Sponsored

The Analysis of Broadleaf Partners, LLC's Holdings & P&L

Currently, Broadleaf Partners, LLC holds 84 types of securities in its portfolio with a total value $428.9M. In the most recent quarter, they have increased their positions in LLY (+2.8K shares, valued at $2.6M), N/A (+27.1K shares, valued at $2.6M), SCHF (+93.3K shares, valued at $2.3M); decreased their positions in N/A (-43.4K shares, valued at $6.4M), N/A (-5.1K shares, valued at $4.3M), SCHG (-96.2K shares, valued at $2.8M); initiated new positions in N/A (+2.4K shares, valued at $222.9K), TFC (+4.4K shares, valued at $202.7K).

1M P&L

+12.8M+5.45%

3M P&L

+24.5M+10.99%

HY P&L

+20.1M+8.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A61.4M

26.7%

2Software - Infrastructure43.7M

19.0%

3Consumer Electronics25.6M

11.1%

Top Industries by Stock Count

1N/A13 stocks

26.0%

2Software - Infrastructure3 stocks

6.0%

3Software - Application2 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Nvidia Corp. Nvidia Corp.182.0K shares-3.24%2026-03-312026-05-14

AAPL Apple Inc.91.3K shares-3.05%2026-03-312026-05-14

Alphabet Inc. Class C Alphabet Inc. Class C80.3K shares-3.51%2026-03-312026-05-14

MSFT Microsoft Corp.59.4K shares-2.74%2026-03-312026-05-14

AMZN Amazon.com Inc.105.1K shares-4.11%2026-03-312026-05-14

SCHF Schwab International Equity ET874.9K shares11.94%2026-03-312026-05-14

Vertiv Holdings Co Class A Vertiv Holdings Co Class A67.2K shares-3.31%2026-03-312026-05-14

Broadcom Inc. Broadcom Inc.53.3K shares3.83%2026-03-312026-05-14

Sponsored

Meta Platforms Inc Class A Meta Platforms Inc Class A25.3K shares-2.95%2026-03-312026-05-14

Costco Wholesale Co. Costco Wholesale Co.14.4K shares14.08%2026-03-312026-05-14

Netflix Inc. Netflix Inc.122.3K shares28.48%2026-03-312026-05-14

JP Morgan Chase & Co JP Morgan Chase & Co38.5K shares-3.28%2026-03-312026-05-14

Arista Networks Inc. Arista Networks Inc.91.4K shares-4.12%2026-03-312026-05-14

Goldman Sachs Group, Inc. Goldman Sachs Group, Inc.12.5K shares-29.08%2026-03-312026-05-14

SCHG Schwab US Large Cap Growth ETF314.1K shares-23.44%2026-03-312026-05-14

PWR Quanta Services Inc16.3K shares-3.70%2026-03-312026-05-14

Sponsored

PLTR Palantir Technologies Inc-A59.7K shares-2.08%2026-03-312026-05-14

Intuitive Surgical Intuitive Surgical18.2K shares-2.95%2026-03-312026-05-14

Mastercard Inc Class A Mastercard Inc Class A16.8K shares-2.97%2026-03-312026-05-14

LLY Eli Lilly & Co9.1K shares45.45%2026-03-312026-05-14

Tesla Inc. Tesla Inc.21.5K shares-3.70%2026-03-312026-05-14

CTAS Cintas Group44.1K shares-3.83%2026-03-312026-05-14

URI United Rentals Inc.9.9K shares-3.34%2026-03-312026-05-14

SCHM Charles Schwab US MC ETF222.5K shares-2.12%2026-03-312026-05-14

Sponsored

Uber Technologies Inc. Uber Technologies Inc.92.2K shares-3.00%2026-03-312026-05-14

FBCG Fidelity Blue Chip Growth ETF117.3K shares-3.68%2026-03-312026-05-14

Service Now Inc Service Now Inc56.0K shares-2.82%2026-03-312026-05-14

United Therapeutics Corp. United Therapeutics Corp.9.0K shares-3.21%2026-03-312026-05-14

ARM Arm Holdings PLC - ADR33.8K shares-15.19%2026-03-312026-05-14

BKNG Booking Holdings Inc1.2K shares-3.36%2026-03-312026-05-14

SHOP Shopify Inc. Class A38.4K shares-3.89%2026-03-312026-05-14

Datadog Inc Class A Datadog Inc Class A38.1K shares-3.14%2026-03-312026-05-14

Sponsored

VTV Vanguard Value ETF21.4K shares-0.99%2026-03-312026-05-14

APP Applovin Corp - Class A9.7K shares23.49%2026-03-312026-05-14

SCHA Schwab US Small Cap ETF118.2K shares-4.85%2026-03-312026-05-14

TDG Transdigm Group Inc2.9K shares-2.84%2026-03-312026-05-14

COWZ Pacer US Cash Cows 100 ETF52.1K shares-2.73%2026-03-312026-05-14

TXRH Texas Roadhouse Class A16.9K shares-3.43%2026-03-312026-05-14

PANW Palo Alto Networks17.3K shares-2.95%2026-03-312026-05-14

IWP IShares Russell Mid Cap Growth19.8K shares6.37%2026-03-312026-05-14

Sponsored

SPOT Spotify Technology S4.9K shares-2.61%2026-03-312026-05-14

BALL Ball Corp39.2K shares0.00%2026-03-312026-05-14

Invesco QQQ Trust Invesco QQQ Trust3.7K shares-3.08%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON7.7K shares5.14%2026-03-312026-05-14

SPDR Gold Shares ETF SPDR Gold Shares ETF4.4K shares268.58%2026-03-312026-05-14

Vanguard S&P 500 ETF Vanguard S&P 500 ETF2.3K shares2.60%2026-03-312026-05-14

Berkshire Hathaway Class B Berkshire Hathaway Class B2.3K shares-0.04%2026-03-312026-05-14

Abbvie Inc Abbvie Inc4.8K shares0.00%2026-03-312026-05-14

Sponsored

PG PROCTER & GAMBLE5.6K shares-0.05%2026-03-312026-05-14

Alphabet Inc. Class A Alphabet Inc. Class A2.5K shares-20.77%2026-03-312026-05-14

VTI Vanguard Total Stock Market ET2.1K shares4.24%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CO893 shares0.00%2026-03-312026-05-14

EXXON MOBIL CORP EXXON MOBIL CORP3.3K shares-0.48%2026-03-312026-05-14

Cisco Systems Inc Cisco Systems Inc6.9K shares0.00%2026-03-312026-05-14

CAT Caterpillar Inc740 shares0.00%2026-03-312026-05-14

SCHB Schwab US Broad Market ETF20.0K shares-17.41%2026-03-312026-05-14

Sponsored

MS MORGAN STANLEY2.7K shares0.00%2026-03-312026-05-14

MCO MOODYS CORP1.0K shares0.00%2026-03-312026-05-14

HD HOME DEPOT INC1.3K shares-0.16%2026-03-312026-05-14

FE FIRSTENERGY CORP8.0K shares0.00%2026-03-312026-05-14

Invesco KBW Bank ETF Invesco KBW Bank ETF4.8K shares0.00%2026-03-312026-05-14

PEP PEPSICO INC2.5K shares0.00%2026-03-312026-05-14

MCD MCDONALDS CORP1.2K shares0.00%2026-03-312026-05-14

CVX Chevron Corp1.7K shares0.00%2026-03-312026-05-14

Sponsored

Select Sector UTI Select SPDR Select Sector UTI Select SPDR7.2K shares0.00%2026-03-312026-05-14

VWO Vanguard FTSE Emerging Markets6.1K shares-5.27%2026-03-312026-05-14

Oracle Corp Oracle Corp2.1K shares-95.29%2026-03-312026-05-14

Technology Select Sector SPDR Technology Select Sector SPDR2.3K shares0.00%2026-03-312026-05-14

HBAN Huntington Bancshares18.8K shares0.00%2026-03-312026-05-14

UNP Union Pacific Corp1.2K shares0.00%2026-03-312026-05-14

SPDR Fund Consumer Discre Sele SPDR Fund Consumer Discre Sele2.6K shares0.00%2026-03-312026-05-14

DIS Walt Disney Co2.9K shares-3.36%2026-03-312026-05-14

Sponsored

ITW ILLINOIS TOOL WORKS1.0K shares0.00%2026-03-312026-05-14

Comcast Corp Class A Comcast Corp Class A9.0K shares0.00%2026-03-312026-05-14

IWF IShares Russell 1000 Growth ET599 shares-10.33%2026-03-312026-05-14

SATS ECHOSTAR CORP CLASS A2.2K shares0.00%2026-03-312026-05-14

SCHW CHARLES SCHWAB CORP2.6K shares0.00%2026-03-312026-05-14

SCHD Schwab US Dividend Equity ETF8.1K shares-15.52%2026-03-312026-05-14

NSC NORFOLK SOUTHERN CO861 shares0.00%2026-03-312026-05-14

ABT Abbott Laboratories2.2K shares0.00%2026-03-312026-05-14

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC2.4K sharesnew addition2026-03-312026-05-14

IBM IBM CORP914 shares-0.22%2026-03-312026-05-14

Communicate SVS SLCT SEC SPDR Communicate SVS SLCT SEC SPDR1.9K shares0.00%2026-03-312026-05-14

TFC Truist Finl Corp4.4K sharesnew addition2026-03-312026-05-14

Nvidia Corp.

-3.24%

Shares182.0K

Event2026-03-31

Filed2026-05-14

AAPL

Apple Inc.

-3.05%

Shares91.3K

Event2026-03-31

Filed2026-05-14

Alphabet Inc. Class C

-3.51%

Shares80.3K

Event2026-03-31

Filed2026-05-14

MSFT

Microsoft Corp.

-2.74%

Shares59.4K

Event2026-03-31

Filed2026-05-14

AMZN

Amazon.com Inc.

-4.11%

Shares105.1K

Event2026-03-31

Filed2026-05-14

SCHF

Schwab International Equity ET

11.94%

Shares874.9K

Event2026-03-31

Filed2026-05-14

Vertiv Holdings Co Class A

-3.31%

Shares67.2K

Event2026-03-31

Filed2026-05-14

Broadcom Inc.

3.83%

Shares53.3K

Event2026-03-31

Filed2026-05-14

Meta Platforms Inc Class A

-2.95%

Shares25.3K

Event2026-03-31

Filed2026-05-14

Costco Wholesale Co.

14.08%

Shares14.4K

Event2026-03-31

Filed2026-05-14

Netflix Inc.

28.48%

Shares122.3K

Event2026-03-31

Filed2026-05-14

JP Morgan Chase & Co

-3.28%

Shares38.5K

Event2026-03-31

Filed2026-05-14

Arista Networks Inc.

-4.12%

Shares91.4K

Event2026-03-31

Filed2026-05-14

Goldman Sachs Group, Inc.

-29.08%

Shares12.5K

Event2026-03-31

Filed2026-05-14

SCHG

Schwab US Large Cap Growth ETF

-23.44%

Shares314.1K

Event2026-03-31

Filed2026-05-14

PWR

Quanta Services Inc

-3.70%

Shares16.3K

Event2026-03-31

Filed2026-05-14

PLTR

Palantir Technologies Inc-A

-2.08%

Shares59.7K

Event2026-03-31

Filed2026-05-14

Intuitive Surgical

-2.95%

Shares18.2K

Event2026-03-31

Filed2026-05-14

Mastercard Inc Class A

-2.97%

Shares16.8K

Event2026-03-31

Filed2026-05-14

LLY

Eli Lilly & Co

45.45%

Shares9.1K

Event2026-03-31

Filed2026-05-14

Tesla Inc.

-3.70%

Shares21.5K

Event2026-03-31

Filed2026-05-14

CTAS

Cintas Group

-3.83%

Shares44.1K

Event2026-03-31

Filed2026-05-14

URI

United Rentals Inc.

-3.34%

Shares9.9K

Event2026-03-31

Filed2026-05-14

SCHM

Charles Schwab US MC ETF

-2.12%

Shares222.5K

Event2026-03-31

Filed2026-05-14

Uber Technologies Inc.

-3.00%

Shares92.2K

Event2026-03-31

Filed2026-05-14

FBCG

Fidelity Blue Chip Growth ETF

-3.68%

Shares117.3K

Event2026-03-31

Filed2026-05-14

Service Now Inc

-2.82%

Shares56.0K

Event2026-03-31

Filed2026-05-14

United Therapeutics Corp.

-3.21%

Shares9.0K

Event2026-03-31

Filed2026-05-14

ARM

Arm Holdings PLC - ADR

-15.19%

Shares33.8K

Event2026-03-31

Filed2026-05-14

BKNG

Booking Holdings Inc

-3.36%

Shares1.2K

Event2026-03-31

Filed2026-05-14

SHOP

Shopify Inc. Class A

-3.89%

Shares38.4K

Event2026-03-31

Filed2026-05-14

Datadog Inc Class A

-3.14%

Shares38.1K

Event2026-03-31

Filed2026-05-14

VTV

Vanguard Value ETF

-0.99%

Shares21.4K

Event2026-03-31

Filed2026-05-14

APP

Applovin Corp - Class A

23.49%

Shares9.7K

Event2026-03-31

Filed2026-05-14

SCHA

Schwab US Small Cap ETF

-4.85%

Shares118.2K

Event2026-03-31

Filed2026-05-14

TDG

Transdigm Group Inc

-2.84%

Shares2.9K

Event2026-03-31

Filed2026-05-14

COWZ

Pacer US Cash Cows 100 ETF

-2.73%

Shares52.1K

Event2026-03-31

Filed2026-05-14

TXRH

Texas Roadhouse Class A

-3.43%

Shares16.9K

Event2026-03-31

Filed2026-05-14

PANW

Palo Alto Networks

-2.95%

Shares17.3K

Event2026-03-31

Filed2026-05-14

IWP

IShares Russell Mid Cap Growth

6.37%

Shares19.8K

Event2026-03-31

Filed2026-05-14

SPOT

Spotify Technology S

-2.61%

Shares4.9K

Event2026-03-31

Filed2026-05-14

BALL

Ball Corp

0.00%

Shares39.2K

Event2026-03-31

Filed2026-05-14

Invesco QQQ Trust

-3.08%

Shares3.7K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

5.14%

Shares7.7K

Event2026-03-31

Filed2026-05-14

SPDR Gold Shares ETF

268.58%

Shares4.4K

Event2026-03-31

Filed2026-05-14

Vanguard S&P 500 ETF

2.60%

Shares2.3K

Event2026-03-31

Filed2026-05-14

Berkshire Hathaway Class B

-0.04%

Shares2.3K

Event2026-03-31

Filed2026-05-14

Abbvie Inc

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE

-0.05%

Shares5.6K

Event2026-03-31

Filed2026-05-14

Alphabet Inc. Class A

-20.77%

Shares2.5K

Event2026-03-31

Filed2026-05-14

VTI

Vanguard Total Stock Market ET

4.24%

Shares2.1K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CO

0.00%

Shares893

Event2026-03-31

Filed2026-05-14

EXXON MOBIL CORP

-0.48%

Shares3.3K

Event2026-03-31

Filed2026-05-14

Cisco Systems Inc

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-14

CAT

Caterpillar Inc

0.00%

Shares740

Event2026-03-31

Filed2026-05-14

SCHB

Schwab US Broad Market ETF

-17.41%

Shares20.0K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

MCO

MOODYS CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-0.16%

Shares1.3K

Event2026-03-31

Filed2026-05-14

FIRSTENERGY CORP

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

Invesco KBW Bank ETF

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

CVX

Chevron Corp

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

Select Sector UTI Select SPDR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-14

VWO

Vanguard FTSE Emerging Markets

-5.27%

Shares6.1K

Event2026-03-31

Filed2026-05-14

Oracle Corp

-95.29%

Shares2.1K

Event2026-03-31

Filed2026-05-14

Technology Select Sector SPDR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

HBAN

Huntington Bancshares

0.00%

Shares18.8K

Event2026-03-31

Filed2026-05-14

UNP

Union Pacific Corp

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

SPDR Fund Consumer Discre Sele

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

DIS

Walt Disney Co

-3.36%

Shares2.9K

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WORKS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

Comcast Corp Class A

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-14

IWF

IShares Russell 1000 Growth ET

-10.33%

Shares599

Event2026-03-31

Filed2026-05-14

SATS

ECHOSTAR CORP CLASS A

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

SCHW

CHARLES SCHWAB CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

SCHD

Schwab US Dividend Equity ETF

-15.52%

Shares8.1K

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHERN CO

0.00%

Shares861

Event2026-03-31

Filed2026-05-14

ABT

Abbott Laboratories

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

NEXTERA ENERGY INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-14

IBM

IBM CORP

-0.22%

Shares914

Event2026-03-31

Filed2026-05-14

Communicate SVS SLCT SEC SPDR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

TFC

Truist Finl Corp

New

Shares4.4K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available