Broadleaf Partners, LLC
Sector Allocation
- Technology53.3%$275.1M
- Other14.3%$74.0M
- Consumer Discretionary8.3%$42.8M
- Industrials7.4%$38.1M
- Financials7.3%$37.5M
- Healthcare6.9%$35.5M
- Consumer Staples2.3%$11.8M
- Energy0.1%$735,586
- Communication Services0.1%$720,425
- Utilities0.0%$210,648
AUM History
13fpro.ai/research/fund/broadleaf-partners-llc-1712686
Conviction and streaks
Diversifying · top 10 = 45.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$36.0MGOOG
$34.8MAAPL
$27.1MAMZN
$25.1M- Schwab$24.8M
LLY
$20.4MAVGO
$18.9MVRT
$15.7MMSFT
$15.5MANET
$14.6MMRVL
$14.1MMETA
$13.9MTSLA
$13.4MGS
$13.0MJPM
$12.9MTSM
$12.5MARM
$12.2MPWR
$12.1MURI
$11.6MMU
$11.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/broadleaf-partners-llc-1712686
Broadleaf Partners, LLC 13F holdings — Q2 2026
$516.6M portfolio (+20.4% QoQ) · 86 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
$36.0M
7.0% of stocks
-1%This quarter—Since Q-end—HeldAIQuality86.0#3Est. buy—$34.8M
6.7% of stocks
+23%This quarter—Since Q-end—HeldAIQuality77.7#60Est. buy—$27.1M
5.2% of stocks
+2%This quarter—Since Q-end—HeldAIQuality75.7#88Est. buy—$25.1M
4.8% of stocks
+0.0%This quarter—Since Q-end—HeldAIQuality67.5#361Est. buy—- 5
Schwab International Equity ET - ETF
$24.8M
4.8% of stocks
+2%This quarter—Since Q-end—HeldAIQuality—Est. buy— $20.4M
4.0% of stocks
+87%This quarter—Since Q-end—Held$18.9M
3.6% of stocks
-6%This quarter—Since Q-end—Held$15.7M
3.0% of stocks
-30%This quarter—Since Q-end—Held$15.5M
3.0% of stocks
-30%This quarter—Since Q-end—Held$14.6M
2.8% of stocks
-6%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $36.0M | 7.0% | -1% | — | — | 86.0#3 | — | ||
| 2 | $34.8M | 6.7% | +23% | — | — | 77.7#60 | — | ||
| 3 | $27.1M | 5.2% | +2% | — | — | 75.7#88 | — | ||
| 4 | $25.1M | 4.8% | +0.0% | — | — | 67.5#361 | — | ||
| 5 | Schwab International Equity ET - ETF | $24.8M | 4.8% | +2% | — | — | — | — | |
| 6 | $20.4M | 4.0% | +87% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $18.9M | 3.6% | -6% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $15.7M | 3.0% | -30% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $15.5M | 3.0% | -30% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $14.6M | 2.8% | -6% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — Broadleaf Partners, LLC (Q2 2026)
86 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Marvell Technology, Inc. | Technology | $14.1M | 2.7% | 47K | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $13.9M | 2.7% | 25K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Tesla, Inc. | Consumer Discretionary | $13.4M | 2.6% | 32K | +49% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | GOLDMAN SACHS GROUP INC | Financials | $13.0M | 2.5% | 13K | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $12.9M | 2.5% | 39K | +2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $12.5M | 2.4% | 26K | New | — | — | 13F | |
| 17 | ARM HOLDINGS PLC /UKadr | Technology | $12.2M | 2.4% | 34K | +2% | — | — | 13F | |
| 18 | QUANTA SERVICES, INC. | Industrials | $12.1M | 2.4% | 17K | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | UNITED RENTALS, INC. | Industrials | $11.6M | 2.2% | 10K | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MICRON TECHNOLOGY INC | Technology | $11.1M | 2.1% | 9,622 | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | Schwab US Large Cap Growth ETF - ETFetf/fund | — | $11.0M | 2.1% | 324K | +3% | — | — | 13F |
| 22 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $10.7M | 2.1% | 11K | -21% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Datadog, Inc. | Technology | $10.2M | 2.0% | 39K | +2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | KLA CORP | Technology | $9.4M | 1.8% | 31K | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GE Vernova Inc. | Industrials | $9.2M | 1.8% | 7,791 | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $APP | AppLovin Corp | Technology | $9.0M | 1.8% | 18K | +81% | |||
| 27 | — | Charles Schwab US MC ETF - ETF | — | $8.4M | 1.6% | 227K | +2% | |||
| 28 | — | Fidelity Blue Chip Growth ETF - ETF | — | $7.5M | 1.4% | 120K | +2% | |||
| 29 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $7.1M | 1.4% | 13K | +46% | |||
| 30 | $MA | Mastercard Inc | Financials | $6.5M | 1.3% | 13K | -24% | |||
| 31 | $PLTR | Palantir Technologies Inc. | Technology | $6.3M | 1.2% | 54K | -9% | |||
| 32 | $BE | Bloom Energy Corp | Technology | $5.6M | 1.1% | 18K | New | |||
| 33 | $ASML | ASML HOLDING NV | Technology | $5.2M | 1.0% | 2,612 | New | |||
| 34 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $4.9M | 0.9% | 12K | -33% | |||
| 35 | — | Vanguard Value ETF - ETF | — | $4.8M | 0.9% | 22K | +2% | |||
| 36 | — | Schwab US Small Cap ETF - ETF | — | $4.3M | 0.8% | 120K | +1% | |||
| 37 | — | Pacer US Cash Cows 100 ETF - ETF | — | $3.4M | 0.7% | 54K | +5% | |||
| 38 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $3.3M | 0.6% | 17K | +2% | |||
| 39 | — | IShares Russell Mid Cap Growth - ETF | — | $3.0M | 0.6% | 21K | +4% | |||
| 40 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.8M | 0.5% | 3,815 | +3% | |||
| 41 | $BALL | BALL Corp | Industrials | $2.0M | 0.4% | 32K | -18% | |||
| 42 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.9M | 0.4% | 7,326 | -5% | |||
| 43 | $SYM | Symbotic Inc. | Industrials | $1.7M | 0.3% | 38K | New | |||
| 44 | $GLD | SPDR GOLD TRUST | Financials | $1.7M | 0.3% | 4,529 | +4% | |||
| 45 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.2% | 4,787 | — | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.2M | 0.2% | 2,340 | -0.1% | |||
| 47 | $GOOGL | Alphabet Inc. | Technology | $882K | 0.2% | 2,468 | -0.2% | |||
| 48 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $814K | 0.2% | 5,553 | — | |||
| 49 | $CSCO | CISCO SYSTEMS, INC. | Technology | $812K | 0.2% | 6,909 | — | |||
| 50 | $CAT | CATERPILLAR INC | Industrials | $713K | 0.1% | 670 | -9% | |||
| 51 | — | Vanguard Total Stock Market ET - ETF | — | $611K | 0.1% | 1,651 | -21% | |||
| 52 | — | Schwab US Broad Market ETF - ETF | — | $610K | 0.1% | 21K | +5% | |||
| 53 | $MS | MORGAN STANLEY | Financials | $568K | 0.1% | 2,719 | — | |||
| 54 | $MCO | MOODYS CORP /DE/ | Financials | $462K | 0.1% | 1,020 | — | |||
| 55 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $455K | 0.1% | 893 | — | |||
| 56 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $454K | 0.1% | 3,324 | -0.3% | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $450K | 0.1% | 4,841 | — | |||
| 58 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $447K | 0.1% | 1,268 | — | |||
| 59 | — | Technology Select Sector SPDR - ETF | — | $434K | 0.1% | 2,280 | — | |||
| 60 | $INTC | INTEL CORP | Technology | $420K | 0.1% | 3,010 | New | |||
| 61 | — | Vanguard FTSE Emerging Markets - ETF | — | $366K | 0.1% | 6,131 | — | |||
| 62 | $PEP | PEPSICO INC | Consumer Staples | $333K | 0.1% | 2,458 | -0.2% | |||
| 63 | — | Select Sector UTI Select SPDR - ETF | — | $328K | 0.1% | 7,238 | — | |||
| 64 | $UNP | UNION PACIFIC CORP | Industrials | $326K | 0.1% | 1,200 | — | |||
| 65 | $MCD | MCDONALDS CORP | Consumer Discretionary | $319K | 0.1% | 1,181 | — | |||
| 66 | — | SPDR Fund Consumer Discre Sele - ETF | — | $309K | 0.1% | 2,632 | — | |||
| 67 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $301K | 0.1% | 17K | -10% | |||
| 68 | — | IShares Russell 1000 Growth ET - ETF | — | $299K | 0.1% | 2,411 | +303% | |||
| 69 | $ORCL | ORACLE CORP | Technology | $296K | 0.1% | 2,018 | -6% | |||
| 70 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $282K | 0.1% | 1,043 | — | |||
| 71 | $CVX | CHEVRON CORP | Energy | $281K | 0.1% | 1,696 | — | |||
| 72 | $DIS | Walt Disney Co | Communication Services | $279K | 0.1% | 2,898 | -0.3% | |||
| 73 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $271K | 0.1% | 861 | — | |||
| 74 | — | Schwab US Dividend Equity ETF - ETF | — | $266K | 0.1% | 8,377 | +4% | |||
| 75 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $256K | 0.1% | 912 | -0.2% | |||
| 76 | $SCHW | SCHWAB CHARLES CORP | Financials | $244K | 0.1% | 2,640 | — | |||
| 77 | $CTAS | CINTAS CORP | Consumer Discretionary | $240K | 0.1% | 1,409 | -97% | |||
| 78 | $CCZ | COMCAST CORP | Communication Services | $221K | 0.0% | 9,020 | — | |||
| 79 | $ECHO | EchoStar CORP | Communication Services | $220K | 0.0% | 2,168 | — | |||
| 80 | — | IShares Biotechnology ETF - ETF | — | $215K | 0.0% | 1,133 | New | |||
| 81 | — | Select Sector Industrial SPDR - ETF | — | $214K | 0.0% | 1,154 | New | |||
| 82 | — | IShares Core S&P 500 ETF - ETF | — | $211K | 0.0% | 282 | New | |||
| 83 | $NEE | NEXTERA ENERGY INC | Utilities | $211K | 0.0% | 2,400 | — | |||
| 84 | — | Communicate SVS SLCT SEC SPDR - ETF | — | $206K | 0.0% | 1,924 | — | |||
| 85 | $CB | Chubb Ltd | Financials | $205K | 0.0% | 601 | New | |||
| 86 | — | First Atlantic Nickel & Cobalt - COM | — | $7K | 0.0% | 12K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 27 added to, 23 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
first bought this quarter
first bought this quarter
first bought this quarter
$KLACKLA CORP$9.4M
first bought this quarter
$GEVGE Vernova Inc.$9.2M
first bought this quarter
$BEBloom Energy Corp$5.6M
first bought this quarter
+8 more in the Excel export
Added to (27)
now $20.4M
now $34.8M
now $13.4M
$APPAppLovin Corp+81%
now $9.0M
$UTHRUNITED THERAPEUTICS Corp+46%
now $7.1M
now $27.1M
+21 more in the Excel export
Holdings by quarter
Every 13F Broadleaf Partners, LLC has filed, 34 earlier quarters. Pick one to see what it held then.
Portfolio Overview
Broadleaf Partners, LLC disclosed 86 positions worth $516.6M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 7.0% of the equity portfolio, followed by $GOOG and $AAPL. During the quarter the fund opened 14 new positions and exited 12 — including a new stake in $MRVL and a full exit from $NFLX. The portfolio is most concentrated in Technology (53.3% of disclosed assets). All figures are sourced directly from Broadleaf Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1712686.
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