Broadleaf Partners, LLC Top Holdings and 13F Report (2025) About Broadleaf Partners, LLCInvestment ActivityBroadleaf Partners, LLC has $381.93 million in total holdings as of March 31, 2025.Broadleaf Partners, LLC owns shares of 79 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.70% of the portfolio was purchased this quarter.About 13.52% of the portfolio was sold this quarter.This quarter, Broadleaf Partners, LLC has purchased 77 new stocks and bought additional shares in 11 stocks.Broadleaf Partners, LLC sold shares of 42 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $25,377,908Microsoft $23,347,756Amazon.com $21,274,683NVIDIA $20,872,038Schwab International Equity ETF $17,064,255 Largest New Holdings this Quarter 11135F101 - Broadcom $6,121,743 Holding88160r101 - Tesla $4,475,175 Holding46625h100 - JPMorgan Chase & Co. $3,329,457 Holding09857L108 - Booking $2,999,098 Holding48251W104 - KKR & Co. Inc. $2,953,257 Holding Largest Purchases this Quarter Broadcom 36,563 shares (about $6.12M)Tesla 17,268 shares (about $4.48M)Cintas 16,428 shares (about $3.38M)JPMorgan Chase & Co. 13,573 shares (about $3.33M)Berkshire Hathaway 5,865 shares (about $3.12M) Largest Sales this Quarter Eli Lilly and Company 7,204 shares (about $5.95M)Vertex Pharmaceuticals 10,927 shares (about $5.30M)TransDigm Group 2,864 shares (about $3.96M)Netflix 3,848 shares (about $3.59M)NVIDIA 26,635 shares (about $2.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroadleaf Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$25,377,908$424,046 ▼-1.6%114,2486.6%Computer and TechnologyMSFTMicrosoft$23,347,756$353,993 ▼-1.5%62,1966.1%Computer and TechnologyAMZNAmazon.com$21,274,683$78,387 ▼-0.4%111,8195.6%Retail/WholesaleNVDANVIDIA$20,872,038$2,886,701 ▼-12.2%192,5825.5%Computer and TechnologySCHFSchwab International Equity ETF$17,064,255$1,228,873 ▲7.8%862,7024.5%ETFGOOGAlphabet$16,222,923$2,572,952 ▲18.8%103,8404.2%Computer and TechnologyMETAMeta Platforms$15,359,994$1,481,245 ▼-8.8%26,6504.0%Computer and TechnologyCOSTCostco Wholesale$12,279,062$227,933 ▼-1.8%12,9833.2%Retail/WholesalePGRProgressive$11,215,969$182,258 ▼-1.6%39,6312.9%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$10,988,422$287,559 ▼-2.6%438,8352.9%ETFNOWServiceNow$10,333,897$116,236 ▼-1.1%12,9802.7%Computer and TechnologyGSThe Goldman Sachs Group$9,884,025$3,060,863 ▲44.9%18,0932.6%FinanceMAMastercard$9,660,615$148,541 ▼-1.5%17,6252.5%Business ServicesCTASCintas$9,608,116$3,376,447 ▲54.2%46,7482.5%Business ServicesISRGIntuitive Surgical$9,489,868$2,474,864 ▼-20.7%19,1612.5%MedicalNFLXNetflix$9,066,989$3,588,375 ▼-28.4%9,7232.4%Consumer DiscretionaryArista Networks Inc.$7,800,919$1,940,099 ▼-19.9%100,6832.0%COMArm Holdings PLC - ADR$7,664,105$152,069 ▼-1.9%71,7682.0%COMCMGChipotle Mexican Grill$7,317,706$1,721,199 ▼-19.0%145,7421.9%Retail/WholesaleUBERUber Technologies$7,033,322$163,134 ▼-2.3%96,5321.8%Computer and TechnologyURIUnited Rentals$6,566,563$132,234 ▼-2.0%10,4781.7%ConstructionAVGOBroadcom$6,121,743$6,121,743 ▲New Holding36,5631.6%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$5,743,485$20,095 ▼-0.3%219,2171.5%ETFORCLOracle$5,346,334$56,064 ▼-1.0%38,2401.4%Computer and TechnologyLLYEli Lilly and Company$5,277,565$5,949,856 ▼-53.0%6,3901.4%MedicalVRTVertiv$5,122,446$99,275 ▼-1.9%70,9481.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$4,832,103$101,607 ▲2.1%172,8221.3%ETFSHWSherwin-Williams$4,812,537$87,996 ▼-1.8%13,7821.3%Basic MaterialsFBCGFidelity Blue Chip Growth ETF$4,746,797$146,290 ▼-3.0%118,7591.2%ETFPalantir Technologies Inc-A$4,650,862$72,500 ▼-1.5%55,1051.2%COMTSLATesla$4,475,175$4,475,175 ▲New Holding17,2681.2%Auto/Tires/TrucksBRK.BBerkshire Hathaway$4,368,754$3,123,582 ▲250.9%8,2031.1%FinanceTDGTransDigm Group$4,223,184$3,961,742 ▼-48.4%3,0531.1%AerospaceDDOGDatadog$3,987,151$1,618,810 ▼-28.9%40,1891.0%Computer and TechnologyBALLBall$3,967,5260.0%76,1961.0%IndustrialsJPMJPMorgan Chase & Co.$3,329,457$3,329,457 ▲New Holding13,5730.9%FinanceApplovin Corp - Class A$3,199,513$46,635 ▼-1.4%12,0750.8%COMBKNGBooking$2,999,098$2,999,098 ▲New Holding6510.8%Retail/WholesaleKKRKKR & Co. Inc.$2,953,257$2,953,257 ▲New Holding25,5450.8%FinanceTXRHTexas Roadhouse$2,947,685$2,947,685 ▲New Holding17,6900.8%Retail/WholesaleUTHRUnited Therapeutics$2,927,948$58,263 ▼-2.0%9,4980.8%MedicalVRTXVertex Pharmaceuticals$2,906,981$5,297,629 ▼-64.6%5,9960.8%MedicalSCHASchwab US Small-Cap ETF$2,815,091$35,543 ▲1.3%120,1490.7%ETFIWPiShares Russell Mid-Cap Growth ETF$2,193,538$150,152 ▼-6.4%18,6700.6%ETFVTVVanguard Value ETF$1,896,167$79,806 ▲4.4%10,9770.5%ETFQQQInvesco QQQ$1,841,449$15,943 ▲0.9%3,9270.5%FinanceABBVAbbVie$1,207,464$377,136 ▼-23.8%5,7630.3%MedicalJNJJohnson & Johnson$1,195,209$663 ▼-0.1%7,2070.3%MedicalVOOVanguard S&P 500 ETF$1,182,507$209,161 ▲21.5%2,3010.3%ETFPGProcter & Gamble$952,853$3,238 ▼-0.3%5,5910.2%Consumer StaplesGLDSPDR Gold Shares$733,893$34,865 ▼-4.5%2,5470.2%FinancePEPPepsiCo$590,614$92,963 ▼-13.6%3,9390.2%Consumer StaplesVTIVanguard Total Stock Market ETF$582,386$102,240 ▼-14.9%2,1190.2%ETFGOOGLAlphabet$574,1780.0%3,7130.2%Computer and TechnologyXOMExxon Mobil$572,3050.0%4,8120.1%EnergyHDHome Depot$520,416$98,952 ▼-16.0%1,4200.1%Retail/WholesaleSCHBSchwab US Broad Market ETF$517,129$11,002 ▲2.2%24,0190.1%ETFFEFirstEnergy$511,3130.0%12,6500.1%UtilitiesNOCNorthrop Grumman$501,7700.0%9800.1%AerospaceABTAbbott Laboratories$487,621$238,770 ▼-32.9%3,6760.1%MedicalMCOMoody's$475,0040.0%1,0200.1%FinanceCSCOCisco Systems$426,3540.0%6,9090.1%Computer and TechnologyMCDMcDonald's$368,9090.0%1,1810.1%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$349,3170.0%7,7180.1%ETFDISWalt Disney$331,928$2,270 ▼-0.7%3,3630.1%Consumer DiscretionaryCVXChevron$326,7170.0%1,9530.1%EnergyMSMorgan Stanley$317,2260.0%2,7190.1%FinanceCMCSAComcast$304,9780.0%8,2650.1%Consumer DiscretionaryKBWBInvesco KBW Bank ETF$303,8700.0%4,8410.1%ManufacturingXLUUtilities Select Sector SPDR Fund$285,3580.0%3,6190.1%ETFUNPUnion Pacific$283,4880.0%1,2000.1%TransportationHBANHuntington Bancshares$282,4580.0%18,8180.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$259,8570.0%1,3160.1%FinanceITWIllinois Tool Works$258,674$10,664 ▼-4.0%1,0430.1%IndustrialsCATCaterpillar$244,0520.0%7400.1%IndustrialsXLKTechnology Select Sector SPDR Fund$237,452$1,239 ▼-0.5%1,1500.1%ETFIBMInternational Business Machines$215,837$215,837 ▲New Holding8680.1%Computer and TechnologySCHWCharles Schwab$206,659$206,659 ▲New Holding2,6400.1%FinanceNSCNorfolk Southern$203,928$7,106 ▼-3.4%8610.1%TransportationTTDTrade Desk$0$10,678,071 ▼-100.0%00.0%Computer and TechnologyADIAnalog Devices$0$2,946,608 ▼-100.0%00.0%Computer and TechnologyRACEFerrari$0$2,393,549 ▼-100.0%00.0%Auto/Tires/TrucksSDYSPDR S&P Dividend ETF$0$301,188 ▼-100.0%00.0%ETFIWFiShares Russell 1000 Growth ETF$0$216,452 ▼-100.0%00.0%ETFRPMRPM International$0$209,694 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
