Broadleaf Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Broadleaf Partners, LLC reported 79 stock positions worth $381.9 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Microsoft (MSFT, 6.1%) and Amazon.com (AMZN, 5.6%). Compared with Q4 2024, it opened 8 new positions, sold out of 6, added to 11 and reduced 42. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale an exit from Trade Desk Inc./the Class A (TTD).
- Most Recent 13F
- Q2 2026
- Location
- Hudson, OH
- CIK
- 0001712686
- Portfolio Value
- $381.9M (Q1 2025)
- SEC Filing
- 0000950123-25-005173 ↗ filed May 14, 2025
Holdings Value
Holdings 79 stocks · $381.9M
| AAPL Apple Inc. | 6.64% | 114,248 | $25.4M | Reduce -1.6% |
| MSFT Microsoft Corp. | 6.11% | 62,196 | $23.3M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 5.57% | 111,819 | $21.3M | Reduce -0.4% |
| NVDA Nvidia Corp. | 5.46% | 192,582 | $20.9M | Reduce -12.2% |
| SCHF Schwab Intl Equity ETF | 4.47% | 862,702 | $17.1M | Add +7.8% |
| GOOG Alphabet Inc. Class C | 4.25% | 103,840 | $16.2M | Add +18.9% |
| META Meta Platforms Inc. Class A | 4.02% | 26,650 | $15.4M | Reduce -8.8% |
| COST Costco Wholesale Corp. | 3.21% | 12,983 | $12.3M | Reduce -1.8% |
| PGR Progressive Corp. | 2.94% | 39,631 | $11.2M | Reduce -1.6% |
| SCHG Schwab US Large-Cap Growth | 2.88% | 438,835 | $11.0M | Reduce -2.5% |
| NOW ServiceNow Inc. | 2.71% | 12,980 | $10.3M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 2.59% | 18,093 | $9.9M | Add +44.9% |
| MA Mastercard Inc. Class A | 2.53% | 17,625 | $9.7M | Reduce -1.5% |
| CTAS Cintas Corp. | 2.52% | 46,748 | $9.6M | Add +54.2% |
| ISRG Intuitive Surgical Inc. | 2.48% | 19,161 | $9.5M | Reduce -20.7% |
| NFLX Netflix Inc. | 2.37% | 9,723 | $9.1M | Reduce -28.4% |
| ANET Arista Networks Inc. | 2.04% | 100,683 | $7.8M | Reduce -19.9% |
| ARM Arm Holdings PLC-ADR | 2.01% | 71,768 | $7.7M | Reduce -1.9% |
| CMG Chipotle Mexican Grill Inc. | 1.92% | 145,742 | $7.3M | Reduce -19.0% |
| UBER Uber Technologies Inc. | 1.84% | 96,532 | $7.0M | Reduce -2.3% |
| URI United Rentals Inc. | 1.72% | 10,478 | $6.6M | Reduce -2.0% |
| AVGO Broadcom Inc. | 1.60% | 36,563 | $6.1M | New |
| SCHM Schwab US Mid Cap ETF | 1.50% | 219,217 | $5.7M | Reduce -0.3% |
| ORCL Oracle Corp. | 1.40% | 38,240 | $5.3M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 1.38% | 6,390 | $5.3M | Reduce -53.0% |
| VRT Vertiv Holdings Co. Class A | 1.34% | 70,948 | $5.1M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 1.27% | 172,822 | $4.8M | Add +2.1% |
| SHW The Sherwin-Williams Co. | 1.26% | 13,782 | $4.8M | Reduce -1.8% |
| FBCG Fidelity Blue Chip Grow ETF | 1.24% | 118,759 | $4.7M | Reduce -3.0% |
| PLTR Palantir Technologies Inc. Class A | 1.22% | 55,105 | $4.7M | Reduce -1.5% |
| TSLA Tesla Inc. | 1.17% | 17,268 | $4.5M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.14% | 8,203 | $4.4M | Add +250.9% |
| TDG Transdigm Group Inc. | 1.11% | 3,053 | $4.2M | Reduce -48.4% |
| DDOG Datadog Inc. Class A | 1.04% | 40,189 | $4.0M | Reduce -28.9% |
| BALL Ball Corp. | 1.04% | 76,196 | $4.0M | No change |
| JPM JPMorgan Chase & Co. | 0.87% | 13,573 | $3.3M | New |
| APP AppLovin Corp. Class A | 0.84% | 12,075 | $3.2M | Reduce -1.4% |
| BKNG Booking Holdings Inc. | 0.79% | 651 | $3.0M | New |
| KKR KKR & Co. Inc. | 0.77% | 25,545 | $3.0M | New |
| TXRH Texas Roadhouse Inc. | 0.77% | 17,690 | $2.9M | New |
| UTHR United Therapeutics Corp. | 0.77% | 9,498 | $2.9M | Reduce -1.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.76% | 5,996 | $2.9M | Reduce -64.6% |
| SCHA Schwab US Small-Cap ETF | 0.74% | 120,149 | $2.8M | Add +1.3% |
| IWP iShares Russell Mid-Cap Grow | 0.57% | 18,670 | $2.2M | Reduce -6.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 10,977 | $1.9M | Add +4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 3,927 | $1.8M | Add +0.9% |
| ABBV Abbvie Inc. | 0.32% | 5,763 | $1.2M | Reduce -23.8% |
| JNJ Johnson & Johnson | 0.31% | 7,207 | $1.2M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.31% | 2,301 | $1.2M | Add +21.5% |
| PG The Procter & Gamble Co. | 0.25% | 5,591 | $953K | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.19% | 2,547 | $734K | Reduce -4.5% |
| PEP Pepsico Inc. | 0.15% | 3,939 | $591K | Reduce -13.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,119 | $582K | Reduce -14.9% |
| GOOGL Alphabet Inc. Class A | 0.15% | 3,713 | $574K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 4,812 | $572K | No change |
| HD Home Depot Inc. | 0.14% | 1,420 | $520K | Reduce -16.0% |
| SCHB Schwab US Broad Market ETF | 0.14% | 24,019 | $517K | Add +2.2% |
| FE Firstenergy Corp. | 0.13% | 12,650 | $511K | No change |
| NOC Northrop Grumman Corp. | 0.13% | 980 | $502K | No change |
| ABT Abbott Laboratories | 0.13% | 3,676 | $488K | Reduce -32.9% |
| MCO Moody's Corp. | 0.12% | 1,020 | $475K | No change |
| CSCO Cisco Systems Inc. | 0.11% | 6,909 | $426K | No change |
| MCD McDonald's Corp. | 0.10% | 1,181 | $369K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 7,718 | $349K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 3,363 | $332K | Reduce -0.7% |
| CVX Chevron Corp. | 0.09% | 1,953 | $327K | No change |
| MS Morgan Stanley | 0.08% | 2,719 | $317K | No change |
| CMCSA Comcast Corp. Class A | 0.08% | 8,265 | $305K | No change |
| KBWB Invesco KBW Bank ETF | 0.08% | 4,841 | $304K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 3,619 | $285K | No change |
| UNP Union Pacific Corp. | 0.07% | 1,200 | $283K | No change |
| HBAN Huntington Bancshares Inc. | 0.07% | 18,818 | $282K | No change |
| XLY SS Consumer Disc Select Sect | 0.07% | 1,316 | $260K | No change |
| ITW Illinois Tool Works | 0.07% | 1,043 | $259K | Reduce -4.0% |
| CAT Caterpillar Inc. | 0.06% | 740 | $244K | No change |
| XLK SS Technology Select Sector | 0.06% | 1,150 | $237K | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 868 | $216K | New |
| SCHW Schwab (charles) Corp. | 0.05% | 2,640 | $207K | New |
| NSC Norfolk Southern Corp. | 0.05% | 861 | $204K | Reduce -3.4% |
Portfolio Sells Q4 2024 → Q1 2025
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −2.49 |
| NVDA Nvidia Corp. | Reduce -12.2% | 5.46% | −1.41 |
| ANET Arista Networks Inc. | Reduce -19.9% | 2.04% | −1.20 |
| LLY Eli Lilly & Co. | Reduce -53.0% | 1.38% | −1.07 |
| DDOG Datadog Inc. Class A | Reduce -28.9% | 1.04% | −0.84 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -64.6% | 0.76% | −0.83 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.69 |
| TDG Transdigm Group Inc. | Reduce -48.4% | 1.11% | −0.65 |
| CMG Chipotle Mexican Grill Inc. | Reduce -19.0% | 1.92% | −0.62 |
| VRT Vertiv Holdings Co. Class A | Reduce -1.9% | 1.34% | −0.58 |
| RACE Ferrari NV | Sold out | 0.00% | −0.56 |
| NOW ServiceNow Inc. | Reduce -1.1% | 2.71% | −0.54 |
| ISRG Intuitive Surgical Inc. | Reduce -20.7% | 2.48% | −0.46 |
| NFLX Netflix Inc. | Reduce -28.4% | 2.37% | −0.45 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 5.57% | −0.18 |
| AAPL Apple Inc. | Reduce -1.6% | 6.64% | −0.15 |
| ORCL Oracle Corp. | Reduce -1.0% | 1.40% | −0.10 |
| MSFT Microsoft Corp. | Reduce -1.5% | 6.11% | −0.10 |
| ARM Arm Holdings PLC-ADR | Reduce -1.9% | 2.01% | −0.10 |
| APP AppLovin Corp. Class A | Reduce -1.4% | 0.84% | −0.09 |
| FBCG Fidelity Blue Chip Grow ETF | Reduce -3.0% | 1.24% | −0.08 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.07 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.5% | 2.88% | −0.05 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.05 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.05 |
| URI United Rentals Inc. | Reduce -2.0% | 1.72% | −0.04 |
| UTHR United Therapeutics Corp. | Reduce -1.9% | 0.77% | −0.03 |
| HD Home Depot Inc. | Reduce -16.0% | 0.14% | −0.02 |
| ABT Abbott Laboratories | Reduce -32.9% | 0.13% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -6.4% | 0.57% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.9% | 0.15% | −0.02 |
| PEP Pepsico Inc. | Reduce -13.6% | 0.15% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.09% | −0.00 |
| XLK SS Technology Select Sector | Reduce -0.5% | 0.06% | −0.00 |
| ABBV Abbvie Inc. | Reduce -23.8% | 0.32% | +0.00 |
| ITW Illinois Tool Works | Reduce -4.0% | 0.07% | +0.00 |
| NSC Norfolk Southern Corp. | Reduce -3.4% | 0.05% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -8.8% | 4.02% | +0.03 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.25% | +0.03 |
| GLD SPDR Gold Shares | Reduce -4.5% | 0.19% | +0.04 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.31% | +0.07 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.3% | 1.50% | +0.08 |
| SHW The Sherwin-Williams Co. | Reduce -1.8% | 1.26% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.5% | 1.22% | +0.23 |
| MA Mastercard Inc. Class A | Reduce -1.5% | 2.53% | +0.33 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 3.21% | +0.38 |
| UBER Uber Technologies Inc. | Reduce -2.3% | 1.84% | +0.45 |
| PGR Progressive Corp. | Reduce -1.6% | 2.94% | +0.68 |
Portfolio Buys Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | New | 1.60% | +1.60 |
| CTAS Cintas Corp. | Add +54.2% | 2.52% | +1.22 |
| TSLA Tesla Inc. | New | 1.17% | +1.17 |
| SCHF Schwab Intl Equity ETF | Add +7.8% | 4.47% | +1.01 |
| GS Goldman Sachs Group Inc. | Add +44.9% | 2.59% | +0.92 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +250.9% | 1.14% | +0.90 |
| JPM JPMorgan Chase & Co. | New | 0.87% | +0.87 |
| BKNG Booking Holdings Inc. | New | 0.79% | +0.79 |
| KKR KKR & Co. Inc. | New | 0.77% | +0.77 |
| TXRH Texas Roadhouse Inc. | New | 0.77% | +0.77 |
| GOOG Alphabet Inc. Class C | Add +18.9% | 4.25% | +0.36 |
| SCHD Schwab US DVD Equity ETF | Add +2.1% | 1.27% | +0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.4% | 0.50% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +21.5% | 0.31% | +0.07 |
| IBM Intl Business Machines Corp. | New | 0.06% | +0.06 |
| SCHW Schwab (charles) Corp. | New | 0.05% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +1.3% | 0.74% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.9% | 0.48% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +2.2% | 0.14% | +0.01 |
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 |