Broadleaf Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Broadleaf Partners, LLC reported 82 stock positions worth $474.2 million. Its top holding was Nvidia (NVDA) at 7.4% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Alphabet Class C (GOOG, 5.5%). Compared with Q3 2025, it opened 4 new positions, sold out of 2, added to 22 and reduced 30. The biggest buy was a new position in Quanta Services (PWR) and the biggest sale an exit from Progressive (PGR).

Most Recent 13F
Q2 2026
Location
Hudson, OH
CIK
0001712686
Portfolio Value
$474.2M (Q4 2025)
SEC Filing
0001193125-26-049981 ↗ filed Feb 13, 2026

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 Q3 2025 Q4 2025: $474.2M $474.2M Q4 2025 Q1 2026: $428.9M Q1 2026 Q2 2026: $516.6M Q2 2026

Holdings 82 stocks · $474.2M
NVDA Nvidia Corp. 7.40% 188,130 $35.1M Reduce -0.1%
MSFT Microsoft Corp. 6.23% 61,085 $29.5M Reduce -0.1%
GOOG Alphabet Inc. Class C 5.51% 83,222 $26.1M Reduce -0.3%
AAPL Apple Inc. 5.40% 94,176 $25.6M Reduce -0.2%
AMZN Amazon.com Inc. 5.33% 109,597 $25.3M Reduce -0.0%
SCHF Schwab Intl Equity ETF 3.96% 781,520 $18.8M Add +0.1%
AVGO Broadcom Inc. 3.75% 51,354 $17.8M Add +4.1%
META Meta Platforms Inc. Class A 3.63% 26,062 $17.2M Reduce -0.1%
GS Goldman Sachs Group Inc. 3.28% 17,681 $15.5M Reduce -0.2%
SCHG Schwab US Large-Cap Growth 2.82% 410,305 $13.4M Reduce -0.1%
JPM JPMorgan Chase & Co. 2.70% 39,759 $12.8M Reduce -0.1%
ANET Arista Networks Inc. 2.64% 95,376 $12.5M Add +0.0%
VRT Vertiv Holdings Co. Class A 2.37% 69,496 $11.3M No change
COST Costco Wholesale Corp. 2.30% 12,666 $10.9M Reduce -0.2%
PLTR Palantir Technologies Inc. Class A 2.29% 61,008 $10.8M Add +2.2%
ISRG Intuitive Surgical Inc. 2.24% 18,740 $10.6M Reduce -0.2%
TSLA Tesla Inc. 2.11% 22,283 $10.0M Reduce -0.2%
MA Mastercard Inc. Class A 2.08% 17,282 $9.9M Reduce -0.2%
NFLX Netflix Inc. 1.88% 95,191 $8.9M No change
ORCL Oracle Corp. 1.87% 45,586 $8.9M Add +0.0%
NOW ServiceNow Inc. 1.86% 57,625 $8.8M Reduce -9.3%
CTAS Cintas Corp. 1.82% 45,863 $8.6M Reduce -0.2%
URI United Rentals Inc. 1.76% 10,287 $8.3M Reduce -0.2%
UBER Uber Technologies Inc. 1.64% 95,041 $7.8M Add +0.5%
PWR Quanta Services Inc. 1.51% 16,960 $7.2M New
SCHM Schwab US Mid Cap ETF 1.44% 227,321 $6.8M Add +1.0%
LLY Eli Lilly & Co. 1.42% 6,251 $6.7M Reduce -0.1%
BKNG Booking Holdings Inc. 1.41% 1,250 $6.7M Reduce -0.5%
FBCG Fidelity Blue Chip Grow ETF 1.41% 121,791 $6.7M Add +0.4%
SHOP Shopify Inc. Class A 1.35% 39,905 $6.4M New
DDOG Datadog Inc. Class A 1.13% 39,294 $5.3M Add +0.0%
APP AppLovin Corp. Class A 1.12% 7,847 $5.3M Reduce -33.8%
UTHR United Therapeutics Corp. 0.95% 9,282 $4.5M Reduce -0.5%
ARM Arm Holdings PLC-ADR 0.92% 39,809 $4.4M Reduce -44.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.87% 21,610 $4.1M Add +96.0%
TDG Transdigm Group Inc. 0.84% 2,992 $4.0M Reduce -0.2%
SCHA Schwab US Small-Cap ETF 0.75% 124,272 $3.5M Add +0.1%
PANW Palo Alto Networks Inc. 0.69% 17,843 $3.3M Add +0.1%
COWZ Pacer US Cash Cows 100 ETF 0.68% 53,524 $3.2M New
SPOT Spotify Technology SA 0.62% 5,064 $2.9M Reduce -0.1%
TXRH Texas Roadhouse Inc. 0.61% 17,477 $2.9M Reduce -0.3%
IWP iShares Russell Mid-Cap Grow 0.54% 18,633 $2.6M Add +1.2%
QQQ Invesco QQQ Trust Series 1 0.50% 3,827 $2.4M Add +0.4%
BALL Ball Corp. 0.44% 39,196 $2.1M No change
JNJ Johnson & Johnson 0.32% 7,348 $1.5M Add +0.6%
VOO Vanguard S&P 500 ETF 0.30% 2,266 $1.4M Add +8.0%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 2,343 $1.2M Add +0.9%
ABBV Abbvie Inc. 0.23% 4,787 $1.1M No change
GOOGL Alphabet Inc. Class A 0.21% 3,120 $977K Reduce -7.1%
PG The Procter & Gamble Co. 0.17% 5,556 $796K No change
VTI VG Morningstar TS MKT ETF-US 0.14% 2,007 $673K Add +9.8%
SCHB Schwab US Broad Market ETF 0.13% 24,177 $634K Add +1.5%
CSCO Cisco Systems Inc. 0.11% 6,909 $532K No change
MCO Moody's Corp. 0.11% 1,020 $521K No change
NOC Northrop Grumman Corp. 0.11% 893 $509K No change
MS Morgan Stanley 0.10% 2,719 $483K No change
GLD SPDR Gold Shares 0.10% 1,184 $469K Reduce -0.8%
HD Home Depot Inc. 0.09% 1,270 $437K Reduce -2.2%
CAT Caterpillar Inc. 0.09% 740 $424K No change
KBWB Invesco KBW Bank ETF 0.09% 4,841 $408K No change
XOM Exxon Mobil Corp. 0.09% 3,350 $403K Add +1.0%
MCD McDonald's Corp. 0.08% 1,181 $361K No change
FE Firstenergy Corp. 0.08% 7,950 $356K No change
PEP Pepsico Inc. 0.07% 2,463 $353K No change
VWO Vanguard Ftse Emerging Marke 0.07% 6,472 $348K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 3,007 $342K No change
XLK SS Technology Select Sector 0.07% 2,280 $328K No change
HBAN Huntington Bancshares Inc. 0.07% 18,818 $326K No change
IWF iShares Russell 1000 Growth 0.07% 668 $316K Add +1.2%
XLY SS Consumer Disc Select Sect 0.07% 2,632 $314K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.07% 7,238 $309K No change
UNP Union Pacific Corp. 0.06% 1,200 $278K No change
ABT Abbott Laboratories 0.06% 2,191 $275K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 916 $271K Reduce -0.2%
CMCSA Comcast Corp. Class A 0.06% 9,020 $270K Reduce -4.3%
SCHW Schwab (charles) Corp. 0.06% 2,640 $264K No change
SCHD Schwab US DVD Equity ETF 0.06% 9,536 $262K Reduce -94.8%
CVX Chevron Corp. 0.05% 1,696 $258K Add +3.7%
ITW Illinois Tool Works 0.05% 1,043 $257K No change
NSC Norfolk Southern Corp. 0.05% 861 $249K No change
ECHO Echostar Corp. Class A 0.05% 2,168 $236K New
XLC SS Comm Select Sector SPDR 0.05% 1,924 $226K No change

Portfolio Sells Q3 2025 → Q4 2025
PGR Progressive Corp. Sold out 0.00% −2.00
ARM Arm Holdings PLC-ADR Reduce -44.2% 0.92% −1.19
SCHD Schwab US DVD Equity ETF Reduce -94.8% 0.06% −0.99
APP AppLovin Corp. Class A Reduce -33.8% 1.12% −0.66
NOW ServiceNow Inc. Reduce -9.3% 1.86% −0.58
MSFT Microsoft Corp. Reduce -0.1% 6.23% −0.37
META Meta Platforms Inc. Class A Reduce -0.1% 3.63% −0.37
URI United Rentals Inc. Reduce -0.2% 1.76% −0.30
CTAS Cintas Corp. Reduce -0.2% 1.82% −0.15
COST Costco Wholesale Corp. Reduce -0.2% 2.30% −0.15
SPOT Spotify Technology SA Reduce -0.1% 0.62% −0.12
HD Home Depot Inc. Reduce -2.2% 0.09% −0.02
CMCSA Comcast Corp. Class A Reduce -4.3% 0.06% −0.00
BKNG Booking Holdings Inc. Reduce -0.5% 1.41% −0.00
HREEF Stans Energy Corp. Sold out 0.00% 0.00
IBM Intl Business Machines Corp. Reduce -0.2% 0.06% +0.00
TXRH Texas Roadhouse Inc. Reduce -0.3% 0.61% +0.00
GLD SPDR Gold Shares Reduce -0.8% 0.10% +0.01
TDG Transdigm Group Inc. Reduce -0.2% 0.84% +0.02
MA Mastercard Inc. Class A Reduce -0.2% 2.08% +0.03
GOOGL Alphabet Inc. Class A Reduce -7.1% 0.21% +0.04
TSLA Tesla Inc. Reduce -0.2% 2.11% +0.04
NVDA Nvidia Corp. Reduce -0.1% 7.40% +0.08
JPM JPMorgan Chase & Co. Reduce -0.1% 2.70% +0.09
SCHG Schwab US Large-Cap Growth Reduce -0.1% 2.82% +0.09
UTHR United Therapeutics Corp. Reduce -0.5% 0.95% +0.14
AMZN Amazon.com Inc. Reduce -0.0% 5.33% +0.32
GS Goldman Sachs Group Inc. Reduce -0.2% 3.28% +0.34
AAPL Apple Inc. Reduce -0.2% 5.40% +0.39
LLY Eli Lilly & Co. Reduce -0.1% 1.42% +0.42
ISRG Intuitive Surgical Inc. Reduce -0.2% 2.24% +0.49
GOOG Alphabet Inc. Class C Reduce -0.3% 5.51% +1.27

Portfolio Buys Q3 2025 → Q4 2025
PWR Quanta Services Inc. New 1.51% +1.51
SHOP Shopify Inc. Class A New 1.35% +1.35
COWZ Pacer US Cash Cows 100 ETF New 0.68% +0.68
VTV Vanguard Mrngstr Val ETF-Aui Add +96.0% 0.87% +0.44
AVGO Broadcom Inc. Add +4.1% 3.75% +0.36
SCHF Schwab Intl Equity ETF Add +0.1% 3.96% +0.17
FBCG Fidelity Blue Chip Grow ETF Add +0.4% 1.41% +0.05
SCHM Schwab US Mid Cap ETF Add +1.0% 1.44% +0.05
ECHO Echostar Corp. Class A New 0.05% +0.05
JNJ Johnson & Johnson Add +0.6% 0.32% +0.04
VOO Vanguard S&P 500 ETF Add +8.0% 0.30% +0.03
SCHA Schwab US Small-Cap ETF Add +0.1% 0.75% +0.02
QQQ Invesco QQQ Trust Series 1 Add +0.4% 0.50% +0.02
PLTR Palantir Technologies Inc. Class A Add +2.2% 2.29% +0.02
VTI VG Morningstar TS MKT ETF-US Add +9.8% 0.14% +0.02
XOM Exxon Mobil Corp. Add +1.0% 0.09% +0.01
SCHB Schwab US Broad Market ETF Add +1.5% 0.13% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 0.25% +0.01
IWF iShares Russell 1000 Growth Add +1.2% 0.07% +0.00
CVX Chevron Corp. Add +3.7% 0.05% +0.00
IWP iShares Russell Mid-Cap Grow Add +1.2% 0.54% −0.01
DDOG Datadog Inc. Class A Add +0.0% 1.13% −0.04
PANW Palo Alto Networks Inc. Add +0.1% 0.69% −0.06
ANET Arista Networks Inc. Add +0.0% 2.64% −0.26
UBER Uber Technologies Inc. Add +0.5% 1.64% −0.29
ORCL Oracle Corp. Add +0.0% 1.87% −0.80

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