Broadleaf Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$428.9M
Q ending 2026-03-31
Prior quarter
$474.2M
Q ending 2025-12-31
Change
-9.6% QoQ · +12.3% YoY
Positions
84
reported holdings
Largest positions
All 84 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp. | Shares | $31.7M | 182K | |
| Apple Inc. | AAPL | Shares | $23.2M | 91K |
| Alphabet Inc. Class C | Shares | $23.0M | 80K | |
| Microsoft Corp. | MSFT | Shares | $22.0M | 59K |
| Amazon.Com Inc. | AMZN | Shares | $21.9M | 105K |
| Schwab International Equity Et | SCHF | Shares | $21.7M | 875K |
| Vertiv Holdings Co Class A | Shares | $16.8M | 67K | |
| Broadcom Inc. | AVGO | Shares | $16.5M | 53K |
| Meta Platforms Inc Class A | Shares | $14.5M | 25K | |
| Costco Wholesale Co. | Shares | $14.4M | 14K | |
| Netflix Inc. | Shares | $11.8M | 122K | |
| Jp Morgan Chase & Co | Shares | $11.3M | 38K | |
| Arista Networks Inc. | ANET | Shares | $11.2M | 91K |
| Goldman Sachs Group, Inc. | Shares | $10.6M | 13K | |
| Schwab Us Large Cap Growth Etf | SCHG | Shares | $9.2M | 314K |
| Quanta Services Inc | PWR | Shares | $9.0M | 16K |
| Palantir Technologies Inc-A | PLTR | Shares | $8.7M | 60K |
| Intuitive Surgical | Shares | $8.4M | 18K | |
| Mastercard Inc Class A | Shares | $8.4M | 17K | |
| Eli Lilly & Co | LLY | Shares | $8.4M | 9K |
| Tesla Inc. | Shares | $8.0M | 21K | |
| Cintas Group | CTAS | Shares | $7.5M | 44K |
| United Rentals Inc. | URI | Shares | $7.2M | 10K |
| Charles Schwab Us Mc Etf | SCHM | Shares | $6.9M | 223K |
| Uber Technologies Inc. | Shares | $6.6M | 92K | |
| Fidelity Blue Chip Growth Etf | FBCG | Shares | $5.9M | 117K |
| Service Now Inc | Shares | $5.9M | 56K | |
| United Therapeutics Corp. | Shares | $5.3M | 9K | |
| Arm Holdings Plc - Adr | ARM | Shares | $5.1M | 34K |
| Booking Holdings Inc | BKNG | Shares | $5.1M | 1K |
| Shopify Inc. Class A | SHOP | Shares | $4.5M | 38K |
| Datadog Inc Class A | Shares | $4.5M | 38K | |
| Vanguard Value Etf | VTV | Shares | $4.2M | 21K |
| Applovin Corp - Class A | APP | Shares | $3.9M | 10K |
| Schwab Us Small Cap Etf | SCHA | Shares | $3.4M | 118K |
| Transdigm Group Inc | TDG | Shares | $3.4M | 3K |
| Pacer Us Cash Cows 100 Etf | COWZ | Shares | $3.3M | 52K |
| Texas Roadhouse Class A | TXRH | Shares | $2.8M | 17K |
| Palo Alto Networks | PANW | Shares | $2.8M | 17K |
| Ishares Russell Mid Cap Growth | IWP | Shares | $2.5M | 20K |
| Spotify Technology S | Shares | $2.4M | 5K | |
| Ball Corp | BALL | Shares | $2.3M | 39K |
| Invesco Qqq Trust | QQQ | Shares | $2.1M | 4K |
| Johnson & Johnson | JNJ | Shares | $1.9M | 8K |
| Spdr Gold Shares Etf | Shares | $1.9M | 4K | |
| Vanguard S&P 500 Etf | VOO | Shares | $1.4M | 2K |
| Berkshire Hathaway Class B | BRK/B | Shares | $1.1M | 2K |
| Abbvie Inc | Shares | $1.0M | 5K | |
| Procter & Gamble | PG | Shares | $802K | 6K |
| Alphabet Inc. Class A | Shares | $711K | 2K | |
| Vanguard Total Stock Market Et | VTI | Shares | $671K | 2K |
| Northrop Grumman Co | NOC | Shares | $609K | 893 |
| Exxon Mobil Corp | Shares | $566K | 3K | |
| Cisco Systems Inc | Shares | $536K | 7K | |
| Caterpillar Inc | CAT | Shares | $524K | 740 |
| Schwab Us Broad Market Etf | SCHB | Shares | $501K | 20K |
| Morgan Stanley | MS | Shares | $447K | 3K |
| Moodys Corp | MCO | Shares | $445K | 1K |
| Home Depot Inc | HD | Shares | $417K | 1K |
| Firstenergy Corp | FE | Shares | $403K | 8K |
| Invesco Kbw Bank Etf | Shares | $383K | 5K | |
| Pepsico Inc | PEP | Shares | $382K | 2K |
| Mcdonalds Corp | MCD | Shares | $367K | 1K |
| Chevron Corp | CVX | Shares | $351K | 2K |
| Select Sector Uti Select Spdr | Shares | $332K | 7K | |
| Vanguard Ftse Emerging Markets | VWO | Shares | $331K | 6K |
| Oracle Corp | Shares | $316K | 2K | |
| Technology Select Sector Spdr | Shares | $303K | 2K | |
| Huntington Bancshares | HBAN | Shares | $295K | 19K |
| Union Pacific Corp | UNP | Shares | $291K | 1K |
| Spdr Fund Consumer Discre Sele | Shares | $287K | 3K | |
| Walt Disney Co | DIS | Shares | $280K | 3K |
| Illinois Tool Works | ITW | Shares | $271K | 1K |
| Comcast Corp Class A | Shares | $259K | 9K | |
| Ishares Russell 1000 Growth Et | IWF | Shares | $255K | 599 |
| Echostar Corp Class A | ECHO | Shares | $254K | 2K |
| Charles Schwab Corp | SCHW | Shares | $248K | 3K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $247K | 8K |
| Norfolk Southern Co | NSC | Shares | $247K | 861 |
| Abbott Laboratories | ABT | Shares | $225K | 2K |
| Nextera Energy Inc | Shares | $223K | 2K | |
| Ibm Corp | IBM | Shares | $222K | 914 |
| Communicate Svs Slct Sec Spdr | Shares | $213K | 2K | |
| Truist Finl Corp | TFC | Shares | $203K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.