Investor
Broadleaf Partners, LLC
CIK 0001712686 · filed 2026-02-13 · SEC filing
13F book
$474.2M
Positions
82
Largest name
7.4%
Nvidia Corp · NVDA
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 188.1K | $35.1M | 7.4% | — | Held |
| Microsoft Corp | MSFT | 61.1K | $29.5M | 6.2% | — | Held |
| Alphabet Inc | — | 83.2K | $26.1M | 5.5% | — | Held |
| Apple Inc. | AAPL | 94.2K | $25.6M | 5.4% | — | Held |
| Amazon Com Inc | AMZN | 109.6K | $25.3M | 5.3% | — | Held |
| Schwab Strategic Tr | — | 781.5K | $18.8M | 4.0% | — | Held |
| Broadcom Inc. | AVGO | 51.4K | $17.8M | 3.7% | — | Held |
| Meta Platforms, Inc. | META | 26.1K | $17.2M | 3.6% | — | Held |
| Goldman Sachs Group Inc | — | 17.7K | $15.5M | 3.3% | — | Held |
| Schwab Strategic Tr | — | 410.3K | $13.4M | 2.8% | — | Held |
| Jpmorgan Chase & Co. | — | 39.8K | $12.8M | 2.7% | — | Held |
| Arista Networks, Inc. | ANET | 95.4K | $12.5M | 2.6% | — | Held |
| Vertiv Holdings Co | VRT | 69.5K | $11.3M | 2.4% | — | Held |
| Costco Whsl Corp New | — | 12.7K | $10.9M | 2.3% | — | Held |
| Palantir Technologies Inc. | PLTR | 61K | $10.8M | 2.3% | — | Held |
| Intuitive Surgical Inc | ISRG | 18.7K | $10.6M | 2.2% | — | Held |
| Tesla, Inc. | TSLA | 22.3K | $10M | 2.1% | — | Held |
| Mastercard Inc | MA | 17.3K | $9.87M | 2.1% | — | Held |
| Netflix Inc | NFLX | 95.2K | $8.93M | 1.9% | — | Held |
| Oracle Corp | — | 45.6K | $8.89M | 1.9% | — | Held |
| ServiceNow, Inc. | NOW | 57.6K | $8.83M | 1.9% | — | Held |
| Cintas Corp | CTAS | 45.9K | $8.63M | 1.8% | — | Held |
| United Rentals, Inc. | URI | 10.3K | $8.33M | 1.8% | — | Held |
| Uber Technologies, Inc | UBER | 95K | $7.77M | 1.6% | — | Held |
| Quanta Svcs Inc | — | 17K | $7.16M | 1.5% | — | Held |
| Schwab Strategic Tr | — | 227.3K | $6.84M | 1.4% | — | Held |
| Eli Lilly & Co | LLY | 6.25K | $6.72M | 1.4% | — | Held |
| Booking Holdings Inc. | BKNG | 1.25K | $6.69M | 1.4% | — | Held |
| Fidelity Covington Trust | — | 121.8K | $6.68M | 1.4% | — | Held |
| Shopify Inc. | SHOP | 39.9K | $6.42M | 1.4% | — | Held |
| Datadog, Inc. | DDOG | 39.3K | $5.34M | 1.1% | — | Held |
| Applovin Corp | APP | 7.85K | $5.29M | 1.1% | — | Held |
| United Therapeutics Corp Del | — | 9.28K | $4.52M | 1.0% | — | Held |
| Arm Holdings Plc | — | 39.8K | $4.35M | 0.9% | — | Held |
| Vanguard Index Fds | — | 21.6K | $4.13M | 0.9% | — | Held |
| Transdigm Group Inc | TDG | 2.99K | $3.98M | 0.8% | — | Held |
| Schwab Strategic Tr | — | 124.3K | $3.54M | 0.7% | — | Held |
| Palo Alto Networks Inc | PANW | 17.8K | $3.29M | 0.7% | — | Held |
| Pacer Fds Tr | — | 53.5K | $3.22M | 0.7% | — | Held |
| Spotify Technology S.A. | SPOT | 5.06K | $2.94M | 0.6% | — | Held |
| Texas Roadhouse, Inc. | TXRH | 17.5K | $2.9M | 0.6% | — | Held |
| Ishares Tr | — | 18.6K | $2.55M | 0.5% | — | Held |
| Invesco Qqq Tr | — | 3.83K | $2.35M | 0.5% | — | Held |
| Ball Corp | BALL | 39.2K | $2.08M | 0.4% | — | Held |
| Johnson & Johnson | JNJ | 7.35K | $1.52M | 0.3% | — | Held |
| Vanguard Index Fds | — | 2.27K | $1.42M | 0.3% | — | Held |
| Berkshire Hathaway Inc Del | — | 2.34K | $1.18M | 0.2% | — | Held |
| AbbVie Inc. | ABBV | 4.79K | $1.09M | 0.2% | — | Held |
| Alphabet Inc | — | 3.12K | $976.6K | 0.2% | — | Held |
| Procter And Gamble Co | PG | 5.56K | $796.2K | 0.2% | — | Held |
| Vanguard Index Fds | — | 2.01K | $672.9K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 24.2K | $634.2K | 0.1% | — | Held |
| Cisco Sys Inc | — | 6.91K | $532.2K | 0.1% | — | Held |
| Moodys Corp | — | 1.02K | $521.1K | 0.1% | — | Held |
| Northrop Grumman Corp | — | 893 | $509.2K | 0.1% | — | Held |
| Morgan Stanley | — | 2.72K | $482.7K | 0.1% | — | Held |
| Spdr Gold Tr | — | 1.18K | $469.2K | 0.1% | — | Held |
| Home Depot, Inc. | HD | 1.27K | $437K | 0.1% | — | Held |
| Caterpillar Inc | CAT | 740 | $423.9K | 0.1% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 4.84K | $408K | 0.1% | — | Held |
| Exxon Mobil Corp | — | 3.35K | $403.1K | 0.1% | — | Held |
| Mcdonalds Corp | MCD | 1.18K | $360.9K | 0.1% | — | Held |
| Firstenergy Corp | FE | 7.95K | $355.9K | 0.1% | — | Held |
| Pepsico Inc | PEP | 2.46K | $353.5K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 6.47K | $347.9K | 0.1% | — | Held |
| Disney Walt Co | — | 3.01K | $342.1K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 2.28K | $328.3K | 0.1% | — | Held |
| Huntington Bancshares Inc | — | 18.8K | $326.5K | 0.1% | — | Held |
| Ishares Tr | — | 668 | $316.2K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 2.63K | $314.3K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 7.24K | $309K | 0.1% | — | Held |
| Union Pac Corp | — | 1.2K | $277.6K | 0.1% | — | Held |
| Abbott Labs | ABT | 2.19K | $274.5K | 0.1% | — | Held |
| International Business Machs | — | 916 | $271.3K | 0.1% | — | Held |
| Comcast Corp New | — | 9.02K | $269.6K | 0.1% | — | Held |
| Schwab Charles Corp | — | 2.64K | $263.8K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 9.54K | $261.6K | 0.1% | — | Held |
| Chevron Corp New | CVX | 1.7K | $258.5K | 0.1% | — | Held |
| Illinois Tool Wks Inc | — | 1.04K | $256.9K | 0.1% | — | Held |
| Norfolk Southn Corp | — | 861 | $248.6K | 0.1% | — | Held |
| Echostar Corp | ECHO | 2.17K | $235.7K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 1.92K | $226.5K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.