Broadleaf Partners, LLC Top Holdings and 13F Report (2025) About Broadleaf Partners, LLCInvestment ActivityBroadleaf Partners, LLC has $454.24 million in total holdings as of June 30, 2025.Broadleaf Partners, LLC owns shares of 82 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.01% of the portfolio was purchased this quarter.About 5.01% of the portfolio was sold this quarter.This quarter, Broadleaf Partners, LLC has purchased 79 new stocks and bought additional shares in 15 stocks.Broadleaf Partners, LLC sold shares of 43 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $30,797,140NVIDIA $30,189,046Amazon.com $24,485,240Apple $19,662,672Meta Platforms $19,561,599 Largest New Holdings this Quarter L8681T102 - Spotify Technology $3,943,360 Holding697435105 - Palo Alto Networks $3,711,146 Holding464287614 - iShares Russell 1000 Growth ETF $210,167 Holding81369y852 - Communication Services Select Sector SPDR Fund $208,812 Holding Largest Purchases this Quarter Spotify Technology 5,139 shares (about $3.94M)Broadcom 13,576 shares (about $3.74M)Palo Alto Networks 18,135 shares (about $3.71M)Booking 631 shares (about $3.65M)JPMorgan Chase & Co. 12,442 shares (about $3.61M) Largest Sales this Quarter Chipotle Mexican Grill 77,597 shares (about $4.36M)Apple 18,412 shares (about $3.78M)Alphabet 18,815 shares (about $3.34M)Berkshire Hathaway 5,879 shares (about $2.86M)Schwab International Equity ETF 92,760 shares (about $2.05M) 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 PortfolioSectorMSFTMicrosoft$30,797,140$139,772 ▼-0.5%61,9156.8%Computer and TechnologyNVDANVIDIA$30,189,046$236,985 ▼-0.8%191,0826.6%Computer and TechnologyAMZNAmazon.com$24,485,240$46,730 ▼-0.2%111,6065.4%Retail/WholesaleAAPLApple$19,662,672$3,777,590 ▼-16.1%95,8364.3%Computer and TechnologyMETAMeta Platforms$19,561,599$108,499 ▼-0.6%26,5034.3%Computer and TechnologySCHFSchwab International Equity ETF$17,015,726$2,049,997 ▼-10.8%769,9423.7%ETFGOOGAlphabet$15,082,585$3,337,593 ▼-18.1%85,0253.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$13,975,758$1,157,388 ▲9.0%478,4583.1%ETFAVGOBroadcom$13,820,815$3,742,224 ▲37.1%50,1393.0%Computer and TechnologyNOWServiceNow$13,269,429$75,050 ▼-0.6%12,9072.9%Computer and TechnologyNFLXNetflix$12,969,474$50,887 ▼-0.4%9,6852.9%Consumer DiscretionaryCOSTCostco Wholesale$12,782,105$70,286 ▼-0.5%12,9122.8%Retail/WholesaleGSThe Goldman Sachs Group$12,767,810$37,511 ▼-0.3%18,0402.8%FinanceArm Holdings PLC - ADR$11,715,313$107,557 ▲0.9%72,4332.6%COMPGRProgressive$10,567,656$8,273 ▼-0.1%39,6002.3%FinanceCTASCintas$10,410,481$8,246 ▼-0.1%46,7112.3%Business ServicesISRGIntuitive Surgical$10,359,568$52,711 ▼-0.5%19,0642.3%MedicalArista Networks Inc.$9,900,743$400,134 ▼-3.9%96,7722.2%COMMAMastercard$9,886,772$17,420 ▼-0.2%17,5942.2%Business ServicesVRTVertiv$9,056,886$53,547 ▼-0.6%70,5312.0%Computer and TechnologyUBERUber Technologies$8,975,273$31,162 ▼-0.3%96,1982.0%Computer and TechnologyORCLOracle$8,315,155$45,256 ▼-0.5%38,0331.8%Computer and TechnologyPalantir Technologies Inc-A$8,243,543$731,629 ▲9.7%60,4721.8%COMURIUnited Rentals$7,907,686$13,561 ▲0.2%10,4961.7%ConstructionJPMJPMorgan Chase & Co.$7,542,009$3,607,060 ▲91.7%26,0151.7%FinanceBKNGBooking$7,421,806$3,653,011 ▲96.9%1,2821.6%Retail/WholesaleFBCGFidelity Blue Chip Growth ETF$6,580,274$851,340 ▲14.9%136,4071.4%ETFSCHMSchwab U.S. Mid-Cap ETF$6,466,254$317,217 ▲5.2%230,5261.4%ETFTSLATesla$5,481,541$3,812 ▼-0.1%17,2561.2%Auto/Tires/TrucksDDOGDatadog$5,367,827$30,762 ▼-0.6%39,9601.2%Computer and TechnologyLLYEli Lilly and Company$4,961,708$19,488 ▼-0.4%6,3651.1%MedicalSHWSherwin-Williams$4,727,037$5,150 ▼-0.1%13,7671.0%Basic MaterialsTDGTransdigm Group$4,639,473$3,041 ▼-0.1%3,0511.0%AerospaceSCHDSchwab US Dividend Equity ETF$4,561,047$18,735 ▼-0.4%172,1151.0%ETFApplovin Corp - Class A$4,220,915$6,301 ▼-0.1%12,0570.9%COMSPOTSpotify Technology$3,943,360$3,943,360 ▲New Holding5,1390.9%Computer and TechnologyBALLBall$3,881,204$392,630 ▼-9.2%69,1960.9%IndustrialsCMGChipotle Mexican Grill$3,826,342$4,357,072 ▼-53.2%68,1450.8%Retail/WholesalePANWPalo Alto Networks$3,711,146$3,711,146 ▲New Holding18,1350.8%Computer and TechnologyTXRHTexas Roadhouse$3,338,709$23,426 ▲0.7%17,8150.7%Retail/WholesaleSCHASchwab US Small-Cap ETF$3,301,675$261,906 ▲8.6%130,5010.7%ETFUTHRUnited Therapeutics$2,726,951$2,299 ▼-0.1%9,4900.6%MedicalIWPiShares Russell Mid-Cap Growth ETF$2,707,311$118,155 ▲4.6%19,5220.6%ETFVRTXVertex Pharmaceuticals$2,679,214$9,794 ▲0.4%6,0180.6%MedicalQQQInvesco QQQ$2,268,344$102,053 ▲4.7%4,1120.5%FinanceVTVVanguard Value ETF$1,890,234$49,841 ▼-2.6%10,6950.4%ETFBRK.BBerkshire Hathaway$1,128,929$2,855,841 ▼-71.7%2,3240.2%FinanceJNJJohnson & Johnson$1,100,8690.0%7,2070.2%MedicalVOOVanguard S&P 500 ETF$1,092,890$214,147 ▼-16.4%1,9240.2%ETFABBVAbbVie$894,317$175,411 ▼-16.4%4,8180.2%MedicalPGProcter & Gamble$886,775$3,983 ▼-0.4%5,5660.2%Consumer StaplesGOOGLAlphabet$592,133$62,209 ▼-9.5%3,3600.1%Computer and TechnologySCHBSchwab US Broad Market ETF$572,992$620 ▲0.1%24,0450.1%ETFVTIVanguard Total Stock Market ETF$546,162$97,865 ▼-15.2%1,7970.1%ETFXOMExxon Mobil$518,7340.0%4,8120.1%EnergyMCOMoody's$511,6220.0%1,0200.1%FinanceNOCNorthrop Grumman$489,9800.0%9800.1%AerospaceCSCOCisco Systems$479,3460.0%6,9090.1%Computer and TechnologyHDHome Depot$476,265$44,363 ▼-8.5%1,2990.1%Retail/WholesalePEPPepsiCo$474,684$45,422 ▼-8.7%3,5950.1%Consumer StaplesDISWalt Disney$417,0460.0%3,3630.1%Consumer DiscretionaryMSMorgan Stanley$382,9980.0%2,7190.1%FinanceGLDSPDR Gold Shares$367,015$409,386 ▼-52.7%1,2040.1%FinanceKBWBInvesco KBW Bank ETF$346,7120.0%4,8410.1%ManufacturingMCDMcDonald's$345,0530.0%1,1810.1%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$320,105$61,627 ▼-16.1%6,4720.1%ETFHBANHuntington Bancshares$315,3900.0%18,8180.1%FinanceFEFirstEnergy$307,989$201,300 ▼-39.5%7,6500.1%UtilitiesABTAbbott Laboratories$303,166$196,806 ▼-39.4%2,2290.1%MedicalXLUUtilities Select Sector SPDR Fund$295,5280.0%3,6190.1%ETFCMCSAComcast$294,9780.0%8,2650.1%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$288,682$2,532 ▼-0.9%1,1400.1%ETFCATCaterpillar$287,2750.0%7400.1%IndustrialsXLYConsumer Discretionary Select Sector SPDR Fund$286,0060.0%1,3160.1%FinanceCVXChevron$279,6500.0%1,9530.1%EnergyUNPUnion Pacific$276,0960.0%1,2000.1%TransportationITWIllinois Tool Works$257,8820.0%1,0430.1%IndustrialsIBMInternational Business Machines$255,8690.0%8680.1%Computer and TechnologySCHWCharles Schwab$240,8740.0%2,6400.1%FinanceNSCNorfolk Southern$220,3900.0%8610.0%TransportationIWFiShares Russell 1000 Growth ETF$210,167$210,167 ▲New Holding4950.0%ETFXLCCommunication Services Select Sector SPDR Fund$208,812$208,812 ▲New Holding1,9240.0%ETFKKRKKR & Co. Inc.$0$2,953,257 ▼-100.0%00.0%FinanceShowing 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. 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