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Broadleaf Partners, LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $516,555,287
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Nvidia Corp. · COM · 67066g104 · shares: $36,027,606
- Alphabet Inc. Class C · COM · 02079k107 · shares: $34,778,979
- Apple Inc. · COM · 037833100 · shares: $27,065,288
- Amazon.com Inc. · COM · 023135106 · shares: $25,050,249
- Schwab International Equity ET · ETF · 808524805 · shares: $24,807,077
- Eli Lilly & Co · COM · 532457108 · shares: $20,433,489
- Broadcom Inc. · COM · 11135F101 · shares: $18,858,791
- Vertiv Holdings Co Class A · COM · 92537n108 · shares: $15,660,871
- Microsoft Corp. · COM · 594918104 · shares: $15,452,353
- Arista Networks Inc. · COM · 040413205 · shares: $14,626,158
Reported holdings
86 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Nvidia Corp. | COM | 67066g104 | — | 180,057 shares | $36,027,606 |
| Alphabet Inc. Class C | COM | 02079k107 | — | 98,432 shares | $34,778,979 |
| Apple Inc. | COM | 037833100 | — | 93,535 shares | $27,065,288 |
| Amazon.com Inc. | COM | 023135106 | — | 105,103 shares | $25,050,249 |
| Schwab International Equity ET | ETF | 808524805 | — | 895,562 shares | $24,807,077 |
| Eli Lilly & Co | COM | 532457108 | — | 17,036 shares | $20,433,489 |
| Broadcom Inc. | COM | 11135F101 | — | 49,924 shares | $18,858,791 |
| Vertiv Holdings Co Class A | COM | 92537n108 | — | 46,774 shares | $15,660,871 |
| Microsoft Corp. | COM | 594918104 | — | 41,425 shares | $15,452,353 |
| Arista Networks Inc. | COM | 040413205 | — | 86,097 shares | $14,626,158 |
| Marvell Technology Inc | COM | 573874104 | — | 47,243 shares | $14,073,217 |
| Meta Platforms Inc Class A | COM | 30303m102 | — | 24,735 shares | $13,932,978 |
| Tesla Inc. | COM | 88160r101 | — | 31,933 shares | $13,431,020 |
| Goldman Sachs Group, Inc. | COM | 38141g104 | — | 12,889 shares | $13,035,548 |
| JP Morgan Chase & Co | COM | 46625h100 | — | 39,360 shares | $12,883,709 |
| Taiwan Semiconductor ADR | COM | 874039100 | — | 26,112 shares | $12,470,308 |
| Arm Holdings PLC - ADR | COM | 042068205 | — | 34,484 shares | $12,226,992 |
| Quanta Services Inc | COM | 74762E102 | — | 16,862 shares | $12,141,314 |
| United Rentals Inc. | COM | 911363109 | — | 10,196 shares | $11,550,946 |
| Micron Technology | COM | 595112103 | — | 9,622 shares | $11,106,578 |
| Schwab US Large Cap Growth ETF | ETF | 808524300 | — | 324,195 shares | $10,970,759 |
| Costco Wholesale Co. | COM | 22160k105 | — | 11,430 shares | $10,692,422 |
| Datadog Inc Class A | COM | 23804l103 | — | 39,002 shares | $10,154,561 |
| KLA Corp | COM | 482480100 | — | 31,302 shares | $9,444,126 |
| GE Vernova Inc | COM | 36828A101 | — | 7,791 shares | $9,153,334 |
| Applovin Corp - Class A | COM | 03831W108 | — | 17,545 shares | $9,039,710 |
| Charles Schwab US MC ETF | ETF | 808524508 | — | 226,927 shares | $8,366,798 |
| Fidelity Blue Chip Growth ETF | ETF | 316092352 | — | 119,988 shares | $7,452,455 |
| United Therapeutics Corp. | COM | 91307c102 | — | 13,117 shares | $7,107,184 |
| Mastercard Inc Class A | COM | 57636q104 | — | 12,715 shares | $6,530,424 |
| Palantir Technologies Inc-A | COM | 69608A108 | — | 54,115 shares | $6,313,597 |
| Bloom Energy | COM | 093712107 | — | 18,475 shares | $5,592,382 |
| ASML Holding NV- ADR | COM | N07059210 | — | 2,612 shares | $5,196,417 |
| Intuitive Surgical | COM | 46120e602 | — | 12,225 shares | $4,861,638 |
| Vanguard Value ETF | ETF | 922908744 | — | 21,796 shares | $4,750,002 |
| Schwab US Small Cap ETF | ETF | 808524607 | — | 119,969 shares | $4,334,480 |
| Pacer US Cash Cows 100 ETF | ETF | 69374H881 | — | 54,491 shares | $3,389,340 |
| Texas Roadhouse Class A | COM | 882681109 | — | 17,196 shares | $3,322,783 |
| IShares Russell Mid Cap Growth | ETF | 464287481 | — | 20,519 shares | $3,004,187 |
| Invesco QQQ Trust | ETF | 46090E103 | — | 3,815 shares | $2,809,366 |
| Ball Corp | COM | 058498106 | — | 32,116 shares | $2,004,038 |
| Johnson & Johnson | COM | 478160104 | — | 7,326 shares | $1,860,584 |
| Symbotic Inc A | COM | 87151X101 | — | 37,978 shares | $1,707,111 |
| SPDR Gold Shares ETF | ETF | 78463v107 | — | 4,529 shares | $1,668,393 |
| Abbvie Inc | COM | 00287y109 | — | 4,787 shares | $1,204,601 |
| Berkshire Hathaway Class B | COM | 084670702 | — | 2,340 shares | $1,170,913 |
| Alphabet Inc. Class A | COM | 02079k305 | — | 2,468 shares | $881,989 |
| PROCTER & GAMBLE | COM | 742718109 | — | 5,553 shares | $814,292 |
| Cisco Systems Inc | COM | 17275r102 | — | 6,909 shares | $811,531 |
| Caterpillar Inc | COM | 149123101 | — | 670 shares | $713,483 |
| Vanguard Total Stock Market ET | ETF | 922908769 | — | 1,651 shares | $610,936 |
| Schwab US Broad Market ETF | ETF | 808524102 | — | 21,055 shares | $609,753 |
| Morgan Stanley | COM | 617446448 | — | 2,719 shares | $568,380 |
| MOODYS CORP | COM | 615369105 | — | 1,020 shares | $461,978 |
| NORTHROP GRUMMAN CO | COM | 666807102 | — | 893 shares | $454,814 |
| EXXON MOBIL CORP | COM | 30231g102 | — | 3,324 shares | $454,457 |
| Invesco KBW Bank ETF | ETF | 46138e628 | — | 4,841 shares | $450,116 |
| Home Depot Inc | COM | 437076102 | — | 1,268 shares | $447,198 |
| Technology Select Sector SPDR | ETF | 81369y803 | — | 2,280 shares | $434,386 |
| INTEL CORP | COM | 458140100 | — | 3,010 shares | $420,286 |
| Vanguard FTSE Emerging Markets | ETF | 922042858 | — | 6,131 shares | $365,959 |
| Pepisco Inc | COM | 713448108 | — | 2,458 shares | $332,813 |
| Select Sector UTI Select SPDR | ETF | 81369y886 | — | 7,238 shares | $328,171 |
| Union Pacific Corp | COM | 907818108 | — | 1,200 shares | $326,400 |
| MCDONALDS CORP | COM | 580135101 | — | 1,181 shares | $319,236 |
| SPDR Fund Consumer Discre Sele | ETF | 81369y407 | — | 2,632 shares | $308,681 |
| Huntington Bancshares | COM | 446150104 | — | 16,990 shares | $301,233 |
| IShares Russell 1000 Growth ET | ETF | 464287614 | — | 2,411 shares | $299,374 |
| Oracle Corp | COM | 68389x105 | — | 2,018 shares | $295,738 |
| ILLINOIS TOOL WORKS | COM | 452308109 | — | 1,043 shares | $282,100 |
| Chevron Corp | COM | 166764100 | — | 1,696 shares | $281,129 |
| Walt Disney Co | COM | 254687106 | — | 2,898 shares | $278,932 |
| NORFOLK SOUTHERN CO | COM | 655844108 | — | 861 shares | $270,862 |
| Schwab US Dividend Equity ETF | ETF | 808524797 | — | 8,377 shares | $265,635 |
| IBM Corp | COM | 459200101 | — | 912 shares | $256,464 |
| CHARLES SCHWAB CORP | COM | 808513105 | — | 2,640 shares | $243,593 |
| Cintas Group | COM | 172908105 | — | 1,409 shares | $239,643 |
| Comcast Corp Class A | COM | 20030n101 | — | 9,020 shares | $221,441 |
| Echostar Corp Class A | COM | 278768106 | — | 2,168 shares | $220,052 |
| IShares Biotechnology ETF | ETF | 464287556 | — | 1,133 shares | $215,485 |
| Select Sector Industrial SPDR | ETF | 81369y704 | — | 1,154 shares | $213,757 |
| IShares Core S&P 500 ETF | ETF | 464287200 | — | 282 shares | $210,956 |
| NEXTERA ENERGY INC | COM | 65339f101 | — | 2,400 shares | $210,648 |
| Communicate SVS SLCT SEC SPDR | ETF | 81369y852 | — | 1,924 shares | $206,118 |
| CHUBB LTD F | COM | h1467j104 | — | 601 shares | $204,785 |
| First Atlantic Nickel & Cobalt | COM | 318641107 | — | 12,075 shares | $7,407 |