Broadleaf Partners, LLC

CIK 0001712686 • 6 13F filings • May 14, 2025 – Aug 13, 2026

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Filer information

Filed by: Broadleaf Partners, LLC, Chief Compliance Officer
Address: 9 AURORA STREET, SUITE 5, Hudson, OH, 44236
Phone: 330-650-0921
AUM: $474.2M

AUM over time

$516.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $474.2M82 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$275K	0.1%Prev: 0.1%	2,191 SH	Decreased
Abbvie Inc	COM	$1.1M	0.2%Prev: 0.2%	4,787 SH	Decreased
Alphabet Inc. Class A	COM	$977K	0.2%Prev: 0.2%	3,120 SH	Increased-240 SH
Alphabet Inc. Class C	COM	$26.1M	5.5%Prev: 4.2%	83,222 SH	Increased-250 SH
Amazon.com Inc.	COM	$25.3M	5.3%Prev: 5.0%	109,597 SH	Increased-12 SH
Apple Inc.	COM	$25.6M	5.4%Prev: 5.0%	94,176 SH	Increased-189 SH
Applovin Corp - Class A	COM	$5.3M	1.1%Prev: 1.8%	7,847 SH	Decreased-4,004 SH
Arista Networks Inc.	COM	$12.5M	2.6%Prev: 2.9%	95,376 SH	Decreased+13 SH
Arm Holdings PLC - ADR	COM	$4.4M	0.9%Prev: 2.1%	39,809 SH	Decreased-31,507 SH
Ball Corp	COM	$2.1M	0.4%Prev: 0.4%	39,196 SH	Increased
Berkshire Hathaway Class B	COM	$1.2M	0.2%Prev: 0.2%	2,343 SH	Increased+22 SH
Booking Holdings Inc	COM	$6.7M	1.4%Prev: 1.4%	1,250 SH	Decreased-6 SH
Broadcom Inc.	COM	$17.8M	3.7%Prev: 3.4%	51,354 SH	Increased+2,042 SH
Caterpillar Inc	COM	$424K	0.1%Prev: 0.1%	740 SH	Increased
CHARLES SCHWAB CORP	COM	$264K	0.1%Prev: 0.1%	2,640 SH	Increased
Charles Schwab US MC ETF	ETF	$6.8M	1.4%Prev: 1.4%	227,321 SH	Increased+2,244 SH
Chevron Corp	COM	$258K	0.1%Prev: 0.1%	1,696 SH	Increased+60 SH
Cintas Group	COM	$8.6M	1.8%Prev: 2.0%	45,863 SH	Decreased-106 SH
Cisco Systems Inc	COM	$532K	0.1%Prev: 0.1%	6,909 SH	Increased
Comcast Corp Class A	COM	$270K	0.1%Prev: 0.1%	9,020 SH	Decreased-409 SH
Communicate SVS SLCT SEC SPDR	ETF	$226K	0.0%Prev: 0.0%	1,924 SH	Decreased
Costco Wholesale Co.	COM	$10.9M	2.3%Prev: 2.4%	12,666 SH	Decreased-28 SH
Datadog Inc Class A	COM	$5.3M	1.1%Prev: 1.2%	39,294 SH	Decreased+10 SH
ECHOSTAR CORP CLASS A	COM	$236K	0.0%	2,168 SH	New
Eli Lilly & Co	COM	$6.7M	1.4%Prev: 1.0%	6,251 SH	Increased-7 SH
EXXON MOBIL CORP	COM	$403K	0.1%Prev: 0.1%	3,350 SH	Increased+34 SH
Fidelity Blue Chip Growth ETF	ETF	$6.7M	1.4%Prev: 1.4%	121,791 SH	Increased+476 SH
FIRSTENERGY CORP	COM	$356K	0.1%Prev: 0.1%	7,950 SH	Decreased
Goldman Sachs Group, Inc.	COM	$15.5M	3.3%Prev: 2.9%	17,681 SH	Increased-43 SH
HOME DEPOT INC	COM	$437K	0.1%Prev: 0.1%	1,270 SH	Decreased-29 SH
Huntington Bancshares	COM	$326K	0.1%Prev: 0.1%	18,818 SH	Increased
IBM CORP	COM	$271K	0.1%Prev: 0.1%	916 SH	Increased-2 SH
ILLINOIS TOOL WORKS	COM	$257K	0.1%Prev: 0.1%	1,043 SH	Decreased
Intuitive Surgical	COM	$10.6M	2.2%Prev: 1.8%	18,740 SH	Increased-30 SH
Invesco KBW Bank ETF	ETF	$408K	0.1%Prev: 0.1%	4,841 SH	Increased
Invesco QQQ Trust	ETF	$2.4M	0.5%Prev: 0.5%	3,827 SH	Increased+16 SH
IShares Russell 1000 Growth ET	ETF	$316K	0.1%Prev: 0.1%	668 SH	Increased+8 SH
IShares Russell Mid Cap Growth	ETF	$2.6M	0.5%Prev: 0.5%	18,633 SH	Decreased+229 SH
JOHNSON & JOHNSON	COM	$1.5M	0.3%Prev: 0.3%	7,348 SH	Increased+43 SH
JP Morgan Chase & Co	COM	$12.8M	2.7%Prev: 2.6%	39,759 SH	Increased-21 SH
Mastercard Inc Class A	COM	$9.9M	2.1%Prev: 2.1%	17,282 SH	Increased-35 SH
MCDONALDS CORP	COM	$361K	0.1%Prev: 0.1%	1,181 SH	Increased
Meta Platforms Inc Class A	COM	$17.2M	3.6%Prev: 4.0%	26,062 SH	Decreased-27 SH
Microsoft Corp.	COM	$29.5M	6.2%Prev: 6.6%	61,085 SH	Decreased-37 SH
MOODYS CORP	COM	$521K	0.1%Prev: 0.1%	1,020 SH	Increased
MORGAN STANLEY	COM	$483K	0.1%Prev: 0.1%	2,719 SH	Increased
Netflix Inc.	COM	$8.9M	1.9%Prev: 2.4%	95,191 SH	Decreased+85,670 SH
NORFOLK SOUTHERN CO	COM	$249K	0.1%Prev: 0.1%	861 SH	Decreased
NORTHROP GRUMMAN CO	COM	$509K	0.1%Prev: 0.1%	893 SH	Decreased
Nvidia Corp.	COM	$35.1M	7.4%Prev: 7.3%	188,130 SH	Decreased-158 SH
Oracle Corp	COM	$8.9M	1.9%Prev: 2.7%	45,586 SH	Decreased+6 SH
Pacer US Cash Cows 100 ETF	ETF	$3.2M	0.7%	53,524 SH	New
Palantir Technologies Inc-A	COM	$10.8M	2.3%Prev: 2.3%	61,008 SH	Decreased+1,322 SH
Palo Alto Networks	COM	$3.3M	0.7%Prev: 0.8%	17,843 SH	Decreased+9 SH
PEPSICO INC	COM	$353K	0.1%Prev: 0.1%	2,463 SH	Increased
PROCTER & GAMBLE	COM	$796K	0.2%Prev: 0.2%	5,556 SH	Decreased
Quanta Services Inc	COM	$7.2M	1.5%	16,960 SH	New
Schwab International Equity ET	ETF	$18.8M	4.0%Prev: 3.8%	781,520 SH	Increased+1,087 SH
Schwab US Broad Market ETF	ETF	$634K	0.1%Prev: 0.1%	24,177 SH	Increased+354 SH
Schwab US Dividend Equity ETF	ETF	$262K	0.1%Prev: 1.0%	9,536 SH	Decreased-173,295 SH
Schwab US Large Cap Growth ETF	ETF	$13.4M	2.8%Prev: 2.7%	410,305 SH	Increased-192 SH
Schwab US Small Cap ETF	ETF	$3.5M	0.7%Prev: 0.7%	124,272 SH	Increased+70 SH
Select Sector UTI Select SPDR	ETF	$309K	0.1%Prev: 0.1%	7,238 SH	Decreased+3,619 SH
Service Now Inc	COM	$8.8M	1.9%Prev: 2.4%	57,625 SH	Decreased+44,913 SH
Shopify Inc. Class A	COM	$6.4M	1.4%	39,905 SH	New
SPDR Fund Consumer Discre Sele	ETF	$314K	0.1%Prev: 0.1%	2,632 SH	Decreased+1,316 SH
SPDR Gold Shares ETF	ETF	$469K	0.1%Prev: 0.1%	1,184 SH	Increased-10 SH
Spotify Technology S	COM	$2.9M	0.6%Prev: 0.7%	5,064 SH	Decreased-5 SH
Technology Select Sector SPDR	ETF	$328K	0.1%Prev: 0.1%	2,280 SH	Increased+1,140 SH
Tesla Inc.	COM	$10.0M	2.1%Prev: 2.1%	22,283 SH	Increased-52 SH
Texas Roadhouse Class A	COM	$2.9M	0.6%Prev: 0.6%	17,477 SH	Decreased-59 SH
Transdigm Group Inc	COM	$4.0M	0.8%Prev: 0.8%	2,992 SH	Increased-5 SH
Uber Technologies Inc.	COM	$7.8M	1.6%Prev: 1.9%	95,041 SH	Decreased+430 SH
Union Pacific Corp	COM	$278K	0.1%Prev: 0.1%	1,200 SH	Decreased
United Rentals Inc.	COM	$8.3M	1.8%Prev: 2.1%	10,287 SH	Decreased-18 SH
United Therapeutics Corp.	COM	$4.5M	1.0%Prev: 0.8%	9,282 SH	Increased-43 SH
Vanguard FTSE Emerging Markets	ETF	$348K	0.1%Prev: 0.1%	6,472 SH	Decreased
Vanguard S&P 500 ETF	ETF	$1.4M	0.3%Prev: 0.3%	2,266 SH	Increased+168 SH
Vanguard Total Stock Market ET	ETF	$673K	0.1%Prev: 0.1%	2,007 SH	Increased+180 SH
Vanguard Value ETF	ETF	$4.1M	0.9%Prev: 0.4%	21,610 SH	Increased+10,584 SH
Vertiv Holdings Co Class A	COM	$11.3M	2.4%Prev: 2.2%	69,496 SH	Increased
Walt Disney Co	COM	$342K	0.1%Prev: 0.1%	3,007 SH	Decreased

Sold (vs prior filing)

Progressive Co. Ohio — $9.6M
Stans Energy Corp NE — $2

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001193125-26-049981	$474.2M	View
Nov 13, 2025	Q3 2025	13F-HR	0001193125-25-280140	$479.7M	View
Aug 13, 2026	Q2 2026