Broadleaf Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Broadleaf Partners, LLC reported 80 stock positions worth $390.2 million. Its top holding was Microsoft (MSFT) at 7.0% of the portfolio, followed by Nvidia (NVDA, 6.2%) and Amazon.com (AMZN, 4.5%). Compared with Q4 2023, it opened 4 new positions, sold out of 6, added to 21 and reduced 33. The biggest buy was a new position in Arm Holdings PLC-ADR (ARM) and the biggest sale Apple (AAPL, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- Hudson, OH
- CIK
- 0001712686
- Portfolio Value
- $390.2M (Q1 2024)
- SEC Filing
- 0000950123-24-004880 ↗ filed May 14, 2024
Holdings Value
Holdings 80 stocks · $390.2M
| MSFT Microsoft Corp. | 6.97% | 64,632 | $27.2M | Reduce -0.2% |
| NVDA Nvidia Corp. | 6.19% | 26,719 | $24.1M | Reduce -13.6% |
| AMZN Amazon.com Inc. | 4.54% | 98,188 | $17.7M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 4.10% | 32,908 | $16.0M | Reduce -0.5% |
| SCHF Schwab Intl Equity ETF | 3.79% | 379,215 | $14.8M | Add +3.3% |
| LLY Eli Lilly & Co. | 3.75% | 18,819 | $14.6M | Add +25.7% |
| AAPL Apple Inc. | 3.67% | 83,482 | $14.3M | Reduce -25.5% |
| NOW ServiceNow Inc. | 3.25% | 16,645 | $12.7M | Reduce -0.5% |
| ANET Arista Networks Inc. | 3.22% | 43,284 | $12.6M | Reduce -0.4% |
| DXCM Dexcom Inc. | 2.94% | 82,812 | $11.5M | Add +1.2% |
| SCHG Schwab US Large-Cap Growth | 2.92% | 123,000 | $11.4M | Reduce -2.2% |
| MA Mastercard Inc. Class A | 2.71% | 21,991 | $10.6M | Reduce -0.3% |
| CMG Chipotle Mexican Grill Inc. | 2.65% | 3,561 | $10.4M | Reduce -0.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.61% | 116,595 | $10.2M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 2.54% | 13,545 | $9.9M | Reduce -0.7% |
| ISRG Intuitive Surgical Inc. | 2.52% | 24,660 | $9.8M | Reduce -0.7% |
| URI United Rentals Inc. | 1.96% | 10,602 | $7.6M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 1.90% | 48,685 | $7.4M | Reduce -0.9% |
| ORLY O'reilly Automotive Inc. | 1.87% | 6,478 | $7.3M | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 1.87% | 20,997 | $7.3M | Add +29.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.86% | 17,322 | $7.2M | Reduce -0.5% |
| TSLA Tesla Inc. | 1.77% | 39,267 | $6.9M | Add +60.7% |
| NFLX Netflix Inc. | 1.70% | 10,908 | $6.6M | Add +94.0% |
| ABNB Airbnb Inc. Class A | 1.69% | 40,046 | $6.6M | Reduce -10.1% |
| PGR Progressive Corp. | 1.67% | 31,563 | $6.5M | Add +104.3% |
| UBER Uber Technologies Inc. | 1.64% | 83,186 | $6.4M | Add +94.5% |
| INTU Intuit Inc. | 1.60% | 9,587 | $6.2M | Reduce -35.8% |
| SNPS Synopsys Inc. | 1.59% | 10,871 | $6.2M | Reduce -0.3% |
| VRT Vertiv Holdings Co. Class A | 1.56% | 74,555 | $6.1M | Reduce -38.8% |
| SCHM Schwab US Mid Cap ETF | 1.49% | 71,277 | $5.8M | Add +2.1% |
| ARM Arm Holdings PLC-ADR | 1.48% | 46,312 | $5.8M | New |
| TDG Transdigm Group Inc. | 1.37% | 4,346 | $5.4M | New |
| BALL Ball Corp. | 1.32% | 76,196 | $5.1M | No change |
| DDOG Datadog Inc. Class A | 1.30% | 41,058 | $5.1M | Add +74.0% |
| ADI Analog Devices Inc. | 1.15% | 22,668 | $4.5M | Reduce -0.3% |
| ADBE Adobe Inc. | 1.15% | 8,868 | $4.5M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 1.07% | 51,675 | $4.2M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.90% | 7,131 | $3.5M | Reduce -38.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.78% | 9,491 | $3.0M | New |
| SCHA Schwab US Small-Cap ETF | 0.75% | 59,489 | $2.9M | Add +4.3% |
| IWP iShares Russell Mid-Cap Grow | 0.58% | 19,696 | $2.2M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.54% | 50,287 | $2.1M | Add +18.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 10,870 | $1.8M | Add +0.7% |
| ABBV Abbvie Inc. | 0.37% | 7,908 | $1.4M | Add +0.1% |
| JNJ Johnson & Johnson | 0.29% | 7,216 | $1.1M | No change |
| PG The Procter & Gamble Co. | 0.27% | 6,476 | $1.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 2,339 | $984K | No change |
| PEP Pepsico Inc. | 0.21% | 4,682 | $819K | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.19% | 6,457 | $751K | No change |
| GLD SPDR Gold Shares | 0.18% | 3,507 | $721K | Add +4.5% |
| NOC Northrop Grumman Corp. | 0.17% | 1,408 | $674K | No change |
| HD Home Depot Inc. | 0.17% | 1,742 | $668K | Reduce -0.2% |
| ABT Abbott Laboratories | 0.17% | 5,811 | $660K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,269 | $590K | Add +13.1% |
| GOOGL Alphabet Inc. Class A | 0.14% | 3,723 | $562K | No change |
| SCHB Schwab US Broad Market ETF | 0.12% | 7,582 | $463K | Add +1.2% |
| CB Chubb Ltd. | 0.11% | 1,706 | $442K | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 874 | $420K | Reduce -23.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 3,386 | $414K | Reduce -0.4% |
| MCO Moody's Corp. | 0.10% | 1,040 | $409K | No change |
| CSCO Cisco Systems Inc. | 0.10% | 8,017 | $400K | Reduce -1.0% |
| CMCSA Comcast Corp. Class A | 0.09% | 8,488 | $368K | Reduce -0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 2,576 | $338K | No change |
| MCD McDonald's Corp. | 0.09% | 1,181 | $333K | No change |
| IWF iShares Russell 1000 Growth | 0.08% | 949 | $320K | Reduce -25.5% |
| CVX Chevron Corp. | 0.08% | 2,027 | $320K | Add +0.6% |
| ITW Illinois Tool Works | 0.08% | 1,159 | $311K | No change |
| UNP Union Pacific Corp. | 0.08% | 1,200 | $295K | No change |
| KBWB Invesco KBW Bank ETF | 0.08% | 5,491 | $295K | No change |
| IBB iShares Biotechnology ETF | 0.08% | 2,143 | $294K | Reduce -9.3% |
| CAT Caterpillar Inc. | 0.07% | 760 | $278K | No change |
| HBAN Huntington Bancshares Inc. | 0.07% | 19,107 | $267K | Add +1.1% |
| MS Morgan Stanley | 0.07% | 2,719 | $256K | No change |
| ORCL Oracle Corp. | 0.06% | 2,000 | $251K | No change |
| XLK SS Technology Select Sector | 0.06% | 1,183 | $246K | Reduce -0.6% |
| XLY SS Consumer Disc Select Sect | 0.06% | 1,316 | $242K | No change |
| CTAS Cintas Corp. | 0.06% | 350 | $240K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.06% | 3,641 | $239K | No change |
| NSC Norfolk Southern Corp. | 0.06% | 931 | $237K | No change |
| RPM RPM International Inc. | 0.05% | 1,723 | $205K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -25.5% | 3.67% | −2.65 |
| GD General Dynamics Corp. | Sold out | 0.00% | −1.94 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −1.34 |
| INTU Intuit Inc. | Reduce -35.8% | 1.60% | −1.14 |
| UNH Unitedhealth Group Inc. | Reduce -38.6% | 0.90% | −0.89 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.77 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.42 |
| ADBE Adobe Inc. | Reduce -0.5% | 1.15% | −0.41 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.5% | 1.86% | −0.22 |
| NOW ServiceNow Inc. | Reduce -0.5% | 3.25% | −0.21 |
| ADI Analog Devices Inc. | Reduce -0.3% | 1.15% | −0.17 |
| MSFT Microsoft Corp. | Reduce -0.2% | 6.97% | −0.17 |
| VRT Vertiv Holdings Co. Class A | Reduce -38.8% | 1.56% | −0.15 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.2% | 2.92% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 1.90% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 2.54% | −0.10 |
| ABNB Airbnb Inc. Class A | Reduce -10.1% | 1.69% | −0.08 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.07 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.06 |
| SNPS Synopsys Inc. | Reduce -0.3% | 1.59% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 2.71% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -23.8% | 0.11% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -25.5% | 0.08% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.21% | −0.02 |
| IBB iShares Biotechnology ETF | Reduce -9.3% | 0.08% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.0% | 0.10% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -0.3% | 0.09% | −0.02 |
| HD Home Depot Inc. | Reduce -0.2% | 0.17% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.6% | 0.06% | −0.00 |
| DIS The Walt Disney Co. | Reduce -0.4% | 0.11% | +0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -0.3% | 1.87% | +0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -0.7% | 2.52% | +0.07 |
| TTD Trade Desk Inc./the Class A | Reduce -0.6% | 2.61% | +0.14 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 4.54% | +0.15 |
| URI United Rentals Inc. | Reduce -0.4% | 1.96% | +0.17 |
| ANET Arista Networks Inc. | Reduce -0.4% | 3.22% | +0.22 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.5% | 2.65% | +0.25 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 4.10% | +0.66 |
| NVDA Nvidia Corp. | Reduce -13.6% | 6.19% | +1.70 |
Portfolio Buys Q4 2023 → Q1 2024
| ARM Arm Holdings PLC-ADR | New | 1.48% | +1.48 |
| TDG Transdigm Group Inc. | New | 1.37% | +1.37 |
| LLY Eli Lilly & Co. | Add +25.7% | 3.75% | +1.19 |
| PGR Progressive Corp. | Add +104.3% | 1.67% | +0.95 |
| NFLX Netflix Inc. | Add +94.0% | 1.70% | +0.90 |
| UBER Uber Technologies Inc. | Add +94.5% | 1.64% | +0.87 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.78% | +0.78 |
| DDOG Datadog Inc. Class A | Add +74.0% | 1.30% | +0.46 |
| SHW The Sherwin-Williams Co. | Add +29.7% | 1.87% | +0.39 |
| RPM RPM International Inc. | New | 0.05% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +18.4% | 0.54% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.1% | 0.15% | +0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.37% | +0.01 |
| HBAN Huntington Bancshares Inc. | Add +1.1% | 0.07% | −0.00 |
| GLD SPDR Gold Shares | Add +4.5% | 0.18% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +1.2% | 0.12% | −0.00 |
| CVX Chevron Corp. | Add +0.6% | 0.08% | −0.01 |
| TSLA Tesla Inc. | Add +60.7% | 1.77% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.7% | 0.45% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Add +0.2% | 0.58% | −0.03 |
| DXCM Dexcom Inc. | Add +1.2% | 2.94% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Add +4.3% | 0.75% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Add +2.1% | 1.49% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Add +0.6% | 1.07% | −0.08 |
| SCHF Schwab Intl Equity ETF | Add +3.3% | 3.79% | −0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 86 | $516.6M | NVDA, GOOG, AAPL, AMZN, SCHF |
| Q1 2026 | 84 | $428.9M | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q4 2025 | 82 | $474.2M | NVDA, MSFT, GOOG, AAPL, AMZN |
| Q3 2025 | 80 | $479.7M | NVDA, MSFT, AMZN, AAPL, GOOG |
| Q2 2025 | 82 | $454.2M | MSFT, NVDA, AMZN, AAPL, META |
| Q1 2025 | 79 | $381.9M | AAPL, MSFT, AMZN, NVDA, SCHF |
| Q4 2024 | 77 | $428.1M | NVDA, AAPL, MSFT, AMZN, META |
| Q3 2024 | 79 | $422.7M | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 75 | $413.3M | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2024 | 80 | $390.2M | MSFT, NVDA, AMZN, META, SCHF |