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Broadleaf Partners, LLC

All holdings · as of Dec 31, 2025

82 positions

CompanyClassValueShares% of portfolio
Nvidia Corp.$35.09M188,1307.4%
MICROSOFT CORP$29.54M61,0856.2%
Alphabet Inc. Class C$26.12M83,2225.5%
Apple Inc.$25.60M94,1765.4%
Amazon.com Inc$25.30M109,5975.3%
Schwab International Equity ET$18.79M781,5204.0%
Broadcom Inc.$17.77M51,3543.7%
Meta Platforms Inc Class A$17.20M26,0623.6%
Goldman Sachs Group, Inc.$15.54M17,6813.3%
Schwab US Large Cap Growth ETF$13.38M410,3052.8%
JP Morgan Chase & Co$12.81M39,7592.7%
Arista Networks, Inc.ANETCommon Stock$12.50M95,3762.6%
Vertiv Holdings Co Class A$11.26M69,4962.4%
Costco Wholesale Co.$10.92M12,6662.3%
Palantir Technologies Inc$10.84M61,0082.3%
Intuitive Surgical$10.61M18,7402.2%
Tesla Inc.$10.02M22,2832.1%
Mastercard Inc Class A$9.87M17,2822.1%
Netflix Inc.$8.93M95,1911.9%
Oracle Corp$8.89M45,5861.9%
Service Now Inc$8.83M57,6251.9%
CINTAS CORP$8.63M45,8631.8%
United Rentals Inc$8.33M10,2871.8%
Uber Technologies Inc.$7.77M95,0411.6%
Quanta Services Inc$7.16M16,9601.5%
Charles Schwab US MC ETF$6.84M227,3211.4%
ELI LILLY & Co$6.72M6,2511.4%
Booking Holdings Inc$6.69M1,2501.4%
Fidelity Blue Chip Growth ETF$6.68M121,7911.4%
Shopify Inc. Class A$6.42M39,9051.4%
Datadog Inc Class A$5.34M39,2941.1%
AppLovin Corp$5.29M7,8471.1%
United Therapeutics Corp.$4.52M9,2821.0%
ARM HOLDINGS PLC /UKARMADR$4.35M39,8090.9%
Vanguard Value ETF$4.13M21,6100.9%
TransDigm Group Inc.$3.98M2,9920.8%
Schwab US Small Cap ETF$3.54M124,2720.7%
Palo Alto Networks Inc$3.29M17,8430.7%
Pacer US Cash Cows 100 ETF$3.22M53,5240.7%
Spotify Technology S$2.94M5,0640.6%
Texas Roadhouse, Inc.$2.90M17,4770.6%
IShares Russell Mid Cap Growth$2.55M18,6330.5%
Invesco QQQ Trust$2.35M3,8270.5%
BALL Corp$2.08M39,1960.4%
JOHNSON & JOHNSON$1.52M7,3480.3%
Vanguard S&P 500 ETF$1.42M2,2660.3%
Warren E. Buffett$1.18M2,3430.2%
Abbvie Inc$1.09M4,7870.2%
Alphabet Inc. Class A$976.6K3,1200.2%
PROCTER & GAMBLE Co$796.2K5,5560.2%
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