Broadleaf Partners, LLC
- SEC CIK
- 0001712686
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC
- Positions
- 86
- +2 vs. Q1 2026
- Total value
- $516.56M
- +$87.66M (+20.4%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | 180,057 | $36.03M | 6.97% | −1,975−1.1% | Reduced | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 98,432 | $34.78M | 6.73% | +18,129+22.6% | Added | View |
| AAPLAPPLE INC COM | Stock | 93,535 | $27.07M | 5.24% | +2,233+2.4% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 105,103 | $25.05M | 4.85% | +80.0% | Added | View |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 895,562 | $24.81M | 4.80% | +20,697+2.4% | Added | – |
| LLYELI LILLY & CO COM | Stock | 17,036 | $20.43M | 3.96% | +7,944+87.4% | Added | View |
| AVGOBROADCOM INC COM | Stock | 49,924 | $18.86M | 3.65% | −3,398−6.4% | Reduced | View |
| VRTVERTIV HOLDINGS CO | COM CL A | 46,774 | $15.66M | 3.03% | −20,424−30.4% | Reduced | View |
| MSFTMICROSOFT CORP COM | Stock | 41,425 | $15.45M | 2.99% | −17,985−30.3% | Reduced | View |
| ANETARISTA NETWORKS INC COM SHS | Stock | 86,097 | $14.63M | 2.83% | −5,350−5.9% | Reduced | View |
| MRVLMARVELL TECHNOLOGY INC | COM | 47,243 | $14.07M | 2.72% | +47,243 | New | View |
| METAMETA PLATFORMS INC CL A | Stock | 24,735 | $13.93M | 2.70% | −557−2.2% | Reduced | View |
| TSLATESLA INC COM | Stock | 31,933 | $13.43M | 2.60% | +10,475+48.8% | Added | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 12,889 | $13.04M | 2.52% | +349+2.8% | Added | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 39,360 | $12.88M | 2.49% | +904+2.4% | Added | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 26,112 | $12.47M | 2.41% | +26,112 | New | View |
| ARMARM HOLDINGS PLC SPONSORED ADS | ADR | 34,484 | $12.23M | 2.37% | +723+2.1% | Added | View |
| PWRQUANTA SVCS INC | COM | 16,862 | $12.14M | 2.35% | +529+3.2% | Added | View |
| URIUNITED RENTALS INC | COM | 10,196 | $11.55M | 2.24% | +253+2.5% | Added | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 9,622 | $11.11M | 2.15% | +9,622 | New | View |
| SCHWAB U.S. LARGE-CAP GROWTH ETF808524300 | ETF | 324,195 | $10.97M | 2.12% | +10,052+3.2% | Added | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 11,430 | $10.69M | 2.07% | −3,019−20.9% | Reduced | View |
| DDOGDATADOG INC | CL A COM | 39,002 | $10.15M | 1.97% | +940+2.5% | Added | View |
| KLACKLA CORP | COM NEW | 31,302 | $9.44M | 1.83% | +31,302 | New | View |
| GEVGE VERNOVA INC COM | Stock | 7,791 | $9.15M | 1.77% | +7,791 | New | View |
| APPAPPLOVIN CORP | COM CL A | 17,545 | $9.04M | 1.75% | +7,855+81.1% | Added | View |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 226,927 | $8.37M | 1.62% | +4,419+2.0% | Added | – |
| FIDELITY COVINGTON TRUST316092352 | BLUE CHIP GRWTH | 119,988 | $7.45M | 1.44% | +2,683+2.3% | Added | – |
| UTHRUNITED THERAPEUTICS CORP DEL | COM | 13,117 | $7.11M | 1.38% | +4,133+46.0% | Added | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 12,715 | $6.53M | 1.26% | −4,054−24.2% | Reduced | View |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 54,115 | $6.31M | 1.22% | −5,624−9.4% | Reduced | View |
| BEBLOOM ENERGY CORP | COM CL A | 18,475 | $5.59M | 1.08% | +18,475 | New | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 2,612 | $5.2M | 1.01% | +2,612 | New | View |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 12,225 | $4.86M | 0.94% | −5,962−32.8% | Reduced | View |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 21,796 | $4.75M | 0.92% | +400+1.9% | Added | – |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 119,969 | $4.33M | 0.84% | +1,730+1.5% | Added | – |
| PACER US CASH COWS 100 ETF69374H881 | ETF | 54,491 | $3.39M | 0.66% | +2,427+4.7% | Added | – |
| TXRHTEXAS ROADHOUSE INC | COM | 17,196 | $3.32M | 0.64% | +319+1.9% | Added | View |
| ISHARES RUSSELL MID-CAP GROWTH ETF464287481 | ETF | 20,519 | $3M | 0.58% | +700+3.5% | Added | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 3,815 | $2.81M | 0.54% | +106+2.9% | Added | – |
| BALLBALL CORP | COM | 32,116 | $2M | 0.39% | −7,080−18.1% | Reduced | View |
| JNJJOHNSON & JOHNSON COM | Stock | 7,326 | $1.86M | 0.36% | −400−5.2% | Reduced | View |
| SYMSYMBOTIC INC CLASS A COM | Stock | 37,978 | $1.71M | 0.33% | +37,978 | New | View |
| GLDSPDR GOLD SHARES | ETF | 4,529 | $1.67M | 0.32% | +165+3.8% | Added | View |
| ABBVABBVIE INC COM | Stock | 4,787 | $1.2M | 0.23% | 00.0% | Unchanged | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 2,340 | $1.17M | 0.23% | −2−0.1% | Reduced | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 2,468 | $881.99K | 0.17% | −4−0.2% | Reduced | View |
| PGPROCTER & GAMBLE CO COM | Stock | 5,553 | $814.29K | 0.16% | 00.0% | Unchanged | View |
| CSCOCISCO SYS INC COM | Stock | 6,909 | $811.53K | 0.16% | 00.0% | Unchanged | View |
| CATCATERPILLAR INC COM | Stock | 670 | $713.48K | 0.14% | −70−9.5% | Reduced | View |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 1,651 | $610.94K | 0.12% | −441−21.1% | Reduced | – |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 21,055 | $609.75K | 0.12% | +1,087+5.4% | Added | – |
| MSMORGAN STANLEY COM NEW | Stock | 2,719 | $568.38K | 0.11% | 00.0% | Unchanged | View |
| MCOMOODYS CORP COM | Stock | 1,020 | $461.98K | 0.09% | 00.0% | Unchanged | View |
| NOCNORTHROP GRUMMAN CORP COM | Stock | 893 | $454.81K | 0.09% | 00.0% | Unchanged | View |
| XOMEXXON MOBIL CORP | COM | 3,324 | $454.46K | 0.09% | −10−0.3% | Reduced | View |
| INVESCO EXCH TRADED FD TR II46138E628 | KBW BK ETF | 4,841 | $450.12K | 0.09% | 00.0% | Unchanged | – |
| HDHOME DEPOT INC COM | Stock | 1,268 | $447.2K | 0.09% | 00.0% | Unchanged | View |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 2,280 | $434.39K | 0.08% | 00.0% | Unchanged | – |
| INTCINTEL CORP COM | Stock | 3,010 | $420.29K | 0.08% | +3,010 | New | View |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 6,131 | $365.96K | 0.07% | 00.0% | Unchanged | – |
| PEPPEPSICO INC COM | Stock | 2,458 | $332.81K | 0.06% | −5−0.2% | Reduced | View |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886 | ETF | 7,238 | $328.17K | 0.06% | 00.0% | Unchanged | – |
| UNPUNION PAC CORP COM | Stock | 1,200 | $326.4K | 0.06% | 00.0% | Unchanged | View |
| MCDMCDONALDS CORP COM | Stock | 1,181 | $319.24K | 0.06% | 00.0% | Unchanged | View |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407 | ETF | 2,632 | $308.68K | 0.06% | 00.0% | Unchanged | – |
| HBANHUNTINGTON BANCSHARES INC | COM | 16,990 | $301.23K | 0.06% | −1,828−9.7% | Reduced | View |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 2,411 | $299.37K | 0.06% | +1,812+302.5% | Added | – |
| ORCLORACLE CORP COM | Stock | 2,018 | $295.74K | 0.06% | −131−6.1% | Reduced | View |
| ITWILLINOIS TOOL WKS INC COM | Stock | 1,043 | $282.1K | 0.05% | 00.0% | Unchanged | View |
| CVXCHEVRON CORPORATION COM | Stock | 1,696 | $281.13K | 0.05% | 00.0% | Unchanged | View |
| DISDISNEY WALT CO COM | Stock | 2,898 | $278.93K | 0.05% | −8−0.3% | Reduced | View |
| NSCNORFOLK SOUTHN CORP COM | Stock | 861 | $270.86K | 0.05% | 00.0% | Unchanged | View |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 8,377 | $265.64K | 0.05% | +321+4.0% | Added | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 912 | $256.46K | 0.05% | −2−0.2% | Reduced | View |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 2,640 | $243.59K | 0.05% | 00.0% | Unchanged | View |
| CTASCINTAS CORP COM | Stock | 1,409 | $239.64K | 0.05% | −42,697−96.8% | Reduced | View |
| CMCSACOMCAST CORP NEW CL A | Stock | 9,020 | $221.44K | 0.04% | 00.0% | Unchanged | View |
| ECHOECHOSTAR CORP | CL A | 2,168 | $220.05K | 0.04% | 00.0% | Unchanged | View |
| ISHARES TR464287556 | ISHARES BIOTECH | 1,133 | $215.49K | 0.04% | +1,133 | New | – |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704 | ETF | 1,154 | $213.76K | 0.04% | +1,154 | New | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 282 | $210.96K | 0.04% | +282 | New | – |
| NEENEXTERA ENERGY INC COM | Stock | 2,400 | $210.65K | 0.04% | 00.0% | Unchanged | View |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852 | ETF | 1,924 | $206.12K | 0.04% | 00.0% | Unchanged | – |
| CBCHUBB LIMITED COM | Stock | 601 | $204.79K | 0.04% | +601 | New | View |
| First Atlantic Nickel & Cobalt318641107 | COM | 12,075 | $7.41K | 0.00% | +12,075 | New | – |
Sold out since Q1 2026 (12)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| NFLXNETFLIX INC. COM | Stock | 122,297 | $11.76M | 2.74% |
| UBERUBER TECHNOLOGIES INC COM | Stock | 92,189 | $6.63M | 1.55% |
| NOWSERVICENOW INC COM | Stock | 56,002 | $5.86M | 1.37% |
| BKNGBOOKING HOLDINGS INC COM | Stock | 1,208 | $5.09M | 1.19% |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 38,353 | $4.55M | 1.06% |
| TDGTRANSDIGM GROUP INC | COM | 2,907 | $3.37M | 0.79% |
| PANWPALO ALTO NETWORKS INC COM | Stock | 17,317 | $2.78M | 0.65% |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 4,932 | $2.39M | 0.56% |
| VANGUARD S&P 500 ETF922908363 | ETF | 2,325 | $1.39M | 0.32% |
| FEFIRSTENERGY CORP | COM | 7,950 | $402.75K | 0.09% |
| ABTABBOTT LABORATORIES COM | Stock | 2,191 | $224.95K | 0.05% |
| TFCTRUIST FINL CORP | COM | 4,410 | $202.73K | 0.05% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 86 | $516.56M | vs. Q1 2026 | SEC |
| Q1 2026 | May 14, 2026 | 84 | $428.89M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 13, 2026 | 82 | $474.19M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 80 | $479.67M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 82 | $454.24M | vs. Q1 2025 | SEC |
| Q1 2025 | May 14, 2025 | 79 | $381.93M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 13, 2025 | 77 | $428.1M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 12, 2024 | 79 | $422.72M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 12, 2024 | 75 | $413.34M | vs. Q1 2024 | SEC |
| Q1 2024 | May 14, 2024 | 80 | $390.15M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 13, 2024 | 82 | $341.11M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 13, 2023 | 72 | $299.45M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 11, 2023 | 75 | $306.45M | vs. Q1 2023 | SEC |
| Q1 2023 | May 11, 2023 | 72 | $280.45M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 10, 2023 | 72 | $253.51M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 8, 2022 | 69 | $240.34M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 9, 2022 | 65 | $239.2M | vs. Q1 2022 | SEC |
| Q1 2022 | May 11, 2022 | 68 | $300.14M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 9, 2022 | 71 | $325.71M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 9, 2021 | 72 | $302.16M | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 15, 2021 | 73 | $287.69M | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 23, 2021 | 71 | $265.54M | – | SEC |