Broadleaf Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Broadleaf Partners, LLC reported 80 stock positions worth $479.7 million. Its top holding was Nvidia (NVDA) at 7.3% of the portfolio, followed by Microsoft (MSFT, 6.6%) and Amazon.com (AMZN, 5.0%). Compared with Q2 2025, it opened 1 new position, sold out of 3, added to 13 and reduced 48. The biggest buy was JPMorgan Chase (JPM, shares +53%) and the biggest sale an exit from Sherwin-Williams (SHW).

Most Recent 13F
Q2 2026
Location
Hudson, OH
CIK
0001712686
Portfolio Value
$479.7M (Q3 2025)
SEC Filing
0001193125-25-280140 ↗ filed Nov 13, 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 Q2 2025 Q3 2025: $479.7M $479.7M Q3 2025 Q4 2025: $474.2M Q4 2025 Q1 2026: $428.9M Q1 2026 Q2 2026: $516.6M Q2 2026

Holdings 80 stocks · $479.7M
NVDA Nvidia Corp. 7.32% 188,288 $35.1M Reduce -1.5%
MSFT Microsoft Corp. 6.60% 61,122 $31.7M Reduce -1.3%
AMZN Amazon.com Inc. 5.02% 109,609 $24.1M Reduce -1.8%
AAPL Apple Inc. 5.01% 94,365 $24.0M Reduce -1.5%
GOOG Alphabet Inc. Class C 4.24% 83,472 $20.3M Reduce -1.8%
META Meta Platforms Inc. Class A 3.99% 26,089 $19.2M Reduce -1.6%
SCHF Schwab Intl Equity ETF 3.79% 780,433 $18.2M Add +1.4%
AVGO Broadcom Inc. 3.39% 49,312 $16.3M Reduce -1.6%
GS Goldman Sachs Group Inc. 2.94% 17,724 $14.1M Reduce -1.8%
ANET Arista Networks Inc. 2.90% 95,363 $13.9M Reduce -1.5%
SCHG Schwab US Large-Cap Growth 2.73% 410,497 $13.1M Reduce -14.2%
ORCL Oracle Corp. 2.67% 45,580 $12.8M Add +19.8%
JPM JPMorgan Chase & Co. 2.62% 39,780 $12.5M Add +52.9%
COST Costco Wholesale Corp. 2.45% 12,694 $11.7M Reduce -1.7%
NOW ServiceNow Inc. 2.44% 12,712 $11.7M Reduce -1.5%
NFLX Netflix Inc. 2.38% 9,521 $11.4M Reduce -1.7%
PLTR Palantir Technologies Inc. Class A 2.27% 59,686 $10.9M Reduce -1.3%
VRT Vertiv Holdings Co. Class A 2.19% 69,496 $10.5M Reduce -1.5%
ARM Arm Holdings PLC-ADR 2.10% 71,316 $10.1M Reduce -1.5%
TSLA Tesla Inc. 2.07% 22,335 $9.9M Add +29.4%
MA Mastercard Inc. Class A 2.05% 17,317 $9.9M Reduce -1.6%
URI United Rentals Inc. 2.05% 10,305 $9.8M Reduce -1.8%
PGR Progressive Corp. 2.00% 38,943 $9.6M Reduce -1.7%
CTAS Cintas Corp. 1.97% 45,969 $9.4M Reduce -1.6%
UBER Uber Technologies Inc. 1.93% 94,611 $9.3M Reduce -1.6%
APP AppLovin Corp. Class A 1.78% 11,851 $8.5M Reduce -1.7%
ISRG Intuitive Surgical Inc. 1.75% 18,770 $8.4M Reduce -1.5%
BKNG Booking Holdings Inc. 1.41% 1,256 $6.8M Reduce -2.0%
SCHM Schwab US Mid Cap ETF 1.39% 225,077 $6.7M Reduce -2.4%
FBCG Fidelity Blue Chip Grow ETF 1.36% 121,315 $6.5M Reduce -11.1%
DDOG Datadog Inc. Class A 1.17% 39,284 $5.6M Reduce -1.7%
SCHD Schwab US DVD Equity ETF 1.04% 182,831 $5.0M Add +6.2%
LLY Eli Lilly & Co. 1.00% 6,258 $4.8M Reduce -1.7%
TDG Transdigm Group Inc. 0.82% 2,997 $4.0M Reduce -1.8%
UTHR United Therapeutics Corp. 0.81% 9,325 $3.9M Reduce -1.7%
PANW Palo Alto Networks Inc. 0.76% 17,834 $3.6M Reduce -1.7%
SPOT Spotify Technology SA 0.74% 5,069 $3.5M Reduce -1.4%
SCHA Schwab US Small-Cap ETF 0.72% 124,202 $3.5M Reduce -4.8%
TXRH Texas Roadhouse Inc. 0.61% 17,536 $2.9M Reduce -1.6%
IWP iShares Russell Mid-Cap Grow 0.55% 18,404 $2.6M Reduce -5.7%
QQQ Invesco QQQ Trust Series 1 0.48% 3,811 $2.3M Reduce -7.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.43% 11,026 $2.1M Add +3.1%
BALL Ball Corp. 0.41% 39,196 $2.0M Reduce -43.4%
JNJ Johnson & Johnson 0.28% 7,305 $1.4M Add +1.4%
VOO Vanguard S&P 500 ETF 0.27% 2,098 $1.3M Add +9.0%
BRK.B Berkshire Hathaway Inc. Class B 0.24% 2,321 $1.2M Reduce -0.1%
ABBV Abbvie Inc. 0.23% 4,787 $1.1M Reduce -0.6%
PG The Procter & Gamble Co. 0.18% 5,556 $854K Reduce -0.2%
GOOGL Alphabet Inc. Class A 0.17% 3,360 $817K No change
SCHB Schwab US Broad Market ETF 0.13% 23,823 $612K Reduce -0.9%
VTI VG Morningstar TS MKT ETF-US 0.13% 1,827 $600K Add +1.7%
NOC Northrop Grumman Corp. 0.11% 893 $544K Reduce -8.9%
HD Home Depot Inc. 0.11% 1,299 $526K No change
MCO Moody's Corp. 0.10% 1,020 $486K No change
CSCO Cisco Systems Inc. 0.10% 6,909 $473K No change
MS Morgan Stanley 0.09% 2,719 $432K No change
GLD SPDR Gold Shares 0.09% 1,194 $424K Reduce -0.8%
KBWB Invesco KBW Bank ETF 0.08% 4,841 $379K No change
XOM Exxon Mobil Corp. 0.08% 3,316 $374K Reduce -31.1%
FE Firstenergy Corp. 0.08% 7,950 $364K Add +3.9%
MCD McDonald's Corp. 0.07% 1,181 $359K No change
CAT Caterpillar Inc. 0.07% 740 $353K No change
VWO Vanguard Ftse Emerging Marke 0.07% 6,472 $351K No change
PEP Pepsico Inc. 0.07% 2,463 $346K Reduce -31.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 3,007 $344K Reduce -10.6%
HBAN Huntington Bancshares Inc. 0.07% 18,818 $325K No change
XLK SS Technology Select Sector 0.07% 1,140 $321K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.07% 3,619 $316K No change
XLY SS Consumer Disc Select Sect 0.07% 1,316 $315K No change
IWF iShares Russell 1000 Growth 0.06% 660 $309K Add +33.3%
CMCSA Comcast Corp. Class A 0.06% 9,429 $296K Add +14.1%
ABT Abbott Laboratories 0.06% 2,191 $293K Reduce -1.7%
UNP Union Pacific Corp. 0.06% 1,200 $284K No change
ITW Illinois Tool Works 0.06% 1,043 $272K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 918 $259K Add +5.8%
NSC Norfolk Southern Corp. 0.05% 861 $259K No change
CVX Chevron Corp. 0.05% 1,636 $254K Reduce -16.2%
SCHW Schwab (charles) Corp. 0.05% 2,640 $252K No change
XLC SS Comm Select Sector SPDR 0.05% 1,924 $228K No change
HREEF Stans Energy Corp. 0.00% 16,000 $2 New

Portfolio Sells Q2 2025 → Q3 2025
SHW The Sherwin-Williams Co. Sold out 0.00% −1.04
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.84
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.59
ISRG Intuitive Surgical Inc. Reduce -1.5% 1.75% −0.53
NOW ServiceNow Inc. Reduce -1.5% 2.44% −0.48
ARM Arm Holdings PLC-ADR Reduce -1.5% 2.10% −0.48
NFLX Netflix Inc. Reduce -1.7% 2.38% −0.48
BALL Ball Corp. Reduce -43.4% 0.41% −0.44
AMZN Amazon.com Inc. Reduce -1.8% 5.02% −0.37
COST Costco Wholesale Corp. Reduce -1.7% 2.45% −0.36
SCHG Schwab US Large-Cap Growth Reduce -14.2% 2.73% −0.35
CTAS Cintas Corp. Reduce -1.6% 1.97% −0.32
PGR Progressive Corp. Reduce -1.7% 2.00% −0.32
META Meta Platforms Inc. Class A Reduce -1.6% 3.99% −0.31
BKNG Booking Holdings Inc. Reduce -2.0% 1.41% −0.22
TDG Transdigm Group Inc. Reduce -1.8% 0.82% −0.20
MSFT Microsoft Corp. Reduce -1.3% 6.60% −0.18
SPOT Spotify Technology SA Reduce -1.4% 0.74% −0.13
TXRH Texas Roadhouse Inc. Reduce -1.6% 0.61% −0.13
MA Mastercard Inc. Class A Reduce -1.6% 2.05% −0.12
LLY Eli Lilly & Co. Reduce -1.7% 1.00% −0.10
FBCG Fidelity Blue Chip Grow ETF Reduce -11.1% 1.36% −0.09
PANW Palo Alto Networks Inc. Reduce -1.7% 0.76% −0.06
IWP iShares Russell Mid-Cap Grow Reduce -5.7% 0.55% −0.05
UBER Uber Technologies Inc. Reduce -1.6% 1.93% −0.04
XOM Exxon Mobil Corp. Reduce -31.1% 0.08% −0.04
SCHM Schwab US Mid Cap ETF Reduce -2.4% 1.39% −0.03
PEP Pepsico Inc. Reduce -31.5% 0.07% −0.03
QQQ Invesco QQQ Trust Series 1 Reduce -7.3% 0.48% −0.02
DIS The Walt Disney Co. Reduce -10.6% 0.07% −0.02
PG The Procter & Gamble Co. Reduce -0.2% 0.18% −0.02
DDOG Datadog Inc. Class A Reduce -1.7% 1.17% −0.02
CVX Chevron Corp. Reduce -16.2% 0.05% −0.01
ABT Abbott Laboratories Reduce -1.7% 0.06% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 0.24% −0.01
SCHA Schwab US Small-Cap ETF Reduce -4.8% 0.72% −0.00
SCHB Schwab US Broad Market ETF Reduce -0.9% 0.13% +0.00
NOC Northrop Grumman Corp. Reduce -8.9% 0.11% +0.01
GLD SPDR Gold Shares Reduce -0.8% 0.09% +0.01
ABBV Abbvie Inc. Reduce -0.6% 0.23% +0.03
GS Goldman Sachs Group Inc. Reduce -1.8% 2.94% +0.13
VRT Vertiv Holdings Co. Class A Reduce -1.5% 2.19% +0.19
UTHR United Therapeutics Corp. Reduce -1.7% 0.81% +0.21
URI United Rentals Inc. Reduce -1.8% 2.05% +0.31
AVGO Broadcom Inc. Reduce -1.6% 3.39% +0.35
PLTR Palantir Technologies Inc. Class A Reduce -1.3% 2.27% +0.46
NVDA Nvidia Corp. Reduce -1.5% 7.32% +0.68
AAPL Apple Inc. Reduce -1.5% 5.01% +0.68
ANET Arista Networks Inc. Reduce -1.5% 2.90% +0.72
APP AppLovin Corp. Class A Reduce -1.7% 1.78% +0.85

Portfolio Buys Q2 2025 → Q3 2025
JPM JPMorgan Chase & Co. Add +52.9% 2.62% +0.96
TSLA Tesla Inc. Add +29.4% 2.07% +0.86
ORCL Oracle Corp. Add +19.8% 2.67% +0.84
SCHF Schwab Intl Equity ETF Add +1.4% 3.79% +0.04
JNJ Johnson & Johnson Add +1.4% 0.28% +0.04
SCHD Schwab US DVD Equity ETF Add +6.2% 1.04% +0.04
VOO Vanguard S&P 500 ETF Add +9.0% 0.27% +0.03
IWF iShares Russell 1000 Growth Add +33.3% 0.06% +0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +3.1% 0.43% +0.01
FE Firstenergy Corp. Add +3.9% 0.08% +0.01
VTI VG Morningstar TS MKT ETF-US Add +1.7% 0.13% +0.00
HREEF Stans Energy Corp. New 0.00% 0.00
IBM Intl Business Machines Corp. Add +5.8% 0.05% −0.00
CMCSA Comcast Corp. Class A Add +14.1% 0.06% −0.00

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