Broadleaf Partners, LLC 13F Holdings

CIK 0001712686 · Hudson, OH

As of Sep 30, 2025, Broadleaf Partners, LLC reported 80 positions worth $479.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology188,288$35.1M7.32%
MICROSOFT CORPMSFTTechnology61,122$31.7M6.60%
AMAZON.COM INCAMZNEquity109,609$24.1M5.02%
APPLE INCAAPLTechnology94,365$24.0M5.01%
ALPHABET INCGOOGCommunication Services83,472$20.3M4.24%
Meta Platforms, Inc.META—26,089 9.2M3.99%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—780,433 8.2M3.79%
BROADCOM INCAVGOTechnology49,312 6.3M3.39%
GOLDMAN SACHS GROUP INCGSFinancial Services17,724 4.1M2.94%
ARISTA NETWORKS INCANETTechnology95,363 3.9M2.90%
SCHWAB US LARGE-CAP GROWTHSCHG—410,497 3.1M2.73%
ORACLE CORPORCLTechnology45,580 2.8M2.67%
J P MORGAN CHASE & COJPMFinancial Services39,780 2.5M2.62%
Costco Wholesale CorpCOST—12,694 1.7M2.45%
SERVICENOW INC COMNOWTechnology12,712 1.7M2.44%
NETFLIX INC COMNFLXCommunication Services9,521 1.4M2.38%
PALANTIR TECHNOLOGIES INCPLTRTechnology59,686 0.9M2.27%
Vertiv Hldgs CoVRTIndustrials69,496 0.5M2.19%
ARM HOLDINGS PLCARMTechnology71,316 0.1M2.10%
TESLA MTRS INC COMTSLAConsumer Cyclical22,335$9.9M2.07%
Mastercard Inc.MA—17,317$9.9M2.05%
UNITED RENTALS INCURIIndustrials10,305$9.8M2.05%
PROGRESSIVE CORPPGRFinancial Services38,943$9.6M2.00%
CINTAS CORPCTASIndustrials45,969$9.4M1.97%
UBER TECHNOLOGIES INCUBERTechnology94,611$9.3M1.93%