Broadleaf Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Broadleaf Partners, LLC reported 77 stock positions worth $428.1 million. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by Apple (AAPL, 6.8%) and Microsoft (MSFT, 6.2%). Compared with Q3 2024, it opened 4 new positions, sold out of 6, added to 12 and reduced 48. The biggest buy was Alphabet Class C (GOOG, shares +82%) and the biggest sale Eli Lilly (LLY, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Hudson, OH
- CIK
- 0001712686
- Portfolio Value
- $428.1M (Q4 2024)
- SEC Filing
- 0000950123-25-001974 ↗ filed Feb 13, 2025
Holdings Value
Holdings 77 stocks · $428.1M
| NVDA Nvidia Corp. | 6.88% | 219,217 | $29.4M | Reduce -1.4% |
| AAPL Apple Inc. | 6.79% | 116,157 | $29.1M | Reduce -2.5% |
| MSFT Microsoft Corp. | 6.22% | 63,139 | $26.6M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 5.75% | 112,231 | $24.6M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 4.00% | 29,220 | $17.1M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 3.89% | 87,371 | $16.6M | Add +81.6% |
| SCHF Schwab Intl Equity ETF | 3.46% | 800,575 | $14.8M | Add +4.6% |
| NOW ServiceNow Inc. | 3.25% | 13,126 | $13.9M | Reduce -20.5% |
| ANET Arista Networks Inc. | 3.25% | 125,723 | $13.9M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 2.95% | 24,158 | $12.6M | Reduce -1.2% |
| SCHG Schwab US Large-Cap Growth | 2.93% | 450,319 | $12.6M | Add +3.3% |
| COST Costco Wholesale Corp. | 2.83% | 13,224 | $12.1M | Reduce -1.2% |
| NFLX Netflix Inc. | 2.83% | 13,571 | $12.1M | Reduce -1.4% |
| CMG Chipotle Mexican Grill Inc. | 2.54% | 180,022 | $10.9M | Reduce -1.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.49% | 90,854 | $10.7M | Reduce -21.5% |
| LLY Eli Lilly & Co. | 2.45% | 13,594 | $10.5M | Reduce -27.3% |
| PGR Progressive Corp. | 2.25% | 40,275 | $9.7M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 2.20% | 17,896 | $9.4M | Reduce -1.3% |
| ARM Arm Holdings PLC-ADR | 2.11% | 73,192 | $9.0M | Reduce -1.2% |
| VRT Vertiv Holdings Co. Class A | 1.92% | 72,323 | $8.2M | Reduce -1.2% |
| DDOG Datadog Inc. Class A | 1.89% | 56,506 | $8.1M | Reduce -1.1% |
| URI United Rentals Inc. | 1.76% | 10,689 | $7.5M | Reduce -1.2% |
| TDG Transdigm Group Inc. | 1.75% | 5,917 | $7.5M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 1.67% | 12,490 | $7.2M | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 1.59% | 16,923 | $6.8M | Reduce -1.2% |
| ORCL Oracle Corp. | 1.50% | 38,641 | $6.4M | Add +1832.0% |
| SCHM Schwab US Mid Cap ETF | 1.42% | 219,984 | $6.1M | Add +0.8% |
| UBER Uber Technologies Inc. | 1.39% | 98,771 | $6.0M | Reduce -0.7% |
| FBCG Fidelity Blue Chip Grow ETF | 1.32% | 122,419 | $5.7M | Add +3.4% |
| CTAS Cintas Corp. | 1.29% | 30,320 | $5.5M | Add +77.3% |
| SHW The Sherwin-Williams Co. | 1.11% | 14,034 | $4.8M | Reduce -1.2% |
| SCHD Schwab US DVD Equity ETF | 1.08% | 169,188 | $4.6M | Add +4.0% |
| PLTR Palantir Technologies Inc. Class A | 0.99% | 55,964 | $4.2M | New |
| BALL Ball Corp. | 0.98% | 76,196 | $4.2M | No change |
| APP AppLovin Corp. Class A | 0.93% | 12,251 | $4.0M | New |
| UTHR United Therapeutics Corp. | 0.80% | 9,687 | $3.4M | Reduce -0.6% |
| SCHA Schwab US Small-Cap ETF | 0.72% | 118,632 | $3.1M | Reduce -1.2% |
| ADI Analog Devices Inc. | 0.69% | 13,869 | $2.9M | Reduce -1.1% |
| IWP iShares Russell Mid-Cap Grow | 0.59% | 19,948 | $2.5M | Add +1.1% |
| RACE Ferrari NV | 0.56% | 5,634 | $2.4M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 3,893 | $2.0M | Add +3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 10,515 | $1.8M | Reduce -3.0% |
| ABBV Abbvie Inc. | 0.31% | 7,563 | $1.3M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 2,338 | $1.1M | Reduce -0.0% |
| JNJ Johnson & Johnson | 0.24% | 7,211 | $1.0M | No change |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,894 | $1.0M | Add +115.2% |
| PG The Procter & Gamble Co. | 0.22% | 5,610 | $941K | Reduce -13.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 2,491 | $722K | Reduce -19.6% |
| GOOGL Alphabet Inc. Class A | 0.16% | 3,713 | $703K | No change |
| PEP Pepsico Inc. | 0.16% | 4,559 | $693K | Reduce -2.4% |
| HD Home Depot Inc. | 0.15% | 1,690 | $657K | Reduce -2.1% |
| GLD SPDR Gold Shares | 0.15% | 2,668 | $646K | Reduce -19.3% |
| ABT Abbott Laboratories | 0.14% | 5,476 | $619K | Reduce -5.8% |
| SCHB Schwab US Broad Market ETF | 0.12% | 23,508 | $534K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.12% | 4,812 | $518K | Reduce -25.5% |
| FE Firstenergy Corp. | 0.12% | 12,650 | $503K | New |
| MCO Moody's Corp. | 0.11% | 1,020 | $483K | No change |
| NOC Northrop Grumman Corp. | 0.11% | 980 | $460K | Reduce -30.4% |
| CSCO Cisco Systems Inc. | 0.10% | 6,909 | $409K | Reduce -13.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 3,386 | $377K | No change |
| MCD McDonald's Corp. | 0.08% | 1,181 | $342K | No change |
| MS Morgan Stanley | 0.08% | 2,719 | $342K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 7,718 | $340K | Reduce -6.1% |
| KBWB Invesco KBW Bank ETF | 0.07% | 4,841 | $316K | Reduce -11.8% |
| CMCSA Comcast Corp. Class A | 0.07% | 8,265 | $310K | No change |
| HBAN Huntington Bancshares Inc. | 0.07% | 18,818 | $306K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 2,280 | $301K | Reduce -11.6% |
| XLY SS Consumer Disc Select Sect | 0.07% | 1,316 | $295K | No change |
| CVX Chevron Corp. | 0.07% | 1,953 | $283K | No change |
| ITW Illinois Tool Works | 0.06% | 1,086 | $275K | Reduce -6.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.06% | 3,619 | $274K | No change |
| UNP Union Pacific Corp. | 0.06% | 1,200 | $274K | Reduce -91.1% |
| XLK SS Technology Select Sector | 0.06% | 1,156 | $269K | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.06% | 740 | $268K | Reduce -2.6% |
| IWF iShares Russell 1000 Growth | 0.05% | 539 | $216K | Reduce -43.7% |
| RPM RPM International Inc. | 0.05% | 1,704 | $210K | Reduce -1.1% |
| NSC Norfolk Southern Corp. | 0.05% | 891 | $209K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -27.3% | 2.45% | −1.47 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −1.29 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −1.25 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −1.19 |
| UNP Union Pacific Corp. | Reduce -91.1% | 0.06% | −0.72 |
| TTD Trade Desk Inc./the Class A | Reduce -21.5% | 2.49% | −0.51 |
| ARM Arm Holdings PLC-ADR | Reduce -1.2% | 2.11% | −0.40 |
| UBER Uber Technologies Inc. | Reduce -0.7% | 1.39% | −0.38 |
| URI United Rentals Inc. | Reduce -1.2% | 1.76% | −0.31 |
| MSFT Microsoft Corp. | Reduce -1.3% | 6.22% | −0.29 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.2% | 1.59% | −0.29 |
| TDG Transdigm Group Inc. | Reduce -1.1% | 1.75% | −0.27 |
| NOW ServiceNow Inc. | Reduce -20.5% | 3.25% | −0.24 |
| PGR Progressive Corp. | Reduce -1.4% | 2.25% | −0.20 |
| SHW The Sherwin-Williams Co. | Reduce -1.2% | 1.11% | −0.17 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.12 |
| ADI Analog Devices Inc. | Reduce -1.1% | 0.69% | −0.08 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.07 |
| NOC Northrop Grumman Corp. | Reduce -30.4% | 0.11% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -25.5% | 0.12% | −0.06 |
| ABBV Abbvie Inc. | Reduce -4.2% | 0.31% | −0.06 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -13.1% | 0.22% | −0.04 |
| GLD SPDR Gold Shares | Reduce -19.3% | 0.15% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -19.6% | 0.17% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -43.7% | 0.05% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.0% | 0.42% | −0.03 |
| UTHR United Therapeutics Corp. | Reduce -0.6% | 0.80% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.16% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -11.6% | 0.07% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.2% | 0.72% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.1% | 0.08% | −0.01 |
| ABT Abbott Laboratories | Reduce -5.8% | 0.14% | −0.01 |
| HD Home Depot Inc. | Reduce -2.1% | 0.15% | −0.01 |
| CAT Caterpillar Inc. | Reduce -2.6% | 0.06% | −0.01 |
| ITW Illinois Tool Works | Reduce -6.3% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.0% | 0.25% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 4.00% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -13.8% | 0.10% | −0.01 |
| KBWB Invesco KBW Bank ETF | Reduce -11.8% | 0.07% | −0.00 |
| RPM RPM International Inc. | Reduce -1.1% | 0.05% | −0.00 |
| XLK SS Technology Select Sector | Reduce -0.5% | 0.06% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 2.83% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.4% | 2.54% | +0.05 |
| MA Mastercard Inc. Class A | Reduce -1.3% | 2.20% | +0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -1.2% | 2.95% | +0.10 |
| GS Goldman Sachs Group Inc. | Reduce -0.8% | 1.67% | +0.20 |
| VRT Vertiv Holdings Co. Class A | Reduce -1.2% | 1.92% | +0.20 |
| AAPL Apple Inc. | Reduce -2.5% | 6.79% | +0.23 |
| DDOG Datadog Inc. Class A | Reduce -1.1% | 1.89% | +0.33 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOG Alphabet Inc. Class C | Add +81.6% | 3.89% | +1.98 |
| ORCL Oracle Corp. | Add +1832.0% | 1.50% | +1.42 |
| PLTR Palantir Technologies Inc. Class A | New | 0.99% | +0.99 |
| APP AppLovin Corp. Class A | New | 0.93% | +0.93 |
| RACE Ferrari NV | New | 0.56% | +0.56 |
| CTAS Cintas Corp. | Add +77.3% | 1.29% | +0.46 |
| SCHG Schwab US Large-Cap Growth | Add +3.3% | 2.93% | +0.25 |
| VOO Vanguard S&P 500 ETF | Add +115.2% | 0.24% | +0.13 |
| FBCG Fidelity Blue Chip Grow ETF | Add +3.4% | 1.32% | +0.13 |
| FE Firstenergy Corp. | New | 0.12% | +0.12 |
| IWP iShares Russell Mid-Cap Grow | Add +1.1% | 0.59% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.1% | 0.46% | +0.03 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.12% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +4.0% | 1.08% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.8% | 1.42% | −0.01 |
| SCHF Schwab Intl Equity ETF | Add +4.6% | 3.46% | −0.26 |
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 |