Broadleaf Partners as of June 30, 2026
Portfolio Holdings for Broadleaf Partners
Broadleaf Partners holds 86 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.0 | $36M | 180k | 200.09 | |
| Alphabet Inc Class C cs (GOOG) | 6.7 | $35M | 98k | 353.33 | |
| Apple (AAPL) | 5.2 | $27M | 94k | 289.36 | |
| Amazon (AMZN) | 4.8 | $25M | 105k | 238.34 | |
| Schwab International Equity ET Etf (SCHF) | 4.8 | $25M | 896k | 27.70 | |
| Eli Lilly & Co. (LLY) | 4.0 | $20M | 17k | 1199.43 | |
| Broadcom (AVGO) | 3.7 | $19M | 50k | 377.75 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 3.0 | $16M | 47k | 334.82 | |
| Microsoft Corporation (MSFT) | 3.0 | $16M | 41k | 373.02 | |
| Arista Networks (ANET) | 2.8 | $15M | 86k | 169.88 | |
| Marvell Technology (MRVL) | 2.7 | $14M | 47k | 297.89 | |
| Facebook Inc cl a (META) | 2.7 | $14M | 25k | 563.29 | |
| Tesla Motors (TSLA) | 2.6 | $13M | 32k | 420.60 | |
| Goldman Sachs (GS) | 2.5 | $13M | 13k | 1011.37 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $13M | 39k | 327.33 | |
| Taiwan Semiconductor Mfg (TSM) | 2.4 | $13M | 26k | 477.57 | |
| Arm Holdings (ARM) | 2.4 | $12M | 35k | 354.57 | |
| Quanta Services (PWR) | 2.4 | $12M | 17k | 720.04 | |
| United Rentals (URI) | 2.2 | $12M | 10k | 1132.89 | |
| Micron Technology (MU) | 2.2 | $11M | 9.6k | 1154.29 | |
| Schwab US Large Cap Growth ETF Etf (SCHG) | 2.1 | $11M | 324k | 33.84 | |
| Costco Wholesale Corporation (COST) | 2.1 | $11M | 11k | 935.47 | |
| Datadog Inc Cl A (DDOG) | 2.0 | $10M | 39k | 260.36 | |
| KLA-Tencor Corporation (KLAC) | 1.8 | $9.4M | 31k | 301.71 | |
| Ge Vernova (GEV) | 1.8 | $9.2M | 7.8k | 1174.86 | |
| Applovin Corp Class A (APP) | 1.7 | $9.0M | 18k | 515.23 | |
| Charles Schwab US MC ETF Etf (SCHM) | 1.6 | $8.4M | 227k | 36.87 | |
| Fidelity Blue Chip Growth ETF Etf (FBCG) | 1.4 | $7.5M | 120k | 62.11 | |
| United Therapeutics Corporation (UTHR) | 1.4 | $7.1M | 13k | 541.83 | |
| MasterCard Incorporated (MA) | 1.3 | $6.5M | 13k | 513.60 | |
| Palantir Technologies (PLTR) | 1.2 | $6.3M | 54k | 116.67 | |
| Bloom Energy Corp (BE) | 1.1 | $5.6M | 19k | 302.70 | |
| Asml Holding (ASML) | 1.0 | $5.2M | 2.6k | 1989.44 | |
| Intuitive Surgical (ISRG) | 0.9 | $4.9M | 12k | 397.68 | |
| Vanguard Value ETF Etf (VTV) | 0.9 | $4.8M | 22k | 217.93 | |
| Schwab US Small Cap ETF Etf (SCHA) | 0.8 | $4.3M | 120k | 36.13 | |
| Pacer US Cash Cows 100 ETF Etf (COWZ) | 0.7 | $3.4M | 55k | 62.20 | |
| Texas Roadhouse (TXRH) | 0.6 | $3.3M | 17k | 193.23 | |
| IShares Russell Mid Cap Growth Etf (IWP) | 0.6 | $3.0M | 21k | 146.41 | |
| Invesco QQQ Trust Etf (QQQ) | 0.5 | $2.8M | 3.8k | 736.40 | |
| Ball Corporation (BALL) | 0.4 | $2.0M | 32k | 62.40 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.9M | 7.3k | 253.97 | |
| Symbotic (SYM) | 0.3 | $1.7M | 38k | 44.95 | |
| SPDR Gold Shares ETF Etf (GLD) | 0.3 | $1.7M | 4.5k | 368.38 | |
| Abbvie (ABBV) | 0.2 | $1.2M | 4.8k | 251.64 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $1.2M | 2.3k | 500.39 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $882k | 2.5k | 357.37 | |
| Procter & Gamble Company (PG) | 0.2 | $814k | 5.6k | 146.64 | |
| Cisco Systems (CSCO) | 0.2 | $812k | 6.9k | 117.46 | |
| Caterpillar (CAT) | 0.1 | $714k | 670.00 | 1064.90 | |
| Vanguard Total Stock Market ET Etf (VTI) | 0.1 | $611k | 1.7k | 370.04 | |
| Schwab US Broad Market ETF Etf (SCHB) | 0.1 | $610k | 21k | 28.96 | |
| Morgan Stanley (MS) | 0.1 | $568k | 2.7k | 209.04 | |
| Moody's Corporation (MCO) | 0.1 | $462k | 1.0k | 452.92 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $455k | 893.00 | 509.31 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $455k | 3.3k | 136.72 | |
| Invesco KBW Bank ETF Etf (KBWB) | 0.1 | $450k | 4.8k | 92.98 | |
| Home Depot (HD) | 0.1 | $447k | 1.3k | 352.68 | |
| Technology Select Sector SPDR Etf (XLK) | 0.1 | $434k | 2.3k | 190.52 | |
| Intel Corporation (INTC) | 0.1 | $420k | 3.0k | 139.63 | |
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.1 | $366k | 6.1k | 59.69 | |
| Pepsi (PEP) | 0.1 | $333k | 2.5k | 135.40 | |
| Select Sector UTI Select SPDR Etf (XLU) | 0.1 | $328k | 7.2k | 45.34 | |
| Union Pacific Corporation (UNP) | 0.1 | $326k | 1.2k | 272.00 | |
| McDonald's Corporation (MCD) | 0.1 | $319k | 1.2k | 270.31 | |
| SPDR Fund Consumer Discre Sele Etf (XLY) | 0.1 | $309k | 2.6k | 117.28 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $301k | 17k | 17.73 | |
| IShares Russell 1000 Growth ET Etf (IWF) | 0.1 | $299k | 2.4k | 124.17 | |
| Oracle Corporation (ORCL) | 0.1 | $296k | 2.0k | 146.55 | |
| Illinois Tool Works (ITW) | 0.1 | $282k | 1.0k | 270.47 | |
| Chevron Corporation (CVX) | 0.1 | $281k | 1.7k | 165.76 | |
| Walt Disney Company (DIS) | 0.1 | $279k | 2.9k | 96.25 | |
| Norfolk Southern (NSC) | 0.1 | $271k | 861.00 | 314.59 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $266k | 8.4k | 31.71 | |
| International Business Machines (IBM) | 0.0 | $257k | 912.00 | 281.21 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $244k | 2.6k | 92.27 | |
| Cintas Corporation (CTAS) | 0.0 | $240k | 1.4k | 170.08 | |
| Comcast Corporation (CMCSA) | 0.0 | $221k | 9.0k | 24.55 | |
| Echostar Corporation | 0.0 | $220k | 2.2k | 101.50 | |
| IShares Biotechnology ETF Etf (IBB) | 0.0 | $216k | 1.1k | 190.19 | |
| Select Sector Industrial SPDR Etf (XLI) | 0.0 | $214k | 1.2k | 185.23 | |
| IShares Core S&P 500 ETF Etf (IVV) | 0.0 | $211k | 282.00 | 748.07 | |
| Nextera Energy (NEE) | 0.0 | $211k | 2.4k | 87.77 | |
| Communicate SVS SLCT SEC SPDR Etf (XLC) | 0.0 | $206k | 1.9k | 107.13 | |
| Chubb (CB) | 0.0 | $205k | 601.00 | 340.74 | |
| First Atlantic Nickel & Cobalt | 0.0 | $7.4k | 12k | 0.61 |
