | 1.0 | $4.8M | 6.3k | 763.00 | |
| TransDigm Group Incorporated (TDG) | 0.8 | $4.0M | 3.0k | 1318.02 | |
| United Therapeutics Corporation (UTHR) | 0.8 | $3.9M | 9.3k | 419.21 | |
| Palo Alto Networks (PANW) | 0.8 | $3.6M | 18k | 203.62 | |
| Spotify Technology Sa (SPOT) | 0.7 | $3.5M | 5.1k | 698.00 | |
| Schwab US Small Cap ETF Etf (SCHA) | 0.7 | $3.5M | 124k | 27.90 | |
| Texas Roadhouse (TXRH) | 0.6 | $2.9M | 18k | 166.15 | |
| IShares Russell Mid Cap Growth Etf (IWP) | 0.5 | $2.6M | 18k | 142.41 | |
| Invesco QQQ Trust Etf (QQQ) | 0.5 | $2.3M | 3.8k | 600.37 | |
| Vanguard Value ETF Etf (VTV) | 0.4 | $2.1M | 11k | 186.49 | |
| Ball Corporation (BALL) | 0.4 | $2.0M | 39k | 50.42 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 7.3k | 185.42 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.3 | $1.3M | 2.1k | 612.38 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $1.2M | 2.3k | 502.74 | |
| Abbvie (ABBV) | 0.2 | $1.1M | 4.8k | 231.54 | |
| Procter & Gamble Company (PG) | 0.2 | $854k | 5.6k | 153.65 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $817k | 3.4k | 243.10 | |
| Schwab US Broad Market ETF Etf (SCHB) | 0.1 | $613k | 24k | 25.71 | |
| Vanguard Total Stock Market ET Etf (VTI) | 0.1 | $600k | 1.8k | 328.17 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $544k | 893.00 | 609.32 | |
| Home Depot (HD) | 0.1 | $526k | 1.3k | 405.19 | |
| Moody's Corporation (MCO) | 0.1 | $486k | 1.0k | 476.48 | |
| Cisco Systems (CSCO) | 0.1 | $473k | 6.9k | 68.42 | |
| Morgan Stanley (MS) | 0.1 | $432k | 2.7k | 158.96 | |
| SPDR Gold Shares ETF Etf (GLD) | 0.1 | $424k | 1.2k | 355.47 | |
| Invesco KBW Bank ETF Etf (KBWB) | 0.1 | $379k | 4.8k | 78.21 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $374k | 3.3k | 112.75 | |
| FirstEnergy (FE) | 0.1 | $364k | 8.0k | 45.82 | |
| McDonald's Corporation (MCD) | 0.1 | $359k | 1.2k | 303.89 | |
| Caterpillar (CAT) | 0.1 | $353k | 740.00 | 477.15 | |
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.1 | $351k | 6.5k | 54.18 | |
| Pepsi (PEP) | 0.1 | $346k | 2.5k | 140.44 | |
| Walt Disney Company (DIS) | 0.1 | $344k | 3.0k | 114.50 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $325k | 19k | 17.27 | |
| Technology Select Sector SPDR Etf (XLK) | 0.1 | $321k | 1.1k | 281.86 | |
| Select Sector UTI Select SPDR Etf (XLU) | 0.1 | $316k | 3.6k | 87.21 | |
| SPDR Fund Consumer Discre Sele Etf (XLY) | 0.1 | $315k | 1.3k | 239.64 | |
| IShares Russell 1000 Growth ET Etf (IWF) | 0.1 | $309k | 660.00 | 468.41 | |
| Comcast Corporation (CMCSA) | 0.1 | $296k | 9.4k | 31.42 | |
| Abbott Laboratories (ABT) | 0.1 | $294k | 2.2k | 133.94 | |
| Union Pacific Corporation (UNP) | 0.1 | $284k | 1.2k | 236.37 | |
| Illinois Tool Works (ITW) | 0.1 | $272k | 1.0k | 260.76 | |
| International Business Machines (IBM) | 0.1 | $259k | 918.00 | 282.16 | |
| Norfolk Southern (NSC) | 0.1 | $259k | 861.00 | 300.41 | |
| Chevron Corporation (CVX) | 0.1 | $254k | 1.6k | 155.29 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $252k | 2.6k | 95.47 | |
| Communicate SVS SLCT SEC SPDR Etf (XLC) | 0.0 | $228k | 1.9k | 118.37 | |
| Stans Energy Corp. (HREEF) | 0.0 | $1.600000 | 16k | 0.00 |
