Broadleaf Partners, LLC
84 holdingsFiling period: 2026-03-31Current AUM: $479.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Nvidia Corp. | 182.0K | $31.7M | $31.7M | 6.62% | -6,098 | 2026-03-31 |
| 2 | AAPL | Apple Inc. | 91.3K | $23.2M | $28.2M | 5.88% | -2,874 | 2026-03-31 |
| 3 | — | Alphabet Inc. Class C | 80.3K | $23.0M | $23.0M | 4.80% | -2,919 | 2026-03-31 |
| 4 | MSFT | Microsoft Corp. | 59.4K | $22.0M | $27.6M | 5.76% | -1,675 | 2026-03-31 |
| 5 | AMZN | Amazon.com Inc. | 105.1K | $21.9M | $28.5M | 5.95% | -4,502 | 2026-03-31 |
| 6 | SCHF | Schwab International Equity ET | 874.9K | $21.7M | $24.0M | 5.00% | +93.3K | 2026-03-31 |
| 7 | — | Vertiv Holdings Co Class A | 67.2K | $16.8M | $16.8M | 3.51% | -2,298 | 2026-03-31 |
| 8 | AVGO | Broadcom Inc. | 53.3K | $16.5M | $20.8M | 4.33% | +2.0K | 2026-03-31 |
| 9 | — | Meta Platforms Inc Class A | 25.3K | $14.5M | $14.5M | 3.02% | -770 | 2026-03-31 |
| 10 | — | Costco Wholesale Co. | 14.4K | $14.4M | $14.4M | 3.00% | +1.8K | 2026-03-31 |
| 11 | — | Netflix Inc. | 122.3K | $11.8M | $11.8M | 2.45% | +27.1K | 2026-03-31 |
| 12 | — | JP Morgan Chase & Co | 38.5K | $11.3M | $11.3M | 2.36% | -1,303 | 2026-03-31 |
| 13 | ANET | Arista Networks Inc. | 91.4K | $11.2M | $16.5M | 3.44% | -3,929 | 2026-03-31 |
| 14 | — | Goldman Sachs Group, Inc. | 12.5K | $10.6M | $10.6M | 2.21% | -5,141 | 2026-03-31 |
| 15 | SCHG | Schwab US Large Cap Growth ETF | 314.1K | $9.2M | $10.7M | 2.24% | -96,162 | 2026-03-31 |
| 16 | PWR | Quanta Services Inc | 16.3K | $9.0M | $10.9M | 2.27% | -627 | 2026-03-31 |
| 17 | PLTR | Palantir Technologies Inc-A | 59.7K | $8.7M | $7.4M | 1.53% | -1,269 | 2026-03-31 |
| 18 | — | Intuitive Surgical | 18.2K | $8.4M | $8.4M | 1.75% | -553 | 2026-03-31 |
| 19 | — | Mastercard Inc Class A | 16.8K | $8.4M | $8.4M | 1.75% | -513 | 2026-03-31 |
| 20 | LLY | Eli Lilly & Co | 9.1K | $8.4M | $10.4M | 2.18% | +2.8K | 2026-03-31 |
| 21 | — | Tesla Inc. | 21.5K | $8.0M | $8.0M | 1.66% | -825 | 2026-03-31 |
| 22 | CTAS | Cintas Group | 44.1K | $7.5M | $9.0M | 1.88% | -1,757 | 2026-03-31 |
| 23 | URI | United Rentals Inc. | 9.9K | $7.2M | $10.7M | 2.24% | -344 | 2026-03-31 |
| 24 | SCHM | Charles Schwab US MC ETF | 222.5K | $6.9M | $7.7M | 1.61% | -4,813 | 2026-03-31 |
| 25 | — | Uber Technologies Inc. | 92.2K | $6.6M | $6.6M | 1.38% | -2,852 | 2026-03-31 |
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