Broadleaf Partners, LLC

13F filer · CIK 0001712686

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$517MU.S. long equity reported on 13F

Positions6410 new · 11 closed

Net flow last quarter+$22.8MBuys minus sells

Top 10 positions weight43.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202664 positions
NVDANvidia Corp	$36M	6.97%	0.00%	-1.1%	Q1 2018
GOOGAlphabet Inc.	$34.8M	6.73%	Not reported	+22.6%	Q4 2017
AAPLApple Inc.	$27.1M	5.24%	0.00%	+2.5%	Q4 2017
AMZNAmazon Com Inc	$25.1M	4.85%	0.00%	0.0%	Q4 2017
LLYELI LILLY & Co	$20.4M	3.96%	0.00%	+87.4%	Q4 2022
AVGOBroadcom Inc.	$18.9M	3.65%	0.00%	-6.4%	Q1 2025
VRTVertiv Holdings Co	$15.7M	3.03%	0.01%	-30.4%	Q4 2023
MSFTMicrosoft Corp	$15.5M	2.99%	0.00%	-30.3%	Q4 2017
ANETArista Networks, Inc.	$14.6M	2.83%	0.01%	-5.9%	Q4 2017
MRVLMarvell Technology, Inc.	$14.1M	2.72%	0.01%	New	Q2 2026
METAMeta Platforms, Inc.	$13.9M	2.70%	Not reported	-2.2%	Q4 2017
TSLATesla, Inc.	$13.4M	2.60%	0.00%	+48.8%	Q1 2021
GSGoldman Sachs Group Inc	$13M	2.52%	0.00%	+2.8%	Q2 2019
JPMJPMorgan Chase & Co	$12.9M	2.49%	0.00%	+2.4%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.5M	2.41%	0.00%	New	Q2 2026
ARMArm Holdings PLC	$12.2M	2.37%	0.00%	+2.1%	Q1 2024
PWRQuanta Services, Inc.	$12.1M	2.35%	0.01%	+3.2%	Q4 2025
URIUnited Rentals, Inc.	$11.6M	2.24%	0.02%	+2.5%	Q1 2022
MUMicron Technology Inc	$11.1M	2.15%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$10.7M	2.07%	0.00%	-20.9%	Q4 2018
DDOGDatadog, Inc.	$10.2M	1.97%	0.05%	+2.5%	Q4 2023
KLACKla Corp	$9.44M	1.83%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$9.15M	1.77%	0.00%	New	Q2 2026
APPAppLovin Corp	$9.04M	1.75%	0.01%	+81.1%	Q4 2024
UTHRUNITED THERAPEUTICS Corp	$7.11M	1.38%	0.03%	+46.0%	Q3 2024
MAMastercard Inc	$6.53M	1.26%	0.00%	-24.2%	Q4 2017
PLTRPalantir Technologies Inc.	$6.31M	1.22%	0.00%	-9.4%	Q4 2024
BEBloom Energy Corp	$5.59M	1.08%	0.01%	New	Q2 2026
ASMLAsml Holding NV	$5.2M	1.01%	0.00%	New	Q2 2026
ISRGIntuitive Surgical Inc	$4.86M	0.94%	0.00%	-32.8%	Q4 2019
TXRHTexas Roadhouse, Inc.	$3.32M	0.64%	0.03%	+1.9%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$2.81M	0.54%	Not reported	+2.9%	Q2 2024
BALLBALL Corp	$2M	0.39%	0.01%	-18.1%	Q2 2019
JNJJohnson & Johnson	$1.86M	0.36%	0.00%	-5.2%	Q4 2017
SYMSymbotic Inc.	$1.71M	0.33%	0.01%	New	Q2 2026
GLDSPDR Gold Trust	$1.67M	0.32%	0.00%	+3.8%	Q4 2017
ABBVAbbVie Inc.	$1.2M	0.23%	0.00%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.17M	0.23%	Not reported	-0.1%	Q4 2017
GOOGLAlphabet Inc.	$882K	0.17%	0.00%	-0.2%	Q4 2017
PGPROCTER & GAMBLE Co	$814K	0.16%	0.00%	Not reported	Q1 2019
CSCOCisco Systems, Inc.	$812K	0.16%	0.00%	Not reported	Q4 2017
CATCaterpillar Inc	$713K	0.14%	0.00%	-9.5%	Q4 2017
MSMorgan Stanley	$568K	0.11%	0.00%	Not reported	Q1 2021
MCOMoodys Corp	$462K	0.09%	0.00%	Not reported	Q3 2019
NOCNorthrop Grumman Corp	$455K	0.09%	0.00%	Not reported	Q3 2022
XOMExxonMobil Holdings Corp	$454K	0.09%	0.00%	-0.3%	Q4 2017
HDHome Depot, Inc.	$447K	0.09%	0.00%	Not reported	Q4 2017
INTCIntel Corp	$420K	0.08%	0.00%	New	Q2 2026
PEPPepsico Inc	$333K	0.06%	0.00%	-0.2%	Q4 2017
UNPUnion Pacific Corp	$326K	0.06%	0.00%	Not reported	Q4 2017

Q1 2026Reported May 14, 202665 positions
NVDANvidia Corp	$31.7M	7.40%	0.00%	-3.2%	Q1 2018
AAPLApple Inc.	$23.2M	5.40%	0.00%	-3.1%	Q4 2017
GOOGAlphabet Inc.	$23M	5.37%	Not reported	-3.5%	Q4 2017
MSFTMicrosoft Corp	$22M	5.13%	0.00%	-2.7%	Q4 2017
AMZNAmazon Com Inc	$21.9M	5.10%	0.00%	-4.1%	Q4 2017
VRTVertiv Holdings Co	$16.8M	3.93%	0.02%	-3.3%	Q4 2023
AVGOBroadcom Inc.	$16.5M	3.85%	0.00%	+3.8%	Q1 2025
METAMeta Platforms, Inc.	$14.5M	3.37%	Not reported	-3.0%	Q4 2017
COSTCostco Wholesale Corp	$14.4M	3.36%	0.00%	+14.1%	Q4 2018
NFLXNetflix Inc	$11.8M	2.74%	0.00%	+28.5%	Q4 2017
JPMJPMorgan Chase & Co	$11.3M	2.64%	0.00%	-3.3%	Q4 2022
ANETArista Networks, Inc.	$11.2M	2.62%	0.01%	-4.1%	Q4 2017
GSGoldman Sachs Group Inc	$10.6M	2.47%	0.00%	-29.1%	Q2 2019
PWRQuanta Services, Inc.	$8.97M	2.09%	0.01%	-3.7%	Q4 2025
PLTRPalantir Technologies Inc.	$8.74M	2.04%	0.00%	-2.1%	Q4 2024
ISRGIntuitive Surgical Inc	$8.38M	1.95%	0.01%	-3.0%	Q4 2019
MAMastercard Inc	$8.38M	1.95%	0.00%	-3.0%	Q4 2017
LLYELI LILLY & Co	$8.36M	1.95%	0.00%	+45.5%	Q4 2022
TSLATesla, Inc.	$7.98M	1.86%	0.00%	-3.7%	Q1 2021
CTASCintas Corp	$7.46M	1.74%	0.01%	-3.8%	Q4 2023
URIUnited Rentals, Inc.	$7.24M	1.69%	0.02%	-3.3%	Q1 2022
UBERUber Technologies, Inc	$6.63M	1.55%	0.00%	-3.0%	Q4 2023
NOWServiceNow, Inc.	$5.86M	1.37%	0.01%	-2.8%	Q3 2018
UTHRUNITED THERAPEUTICS Corp	$5.33M	1.24%	0.02%	-3.2%	Q3 2024
ARMArm Holdings PLC	$5.11M	1.19%	0.00%	-15.2%	Q1 2024
BKNGBooking Holdings Inc.	$5.09M	1.19%	0.00%	-3.4%	Q1 2025
SHOPShopify Inc.	$4.55M	1.06%	0.01%	-3.9%	Q4 2025
DDOGDatadog, Inc.	$4.49M	1.05%	0.05%	-3.1%	Q4 2023
APPAppLovin Corp	$3.86M	0.90%	0.00%	+23.5%	Q4 2024
TDGTransDigm Group INC	$3.37M	0.79%	0.01%	-2.8%	Q2 2019
TXRHTexas Roadhouse, Inc.	$2.79M	0.65%	0.03%	-3.4%	Q1 2025
PANWPalo Alto Networks Inc	$2.78M	0.65%	0.00%	-3.0%	Q2 2025
SPOTSpotify Technology S.A.	$2.39M	0.56%	0.00%	-2.6%	Q2 2025
BALLBALL Corp	$2.32M	0.54%	0.01%	Not reported	Q2 2019
QQQInvesco QQQ Trust, Series 1	$2.14M	0.50%	Not reported	-3.1%	Q2 2024
JNJJohnson & Johnson	$1.89M	0.44%	0.00%	+5.1%	Q4 2017
GLDSPDR Gold Trust	$1.88M	0.44%	0.00%	+268.6%	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.12M	0.26%	Not reported	0.0%	Q4 2017
ABBVAbbVie Inc.	$1.04M	0.24%	0.00%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$802K	0.19%	0.00%	-0.1%	Q1 2019
GOOGLAlphabet Inc.	$711K	0.17%	0.00%	-20.8%	Q4 2017
NOCNorthrop Grumman Corp	$609K	0.14%	0.00%	Not reported	Q3 2022
XOMExxonMobil Holdings Corp	$566K	0.13%	0.00%	-0.5%	Q4 2017
CSCOCisco Systems, Inc.	$536K	0.12%	0.00%	Not reported	Q4 2017
CATCaterpillar Inc	$524K	0.12%	0.00%	Not reported	Q4 2017
MSMorgan Stanley	$447K	0.10%	0.00%	Not reported	Q1 2021
MCOMoodys Corp	$445K	0.10%	0.00%	Not reported	Q3 2019
HDHome Depot, Inc.	$417K	0.10%	0.00%	-0.2%	Q4 2017
FEFirstenergy Corp	$403K	0.09%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$382K	0.09%	0.00%	Not reported	Q4 2017

Q4 2025Reported Feb 13, 202663 positions
NVDANvidia Corp	$35.1M	7.40%	0.00%	-0.1%	Q1 2018
MSFTMicrosoft Corp	$29.5M	6.23%	0.00%	-0.1%	Q4 2017
GOOGAlphabet Inc.	$26.1M	5.51%	Not reported	-0.3%	Q4 2017
AAPLApple Inc.	$25.6M	5.40%	0.00%	-0.2%	Q4 2017
AMZNAmazon Com Inc	$25.3M	5.33%	0.00%	0.0%	Q4 2017
AVGOBroadcom Inc.	$17.8M	3.75%	0.00%	+4.1%	Q1 2025
METAMeta Platforms, Inc.	$17.2M	3.63%	Not reported	-0.1%	Q4 2017
GSGoldman Sachs Group Inc	$15.5M	3.28%	0.01%	-0.2%	Q2 2019
JPMJPMorgan Chase & Co	$12.8M	2.70%	0.00%	-0.1%	Q4 2022
ANETArista Networks, Inc.	$12.5M	2.64%	0.01%	0.0%	Q4 2017
VRTVertiv Holdings Co	$11.3M	2.37%	0.02%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$10.9M	2.30%	0.00%	-0.2%	Q4 2018
PLTRPalantir Technologies Inc.	$10.8M	2.29%	0.00%	+2.2%	Q4 2024
ISRGIntuitive Surgical Inc	$10.6M	2.24%	0.01%	-0.2%	Q4 2019
TSLATesla, Inc.	$10M	2.11%	0.00%	-0.2%	Q1 2021
MAMastercard Inc	$9.87M	2.08%	0.00%	-0.2%	Q4 2017
NFLXNetflix Inc	$8.93M	1.88%	0.00%	0.0%	Q4 2017
ORCLOracle Corp	$8.89M	1.87%	0.00%	0.0%	Q2 2023
NOWServiceNow, Inc.	$8.83M	1.86%	0.01%	-9.3%	Q3 2018
CTASCintas Corp	$8.63M	1.82%	0.01%	-0.2%	Q4 2023
URIUnited Rentals, Inc.	$8.33M	1.76%	0.02%	-0.2%	Q1 2022
UBERUber Technologies, Inc	$7.77M	1.64%	0.00%	+0.5%	Q4 2023
PWRQuanta Services, Inc.	$7.16M	1.51%	0.01%	New	Q4 2025
LLYELI LILLY & Co	$6.72M	1.42%	0.00%	-0.1%	Q4 2022
BKNGBooking Holdings Inc.	$6.69M	1.41%	0.00%	-0.5%	Q1 2025
SHOPShopify Inc.	$6.42M	1.35%	0.01%	New	Q4 2025
DDOGDatadog, Inc.	$5.34M	1.13%	0.05%	0.0%	Q4 2023
APPAppLovin Corp	$5.29M	1.12%	0.00%	-33.8%	Q4 2024
UTHRUNITED THERAPEUTICS Corp	$4.52M	0.95%	0.02%	-0.5%	Q3 2024
ARMArm Holdings PLC	$4.35M	0.92%	0.00%	-44.2%	Q1 2024
TDGTransDigm Group INC	$3.98M	0.84%	0.01%	-0.2%	Q2 2019
PANWPalo Alto Networks Inc	$3.29M	0.69%	0.00%	+0.1%	Q2 2025
SPOTSpotify Technology S.A.	$2.94M	0.62%	0.00%	-0.1%	Q2 2025
TXRHTexas Roadhouse, Inc.	$2.9M	0.61%	0.03%	-0.3%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$2.35M	0.50%	Not reported	+0.4%	Q2 2024
BALLBALL Corp	$2.08M	0.44%	0.01%	Not reported	Q2 2019
JNJJohnson & Johnson	$1.52M	0.32%	0.00%	+0.6%	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.18M	0.25%	Not reported	+1.0%	Q4 2017
ABBVAbbVie Inc.	$1.09M	0.23%	0.00%	Not reported	Q4 2017
GOOGLAlphabet Inc.	$977K	0.21%	0.00%	-7.1%	Q4 2017
PGPROCTER & GAMBLE Co	$796K	0.17%	0.00%	Not reported	Q1 2019
CSCOCisco Systems, Inc.	$532K	0.11%	0.00%	Not reported	Q4 2017
MCOMoodys Corp	$521K	0.11%	0.00%	Not reported	Q3 2019
NOCNorthrop Grumman Corp	$509K	0.11%	0.00%	Not reported	Q3 2022
MSMorgan Stanley	$483K	0.10%	0.00%	Not reported	Q1 2021
GLDSPDR Gold Trust	$469K	0.10%	0.00%	-0.8%	Q4 2017
HDHome Depot, Inc.	$437K	0.09%	0.00%	-2.2%	Q4 2017
CATCaterpillar Inc	$424K	0.09%	0.00%	Not reported	Q4 2017
XOMExxonMobil Holdings Corp	$403K	0.09%	0.00%	+1.0%	Q4 2017
MCDMcdonalds Corp	$361K	0.08%	0.00%	Not reported	Q4 2017

Q3 2025Reported Nov 13, 202561 positions
NVDANvidia Corp	$35.1M	7.32%	0.00%	-1.5%	Q1 2018
MSFTMicrosoft Corp	$31.7M	6.60%	0.00%	-1.3%	Q4 2017
AMZNAmazon Com Inc	$24.1M	5.02%	0.00%	-1.8%	Q4 2017
AAPLApple Inc.	$24M	5.01%	0.00%	-1.5%	Q4 2017
GOOGAlphabet Inc.	$20.3M	4.24%	Not reported	-1.8%	Q4 2017
METAMeta Platforms, Inc.	$19.2M	3.99%	Not reported	-1.6%	Q4 2017
AVGOBroadcom Inc.	$16.3M	3.39%	0.00%	-1.7%	Q1 2025
GSGoldman Sachs Group Inc	$14.1M	2.94%	0.01%	-1.8%	Q2 2019
ANETArista Networks, Inc.	$13.9M	2.90%	0.01%	-1.5%	Q4 2017
ORCLOracle Corp	$12.8M	2.67%	0.00%	+19.8%	Q2 2023
JPMJPMorgan Chase & Co	$12.5M	2.62%	0.00%	+52.9%	Q4 2022
COSTCostco Wholesale Corp	$11.7M	2.45%	0.00%	-1.7%	Q4 2018
NOWServiceNow, Inc.	$11.7M	2.44%	0.01%	-1.5%	Q3 2018
NFLXNetflix Inc	$11.4M	2.38%	0.00%	-1.7%	Q4 2017
PLTRPalantir Technologies Inc.	$10.9M	2.27%	0.00%	-1.3%	Q4 2024
VRTVertiv Holdings Co	$10.5M	2.19%	0.02%	-1.5%	Q4 2023
ARMArm Holdings PLC	$10.1M	2.10%	0.01%	-1.5%	Q1 2024
TSLATesla, Inc.	$9.93M	2.07%	0.00%	+29.4%	Q1 2021
MAMastercard Inc	$9.85M	2.05%	0.00%	-1.6%	Q4 2017
URIUnited Rentals, Inc.	$9.84M	2.05%	0.02%	-1.8%	Q1 2022
PGRProgressive Corp	$9.62M	2.00%	0.01%	-1.7%	Q4 2023
CTASCintas Corp	$9.44M	1.97%	0.01%	-1.6%	Q4 2023
UBERUber Technologies, Inc	$9.27M	1.93%	0.00%	-1.7%	Q4 2023
APPAppLovin Corp	$8.52M	1.78%	0.00%	-1.7%	Q4 2024
ISRGIntuitive Surgical Inc	$8.39M	1.75%	0.01%	-1.5%	Q4 2019
BKNGBooking Holdings Inc.	$6.78M	1.41%	0.00%	-2.0%	Q1 2025
DDOGDatadog, Inc.	$5.59M	1.17%	0.05%	-1.7%	Q4 2023
LLYELI LILLY & Co	$4.77M	1.00%	0.00%	-1.7%	Q4 2022
TDGTransDigm Group INC	$3.95M	0.82%	0.01%	-1.8%	Q2 2019
UTHRUNITED THERAPEUTICS Corp	$3.91M	0.81%	0.02%	-1.7%	Q3 2024
PANWPalo Alto Networks Inc	$3.63M	0.76%	0.00%	-1.7%	Q2 2025
SPOTSpotify Technology S.A.	$3.54M	0.74%	0.00%	-1.4%	Q2 2025
TXRHTexas Roadhouse, Inc.	$2.91M	0.61%	0.03%	-1.6%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$2.29M	0.48%	Not reported	-7.3%	Q2 2024
BALLBALL Corp	$1.98M	0.41%	0.01%	-43.4%	Q2 2019
JNJJohnson & Johnson	$1.35M	0.28%	0.00%	+1.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.17M	0.24%	Not reported	-0.1%	Q4 2017
ABBVAbbVie Inc.	$1.11M	0.23%	0.00%	-0.6%	Q4 2017
PGPROCTER & GAMBLE Co	$854K	0.18%	0.00%	-0.2%	Q1 2019
GOOGLAlphabet Inc.	$817K	0.17%	0.00%	Not reported	Q4 2017
NOCNorthrop Grumman Corp	$544K	0.11%	0.00%	-8.9%	Q3 2022
HDHome Depot, Inc.	$526K	0.11%	0.00%	Not reported	Q4 2017
MCOMoodys Corp	$486K	0.10%	0.00%	Not reported	Q3 2019
CSCOCisco Systems, Inc.	$473K	0.10%	0.00%	Not reported	Q4 2017
MSMorgan Stanley	$432K	0.09%	0.00%	Not reported	Q1 2021
GLDSPDR Gold Trust	$424K	0.09%	0.00%	-0.8%	Q4 2017
XOMExxonMobil Holdings Corp	$374K	0.08%	0.00%	-31.1%	Q4 2017
FEFirstenergy Corp	$364K	0.08%	0.00%	+3.9%	Q4 2024
MCDMcdonalds Corp	$359K	0.07%	0.00%	Not reported	Q4 2017
CATCaterpillar Inc	$353K	0.07%	0.00%	Not reported	Q4 2017

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