Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Broadleaf Partners, LLC (CIK 1712686) reported $428.9M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($31.7M, 7.40%), AAPL ($23.2M, 5.40%), GOOG ($23.0M, 5.37%), MSFT ($22.0M, 5.13%), AMZN ($21.9M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp. | $31.7M | 7.40% | 182,032 | Trimmed |
| 2 | AAPL | Apple Inc. | $23.2M | 5.40% | 91,302 | Trimmed |
| 3 | GOOG | Alphabet Inc. Class C | $23.0M | 5.37% | 80,303 | Trimmed |
| 4 | MSFT | Microsoft Corp. | $22.0M | 5.13% | 59,410 | Trimmed |
| 5 | AMZN | Amazon.com Inc. | $21.9M | 5.10% | 105,095 | Trimmed |
| 6 | SCHF | Schwab International Equity ET | $21.7M | 5.05% | 874,865 | Added |
| 7 | VRT | Vertiv Holdings Co Class A | $16.8M | 3.93% | 67,198 | Trimmed |
| 8 | AVGO | Broadcom Inc. | $16.5M | 3.85% | 53,322 | Added |
| 9 | META | Meta Platforms Inc Class A | $14.5M | 3.37% | 25,292 | Trimmed |
| 10 | COST | Costco Wholesale Co. | $14.4M | 3.36% | 14,449 | Added |
| 11 | NFLX | Netflix Inc. | $11.8M | 2.74% | 122,297 | Added |
| 12 | JPM | JP Morgan Chase & Co | $11.3M | 2.64% | 38,456 | Trimmed |
| 13 | ANET | Arista Networks Inc. | $11.2M | 2.62% | 91,447 | Trimmed |
| 14 | GS | Goldman Sachs Group, Inc. | $10.6M | 2.47% | 12,540 | Trimmed |
| 15 | SCHG | Schwab US Large Cap Growth ETF | $9.2M | 2.13% | 314,143 | Trimmed |
| 16 | PWR | Quanta Services Inc | $9.0M | 2.09% | 16,333 | Trimmed |
| 17 | PLTR | Palantir Technologies Inc-A | $8.7M | 2.04% | 59,739 | Trimmed |
| 18 | MA | Mastercard Inc Class A | $8.4M | 1.95% | 16,769 | Trimmed |
| 19 | LLY | Eli Lilly & Co | $8.4M | 1.95% | 9,092 | Added |
| 20 | ISRG | Intuitive Surgical | $8.4M | 1.95% | 18,187 | Trimmed |
| 21 | TSLA | Tesla Inc. | $8.0M | 1.86% | 21,458 | Trimmed |
| 22 | CTAS | Cintas Group | $7.5M | 1.74% | 44,106 | Trimmed |
| 23 | URI | United Rentals Inc. | $7.2M | 1.69% | 9,943 | Trimmed |
| 24 | SCHM | Charles Schwab US MC ETF | $6.9M | 1.61% | 222,508 | Trimmed |
| 25 | UBER | Uber Technologies Inc. | $6.6M | 1.55% | 92,189 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31