Institutions / Broadleaf Partners, LLC

Broadleaf Partners, LLC

CIK 1712686 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$474.19M
Positions
82
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Nvidia Corp.โ€”$35.09M188,1307.4%
Microsoft Corpโ€”$29.54M61,0856.2%
Alphabet Inc. Class Cโ€”$26.12M83,2225.5%
Apple Inc.โ€”$25.60M94,1765.4%
Amazon.com Incโ€”$25.30M109,5975.3%
Schwab International Equity ETโ€”$18.79M781,5204.0%
Broadcom Inc.โ€”$17.77M51,3543.7%
Meta Platforms Inc Class Aโ€”$17.20M26,0623.6%
Goldman Sachs Group, Inc.โ€”$15.54M17,6813.3%
Schwab US Large Cap Growth ETFโ€”$13.38M410,3052.8%
JP Morgan Chase & Coโ€”$12.81M39,7592.7%
Arista Networks, Inc.ANETCommon Stock$12.50M95,3762.6%
Vertiv Holdings Co Class Aโ€”$11.26M69,4962.4%
Costco Wholesale Co.โ€”$10.92M12,6662.3%
Palantir Technologies Incโ€”$10.84M61,0082.3%
Intuitive Surgicalโ€”$10.61M18,7402.2%
Tesla Inc.โ€”$10.02M22,2832.1%
Mastercard Inc Class Aโ€”$9.87M17,2822.1%
Netflix Inc.โ€”$8.93M95,1911.9%
Oracle Corpโ€”$8.89M45,5861.9%
Service Now Incโ€”$8.83M57,6251.9%
Cintas Corpโ€”$8.63M45,8631.8%
United Rentals Incโ€”$8.33M10,2871.8%
Uber Technologies Inc.โ€”$7.77M95,0411.6%
Quanta Services Incโ€”$7.16M16,9601.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.