Broadleaf Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Broadleaf Partners, LLC reported 79 stock positions worth $422.7 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Microsoft (MSFT, 6.5%) and Nvidia (NVDA, 6.4%). Compared with Q2 2024, it opened 6 new positions, sold out of 2, added to 16 and reduced 33. The biggest buy was a new position in Goldman Sachs (GS) and the biggest sale an exit from CrowdStrike Class A (CRWD).

Most Recent 13F
Q2 2026
Location
Hudson, OH
CIK
0001712686
Portfolio Value
$422.7M (Q3 2024)
SEC Filing
0000950123-24-010949 ↗ filed Nov 12, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $390.2M Q1 2024 Q2 2024: $413.3M Q2 2024 Q3 2024: $422.7M $422.7M Q3 2024 Q4 2024: $428.1M Q4 2024 Q1 2025: $381.9M Q1 2025 Q2 2025: $454.2M Q2 2025 Q3 2025: $479.7M Q3 2025 Q4 2025: $474.2M Q4 2025 Q1 2026: $428.9M Q1 2026 Q2 2026: $516.6M Q2 2026

Holdings 79 stocks · $422.7M
AAPL Apple Inc. 6.57% 119,158 $27.8M Reduce -0.4%
MSFT Microsoft Corp. 6.51% 63,969 $27.5M Reduce -0.3%
NVDA Nvidia Corp. 6.39% 222,374 $27.0M Reduce -16.3%
AMZN Amazon.com Inc. 5.01% 113,677 $21.2M Reduce -0.4%
META Meta Platforms Inc. Class A 4.00% 29,559 $16.9M Reduce -12.2%
LLY Eli Lilly & Co. 3.92% 18,698 $16.6M Reduce -0.3%
SCHF Schwab Intl Equity ETF 3.72% 382,563 $15.7M Add +0.6%
NOW ServiceNow Inc. 3.49% 16,514 $14.8M Reduce -0.2%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 3.00% 115,690 $12.7M Reduce -0.3%
ANET Arista Networks Inc. 2.90% 31,924 $12.3M Reduce -23.0%
ISRG Intuitive Surgical Inc. 2.84% 24,444 $12.0M Reduce -0.3%
COST Costco Wholesale Corp. 2.81% 13,379 $11.9M Reduce -0.3%
SCHG Schwab US Large-Cap Growth 2.68% 108,936 $11.3M Reduce -7.1%
ARM Arm Holdings PLC-ADR 2.51% 74,083 $10.6M Add +0.2%
CMG Chipotle Mexican Grill Inc. 2.49% 182,580 $10.5M Add +3.2%
PGR Progressive Corp. 2.45% 40,833 $10.4M Reduce -0.5%
NFLX Netflix Inc. 2.31% 13,759 $9.8M Reduce -0.3%
MA Mastercard Inc. Class A 2.12% 18,126 $9.0M Reduce -0.4%
URI United Rentals Inc. 2.07% 10,822 $8.8M Add +35.1%
TDG Transdigm Group Inc. 2.02% 5,982 $8.5M Reduce -0.5%
GOOG Alphabet Inc. Class C 1.90% 48,110 $8.0M Reduce -0.4%
VRTX Vertex Pharmaceuticals Inc. 1.88% 17,124 $8.0M Reduce -0.5%
UBER Uber Technologies Inc. 1.77% 99,501 $7.5M Add +26.2%
VRT Vertiv Holdings Co. Class A 1.72% 73,234 $7.3M Reduce -0.7%
DDOG Datadog Inc. Class A 1.56% 57,144 $6.6M Reduce -0.4%
GS Goldman Sachs Group Inc. 1.48% 12,597 $6.2M New
SCHM Schwab US Mid Cap ETF 1.43% 72,726 $6.0M Add +3.3%
SNPS Synopsys Inc. 1.29% 10,766 $5.5M Reduce -0.4%
SHW The Sherwin-Williams Co. 1.28% 14,200 $5.4M Reduce -0.2%
ORLY O'reilly Automotive Inc. 1.25% 4,578 $5.3M Reduce -0.4%
BALL Ball Corp. 1.22% 76,196 $5.2M No change
FBCG Fidelity Blue Chip Grow ETF 1.20% 118,393 $5.1M New
ABNB Airbnb Inc. Class A 1.19% 39,621 $5.0M Reduce -0.3%
SCHD Schwab US DVD Equity ETF 1.08% 54,235 $4.6M Add +3.4%
CTAS Cintas Corp. 0.83% 17,098 $3.5M Add +1121.3%
UTHR United Therapeutics Corp. 0.83% 9,745 $3.5M New
UNP Union Pacific Corp. 0.79% 13,500 $3.3M Add +1025.0%
ADI Analog Devices Inc. 0.76% 14,025 $3.2M Add +0.3%
SCHA Schwab US Small-Cap ETF 0.73% 60,036 $3.1M Add +0.1%
IWP iShares Russell Mid-Cap Grow 0.55% 19,735 $2.3M Add +2.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.45% 10,844 $1.9M Add +1.1%
QQQ Invesco QQQ Trust Series 1 0.44% 3,775 $1.8M Reduce -4.9%
ABBV Abbvie Inc. 0.37% 7,898 $1.6M No change
JNJ Johnson & Johnson 0.28% 7,211 $1.2M No change
PG The Procter & Gamble Co. 0.26% 6,457 $1.1M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 2,339 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 0.21% 3,098 $877K Add +16.9%
GLD SPDR Gold Shares 0.19% 3,306 $804K Reduce -4.9%
PEP Pepsico Inc. 0.19% 4,669 $794K Reduce -0.3%
XOM Exxon Mobil Corp. 0.18% 6,457 $757K No change
NOC Northrop Grumman Corp. 0.18% 1,408 $744K No change
HD Home Depot Inc. 0.17% 1,727 $700K Reduce -0.9%
ABT Abbott Laboratories 0.16% 5,811 $663K No change
GOOGL Alphabet Inc. Class A 0.15% 3,713 $616K Reduce -0.3%
SCHB Schwab US Broad Market ETF 0.12% 7,824 $520K Add +0.2%
CB Chubb Ltd. 0.12% 1,706 $492K No change
MCO Moody's Corp. 0.11% 1,020 $484K No change
VOO Vanguard S&P 500 ETF 0.11% 880 $464K Add +0.3%
CSCO Cisco Systems Inc. 0.10% 8,017 $427K No change
VWO Vanguard Ftse Emerging Marke 0.09% 8,220 $393K No change
SDY SS SPDR S&P Dividend ETF 0.09% 2,580 $366K No change
MCD McDonald's Corp. 0.09% 1,181 $360K No change
IWF iShares Russell 1000 Growth 0.09% 957 $359K No change
CMCSA Comcast Corp. Class A 0.08% 8,265 $345K Reduce -0.7%
ORCL Oracle Corp. 0.08% 2,000 $341K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 3,386 $326K No change
KBWB Invesco KBW Bank ETF 0.08% 5,491 $322K No change
IBB iShares Biotechnology ETF 0.07% 2,122 $309K No change
ITW Illinois Tool Works 0.07% 1,159 $304K No change
CAT Caterpillar Inc. 0.07% 760 $297K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.07% 3,619 $292K Reduce -0.6%
CVX Chevron Corp. 0.07% 1,953 $288K No change
MS Morgan Stanley 0.07% 2,719 $283K No change
HBAN Huntington Bancshares Inc. 0.07% 18,818 $277K No change
XLY SS Consumer Disc Select Sect 0.06% 1,316 $264K No change
XLK SS Technology Select Sector 0.06% 1,162 $262K Reduce -1.8%
NSC Norfolk Southern Corp. 0.05% 891 $221K New
RPM RPM International Inc. 0.05% 1,723 $208K New
NEE Nextera Energy Inc. 0.05% 2,400 $203K New

Portfolio Sells Q2 2024 → Q3 2024
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −2.48
DXCM Dexcom Inc. Sold out 0.00% −2.26
NVDA Nvidia Corp. Reduce -16.3% 6.39% −1.55
ANET Arista Networks Inc. Reduce -23.0% 2.90% −0.61
MSFT Microsoft Corp. Reduce -0.3% 6.51% −0.43
AMZN Amazon.com Inc. Reduce -0.4% 5.01% −0.33
ABNB Airbnb Inc. Class A Reduce -0.3% 1.19% −0.27
SNPS Synopsys Inc. Reduce -0.4% 1.29% −0.27
DDOG Datadog Inc. Class A Reduce -0.4% 1.56% −0.24
GOOG Alphabet Inc. Class C Reduce -0.4% 1.90% −0.24
LLY Eli Lilly & Co. Reduce -0.3% 3.92% −0.19
SCHG Schwab US Large-Cap Growth Reduce -7.1% 2.68% −0.18
META Meta Platforms Inc. Class A Reduce -12.2% 4.00% −0.10
VRTX Vertex Pharmaceuticals Inc. Reduce -0.5% 1.88% −0.07
QQQ Invesco QQQ Trust Series 1 Reduce -4.9% 0.44% −0.02
GOOGL Alphabet Inc. Class A Reduce -0.3% 0.15% −0.02
XLK SS Technology Select Sector Reduce -1.8% 0.06% −0.00
PEP Pepsico Inc. Reduce -0.3% 0.19% +0.00
CMCSA Comcast Corp. Class A Reduce -0.7% 0.08% +0.00
PG The Procter & Gamble Co. Reduce -0.2% 0.26% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -0.6% 0.07% +0.01
GLD SPDR Gold Shares Reduce -4.9% 0.19% +0.01
HD Home Depot Inc. Reduce -0.9% 0.17% +0.02
COST Costco Wholesale Corp. Reduce -0.3% 2.81% +0.05
NFLX Netflix Inc. Reduce -0.3% 2.31% +0.05
ORLY O'reilly Automotive Inc. Reduce -0.4% 1.25% +0.07
TDG Transdigm Group Inc. Reduce -0.5% 2.02% +0.16
MA Mastercard Inc. Class A Reduce -0.4% 2.12% +0.18
VRT Vertiv Holdings Co. Class A Reduce -0.7% 1.72% +0.18
ISRG Intuitive Surgical Inc. Reduce -0.3% 2.84% +0.20
SHW The Sherwin-Williams Co. Reduce -0.2% 1.28% +0.25
TTD Trade Desk Inc./the Class A Reduce -0.3% 3.00% +0.26
NOW ServiceNow Inc. Reduce -0.2% 3.49% +0.34
PGR Progressive Corp. Reduce -0.5% 2.45% +0.39
AAPL Apple Inc. Reduce -0.4% 6.57% +0.47

Portfolio Buys Q2 2024 → Q3 2024
GS Goldman Sachs Group Inc. New 1.48% +1.48
FBCG Fidelity Blue Chip Grow ETF New 1.20% +1.20
UTHR United Therapeutics Corp. New 0.83% +0.83
URI United Rentals Inc. Add +35.1% 2.07% +0.82
CTAS Cintas Corp. Add +1121.3% 0.83% +0.77
UNP Union Pacific Corp. Add +1025.0% 0.79% +0.72
UBER Uber Technologies Inc. Add +26.2% 1.77% +0.38
SCHF Schwab Intl Equity ETF Add +0.6% 3.72% +0.19
SCHM Schwab US Mid Cap ETF Add +3.3% 1.43% +0.10
SCHD Schwab US DVD Equity ETF Add +3.4% 1.08% +0.10
NSC Norfolk Southern Corp. New 0.05% +0.05
RPM RPM International Inc. New 0.05% +0.05
NEE Nextera Energy Inc. New 0.05% +0.05
SCHA Schwab US Small-Cap ETF Add +0.1% 0.73% +0.04
VTI VG Morningstar TS MKT ETF-US Add +16.9% 0.21% +0.04
IWP iShares Russell Mid-Cap Grow Add +2.1% 0.55% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +1.1% 0.45% +0.03
SCHB Schwab US Broad Market ETF Add +0.2% 0.12% +0.00
VOO Vanguard S&P 500 ETF Add +0.3% 0.11% +0.00
ADI Analog Devices Inc. Add +0.3% 0.76% −0.01
CMG Chipotle Mexican Grill Inc. Add +3.2% 2.49% −0.19
ARM Arm Holdings PLC-ADR Add +0.2% 2.51% −0.42

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 86$516.6MNVDA, GOOG, AAPL, AMZN, SCHF
Q1 2026 84$428.9MNVDA, AAPL, GOOG, MSFT, AMZN
Q4 2025 82$474.2MNVDA, MSFT, GOOG, AAPL, AMZN
Q3 2025 80$479.7MNVDA, MSFT, AMZN, AAPL, GOOG
Q2 2025 82$454.2MMSFT, NVDA, AMZN, AAPL, META
Q1 2025 79$381.9MAAPL, MSFT, AMZN, NVDA, SCHF
Q4 2024 77$428.1MNVDA, AAPL, MSFT, AMZN, META
Q3 2024 79$422.7MAAPL, MSFT, NVDA, AMZN, META
Q2 2024 75$413.3MNVDA, MSFT, AAPL, AMZN, META
Q1 2024 80$390.2MMSFT, NVDA, AMZN, META, SCHF