§ 13F · FUND PROFILE
Broadleaf Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $480M (13F)Positions · 80Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$426K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp. | 182K | $32M | 7.4% | −3% |
| 2 | AAPL | Apple Inc. | 91K | $23M | 5.4% | −3% |
| 3 | GOOGL | Alphabet Inc. Class C | 80K | $23M | 5.4% | −4% |
| 4 | MSFT | Microsoft Corp. | 59K | $22M | 5.1% | −3% |
| 5 | AMZN | Amazon.com Inc. | 105K | $22M | 5.1% | −4% |
| 6 | SCHF | Schwab International Equity ET | 875K | $22M | 5.0% | +12% |
| 7 | VRT | Vertiv Holdings Co Class A | 67K | $17M | 3.9% | −3% |
| 8 | AVGO | Broadcom Inc. | 53K | $17M | 3.8% | +4% |
| 9 | META | Meta Platforms Inc Class A | 25K | $14M | 3.4% | −3% |
| 10 | COST | Costco Wholesale Co. | 14K | $14M | 3.4% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROADLEAF SIGNAL
AC read
Broadleaf Partners, LLC is a Other fund managing $480 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed