MondegarAI
Broadleaf Partners, LLC

Q4 2025 · 13F-HR

Broadleaf Partners, LLCholdings as filed

Filed 2026-02-13 · accession 0001193125-26-049981

$474.2M
Reported value
82
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Broadleaf Partners, LLC · Q4 2025

AI · grounded in 13F

Broadleaf Partners, LLC closed its position in Progressive Co. Ohio PGR, reducing its exposure by $9.6M. The fund established new positions in Quanta Services Inc QURE for $7.1M and Shopify Inc. Class A SHOP for $6.4M. Additionally, the fund added a new position in Pacer US Cash Cows 100 ETF COWZ totaling $3.2M and increased its holdings in Vanguard Value ETF VTV by 95.99%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066g104Nvidia Corp.$35.1M7.40%188,130CommonNONE
594918104MSFTMicrosoft Corp.$29.5M6.23%61,085CommonNONE
02079k107Alphabet Inc. Class C$26.1M5.51%83,222CommonNONE
037833100AAPLApple Inc.$25.6M5.40%94,176CommonNONE
023135106AMZNAmazon.com Inc.$25.3M5.33%109,597CommonNONE
808524805SCHFSchwab International Equity ET$18.8M3.96%781,520CommonNONE
11135F101AVGOBroadcom Inc.$17.8M3.75%51,354CommonNONE
30303m102Meta Platforms Inc Class A$17.2M3.63%26,062CommonNONE
38141g104Goldman Sachs Group, Inc.$15.5M3.28%17,681CommonNONE
808524300SCHGSchwab US Large Cap Growth ETF$13.4M2.82%410,305CommonNONE
46625h100JP Morgan Chase & Co$12.8M2.70%39,759CommonNONE
040413205ANETArista Networks Inc.$12.5M2.64%95,376CommonNONE
92537n108Vertiv Holdings Co Class A$11.3M2.37%69,496CommonNONE
22160k105Costco Wholesale Co.$10.9M2.30%12,666CommonNONE
69608A108PLTRPalantir Technologies Inc-A$10.8M2.29%61,008CommonNONE
46120e602Intuitive Surgical$10.6M2.24%18,740CommonNONE
88160r101Tesla Inc.$10.0M2.11%22,283CommonNONE
57636q104Mastercard Inc Class A$9.9M2.08%17,282CommonNONE
64110l106Netflix Inc.$8.9M1.88%95,191CommonNONE
68389x105Oracle Corp$8.9M1.87%45,586CommonNONE
81762p102Service Now Inc$8.8M1.86%57,625CommonNONE
172908105CTASCintas Group$8.6M1.82%45,863CommonNONE
911363109URIUnited Rentals Inc.$8.3M1.76%10,287CommonNONE
90353t100Uber Technologies Inc.$7.8M1.64%95,041CommonNONE
74762E102QUREQuanta Services Inc$7.2M1.51%16,960CommonNONE
808524508SCHMCharles Schwab US MC ETF$6.8M1.44%227,321CommonNONE
532457108LLYEli Lilly & Co$6.7M1.42%6,251CommonNONE
09857L108BKNGBooking Holdings Inc$6.7M1.41%1,250CommonNONE
316092352FBCGFidelity Blue Chip Growth ETF$6.7M1.41%121,791CommonNONE
82509L107SHOPShopify Inc. Class A$6.4M1.35%39,905CommonNONE
23804l103Datadog Inc Class A$5.3M1.13%39,294CommonNONE
03831W108APPApplovin Corp - Class A$5.3M1.12%7,847CommonNONE
91307c102United Therapeutics Corp.$4.5M0.95%9,282CommonNONE
042068205ARMArm Holdings PLC - ADR$4.4M0.92%39,809CommonNONE
922908744VTVVanguard Value ETF$4.1M0.87%21,610CommonNONE
893641100TDGTransdigm Group Inc$4.0M0.84%2,992CommonNONE
808524607SCHASchwab US Small Cap ETF$3.5M0.75%124,272CommonNONE
697435105PANWPalo Alto Networks$3.3M0.69%17,843CommonNONE
69374H881COWZPacer US Cash Cows 100 ETF$3.2M0.68%53,524CommonNONE
L8681T102SPOTSpotify Technology S$2.9M0.62%5,064CommonNONE
882681109TXRHTexas Roadhouse Class A$2.9M0.61%17,477CommonNONE
464287481IWPIShares Russell Mid Cap Growth$2.6M0.54%18,633CommonNONE
46090E103QQQInvesco QQQ Trust$2.4M0.50%3,827CommonNONE
058498106BALLBall Corp$2.1M0.44%39,196CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.32%7,348CommonNONE
922908363VOOVanguard S&P 500 ETF$1.4M0.30%2,266CommonNONE
084670702BRK/BBerkshire Hathaway Class B$1.2M0.25%2,343CommonNONE
00287y109Abbvie Inc$1.1M0.23%4,787CommonNONE
02079k305Alphabet Inc. Class A$976,5600.21%3,120CommonNONE
742718109PGPROCTER & GAMBLE$796,2300.17%5,556CommonNONE
922908769VTIVanguard Total Stock Market ET$672,8870.14%2,007CommonNONE
808524102SCHBSchwab US Broad Market ETF$634,1630.13%24,177CommonNONE
17275r102Cisco Systems Inc$532,2000.11%6,909CommonNONE
615369105MCOMOODYS CORP$521,0670.11%1,020CommonNONE
666807102NOCNORTHROP GRUMMAN CO$509,1980.11%893CommonNONE
617446448MSMORGAN STANLEY$482,7040.10%2,719CommonNONE
78463v107SPDR Gold Shares ETF$469,2310.10%1,184CommonNONE
437076102HDHOME DEPOT INC$437,0070.09%1,270CommonNONE
149123101CATCaterpillar Inc$423,9240.09%740CommonNONE
46138e628Invesco KBW Bank ETF$408,0480.09%4,841CommonNONE
30231g102EXXON MOBIL CORP$403,1390.09%3,350CommonNONE
580135101MCDMCDONALDS CORP$360,9490.08%1,181CommonNONE
337932107FEFIRSTENERGY CORP$355,9210.08%7,950CommonNONE
713448108PEPPEPSICO INC$353,4900.07%2,463CommonNONE
922042858VWOVanguard FTSE Emerging Markets$347,9350.07%6,472CommonNONE
254687106DISWalt Disney Co$342,1060.07%3,007CommonNONE
81369y803Technology Select Sector SPDR$328,2520.07%2,280CommonNONE
446150104HBANHuntington Bancshares$326,4920.07%18,818CommonNONE
464287614IWFIShares Russell 1000 Growth ET$316,1640.07%668CommonNONE
81369y407SPDR Fund Consumer Discre Sele$314,2870.07%2,632CommonNONE
81369y886Select Sector UTI Select SPDR$308,9900.07%7,238CommonNONE
907818108UNPUnion Pacific Corp$277,5840.06%1,200CommonNONE
002824100ABTAbbott Laboratories$274,5100.06%2,191CommonNONE
459200101IBMIBM CORP$271,3280.06%916CommonNONE
20030n101Comcast Corp Class A$269,6080.06%9,020CommonNONE
808513105SCHWCHARLES SCHWAB CORP$263,7620.06%2,640CommonNONE
808524797SCHDSchwab US Dividend Equity ETF$261,5720.06%9,536CommonNONE
166764100CVXChevron Corp$258,4870.05%1,696CommonNONE
452308109ITWILLINOIS TOOL WORKS$256,8910.05%1,043CommonNONE
655844108NSCNORFOLK SOUTHERN CO$248,5880.05%861CommonNONE
278768106SATSECHOSTAR CORP CLASS A$235,6620.05%2,168CommonNONE
81369y852Communicate SVS SLCT SEC SPDR$226,4930.05%1,924CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.