Broadleaf Partners, LLC Top Holdings and 13F Report (2025) About Broadleaf Partners, LLCInvestment ActivityBroadleaf Partners, LLC has $428.10 million in total holdings as of December 31, 2024.Broadleaf Partners, LLC owns shares of 77 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 15.92% of the portfolio was purchased this quarter.About 11.06% of the portfolio was sold this quarter.This quarter, Broadleaf Partners, LLC has purchased 79 new stocks and bought additional shares in 13 stocks.Broadleaf Partners, LLC sold shares of 46 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $29,438,652Apple $29,088,036Microsoft $26,613,088Amazon.com $24,622,359Meta Platforms $17,108,602 Largest New Holdings this Quarter Arista Networks Inc. $13,896,163 HoldingPalantir Technologies Inc-A $4,232,557 HoldingApplovin Corp - Class A $3,967,241 HoldingFerrari $2,393,549 HoldingFirstEnergy $503,217 Holding Largest Purchases this Quarter Arista Networks Inc. 125,723 shares (about $13.90M)Schwab U.S. Large-Cap Growth ETF 341,383 shares (about $9.51M)Schwab International Equity ETF 418,012 shares (about $7.73M)Alphabet 39,261 shares (about $7.48M)Oracle 36,641 shares (about $6.11M) Largest Sales this Quarter Eli Lilly and Company 5,104 shares (about $3.94M)ServiceNow 3,388 shares (about $3.59M)Trade Desk 24,836 shares (about $2.92M)Union Pacific 12,300 shares (about $2.80M)Apple 3,001 shares (about $751.51K) 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 PortfolioSectorNVDANVIDIA$29,438,652$423,954 ▼-1.4%219,2176.9%Computer and TechnologyAAPLApple$29,088,036$751,510 ▼-2.5%116,1576.8%Computer and TechnologyMSFTMicrosoft$26,613,088$349,845 ▼-1.3%63,1396.2%Computer and TechnologyAMZNAmazon.com$24,622,359$317,238 ▼-1.3%112,2315.8%Retail/WholesaleMETAMeta Platforms$17,108,602$198,488 ▼-1.1%29,2204.0%Computer and TechnologyGOOGAlphabet$16,638,933$7,476,865 ▲81.6%87,3713.9%Computer and TechnologySCHFSchwab International Equity ETF$14,810,647$7,733,227 ▲109.3%800,5753.5%ETFNOWServiceNow$13,915,135$3,591,687 ▼-20.5%13,1263.3%Computer and TechnologyArista Networks Inc.$13,896,163$13,896,163 ▲New Holding125,7233.2%COMISRGIntuitive Surgical$12,609,510$149,281 ▼-1.2%24,1582.9%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$12,550,384$9,514,339 ▲313.4%450,3192.9%ETFCOSTCostco Wholesale$12,116,754$142,022 ▼-1.2%13,2242.8%Retail/WholesaleNFLXNetflix$12,096,104$167,568 ▼-1.4%13,5712.8%Consumer DiscretionaryCMGChipotle Mexican Grill$10,855,327$154,247 ▼-1.4%180,0222.5%Retail/WholesaleTTDTrade Desk$10,678,071$2,918,975 ▼-21.5%90,8542.5%Computer and TechnologyLLYEli Lilly and Company$10,494,568$3,940,288 ▼-27.3%13,5942.5%MedicalPGRProgressive$9,650,293$133,702 ▼-1.4%40,2752.3%FinanceMAMastercard$9,423,497$121,111 ▼-1.3%17,8962.2%Business ServicesArm Holdings PLC - ADR$9,028,965$109,914 ▼-1.2%73,1922.1%COMVRTVertiv$8,216,616$103,499 ▼-1.2%72,3231.9%Computer and TechnologyDDOGDatadog$8,074,142$91,164 ▼-1.1%56,5061.9%Computer and TechnologyURIUnited Rentals$7,529,759$93,691 ▼-1.2%10,6891.8%ConstructionTDGTransDigm Group$7,498,496$82,373 ▼-1.1%5,9171.8%AerospaceGSThe Goldman Sachs Group$7,152,024$61,270 ▼-0.8%12,4901.7%FinanceVRTXVertex Pharmaceuticals$6,814,892$80,943 ▼-1.2%16,9231.6%MedicalORCLOracle$6,439,136$6,105,856 ▲1,832.1%38,6411.5%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$6,095,757$4,080,519 ▲202.5%219,9841.4%ETFUBERUber Technologies$5,957,867$44,034 ▼-0.7%98,7711.4%Computer and TechnologyFBCGFidelity Blue Chip Growth ETF$5,663,103$186,243 ▲3.4%122,4191.3%ETFCTASCintas$5,539,464$2,415,659 ▲77.3%30,3201.3%Business ServicesSHWSherwin-Williams$4,770,578$56,428 ▼-1.2%14,0341.1%Basic MaterialsSCHDSchwab US Dividend Equity ETF$4,622,216$3,140,516 ▲212.0%169,1881.1%ETFPalantir Technologies Inc-A$4,232,557$4,232,557 ▲New Holding55,9641.0%COMBALLBall$4,200,6850.0%76,1961.0%Industrial ProductsApplovin Corp - Class A$3,967,241$3,967,241 ▲New Holding12,2510.9%COMUTHRUnited Therapeutics$3,417,961$20,465 ▼-0.6%9,6870.8%MedicalSCHASchwab US Small-Cap ETF$3,067,824$1,515,293 ▲97.6%118,6320.7%ETFADIAnalog Devices$2,946,608$33,144 ▼-1.1%13,8690.7%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$2,528,409$26,998 ▲1.1%19,9480.6%ETFRACEFerrari$2,393,549$2,393,549 ▲New Holding5,6340.6%Auto/Tires/TrucksQQQInvesco QQQ$1,990,218$60,325 ▲3.1%3,8930.5%FinanceVTVVanguard Value ETF$1,780,189$55,700 ▼-3.0%10,5150.4%ETFABBVAbbVie$1,343,945$59,529 ▼-4.2%7,5630.3%MedicalBRK.BBerkshire Hathaway$1,059,769$453 ▼0.0%2,3380.2%FinanceJNJJohnson & Johnson$1,042,8550.0%7,2110.2%MedicalVOOVanguard S&P 500 ETF$1,020,506$546,353 ▲115.2%1,8940.2%ETFPGProcter & Gamble$940,550$142,005 ▼-13.1%5,6100.2%Consumer StaplesVTIVanguard Total Stock Market ETF$721,917$175,915 ▼-19.6%2,4910.2%ETFGOOGLAlphabet$702,8710.0%3,7130.2%Computer and TechnologyPEPPepsiCo$693,242$16,727 ▼-2.4%4,5590.2%Consumer StaplesHDHome Depot$657,393$14,393 ▼-2.1%1,6900.2%Retail/WholesaleGLDSPDR Gold Shares$646,003$154,479 ▼-19.3%2,6680.2%FinanceABTAbbott Laboratories$619,390$37,892 ▼-5.8%5,4760.1%MedicalSCHBSchwab US Broad Market ETF$533,630$356,026 ▲200.5%23,5080.1%ETFXOMExxon Mobil$517,640$176,957 ▼-25.5%4,8120.1%Oils/EnergyFEFirstEnergy$503,217$503,217 ▲New Holding12,6500.1%UtilitiesMCOMoody's$482,8370.0%1,0200.1%FinanceNOCNorthrop Grumman$459,904$200,856 ▼-30.4%9800.1%AerospaceCSCOCisco Systems$409,013$65,594 ▼-13.8%6,9090.1%Computer and TechnologyDISWalt Disney$377,0310.0%3,3860.1%Consumer DiscretionaryMCDMcDonald's$342,3600.0%1,1810.1%Retail/WholesaleMSMorgan Stanley$341,8330.0%2,7190.1%FinanceVWOVanguard FTSE Emerging Markets ETF$339,901$22,108 ▼-6.1%7,7180.1%ETFKBWBInvesco KBW Bank ETF$316,359$42,477 ▼-11.8%4,8410.1%ManufacturingCMCSAComcast$310,1850.0%8,2650.1%Consumer DiscretionaryHBANHuntington Bancshares$306,1690.0%18,8180.1%FinanceSDYSPDR S&P Dividend ETF$301,188$39,630 ▼-11.6%2,2800.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$295,2450.0%1,3160.1%FinanceCVXChevron$282,8730.0%1,9530.1%Oils/EnergyITWIllinois Tool Works$275,366$18,510 ▼-6.3%1,0860.1%Industrial ProductsXLUUtilities Select Sector SPDR Fund$273,9220.0%3,6190.1%ETFUNPUnion Pacific$273,648$2,804,892 ▼-91.1%1,2000.1%TransportationXLKTechnology Select Sector SPDR Fund$268,793$1,395 ▼-0.5%1,1560.1%ETFCATCaterpillar$268,442$7,255 ▼-2.6%7400.1%Industrial ProductsIWFiShares Russell 1000 Growth ETF$216,452$167,861 ▼-43.7%5390.1%ETFRPMRPM International$209,694$2,338 ▼-1.1%1,7040.0%ConstructionNSCNorfolk Southern$209,1180.0%8910.0%TransportationANETArista Networks$0$12,253,070 ▼-100.0%00.0%Computer and TechnologySNPSSynopsys$0$5,451,795 ▼-100.0%00.0%Computer and TechnologyORLYO'Reilly Automotive$0$5,272,025 ▼-100.0%00.0%Retail/WholesaleABNBAirbnb$0$5,024,339 ▼-100.0%00.0%Consumer DiscretionaryCBChubb$0$491,993 ▼-100.0%00.0%FinanceIBBiShares Biotechnology ETF$0$308,963 ▼-100.0%00.0%FinanceNEENextEra Energy$0$202,872 ▼-100.0%00.0%UtilitiesShowing 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. 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