Broadleaf Partners as of Dec. 31, 2025
Portfolio Holdings for Broadleaf Partners
Broadleaf Partners holds 82 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.4 | $35M | 188k | 186.50 | |
| Microsoft Corporation (MSFT) | 6.2 | $30M | 61k | 483.62 | |
| Alphabet Inc Class C cs (GOOG) | 5.5 | $26M | 83k | 313.80 | |
| Apple (AAPL) | 5.4 | $26M | 94k | 271.86 | |
| Amazon (AMZN) | 5.3 | $25M | 110k | 230.82 | |
| Schwab International Equity ET Etf (SCHF) | 4.0 | $19M | 782k | 24.04 | |
| Broadcom (AVGO) | 3.7 | $18M | 51k | 346.10 | |
| Facebook Inc cl a (META) | 3.6 | $17M | 26k | 660.09 | |
| Goldman Sachs (GS) | 3.3 | $16M | 18k | 879.00 | |
| Schwab US Large Cap Growth ETF Etf (SCHG) | 2.8 | $13M | 410k | 32.62 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $13M | 40k | 322.22 | |
| Arista Networks (ANET) | 2.6 | $13M | 95k | 131.03 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 2.4 | $11M | 70k | 162.01 | |
| Costco Wholesale Corporation (COST) | 2.3 | $11M | 13k | 862.34 | |
| Palantir Technologies (PLTR) | 2.3 | $11M | 61k | 177.75 | |
| Intuitive Surgical (ISRG) | 2.2 | $11M | 19k | 566.36 | |
| Tesla Motors (TSLA) | 2.1 | $10M | 22k | 449.72 | |
| MasterCard Incorporated (MA) | 2.1 | $9.9M | 17k | 570.88 | |
| Netflix (NFLX) | 1.9 | $8.9M | 95k | 93.76 | |
| Oracle Corporation (ORCL) | 1.9 | $8.9M | 46k | 194.91 | |
| Servicenow (NOW) | 1.9 | $8.8M | 58k | 153.19 | |
| Cintas Corporation (CTAS) | 1.8 | $8.6M | 46k | 188.07 | |
| United Rentals (URI) | 1.8 | $8.3M | 10k | 809.32 | |
| Uber Technologies (UBER) | 1.6 | $7.8M | 95k | 81.71 | |
| Quanta Services (PWR) | 1.5 | $7.2M | 17k | 422.06 | |
| Charles Schwab US MC ETF Etf (SCHM) | 1.4 | $6.8M | 227k | 30.07 | |
| Eli Lilly & Co. (LLY) | 1.4 | $6.7M | 6.3k | 1074.68 | |
| Booking Holdings (BKNG) | 1.4 | $6.7M | 1.3k | 5355.33 | |
| Fidelity Blue Chip Growth ETF Etf (FBCG) | 1.4 | $6.7M | 122k | 54.84 | |
| Shopify Inc cl a (SHOP) | 1.4 | $6.4M | 40k | 160.97 | |
| Datadog Inc Cl A (DDOG) | 1.1 | $5.3M | 39k | 135.99 | |
| Applovin Corp Class A (APP) | 1.1 | $5.3M | 7.8k | 673.82 | |
| United Therapeutics Corporation (UTHR) | 1.0 | $4.5M | 9.3k | 487.25 | |
| Arm Holdings (ARM) | 0.9 | $4.4M | 40k | 109.31 | |
| Vanguard Value ETF Etf (VTV) | 0.9 | $4.1M | 22k | 190.99 | |
| TransDigm Group Incorporated (TDG) | 0.8 | $4.0M | 3.0k | 1329.85 | |
| Schwab US Small Cap ETF Etf (SCHA) | 0.7 | $3.5M | 124k | 28.48 | |
| Palo Alto Networks (PANW) | 0.7 | $3.3M | 18k | 184.20 | |
| Pacer US Cash Cows 100 ETF Etf (COWZ) | 0.7 | $3.2M | 54k | 60.17 | |
| Spotify Technology Sa (SPOT) | 0.6 | $2.9M | 5.1k | 580.71 | |
| Texas Roadhouse (TXRH) | 0.6 | $2.9M | 18k | 166.00 | |
| IShares Russell Mid Cap Growth Etf (IWP) | 0.5 | $2.6M | 19k | 136.94 | |
| Invesco QQQ Trust Etf (QQQ) | 0.5 | $2.4M | 3.8k | 614.31 | |
| Ball Corporation (BALL) | 0.4 | $2.1M | 39k | 52.97 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.5M | 7.3k | 206.95 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.3 | $1.4M | 2.3k | 627.13 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $1.2M | 2.3k | 502.65 | |
| Abbvie (ABBV) | 0.2 | $1.1M | 4.8k | 228.49 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $977k | 3.1k | 313.00 | |
| Procter & Gamble Company (PG) | 0.2 | $796k | 5.6k | 143.31 | |
| Vanguard Total Stock Market ET Etf (VTI) | 0.1 | $673k | 2.0k | 335.27 | |
| Schwab US Broad Market ETF Etf (SCHB) | 0.1 | $634k | 24k | 26.23 | |
| Cisco Systems (CSCO) | 0.1 | $532k | 6.9k | 77.03 | |
| Moody's Corporation (MCO) | 0.1 | $521k | 1.0k | 510.85 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $509k | 893.00 | 570.21 | |
| Morgan Stanley (MS) | 0.1 | $483k | 2.7k | 177.53 | |
| SPDR Gold Shares ETF Etf (GLD) | 0.1 | $469k | 1.2k | 396.31 | |
| Home Depot (HD) | 0.1 | $437k | 1.3k | 344.10 | |
| Caterpillar (CAT) | 0.1 | $424k | 740.00 | 572.87 | |
| Invesco KBW Bank ETF Etf (KBWB) | 0.1 | $408k | 4.8k | 84.29 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $403k | 3.4k | 120.34 | |
| McDonald's Corporation (MCD) | 0.1 | $361k | 1.2k | 305.63 | |
| FirstEnergy (FE) | 0.1 | $356k | 8.0k | 44.77 | |
| Pepsi (PEP) | 0.1 | $354k | 2.5k | 143.52 | |
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.1 | $348k | 6.5k | 53.76 | |
| Walt Disney Company (DIS) | 0.1 | $342k | 3.0k | 113.77 | |
| Technology Select Sector SPDR Etf (XLK) | 0.1 | $328k | 2.3k | 143.97 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $327k | 19k | 17.35 | |
| IShares Russell 1000 Growth ET Etf (IWF) | 0.1 | $316k | 668.00 | 473.30 | |
| SPDR Fund Consumer Discre Sele Etf (XLY) | 0.1 | $314k | 2.6k | 119.41 | |
| Select Sector UTI Select SPDR Etf (XLU) | 0.1 | $309k | 7.2k | 42.69 | |
| Union Pacific Corporation (UNP) | 0.1 | $278k | 1.2k | 231.32 | |
| Abbott Laboratories (ABT) | 0.1 | $275k | 2.2k | 125.29 | |
| International Business Machines (IBM) | 0.1 | $271k | 916.00 | 296.21 | |
| Comcast Corporation (CMCSA) | 0.1 | $270k | 9.0k | 29.89 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $264k | 2.6k | 99.91 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $262k | 9.5k | 27.43 | |
| Chevron Corporation (CVX) | 0.1 | $259k | 1.7k | 152.41 | |
| Illinois Tool Works (ITW) | 0.1 | $257k | 1.0k | 246.30 | |
| Norfolk Southern (NSC) | 0.1 | $249k | 861.00 | 288.72 | |
| Echostar Corporation (SATS) | 0.0 | $236k | 2.2k | 108.70 | |
| Communicate SVS SLCT SEC SPDR Etf (XLC) | 0.0 | $227k | 1.9k | 117.72 |
