Broadleaf Partners, LLC
Broadleaf Partners, LLC reported 86 holdings worth US$517M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Broadleaf Partners, LLC reported 86 holdings worth US$517M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$517M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 180K | US$36M | 7.0% |
| Alphabet Inc (google) Class C | 99,787 | US$35.7M | 6.9% |
| Apple Inc | 93,535 | US$27.1M | 5.2% |
| Amazon.com, Inc. | 105K | US$25.1M | 4.8% |
| Eli Lilly And Company | 17,036 | US$20.4M | 4.0% |
| Broadcom Inc. | 49,924 | US$18.9M | 3.7% |
| Vertiv Holdings, Llc | 46,774 | US$15.7M | 3.0% |
| Microsoft Corp. | 41,425 | US$15.5M | 3.0% |
| Arista Networks, Inc. | 86,097 | US$14.6M | 2.8% |
| Marvell Technology, Inc. | 47,243 | US$14.1M | 2.7% |
| Meta Platforms, Inc. | 24,735 | US$13.9M | 2.7% |
| Tesla, Inc. | 31,933 | US$13.4M | 2.6% |
| Goldman Sachs Group, Inc. (the) | 12,889 | US$13M | 2.5% |
| Jp Morgan Chase & Co. | 39,360 | US$12.9M | 2.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 26,112 | US$12.5M | 2.4% |
| Quanta Services, Inc. | 16,862 | US$12.1M | 2.4% |
| United Rentals, Inc. | 10,196 | US$11.6M | 2.2% |
| Micron Technology, Inc. | 9,622 | US$11.1M | 2.2% |
| Costco Wholesale Corporation | 11,430 | US$10.7M | 2.1% |
| Datadog, Inc. | 39,002 | US$10.2M | 2.0% |
| Kla Corporation | 31,302 | US$9.44M | 1.8% |
| Ge Vernova Inc. | 7,791 | US$9.15M | 1.8% |
| Applovin Corporation | 17,545 | US$9.04M | 1.7% |
| United Therapeutics Corporation | 13,117 | US$7.11M | 1.4% |
| Mastercard Incorporated | 12,715 | US$6.53M | 1.3% |
| Palantir Technologies Inc. | 54,115 | US$6.31M | 1.2% |
| Bloom Energy Corporation | 18,475 | US$5.59M | 1.1% |
| Asml Holding Nv | 2,612 | US$5.2M | 1.0% |
| Intuitive Surgical, Inc. | 12,225 | US$4.86M | 0.94% |
| Texas Roadhouse, Inc. | 17,196 | US$3.32M | 0.64% |
| Ball Corporation | 32,116 | US$2M | 0.39% |
| Johnson & Johnson | 7,326 | US$1.86M | 0.36% |
| Symbotic Inc. | 37,978 | US$1.71M | 0.33% |
| Abbvie Inc. | 4,787 | US$1.2M | 0.23% |
| Berkshire Hathaway Inc. | 2,340 | US$1.17M | 0.23% |
| Procter & Gamble Company (the) | 5,553 | US$814K | 0.16% |
| Cisco Systems, Inc. | 6,909 | US$812K | 0.16% |
| Caterpillar, Inc. | 670 | US$713K | 0.14% |
| Morgan Stanley | 2,719 | US$568K | 0.11% |
| Moody's Corporation | 1,020 | US$462K | 0.09% |
| Northrop Grumman Corporation | 893 | US$455K | 0.09% |
| Exxon Mobil Corporation | 3,324 | US$454K | 0.09% |
| Home Depot, Inc. (the) | 1,268 | US$447K | 0.09% |
| Intel Corporation | 3,010 | US$420K | 0.08% |
| Pepsico, Inc. | 2,458 | US$333K | 0.06% |
| Union Pacific Corporation | 1,200 | US$326K | 0.06% |
| Mcdonald's Corporation | 1,181 | US$319K | 0.06% |
| Huntington Bancshares Incorporated | 16,990 | US$301K | 0.06% |
| Oracle Corporation | 2,018 | US$296K | 0.06% |
| Illinois Tool Works Inc. | 1,043 | US$282K | 0.05% |
| Chevron Corporation | 1,696 | US$281K | 0.05% |
| Walt Disney Company (the) | 2,898 | US$279K | 0.05% |
| Norfolk Southern Corporation | 861 | US$271K | 0.05% |
| International Business Machines Corporation | 912 | US$256K | 0.05% |
| Charles Schwab Corporation (the) | 2,640 | US$244K | 0.05% |
| Cintas Corporation | 1,409 | US$240K | 0.05% |
| Comcast Corporation | 9,020 | US$221K | 0.04% |
| Echostar Corporation | 2,168 | US$220K | 0.04% |
| Nextera Energy, Inc. | 2,400 | US$211K | 0.04% |
| First Atlantic Nickel & Cobalt Corp. | 12,075 | US$7,407 | <0.01% |
| Shopify Inc. | 0 | US$0 | 0.00% |
| Transdigm Group Inc. | 0 | US$0 | 0.00% |
| Truist Financial Corporation | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Firstenergy Corp. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Palo Alto Networks, Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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