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: $428.9M84 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$225K	0.1%Prev: 0.1%	2,191 SH	Decreased-1,485 SH
Abbvie Inc	COM	$1.0M	0.2%Prev: 0.3%	4,787 SH	Decreased-976 SH
Alphabet Inc. Class A	COM	$711K	0.2%Prev: 0.2%	2,472 SH	Increased-1,241 SH
Alphabet Inc. Class C	COM	$23.0M	5.4%Prev: 4.2%	80,303 SH	Increased-23,537 SH
Amazon.com Inc.	COM	$21.9M	5.1%Prev: 5.6%	105,095 SH	Increased-6,724 SH
Apple Inc.	COM	$23.2M	5.4%Prev: 6.6%	91,302 SH	Decreased-22,946 SH
Applovin Corp - Class A	COM	$3.9M	0.9%Prev: 0.8%	9,690 SH	Increased-2,385 SH
Arista Networks Inc.	COM	$11.2M	2.6%Prev: 2.0%	91,447 SH	Increased-9,236 SH
Arm Holdings PLC - ADR	COM	$5.1M	1.2%Prev: 2.0%	33,761 SH	Decreased-38,007 SH
Ball Corp	COM	$2.3M	0.5%Prev: 1.0%	39,196 SH	Decreased-37,000 SH
Berkshire Hathaway Class B	COM	$1.1M	0.3%Prev: 1.1%	2,342 SH	Decreased-5,861 SH
Booking Holdings Inc	COM	$5.1M	1.2%Prev: 0.8%	1,208 SH	Increased+557 SH
Broadcom Inc.	COM	$16.5M	3.8%Prev: 1.6%	53,322 SH	Increased+16,759 SH
Caterpillar Inc	COM	$524K	0.1%Prev: 0.1%	740 SH	Increased
CHARLES SCHWAB CORP	COM	$248K	0.1%Prev: 0.1%	2,640 SH	Increased
Charles Schwab US MC ETF	ETF	$6.9M	1.6%Prev: 1.5%	222,508 SH	Increased+3,291 SH
Chevron Corp	COM	$351K	0.1%Prev: 0.1%	1,696 SH	Increased-257 SH
Cintas Group	COM	$7.5M	1.7%Prev: 2.5%	44,106 SH	Decreased-2,642 SH
Cisco Systems Inc	COM	$536K	0.1%Prev: 0.1%	6,909 SH	Increased
Comcast Corp Class A	COM	$259K	0.1%Prev: 0.1%	9,020 SH	Decreased+755 SH
Communicate SVS SLCT SEC SPDR	ETF	$213K	0.0%	1,924 SH	New
Costco Wholesale Co.	COM	$14.4M	3.4%Prev: 3.2%	14,449 SH	Increased+1,466 SH
Datadog Inc Class A	COM	$4.5M	1.0%Prev: 1.0%	38,062 SH	Increased-2,127 SH
ECHOSTAR CORP CLASS A	COM	$254K	0.1%	2,168 SH	New
Eli Lilly & Co	COM	$8.4M	1.9%Prev: 1.4%	9,092 SH	Increased+2,702 SH
EXXON MOBIL CORP	COM	$566K	0.1%Prev: 0.1%	3,334 SH	Decreased-1,478 SH
Fidelity Blue Chip Growth ETF	ETF	$5.9M	1.4%Prev: 1.2%	117,305 SH	Increased-1,454 SH
FIRSTENERGY CORP	COM	$403K	0.1%Prev: 0.1%	7,950 SH	Decreased-4,700 SH
Goldman Sachs Group, Inc.	COM	$10.6M	2.5%Prev: 2.6%	12,540 SH	Increased-5,553 SH
HOME DEPOT INC	COM	$417K	0.1%Prev: 0.1%	1,268 SH	Decreased-152 SH
Huntington Bancshares	COM	$295K	0.1%Prev: 0.1%	18,818 SH	Increased
IBM CORP	COM	$222K	0.1%Prev: 0.1%	914 SH	Increased+46 SH
ILLINOIS TOOL WORKS	COM	$271K	0.1%Prev: 0.1%	1,043 SH	Increased
Intuitive Surgical	COM	$8.4M	2.0%Prev: 2.5%	18,187 SH	Decreased-974 SH
Invesco KBW Bank ETF	ETF	$383K	0.1%Prev: 0.1%	4,841 SH	Increased
Invesco QQQ Trust	ETF	$2.1M	0.5%Prev: 0.5%	3,709 SH	Increased-218 SH
IShares Russell 1000 Growth ET	ETF	$255K	0.1%	599 SH	New
IShares Russell Mid Cap Growth	ETF	$2.5M	0.6%Prev: 0.6%	19,819 SH	Increased+1,149 SH
JOHNSON & JOHNSON	COM	$1.9M	0.4%Prev: 0.3%	7,726 SH	Increased+519 SH
JP Morgan Chase & Co	COM	$11.3M	2.6%Prev: 0.9%	38,456 SH	Increased+24,883 SH
Mastercard Inc Class A	COM	$8.4M	2.0%Prev: 2.5%	16,769 SH	Decreased-856 SH
MCDONALDS CORP	COM	$367K	0.1%Prev: 0.1%	1,181 SH	Decreased
Meta Platforms Inc Class A	COM	$14.5M	3.4%Prev: 4.0%	25,292 SH	Decreased-1,358 SH
Microsoft Corp.	COM	$22.0M	5.1%Prev: 6.1%	59,410 SH	Decreased-2,786 SH
MOODYS CORP	COM	$445K	0.1%Prev: 0.1%	1,020 SH	Decreased
MORGAN STANLEY	COM	$447K	0.1%Prev: 0.1%	2,719 SH	Increased
Netflix Inc.	COM	$11.8M	2.7%Prev: 2.4%	122,297 SH	Increased+112,574 SH
NEXTERA ENERGY INC	COM	$223K	0.1%	2,400 SH	New
NORFOLK SOUTHERN CO	COM	$247K	0.1%Prev: 0.1%	861 SH	Increased
NORTHROP GRUMMAN CO	COM	$609K	0.1%Prev: 0.1%	893 SH	Increased-87 SH
Nvidia Corp.	COM	$31.7M	7.4%Prev: 5.5%	182,032 SH	Increased-10,550 SH
Oracle Corp	COM	$316K	0.1%Prev: 1.4%	2,149 SH	Decreased-36,091 SH
Pacer US Cash Cows 100 ETF	ETF	$3.3M	0.8%	52,064 SH	New
Palantir Technologies Inc-A	COM	$8.7M	2.0%Prev: 1.2%	59,739 SH	Increased+4,634 SH
Palo Alto Networks	COM	$2.8M	0.6%	17,317 SH	New
PEPSICO INC	COM	$382K	0.1%Prev: 0.2%	2,463 SH	Decreased-1,476 SH
PROCTER & GAMBLE	COM	$802K	0.2%Prev: 0.2%	5,553 SH	Decreased-38 SH
Quanta Services Inc	COM	$9.0M	2.1%	16,333 SH	New
Schwab International Equity ET	ETF	$21.7M	5.0%Prev: 4.5%	874,865 SH	Increased+12,163 SH
Schwab US Broad Market ETF	ETF	$501K	0.1%Prev: 0.1%	19,968 SH	Decreased-4,051 SH
Schwab US Dividend Equity ETF	ETF	$247K	0.1%Prev: 1.3%	8,056 SH	Decreased-164,766 SH
Schwab US Large Cap Growth ETF	ETF	$9.2M	2.1%Prev: 2.9%	314,143 SH	Decreased-124,692 SH
Schwab US Small Cap ETF	ETF	$3.4M	0.8%Prev: 0.7%	118,239 SH	Increased-1,910 SH
Select Sector UTI Select SPDR	ETF	$332K	0.1%Prev: 0.1%	7,238 SH	Increased+3,619 SH
Service Now Inc	COM	$5.9M	1.4%Prev: 2.7%	56,002 SH	Decreased+43,022 SH
Shopify Inc. Class A	COM	$4.5M	1.1%	38,353 SH	New
SPDR Fund Consumer Discre Sele	ETF	$287K	0.1%Prev: 0.1%	2,632 SH	Increased+1,316 SH
SPDR Gold Shares ETF	ETF	$1.9M	0.4%Prev: 0.2%	4,364 SH	Increased+1,817 SH
Spotify Technology S	COM	$2.4M	0.6%	4,932 SH	New
Technology Select Sector SPDR	ETF	$303K	0.1%Prev: 0.1%	2,280 SH	Increased+1,130 SH
Tesla Inc.	COM	$8.0M	1.9%Prev: 1.2%	21,458 SH	Increased+4,190 SH
Texas Roadhouse Class A	COM	$2.8M	0.6%Prev: 0.8%	16,877 SH	Decreased-813 SH
Transdigm Group Inc	COM	$3.4M	0.8%Prev: 1.1%	2,907 SH	Decreased-146 SH
Truist Finl Corp	COM	$203K	0.0%	4,410 SH	New
Uber Technologies Inc.	COM	$6.6M	1.5%Prev: 1.8%	92,189 SH	Decreased-4,343 SH
Union Pacific Corp	COM	$291K	0.1%Prev: 0.1%	1,200 SH	Increased
United Rentals Inc.	COM	$7.2M	1.7%Prev: 1.7%	9,943 SH	Increased-535 SH
United Therapeutics Corp.	COM	$5.3M	1.2%Prev: 0.8%	8,984 SH	Increased-514 SH
Vanguard FTSE Emerging Markets	ETF	$331K	0.1%Prev: 0.1%	6,131 SH	Decreased-1,587 SH
Vanguard S&P 500 ETF	ETF	$1.4M	0.3%Prev: 0.3%	2,325 SH	Increased+24 SH
Vanguard Total Stock Market ET	ETF	$671K	0.2%Prev: 0.2%	2,092 SH	Increased-27 SH
Vanguard Value ETF	ETF	$4.2M	1.0%Prev: 0.5%	21,396 SH	Increased+10,419 SH
Vertiv Holdings Co Class A	COM	$16.8M	3.9%Prev: 1.3%	67,198 SH	Increased-3,750 SH
Walt Disney Co	COM	$280K	0.1%Prev: 0.1%	2,906 SH	Decreased-457 SH

Sold (vs prior filing)

Chipotle Mexican Grl — $7.3M
KKR & Co Inc — $3.0M
Progressive Co. Ohio — $11.2M
Sherwin Williams Co — $4.8M
Vertex Pharmaceuticals — $2.9M

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