Broadleaf Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Broadleaf Partners, LLC reported 82 stock positions worth $454.2 million. Its top holding was Microsoft (MSFT) at 6.8% of the portfolio, followed by Nvidia (NVDA, 6.6%) and Amazon.com (AMZN, 5.4%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 15 and reduced 43. The biggest buy was Broadcom (AVGO, shares +37%) and the biggest sale Apple (AAPL, shares −16%).

Most Recent 13F
Q2 2026
Location
Hudson, OH
CIK
0001712686
Portfolio Value
$454.2M (Q2 2025)
SEC Filing
0000950123-25-008072 ↗ filed Aug 14, 2025

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 Q3 2024 Q4 2024: $428.1M Q4 2024 Q1 2025: $381.9M Q1 2025 Q2 2025: $454.2M $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 82 stocks · $454.2M
MSFT Microsoft Corp. 6.78% 61,915 $30.8M Reduce -0.5%
NVDA Nvidia Corp. 6.65% 191,082 $30.2M Reduce -0.8%
AMZN Amazon.com Inc. 5.39% 111,606 $24.5M Reduce -0.2%
AAPL Apple Inc. 4.33% 95,836 $19.7M Reduce -16.1%
META Meta Platforms Inc. Class A 4.31% 26,503 $19.6M Reduce -0.6%
SCHF Schwab Intl Equity ETF 3.75% 769,942 $17.0M Reduce -10.8%
GOOG Alphabet Inc. Class C 3.32% 85,025 $15.1M Reduce -18.1%
SCHG Schwab US Large-Cap Growth 3.08% 478,458 $14.0M Add +9.0%
AVGO Broadcom Inc. 3.04% 50,139 $13.8M Add +37.1%
NOW ServiceNow Inc. 2.92% 12,907 $13.3M Reduce -0.6%
NFLX Netflix Inc. 2.86% 9,685 $13.0M Reduce -0.4%
COST Costco Wholesale Corp. 2.81% 12,912 $12.8M Reduce -0.6%
GS Goldman Sachs Group Inc. 2.81% 18,040 $12.8M Reduce -0.3%
ARM Arm Holdings PLC-ADR 2.58% 72,433 $11.7M Add +0.9%
PGR Progressive Corp. 2.33% 39,600 $10.6M Reduce -0.1%
CTAS Cintas Corp. 2.29% 46,711 $10.4M Reduce -0.1%
ISRG Intuitive Surgical Inc. 2.28% 19,064 $10.4M Reduce -0.5%
ANET Arista Networks Inc. 2.18% 96,772 $9.9M Reduce -3.9%
MA Mastercard Inc. Class A 2.18% 17,594 $9.9M Reduce -0.2%
VRT Vertiv Holdings Co. Class A 1.99% 70,531 $9.1M Reduce -0.6%
UBER Uber Technologies Inc. 1.98% 96,198 $9.0M Reduce -0.3%
ORCL Oracle Corp. 1.83% 38,033 $8.3M Reduce -0.5%
PLTR Palantir Technologies Inc. Class A 1.81% 60,472 $8.2M Add +9.7%
URI United Rentals Inc. 1.74% 10,496 $7.9M Add +0.2%
JPM JPMorgan Chase & Co. 1.66% 26,015 $7.5M Add +91.7%
BKNG Booking Holdings Inc. 1.63% 1,282 $7.4M Add +96.9%
FBCG Fidelity Blue Chip Grow ETF 1.45% 136,407 $6.6M Add +14.9%
SCHM Schwab US Mid Cap ETF 1.42% 230,526 $6.5M Add +5.2%
TSLA Tesla Inc. 1.21% 17,256 $5.5M Reduce -0.1%
DDOG Datadog Inc. Class A 1.18% 39,960 $5.4M Reduce -0.6%
LLY Eli Lilly & Co. 1.09% 6,365 $5.0M Reduce -0.4%
SHW The Sherwin-Williams Co. 1.04% 13,767 $4.7M Reduce -0.1%
TDG Transdigm Group Inc. 1.02% 3,051 $4.6M Reduce -0.1%
SCHD Schwab US DVD Equity ETF 1.00% 172,115 $4.6M Reduce -0.4%
APP AppLovin Corp. Class A 0.93% 12,057 $4.2M Reduce -0.1%
SPOT Spotify Technology SA 0.87% 5,139 $3.9M New
BALL Ball Corp. 0.85% 69,196 $3.9M Reduce -9.2%
CMG Chipotle Mexican Grill Inc. 0.84% 68,145 $3.8M Reduce -53.2%
PANW Palo Alto Networks Inc. 0.82% 18,135 $3.7M New
TXRH Texas Roadhouse Inc. 0.73% 17,815 $3.3M Add +0.7%
SCHA Schwab US Small-Cap ETF 0.73% 130,501 $3.3M Add +8.6%
UTHR United Therapeutics Corp. 0.60% 9,490 $2.7M Reduce -0.1%
IWP iShares Russell Mid-Cap Grow 0.60% 19,522 $2.7M Add +4.6%
VRTX Vertex Pharmaceuticals Inc. 0.59% 6,018 $2.7M Add +0.4%
QQQ Invesco QQQ Trust Series 1 0.50% 4,112 $2.3M Add +4.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.42% 10,695 $1.9M Reduce -2.6%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 2,324 $1.1M Reduce -71.7%
JNJ Johnson & Johnson 0.24% 7,207 $1.1M No change
VOO Vanguard S&P 500 ETF 0.24% 1,924 $1.1M Reduce -16.4%
ABBV Abbvie Inc. 0.20% 4,818 $894K Reduce -16.4%
PG The Procter & Gamble Co. 0.20% 5,566 $887K Reduce -0.5%
GOOGL Alphabet Inc. Class A 0.13% 3,360 $592K Reduce -9.5%
SCHB Schwab US Broad Market ETF 0.13% 24,045 $573K Add +0.1%
VTI VG Morningstar TS MKT ETF-US 0.12% 1,797 $546K Reduce -15.2%
XOM Exxon Mobil Corp. 0.11% 4,812 $519K No change
MCO Moody's Corp. 0.11% 1,020 $512K No change
NOC Northrop Grumman Corp. 0.11% 980 $490K No change
CSCO Cisco Systems Inc. 0.11% 6,909 $479K No change
HD Home Depot Inc. 0.10% 1,299 $476K Reduce -8.5%
PEP Pepsico Inc. 0.10% 3,595 $475K Reduce -8.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 3,363 $417K No change
MS Morgan Stanley 0.08% 2,719 $383K No change
GLD SPDR Gold Shares 0.08% 1,204 $367K Reduce -52.7%
KBWB Invesco KBW Bank ETF 0.08% 4,841 $347K No change
MCD McDonald's Corp. 0.08% 1,181 $345K No change
VWO Vanguard Ftse Emerging Marke 0.07% 6,472 $320K Reduce -16.1%
HBAN Huntington Bancshares Inc. 0.07% 18,818 $315K No change
FE Firstenergy Corp. 0.07% 7,650 $308K Reduce -39.5%
ABT Abbott Laboratories 0.07% 2,229 $303K Reduce -39.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.07% 3,619 $296K No change
CMCSA Comcast Corp. Class A 0.06% 8,265 $295K No change
XLK SS Technology Select Sector 0.06% 1,140 $289K Reduce -0.9%
CAT Caterpillar Inc. 0.06% 740 $287K No change
XLY SS Consumer Disc Select Sect 0.06% 1,316 $286K No change
CVX Chevron Corp. 0.06% 1,953 $280K No change
UNP Union Pacific Corp. 0.06% 1,200 $276K No change
ITW Illinois Tool Works 0.06% 1,043 $258K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 868 $256K No change
SCHW Schwab (charles) Corp. 0.05% 2,640 $241K No change
NSC Norfolk Southern Corp. 0.05% 861 $220K No change
IWF iShares Russell 1000 Growth 0.05% 495 $210K New
XLC SS Comm Select Sector SPDR 0.05% 1,924 $209K New

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -16.1% 4.33% −2.32
CMG Chipotle Mexican Grill Inc. Reduce -53.2% 0.84% −1.07
GOOG Alphabet Inc. Class C Reduce -18.1% 3.32% −0.93
BRK.B Berkshire Hathaway Inc. Class B Reduce -71.7% 0.25% −0.90
KKR KKR & Co. Inc. Sold out 0.00% −0.77
SCHF Schwab Intl Equity ETF Reduce -10.8% 3.75% −0.72
PGR Progressive Corp. Reduce -0.1% 2.33% −0.61
COST Costco Wholesale Corp. Reduce -0.6% 2.81% −0.40
MA Mastercard Inc. Class A Reduce -0.2% 2.18% −0.35
LLY Eli Lilly & Co. Reduce -0.4% 1.09% −0.29
SCHD Schwab US DVD Equity ETF Reduce -0.4% 1.00% −0.26
CTAS Cintas Corp. Reduce -0.1% 2.29% −0.22
SHW The Sherwin-Williams Co. Reduce -0.1% 1.04% −0.22
ISRG Intuitive Surgical Inc. Reduce -0.5% 2.28% −0.20
BALL Ball Corp. Reduce -9.2% 0.85% −0.18
AMZN Amazon.com Inc. Reduce -0.2% 5.39% −0.18
UTHR United Therapeutics Corp. Reduce -0.1% 0.60% −0.17
ABBV Abbvie Inc. Reduce -16.4% 0.20% −0.12
GLD SPDR Gold Shares Reduce -52.7% 0.08% −0.11
TDG Transdigm Group Inc. Reduce -0.1% 1.02% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.6% 0.42% −0.08
VOO Vanguard S&P 500 ETF Reduce -16.4% 0.24% −0.07
FE Firstenergy Corp. Reduce -39.5% 0.07% −0.07
ABT Abbott Laboratories Reduce -39.4% 0.07% −0.06
PG The Procter & Gamble Co. Reduce -0.5% 0.20% −0.05
PEP Pepsico Inc. Reduce -8.7% 0.10% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -15.2% 0.12% −0.03
HD Home Depot Inc. Reduce -8.5% 0.10% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -16.1% 0.07% −0.02
GOOGL Alphabet Inc. Class A Reduce -9.5% 0.13% −0.02
XLK SS Technology Select Sector Reduce -0.9% 0.06% +0.00
TSLA Tesla Inc. Reduce -0.1% 1.21% +0.04
APP AppLovin Corp. Class A Reduce -0.1% 0.93% +0.09
UBER Uber Technologies Inc. Reduce -0.3% 1.98% +0.13
ANET Arista Networks Inc. Reduce -3.9% 2.18% +0.14
DDOG Datadog Inc. Class A Reduce -0.6% 1.18% +0.14
NOW ServiceNow Inc. Reduce -0.6% 2.92% +0.22
GS Goldman Sachs Group Inc. Reduce -0.3% 2.81% +0.22
META Meta Platforms Inc. Class A Reduce -0.6% 4.31% +0.28
ORCL Oracle Corp. Reduce -0.5% 1.83% +0.43
NFLX Netflix Inc. Reduce -0.4% 2.86% +0.48
VRT Vertiv Holdings Co. Class A Reduce -0.6% 1.99% +0.65
MSFT Microsoft Corp. Reduce -0.5% 6.78% +0.67
NVDA Nvidia Corp. Reduce -0.8% 6.65% +1.18

Portfolio Buys Q1 2025 → Q2 2025
AVGO Broadcom Inc. Add +37.1% 3.04% +1.44
SPOT Spotify Technology SA New 0.87% +0.87
BKNG Booking Holdings Inc. Add +96.9% 1.63% +0.85
PANW Palo Alto Networks Inc. New 0.82% +0.82
JPM JPMorgan Chase & Co. Add +91.7% 1.66% +0.79
PLTR Palantir Technologies Inc. Class A Add +9.7% 1.81% +0.60
ARM Arm Holdings PLC-ADR Add +0.9% 2.58% +0.57
FBCG Fidelity Blue Chip Grow ETF Add +14.9% 1.45% +0.21
SCHG Schwab US Large-Cap Growth Add +9.0% 3.08% +0.20
IWF iShares Russell 1000 Growth New 0.05% +0.05
XLC SS Comm Select Sector SPDR New 0.05% +0.05
IWP iShares Russell Mid-Cap Grow Add +4.6% 0.60% +0.02
URI United Rentals Inc. Add +0.2% 1.74% +0.02
QQQ Invesco QQQ Trust Series 1 Add +4.7% 0.50% +0.02
SCHB Schwab US Broad Market ETF Add +0.1% 0.13% −0.01
SCHA Schwab US Small-Cap ETF Add +8.6% 0.73% −0.01
TXRH Texas Roadhouse Inc. Add +0.7% 0.73% −0.04
SCHM Schwab US Mid Cap ETF Add +5.2% 1.42% −0.08
VRTX Vertex Pharmaceuticals Inc. Add +0.4% 0.59% −0.17

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