The Analysis of Broadleaf Partners, LLC's Holdings

Currently, Broadleaf Partners, LLC holds 82 types of securities in its portfolio with a total value $474.2M. In the most recent quarter, they have increased their positions in N/A (+85.7K shares, valued at $8.0M), PWR (+17.0K shares, valued at $7.2M), N/A (+44.9K shares, valued at $6.9M); decreased their positions in SCHD (-173.3K shares, valued at $4.8M), ARM (-31.5K shares, valued at $3.4M), APP (-4.0K shares, valued at $2.7M); initiated new positions in PWR (+17.0K shares, valued at $7.2M), SHOP (+39.9K shares, valued at $6.4M), COWZ (+53.5K shares, valued at $3.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Nvidia Corp. Nvidia Corp.188.1K shares-0.08%2025-12-312026-02-13

MSFT Microsoft Corp.61.1K shares-0.06%2025-12-312026-02-13

Alphabet Inc. Class C Alphabet Inc. Class C83.2K shares-0.30%2025-12-312026-02-13

AAPL Apple Inc.94.2K shares-0.20%2025-12-312026-02-13

AMZN Amazon.com Inc.109.6K shares-0.01%2025-12-312026-02-13

SCHF Schwab International Equity ET781.5K shares0.14%2025-12-312026-02-13

Broadcom Inc. Broadcom Inc.51.4K shares4.14%2025-12-312026-02-13

Meta Platforms Inc Class A Meta Platforms Inc Class A26.1K shares-0.10%2025-12-312026-02-13

Sponsored

Goldman Sachs Group, Inc. Goldman Sachs Group, Inc.17.7K shares-0.24%2025-12-312026-02-13

SCHG Schwab US Large Cap Growth ETF410.3K shares-0.05%2025-12-312026-02-13

JP Morgan Chase & Co JP Morgan Chase & Co39.8K shares-0.05%2025-12-312026-02-13

Arista Networks Inc. Arista Networks Inc.95.4K shares0.01%2025-12-312026-02-13

Vertiv Holdings Co Class A Vertiv Holdings Co Class A69.5K shares0.00%2025-12-312026-02-13

Costco Wholesale Co. Costco Wholesale Co.12.7K shares-0.22%2025-12-312026-02-13

PLTR Palantir Technologies Inc-A61.0K shares2.21%2025-12-312026-02-13

Intuitive Surgical Intuitive Surgical18.7K shares-0.16%2025-12-312026-02-13

Sponsored

Tesla Inc. Tesla Inc.22.3K shares-0.23%2025-12-312026-02-13

Mastercard Inc Class A Mastercard Inc Class A17.3K shares-0.20%2025-12-312026-02-13

Netflix Inc. Netflix Inc.95.2K shares899.80%2025-12-312026-02-13

Oracle Corp Oracle Corp45.6K shares0.01%2025-12-312026-02-13

Service Now Inc Service Now Inc57.6K shares353.31%2025-12-312026-02-13

CTAS Cintas Group45.9K shares-0.23%2025-12-312026-02-13

URI United Rentals Inc.10.3K shares-0.17%2025-12-312026-02-13

Uber Technologies Inc. Uber Technologies Inc.95.0K shares0.45%2025-12-312026-02-13

Sponsored

PWR Quanta Services Inc17.0K sharesnew addition2025-12-312026-02-13

SCHM Charles Schwab US MC ETF227.3K shares1.00%2025-12-312026-02-13

LLY Eli Lilly & Co6.3K shares-0.11%2025-12-312026-02-13

BKNG Booking Holdings Inc1.3K shares-0.48%2025-12-312026-02-13

FBCG Fidelity Blue Chip Growth ETF121.8K shares0.39%2025-12-312026-02-13

SHOP Shopify Inc. Class A39.9K sharesnew addition2025-12-312026-02-13

Datadog Inc Class A Datadog Inc Class A39.3K shares0.03%2025-12-312026-02-13

APP Applovin Corp - Class A7.8K shares-33.79%2025-12-312026-02-13

Sponsored

United Therapeutics Corp. United Therapeutics Corp.9.3K shares-0.46%2025-12-312026-02-13

ARM Arm Holdings PLC - ADR39.8K shares-44.18%2025-12-312026-02-13

VTV Vanguard Value ETF21.6K shares95.99%2025-12-312026-02-13

TDG Transdigm Group Inc3.0K shares-0.17%2025-12-312026-02-13

SCHA Schwab US Small Cap ETF124.3K shares0.06%2025-12-312026-02-13

PANW Palo Alto Networks17.8K shares0.05%2025-12-312026-02-13

COWZ Pacer US Cash Cows 100 ETF53.5K sharesnew addition2025-12-312026-02-13

SPOT Spotify Technology S5.1K shares-0.10%2025-12-312026-02-13

Sponsored

TXRH Texas Roadhouse Class A17.5K shares-0.34%2025-12-312026-02-13

IWP IShares Russell Mid Cap Growth18.6K shares1.24%2025-12-312026-02-13

Invesco QQQ Trust Invesco QQQ Trust3.8K shares0.42%2025-12-312026-02-13

BALL Ball Corp39.2K shares0.00%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON7.3K shares0.59%2025-12-312026-02-13

Vanguard S&P 500 ETF Vanguard S&P 500 ETF2.3K shares8.01%2025-12-312026-02-13

Berkshire Hathaway Class B Berkshire Hathaway Class B2.3K shares0.95%2025-12-312026-02-13

Abbvie Inc Abbvie Inc4.8K shares0.00%2025-12-312026-02-13

Sponsored

Alphabet Inc. Class A Alphabet Inc. Class A3.1K shares-7.14%2025-12-312026-02-13

PG PROCTER & GAMBLE5.6K shares0.00%2025-12-312026-02-13

VTI Vanguard Total Stock Market ET2.0K shares9.85%2025-12-312026-02-13

SCHB Schwab US Broad Market ETF24.2K shares1.49%2025-12-312026-02-13

Cisco Systems Inc Cisco Systems Inc6.9K shares0.00%2025-12-312026-02-13

MCO MOODYS CORP1.0K shares0.00%2025-12-312026-02-13

NOC NORTHROP GRUMMAN CO893 shares0.00%2025-12-312026-02-13

MS MORGAN STANLEY2.7K shares0.00%2025-12-312026-02-13

Sponsored

SPDR Gold Shares ETF SPDR Gold Shares ETF1.2K shares-0.84%2025-12-312026-02-13

HD HOME DEPOT INC1.3K shares-2.23%2025-12-312026-02-13

CAT Caterpillar Inc740 shares0.00%2025-12-312026-02-13

Invesco KBW Bank ETF Invesco KBW Bank ETF4.8K shares0.00%2025-12-312026-02-13

EXXON MOBIL CORP EXXON MOBIL CORP3.4K shares1.03%2025-12-312026-02-13

MCD MCDONALDS CORP1.2K shares0.00%2025-12-312026-02-13

FE FIRSTENERGY CORP8.0K shares0.00%2025-12-312026-02-13

PEP PEPSICO INC2.5K shares0.00%2025-12-312026-02-13

Sponsored

VWO Vanguard FTSE Emerging Markets6.5K shares0.00%2025-12-312026-02-13

DIS Walt Disney Co3.0K shares0.00%2025-12-312026-02-13

Technology Select Sector SPDR Technology Select Sector SPDR2.3K shares100.00%2025-12-312026-02-13

HBAN Huntington Bancshares18.8K shares0.00%2025-12-312026-02-13

IWF IShares Russell 1000 Growth ET668 shares1.21%2025-12-312026-02-13

SPDR Fund Consumer Discre Sele SPDR Fund Consumer Discre Sele2.6K shares100.00%2025-12-312026-02-13

Select Sector UTI Select SPDR Select Sector UTI Select SPDR7.2K shares100.00%2025-12-312026-02-13

UNP Union Pacific Corp1.2K shares0.00%2025-12-312026-02-13

Sponsored

ABT Abbott Laboratories2.2K shares0.00%2025-12-312026-02-13

IBM IBM CORP916 shares-0.22%2025-12-312026-02-13

Comcast Corp Class A Comcast Corp Class A9.0K shares-4.34%2025-12-312026-02-13

SCHW CHARLES SCHWAB CORP2.6K shares0.00%2025-12-312026-02-13

SCHD Schwab US Dividend Equity ETF9.5K shares-94.78%2025-12-312026-02-13

CVX Chevron Corp1.7K shares3.67%2025-12-312026-02-13

ITW ILLINOIS TOOL WORKS1.0K shares0.00%2025-12-312026-02-13

NSC NORFOLK SOUTHERN CO861 shares0.00%2025-12-312026-02-13

Sponsored

SATS ECHOSTAR CORP CLASS A2.2K sharesnew addition2025-12-312026-02-13

Communicate SVS SLCT SEC SPDR Communicate SVS SLCT SEC SPDR1.9K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available