Broadleaf Partners, LLC 13F Holdings · Q2 2026
Broadleaf Partners, LLC reported 86 securities worth $516.56M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.97%), GOOG (6.73%), AAPL (5.24%). Among its top 25 positions this quarter: 5 new, 13 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp. | $36.0M | 6.97% | 180,057 | Trimmed |
| 2 | GOOG | Alphabet Inc. Class C | $34.8M | 6.73% | 98,432 | Added |
| 3 | AAPL | Apple Inc. | $27.1M | 5.24% | 93,535 | Added |
| 4 | AMZN | Amazon.com Inc. | $25.1M | 4.85% | 105,103 | Added |
| 5 | SCHF | Schwab International Equity ET | $24.8M | 4.80% | 895,562 | Added |
| 6 | LLY | Eli Lilly & Co | $20.4M | 3.96% | 17,036 | Added |
| 7 | AVGO | Broadcom Inc. | $18.9M | 3.65% | 49,924 | Trimmed |
| 8 | VRT | Vertiv Holdings Co Class A | $15.7M | 3.03% | 46,774 | Trimmed |
| 9 | MSFT | Microsoft Corp. | $15.5M | 2.99% | 41,425 | Trimmed |
| 10 | ANET | Arista Networks Inc. | $14.6M | 2.83% | 86,097 | Trimmed |
| 11 | MRVL | Marvell Technology Inc | $14.1M | 2.72% | 47,243 | New |
| 12 | META | Meta Platforms Inc Class A | $13.9M | 2.70% | 24,735 | Trimmed |
| 13 | TSLA | Tesla Inc. | $13.4M | 2.60% | 31,933 | Added |
| 14 | GS | Goldman Sachs Group, Inc. | $13.0M | 2.52% | 12,889 | Added |
| 15 | JPM | JP Morgan Chase & Co | $12.9M | 2.49% | 39,360 | Added |
| 16 | TSM | Taiwan Semiconductor ADR | $12.5M | 2.41% | 26,112 | New |
| 17 | ARM | Arm Holdings PLC - ADR | $12.2M | 2.37% | 34,484 | Added |
| 18 | PWR | Quanta Services Inc | $12.1M | 2.35% | 16,862 | Added |
| 19 | URI | United Rentals Inc. | $11.6M | 2.24% | 10,196 | Added |
| 20 | MU | Micron Technology | $11.1M | 2.15% | 9,622 | New |
| 21 | SCHG | Schwab US Large Cap Growth ETF | $11.0M | 2.12% | 324,195 | Added |
| 22 | COST | Costco Wholesale Co. | $10.7M | 2.07% | 11,430 | Trimmed |
| 23 | DDOG | Datadog Inc Class A | $10.2M | 1.97% | 39,002 | Added |
| 24 | KLAC | KLA Corp | $9.4M | 1.83% | 31,302 | New |
| 25 | GEV | GE Vernova Inc | $9.2M | 1.77% | 7,791 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR