Broadleaf Partners, LLC
- SEC CIK
- 0001712686
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 86
- +2 vs. Q1 2026
- Portfolio value
- $516.6M
- +$87.7M (+20.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Atlantic Nickel & Cobalt318641107 | COM | 12,075 | $7.41K | <0.1% | +12,075 | New | – |
| CBChubb Ltd | Stock | 601 | $204.8K | <0.1% | +601 | New | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,924 | $206.1K | <0.1% | 00.0% | Unchanged | – |
| NEENextera Energy Inc | Stock | 2,400 | $210.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 282 | $211.0K | <0.1% | +282 | New | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,154 | $213.8K | <0.1% | +1,154 | New | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,133 | $215.5K | <0.1% | +1,133 | New | – |
| ECHOEchoStar CORP | CL A | 2,168 | $220.1K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 9,020 | $221.4K | <0.1% | 00.0% | Unchanged | History |
| CTASCintas Corp | Stock | 1,409 | $239.6K | <0.1% | −42,697−96.8% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 2,640 | $243.6K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 912 | $256.5K | <0.1% | −2−0.2% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,377 | $265.6K | 0.1% | +321+4.0% | Added | – |
| NSCNorfolk Southern Corp | Stock | 861 | $270.9K | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,898 | $278.9K | 0.1% | −8−0.3% | Reduced | History |
| CVXChevron Corp | Stock | 1,696 | $281.1K | 0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 1,043 | $282.1K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 2,018 | $295.7K | 0.1% | −131−6.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,411 | $299.4K | 0.1% | +15+0.6% | AddedConverted for a 4-for-1 split | – |
| HBANHuntington Bancshares Inc | COM | 16,990 | $301.2K | 0.1% | −1,828−9.7% | Reduced | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,632 | $308.7K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,181 | $319.2K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 1,200 | $326.4K | 0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,238 | $328.2K | 0.1% | 00.0% | Unchanged | – |
| PEPPepsiCo Inc | Stock | 2,458 | $332.8K | 0.1% | −5−0.2% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,131 | $366.0K | 0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 3,010 | $420.3K | 0.1% | +3,010 | New | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,280 | $434.4K | 0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 1,268 | $447.2K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 4,841 | $450.1K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 3,324 | $454.5K | 0.1% | −10−0.3% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 893 | $454.8K | 0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,020 | $462.0K | 0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 2,719 | $568.4K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 21,055 | $609.8K | 0.1% | +1,087+5.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,651 | $610.9K | 0.1% | −441−21.1% | Reduced | – |
| CATCaterpillar Inc | Stock | 670 | $713.5K | 0.1% | −70−9.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 6,909 | $811.5K | 0.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 5,553 | $814.3K | 0.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,468 | $882.0K | 0.2% | −4−0.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,340 | $1.17M | 0.2% | −2−0.1% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 4,787 | $1.20M | 0.2% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 4,529 | $1.67M | 0.3% | +165+3.8% | Added | History |
| SYMSymbotic Inc. | Stock | 37,978 | $1.71M | 0.3% | +37,978 | New | History |
| JNJJohnson & Johnson | Stock | 7,326 | $1.86M | 0.4% | −400−5.2% | Reduced | History |
| BALLBALL Corp | COM | 32,116 | $2.00M | 0.4% | −7,080−18.1% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,815 | $2.81M | 0.5% | +106+2.9% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 20,519 | $3.00M | 0.6% | +700+3.5% | Added | – |
| TXRHTexas Roadhouse, Inc. | COM | 17,196 | $3.32M | 0.6% | +319+1.9% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 54,491 | $3.39M | 0.7% | +2,427+4.7% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 119,969 | $4.33M | 0.8% | +1,730+1.5% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,796 | $4.75M | 0.9% | +400+1.9% | Added | – |
| ISRGIntuitive Surgical Inc | COM NEW | 12,225 | $4.86M | 0.9% | −5,962−32.8% | Reduced | History |
| ASMLASML Holding NV | ADR | 2,612 | $5.20M | 1.0% | +2,612 | New | History |
| BEBloom Energy Corp | COM CL A | 18,475 | $5.59M | 1.1% | +18,475 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 54,115 | $6.31M | 1.2% | −5,624−9.4% | Reduced | History |
| MAMastercard Inc | Stock | 12,715 | $6.53M | 1.3% | −4,054−24.2% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 13,117 | $7.11M | 1.4% | +4,133+46.0% | Added | History |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 119,988 | $7.45M | 1.4% | +2,683+2.3% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 226,927 | $8.37M | 1.6% | +4,419+2.0% | Added | – |
| APPAppLovin Corp | COM CL A | 17,545 | $9.04M | 1.7% | +7,855+81.1% | Added | History |
| GEVGE Vernova Inc. | Stock | 7,791 | $9.15M | 1.8% | +7,791 | New | History |
| KLACKLA Corp | COM NEW | 31,302 | $9.44M | 1.8% | +31,302 | New | History |
| DDOGDatadog, Inc. | CL A COM | 39,002 | $10.2M | 2.0% | +940+2.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 11,430 | $10.7M | 2.1% | −3,019−20.9% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 324,195 | $11.0M | 2.1% | +10,052+3.2% | Added | – |
| MUMicron Technology Inc | Stock | 9,622 | $11.1M | 2.2% | +9,622 | New | History |
| URIUnited Rentals, Inc. | COM | 10,196 | $11.6M | 2.2% | +253+2.5% | Added | History |
| PWRQuanta Services, Inc. | COM | 16,862 | $12.1M | 2.4% | +529+3.2% | Added | History |
| ARMArm Holdings PLC | ADR | 34,484 | $12.2M | 2.4% | +723+2.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,112 | $12.5M | 2.4% | +26,112 | New | History |
| JPMJPMorgan Chase & Co | Stock | 39,360 | $12.9M | 2.5% | +904+2.4% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 12,889 | $13.0M | 2.5% | +349+2.8% | Added | History |
| TSLATesla, Inc. | Stock | 31,933 | $13.4M | 2.6% | +10,475+48.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 24,735 | $13.9M | 2.7% | −557−2.2% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 47,243 | $14.1M | 2.7% | +47,243 | New | History |
| ANETArista Networks, Inc. | Stock | 86,097 | $14.6M | 2.8% | −5,350−5.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 41,425 | $15.5M | 3.0% | −17,985−30.3% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 46,774 | $15.7M | 3.0% | −20,424−30.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 49,924 | $18.9M | 3.7% | −3,398−6.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 17,036 | $20.4M | 4.0% | +7,944+87.4% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 895,562 | $24.8M | 4.8% | +20,697+2.4% | Added | – |
| AMZNAmazon Com Inc | Stock | 105,103 | $25.1M | 4.8% | +80.0% | Added | History |
| AAPLApple Inc. | Stock | 93,535 | $27.1M | 5.2% | +2,233+2.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 98,432 | $34.8M | 6.7% | +18,129+22.6% | Added | History |
| NVDANVIDIA Corp | Stock | 180,057 | $36.0M | 7.0% | −1,975−1.1% | Reduced | History |
Sold out since Q1 2026 (12)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 122,297 | $11.8M | 2.7% | History |
| UBERUber Technologies, Inc | Stock | 92,189 | $6.63M | 1.5% | History |
| NOWServiceNow, Inc. | Stock | 56,002 | $5.86M | 1.4% | History |
| BKNGBooking Holdings Inc. | Stock | 1,208 | $5.09M | 1.2% | History |
| SHOPShopify Inc. | Stock | 38,353 | $4.55M | 1.1% | History |
| TDGTransDigm Group INC | COM | 2,907 | $3.37M | 0.8% | History |
| PANWPalo Alto Networks Inc | Stock | 17,317 | $2.78M | 0.6% | History |
| SPOTSpotify Technology S.A. | Stock | 4,932 | $2.39M | 0.6% | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,325 | $1.39M | 0.3% | – |
| FEFirstenergy Corp | COM | 7,950 | $402.7K | 0.1% | History |
| ABTAbbott Laboratories | Stock | 2,191 | $224.9K | 0.1% | History |
| TFCTruist Financial Corp | COM | 4,410 | $202.7K | <0.1% | History |