Broadleaf Partners
Latest statistics and disclosures from Broadleaf Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOG, MSFT, AMZN, and represent 28.41% of Broadleaf Partners's stock portfolio.
- Added to shares of these 10 stocks: LLY, NFLX, SCHF, COST, GLD, APP, AVGO, NEE, TFC, IWP.
- Started 2 new stock positions in TFC, NEE.
- Reduced shares in these 10 stocks: ORCL (-$6.4M), GS, SCHG, NVDA, AMZN, ARM, GOOG, AAPL, MSFT, VRT.
- Broadleaf Partners was a net seller of stock by $-12M.
- Broadleaf Partners has $429M in assets under management (AUM), dropping by -9.55%.
- Central Index Key (CIK): 0001712686
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Portfolio Holdings for Broadleaf Partners
Broadleaf Partners holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.4 | $32M | -3% | 182k | 174.40 |
|
| Apple (AAPL) | 5.4 | $23M | -3% | 91k | 253.79 |
|
| Alphabet Inc Class C cs (GOOG) | 5.4 | $23M | -3% | 80k | 286.86 |
|
| Microsoft Corporation (MSFT) | 5.1 | $22M | -2% | 59k | 370.17 |
|
| Amazon (AMZN) | 5.1 | $22M | -4% | 105k | 208.27 |
|
| Schwab International Equity ET Etf (SCHF) | 5.0 | $22M | +11% | 875k | 24.75 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 3.9 | $17M | -3% | 67k | 250.58 |
|
| Broadcom (AVGO) | 3.8 | $17M | +3% | 53k | 309.51 |
|
| Facebook Inc cl a (META) | 3.4 | $15M | -2% | 25k | 572.13 |
|
| Costco Wholesale Corporation (COST) | 3.4 | $14M | +14% | 14k | 996.43 |
|
| Netflix (NFLX) | 2.7 | $12M | +28% | 122k | 96.15 |
|
| JPMorgan Chase & Co. (JPM) | 2.6 | $11M | -3% | 39k | 294.16 |
|
| Arista Networks (ANET) | 2.6 | $11M | -4% | 91k | 122.78 |
|
| Goldman Sachs (GS) | 2.5 | $11M | -29% | 13k | 845.99 |
|
| Schwab US Large Cap Growth ETF Etf (SCHG) | 2.1 | $9.2M | -23% | 314k | 29.13 |
|
| Quanta Services (PWR) | 2.1 | $9.0M | -3% | 16k | 549.02 |
|
| Palantir Technologies (PLTR) | 2.0 | $8.7M | -2% | 60k | 146.28 |
|
| Intuitive Surgical (ISRG) | 2.0 | $8.4M | -2% | 18k | 460.99 |
|
| MasterCard Incorporated (MA) | 2.0 | $8.4M | -2% | 17k | 499.66 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $8.4M | +45% | 9.1k | 919.77 |
|
| Tesla Motors (TSLA) | 1.9 | $8.0M | -3% | 22k | 371.75 |
|
| Cintas Corporation (CTAS) | 1.7 | $7.5M | -3% | 44k | 169.14 |
|
| United Rentals (URI) | 1.7 | $7.2M | -3% | 9.9k | 728.56 |
|
| Charles Schwab US MC ETF Etf (SCHM) | 1.6 | $6.9M | -2% | 223k | 30.96 |
|
| Uber Technologies (UBER) | 1.5 | $6.6M | -3% | 92k | 71.93 |
|
| Fidelity Blue Chip Growth ETF Etf (FBCG) | 1.4 | $5.9M | -3% | 117k | 50.12 |
|
| Servicenow (NOW) | 1.4 | $5.9M | -2% | 56k | 104.55 |
|
| United Therapeutics Corporation (UTHR) | 1.2 | $5.3M | -3% | 9.0k | 592.98 |
|
| Arm Holdings (ARM) | 1.2 | $5.1M | -15% | 34k | 151.28 |
|
| Booking Holdings (BKNG) | 1.2 | $5.1M | -3% | 1.2k | 4210.32 |
|
| Shopify Inc cl a (SHOP) | 1.1 | $4.5M | -3% | 38k | 118.62 |
|
| Datadog Inc Cl A (DDOG) | 1.0 | $4.5M | -3% | 38k | 118.05 |
|
| Vanguard Value ETF Etf (VTV) | 1.0 | $4.2M | 21k | 196.20 |
|
|
| Applovin Corp Class A (APP) | 0.9 | $3.9M | +23% | 9.7k | 398.00 |
|
| Schwab US Small Cap ETF Etf (SCHA) | 0.8 | $3.4M | -4% | 118k | 29.08 |
|
| TransDigm Group Incorporated (TDG) | 0.8 | $3.4M | -2% | 2.9k | 1158.96 |
|
| Pacer US Cash Cows 100 ETF Etf (COWZ) | 0.8 | $3.3M | -2% | 52k | 62.56 |
|
| Texas Roadhouse (TXRH) | 0.6 | $2.8M | -3% | 17k | 165.14 |
|
| Palo Alto Networks (PANW) | 0.6 | $2.8M | -2% | 17k | 160.32 |
|
| IShares Russell Mid Cap Growth Etf (IWP) | 0.6 | $2.5M | +6% | 20k | 128.12 |
|
| Spotify Technology Sa (SPOT) | 0.6 | $2.4M | -2% | 4.9k | 484.91 |
|
| Ball Corporation (BALL) | 0.5 | $2.3M | 39k | 59.11 |
|
|
| Invesco QQQ Trust Etf (QQQ) | 0.5 | $2.1M | -3% | 3.7k | 577.18 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.9M | +5% | 7.7k | 244.44 |
|
| SPDR Gold Shares ETF Etf (GLD) | 0.4 | $1.9M | +268% | 4.4k | 430.29 |
|
| Vanguard S&P 500 ETF Etf (VOO) | 0.3 | $1.4M | +2% | 2.3k | 597.55 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $1.1M | 2.3k | 479.20 |
|
|
| Abbvie (ABBV) | 0.2 | $1.0M | 4.8k | 217.49 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $802k | 5.6k | 144.44 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $711k | -20% | 2.5k | 287.56 |
|
| Vanguard Total Stock Market ET Etf (VTI) | 0.2 | $671k | +4% | 2.1k | 320.81 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $609k | 893.00 | 682.24 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $566k | 3.3k | 169.66 |
|
|
| Cisco Systems (CSCO) | 0.1 | $536k | 6.9k | 77.59 |
|
|
| Caterpillar (CAT) | 0.1 | $524k | 740.00 | 708.46 |
|
|
| Schwab US Broad Market ETF Etf (SCHB) | 0.1 | $501k | -17% | 20k | 25.10 |
|
| Morgan Stanley (MS) | 0.1 | $448k | 2.7k | 164.57 |
|
|
| Moody's Corporation (MCO) | 0.1 | $445k | 1.0k | 436.25 |
|
|
| Home Depot (HD) | 0.1 | $417k | 1.3k | 328.89 |
|
|
| FirstEnergy (FE) | 0.1 | $403k | 8.0k | 50.66 |
|
|
| Invesco KBW Bank ETF Etf (KBWB) | 0.1 | $383k | 4.8k | 79.12 |
|
|
| Pepsi (PEP) | 0.1 | $383k | 2.5k | 155.29 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $367k | 1.2k | 310.79 |
|
|
| Chevron Corporation (CVX) | 0.1 | $351k | 1.7k | 206.90 |
|
|
| Select Sector UTI Select SPDR Etf (XLU) | 0.1 | $332k | 7.2k | 45.89 |
|
|
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.1 | $331k | -5% | 6.1k | 54.05 |
|
| Oracle Corporation (ORCL) | 0.1 | $316k | -95% | 2.1k | 147.11 |
|
| Technology Select Sector SPDR Etf (XLK) | 0.1 | $303k | 2.3k | 132.90 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $295k | 19k | 15.65 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $291k | 1.2k | 242.62 |
|
|
| SPDR Fund Consumer Discre Sele Etf (XLY) | 0.1 | $287k | 2.6k | 108.98 |
|
|
| Walt Disney Company (DIS) | 0.1 | $280k | -3% | 2.9k | 96.38 |
|
| Illinois Tool Works (ITW) | 0.1 | $272k | 1.0k | 260.29 |
|
|
| Comcast Corporation (CMCSA) | 0.1 | $259k | 9.0k | 28.71 |
|
|
| IShares Russell 1000 Growth ET Etf (IWF) | 0.1 | $255k | -10% | 599.00 | 426.40 |
|
| Echostar Corporation (SATS) | 0.1 | $254k | 2.2k | 117.07 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $248k | 2.6k | 93.98 |
|
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $247k | -15% | 8.1k | 30.68 |
|
| Norfolk Southern (NSC) | 0.1 | $247k | 861.00 | 287.00 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $225k | 2.2k | 102.67 |
|
|
| Nextera Energy (NEE) | 0.1 | $223k | NEW | 2.4k | 92.88 |
|
| International Business Machines (IBM) | 0.1 | $222k | 914.00 | 242.39 |
|
|
| Communicate SVS SLCT SEC SPDR Etf (XLC) | 0.0 | $213k | 1.9k | 110.86 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $203k | NEW | 4.4k | 45.97 |
|
Past Filings by Broadleaf Partners
SEC 13F filings are viewable for Broadleaf Partners going back to 2017
- Broadleaf Partners 2026 Q1 filed May 14, 2026
- Broadleaf Partners 2025 Q4 filed Feb. 13, 2026
- Broadleaf Partners 2025 Q3 filed Nov. 13, 2025
- Broadleaf Partners 2025 Q2 filed Aug. 14, 2025
- Broadleaf Partners 2025 Q1 filed May 14, 2025
- Broadleaf Partners 2024 Q4 filed Feb. 13, 2025
- Broadleaf Partners 2024 Q3 filed Nov. 12, 2024
- Broadleaf Partners 2024 Q2 filed Aug. 12, 2024
- Broadleaf Partners 2024 Q1 filed May 14, 2024
- Broadleaf Partners 2023 Q3 filed Nov. 13, 2023
- Broadleaf Partners 2023 Q2 filed Aug. 11, 2023
- Broadleaf Partners 2023 Q1 filed May 11, 2023
- Broadleaf Partners 2022 Q4 filed Feb. 10, 2023
- Broadleaf Partners 2022 Q3 filed Nov. 8, 2022
- Broadleaf Partners 2022 Q2 filed Aug. 9, 2022
- Broadleaf Partners 2022 Q1 filed May 11, 2022