§ 13F · FUND PROFILE
Broadleaf Partners, LLC.
AUM · $517M (13F)Positions · 86Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$70M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp. | 180K | $36M | 7.0% | −1% |
| 2 | GOOGL | Alphabet Inc. Class C | 98K | $35M | 6.7% | +23% |
| 3 | AAPL | Apple Inc. | 94K | $27M | 5.2% | +2% |
| 4 | AMZN | Amazon.com Inc. | 105K | $25M | 4.8% | ±0% |
| 5 | SCHF | Schwab International Equity ET | 896K | $25M | 4.8% | +2% |
| 6 | LLY | Eli Lilly & Co | 17K | $20M | 4.0% | +87% |
| 7 | AVGO | Broadcom Inc. | 50K | $19M | 3.7% | −6% |
| 8 | VRT | Vertiv Holdings Co Class A | 47K | $16M | 3.0% | −30% |
| 9 | MSFT | Microsoft Corp. | 41K | $15M | 3.0% | −30% |
| 10 | ANET | Arista Networks Inc. | 86K | $15M | 2.8% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROADLEAF SIGNAL
AC read
Broadleaf Partners, LLC is a Other fund managing $517 million in assets. The fund runs a portfolio of 86 positions.
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