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Broadleaf Partners, LLC 13F holdings

Filed 2026-08-13 · Broadleaf Partners, LLC · 86 positions · $516.6M

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TickerCompanySharesValue% of portfolio
NVDANvidia Corp.180.1K$36.0M7.0%
GOOGAlphabet Inc. Class C98.4K$34.8M6.7%
AAPLApple Inc.93.5K$27.1M5.2%
AMZNAmazon.com Inc.105.1K$25.1M4.8%
SCHFSchwab International Equity ET895.6K$24.8M4.8%
LLYEli Lilly & Co17.0K$20.4M4.0%
AVGOBroadcom Inc.49.9K$18.9M3.7%
VRTVertiv Holdings Co Class A46.8K$15.7M3.0%
MSFTMicrosoft Corp.41.4K$15.5M3.0%
ANETArista Networks Inc.86.1K$14.6M2.8%
MRVLMarvell Technology Inc47.2K$14.1M2.7%
METAMeta Platforms Inc Class A24.7K$13.9M2.7%
TSLATesla Inc.31.9K$13.4M2.6%
GSGoldman Sachs Group, Inc.12.9K$13.0M2.5%
JPMJP Morgan Chase & Co39.4K$12.9M2.5%
TSMTaiwan Semiconductor ADR26.1K$12.5M2.4%
ARMArm Holdings PLC - ADR34.5K$12.2M2.4%
PWRQuanta Services Inc16.9K$12.1M2.4%
URIUnited Rentals Inc.10.2K$11.6M2.2%
MUMicron Technology9.6K$11.1M2.2%
SCHGSchwab US Large Cap Growth ETF324.2K$11.0M2.1%
COSTCostco Wholesale Co.11.4K$10.7M2.1%
DDOGDatadog Inc Class A39.0K$10.2M2.0%
KLACKLA Corp31.3K$9.4M1.8%
GEVGE Vernova Inc7.8K$9.2M1.8%
APPApplovin Corp - Class A17.5K$9.0M1.7%
SCHMCharles Schwab US MC ETF226.9K$8.4M1.6%
FBCGFidelity Blue Chip Growth ETF120.0K$7.5M1.4%
UTHRUnited Therapeutics Corp.13.1K$7.1M1.4%
MAMastercard Inc Class A12.7K$6.5M1.3%
PLTRPalantir Technologies Inc-A54.1K$6.3M1.2%
BEBloom Energy18.5K$5.6M1.1%
ASMLASML Holding NV- ADR2.6K$5.2M1.0%
ISRGIntuitive Surgical12.2K$4.9M0.9%
VTVVanguard Value ETF21.8K$4.8M0.9%
SCHASchwab US Small Cap ETF120.0K$4.3M0.8%
COWZPacer US Cash Cows 100 ETF54.5K$3.4M0.7%
TXRHTexas Roadhouse Class A17.2K$3.3M0.6%
IWPIShares Russell Mid Cap Growth20.5K$3.0M0.6%
QQQInvesco QQQ Trust3.8K$2.8M0.5%
BALLBall Corp32.1K$2.0M0.4%
JNJJohnson & Johnson7.3K$1.9M0.4%
SYMSymbotic Inc A38.0K$1.7M0.3%
GLDSPDR Gold Shares ETF4.5K$1.7M0.3%
ABBVAbbvie Inc4.8K$1.2M0.2%
BRK-BBerkshire Hathaway Class B2.3K$1.2M0.2%
GOOGLAlphabet Inc. Class A2.5K$881,9890.2%
PGPROCTER & GAMBLE5.6K$814,2920.2%
CSCOCisco Systems Inc6.9K$811,5310.2%
CATCaterpillar Inc670$713,4830.1%
VTIVanguard Total Stock Market ET1.7K$610,9360.1%
SCHBSchwab US Broad Market ETF21.1K$609,7530.1%
MSMorgan Stanley2.7K$568,3800.1%
MCOMOODYS CORP1.0K$461,9780.1%
NOCNORTHROP GRUMMAN CO893$454,8140.1%
EXMOCEXXON MOBIL CORP3.3K$454,4570.1%
KBWBInvesco KBW Bank ETF4.8K$450,1160.1%
HDHome Depot Inc1.3K$447,1980.1%
XLKTechnology Select Sector SPDR2.3K$434,3860.1%
INTCINTEL CORP3.0K$420,2860.1%
Top Fund Holdings
13F
Top Fund Holdings

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