Broadleaf Partners, LLC

CIK 0001712686 · HUDSON, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Broadleaf Partners, LLC reported 86 positions worth $516.6M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: NVDA (7.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$516.6M
2026 Q2
Positions
86
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.1%
Est. Net Flow (Q)
2026 Q2
10 / 86 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANvidia Corp.SH$36.0M6.97%180,057
2GOOGAlphabet Inc. Class CSH$34.8M6.73%98,432
3AAPLApple Inc.SH$27.1M5.24%93,535
4AMZNAmazon.com Inc.SH$25.1M4.85%105,103
5SCHFSchwab International Equity ETSH$24.8M4.80%895,562
6LLYEli Lilly & CoSH$20.4M3.96%17,036
7AVGOBroadcom Inc.SH$18.9M3.65%49,924
8VRTVertiv Holdings Co Class ASH$15.7M3.03%46,774
9MSFTMicrosoft Corp.SH$15.5M2.99%41,425
10ANETArista Networks Inc.SH$14.6M2.83%86,097

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Broadleaf Partners, LLC hold as of Q2 2026?

Broadleaf Partners, LLC reported 86 positions worth $516.6M in its Q2 2026 13F filing. Largest positions: NVDA (7.0%), GOOG (6.7%), AAPL (5.2%), AMZN (4.8%) and SCHF (4.8%).

What did Broadleaf Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Broadleaf Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.