Broadleaf Partners, LLC

CIK

1712686

Location

Hudson, OH

Portfolio Value

Small $267,570,860

Diversification

Diversified

Filing Date

Global Rank

#3,857 / 8,517 ▼ 667

Top Industry

Semiconductors 26.9%

3Y Alpha vs SPY

+94.7%

Period ended 47 days ago

Filed Aug 13, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+905.9%

SPY

+76.6%

Annualised alpha

+95.0%

Max drawdown

−26.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.1%

+1.5 pts

Top 5

39.9%

+6.6 pts

Top 10

64.4%

+11.0 pts

HHI

550

Diversified+153

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	55.1%	$147,510,571	13
Industrials	15.9%	$42,432,386	11
Consumer Cyclical	11.6%	$31,143,504	5
Healthcare	8.3%	$22,294,075	2
Unclassified	3.9%	$10,477,305	3
Communication Services	3.6%	$9,538,694	3
Financial Services	1.0%	$2,746,093	5
Consumer Defensive	0.4%	$1,147,104	2
Energy	0.1%	$281,128	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
LLY	ELI LILLY & Co	+7,944	17,036	$20,433,491
APP	AppLovin Corp	+7,855	17,545	$9,039,710
FBCG	Fidelity Blue Chip Growth ETF	+2,683	119,988	$7,452,454
AAPL	Apple Inc.	+2,233	93,535	$27,065,287
ARM	Arm Holdings PLC /Uk	+723	34,484	$12,226,991
PWR	Quanta Services, Inc.	+529	16,862	$12,141,314
TXRH	Texas Roadhouse, Inc.	+319	17,196	$3,322,783
URI	United Rentals, Inc.	+253	10,196	$11,550,946
QQQ	Invesco Qqq Trust, Series 1	+106	3,815	$2,809,366
AMZN	Amazon Com Inc	+8	105,103	$25,050,249
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
CTAS	Cintas Corp	−42,697	1,409	$239,642
MSFT	Microsoft Corp	−17,985	41,425	$15,452,353
BALL	BALL Corp	−7,080	32,116	$2,004,038
PLTR	Palantir Technologies Inc.	−5,624	54,115	$6,313,597
ANET	Arista Networks, Inc.	−5,350	86,097	$14,626,158
AVGO	Broadcom Inc.	−3,398	49,924	$18,858,791
HBAN	Huntington Bancshares Inc /Md/	−1,828	16,990	$301,232
JNJ	Johnson & Johnson	−400	7,326	$1,860,584
CAT	Caterpillar Inc	−70	670	$713,483
DIS	Walt Disney Co	−8	2,898	$278,932
PEP	Pepsico Inc	−5	2,458	$332,813
BRK-B	Berkshire Hathaway Inc	−2	2,340	$1,170,912
IBM	International Business Machines Corp	−2	912	$256,463
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	47,243	$14,073,217
TSM	Taiwan Semiconductor Manufacturing Co Ltd	26,112	$12,470,307
MU	Micron Technology Inc	9,622	$11,106,578
KLAC	Kla Corp	31,302	$9,444,126
GEV	GE Vernova Inc.	7,791	$9,153,334
BE	Bloom Energy Corp	18,475	$5,592,382
ASML	Asml Holding NV	2,612	$5,196,417
SYM	Symbotic Inc.	37,978	$1,707,111
INTC	Intel Corp	3,010	$420,286
IBB	iShares Biotechnology ETF	1,133	$215,485
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	182,032	$31,746,380
GOOGL	Alphabet Inc.	82,775	$23,746,566
VRT	Vertiv Holdings Co	67,198	$16,838,474
META	Meta Platforms, Inc.	25,292	$14,470,311
COST	Costco Wholesale Corp /New	14,449	$14,397,417
NFLX	Netflix Inc	122,297	$11,758,856
JPM	Jpmorgan Chase & Co	38,456	$11,312,216
GS	Goldman Sachs Group Inc	12,540	$10,608,714
ISRG	Intuitive Surgical Inc	18,187	$8,384,025
MA	Mastercard Inc	16,769	$8,378,798
TSLA	Tesla, Inc.	21,458	$7,977,011
UBER	Uber Technologies, Inc	92,189	$6,631,154
NOW	ServiceNow, Inc.	56,002	$5,855,009
BKNG	Booking Holdings Inc.	1,208	$5,086,066
SHOP	Shopify Inc.	38,353	$4,549,432
DDOG	Datadog, Inc.	38,062	$4,493,219
TDG	TransDigm Group INC	2,907	$3,369,096
PANW	Palo Alto Networks Inc	17,317	$2,776,261
SPOT	Spotify Technology S.A.	4,932	$2,391,576
GLD	Spdr Gold Trust	4,364	$1,877,785
ABBV	AbbVie Inc.	4,787	$1,041,124
XOM	ExxonMobil Holdings Corp	3,334	$565,646
CSCO	Cisco Systems, Inc.	6,909	$536,069
FE	Firstenergy Corp	7,950	$402,747
ORCL	Oracle Corp	2,149	$316,139
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $267,570,860 total · filing declares 86 positions · $516,555,287 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	93,535	+2,233	$27,065,287	+16.8%	10.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	105,103	+8	$25,050,249	+14.4%	9.36%
LLY	ELI LILLY & Co Healthcare	Added	17,036	+7,944	$20,433,491	+144.3%	7.64%
AVGO	Broadcom Inc. Technology	Reduced	49,924	-3,398	$18,858,791	+14.3%	7.05%
MSFT	Microsoft Corp Technology	Reduced	41,425	-17,985	$15,452,353	−29.7%	5.78%
ANET	Arista Networks, Inc. Technology	Reduced	86,097	-5,350	$14,626,158	+30.3%	5.47%
MRVL	Marvell Technology, Inc. Technology	NEW	47,243	NEW	$14,073,217	NEW	5.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	26,112	NEW	$12,470,307	NEW	4.66%
ARM	Arm Holdings PLC /Uk Technology	Added	34,484	+723	$12,226,991	+139.4%	4.57%
PWR	Quanta Services, Inc. Industrials	Added	16,862	+529	$12,141,314	+35.4%	4.54%
URI	United Rentals, Inc. Industrials	Added	10,196	+253	$11,550,946	+59.5%	4.32%
MU	Micron Technology Inc Technology	NEW	9,622	NEW	$11,106,578	NEW	4.15%
KLAC	Kla Corp Technology	NEW	31,302	NEW	$9,444,126	NEW	3.53%
GEV	GE Vernova Inc. Industrials	NEW	7,791	NEW	$9,153,334	NEW	3.42%
APP	AppLovin Corp Communication Services	Added	17,545	+7,855	$9,039,710	+134.4%	3.38%
FBCG	Fidelity Blue Chip Growth ETF	Added	119,988	+2,683	$7,452,454	+26.8%	2.79%
PLTR	Palantir Technologies Inc. Technology	Reduced	54,115	-5,624	$6,313,597	−27.8%	2.36%
BE	Bloom Energy Corp Industrials	NEW	18,475	NEW	$5,592,382	NEW	2.09%
ASML	Asml Holding NV Technology	NEW	2,612	NEW	$5,196,417	NEW	1.94%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Added	17,196	+319	$3,322,783	+19.2%	1.24%
QQQ	Invesco Qqq Trust, Series 1	Added	3,815	+106	$2,809,366	+31.2%	1.05%
BALL	BALL Corp Consumer Cyclical	Reduced	32,116	-7,080	$2,004,038	−13.5%	0.75%
JNJ	Johnson & Johnson Healthcare	Reduced	7,326	-400	$1,860,584	−1.5%	0.70%
SYM	Symbotic Inc. Industrials	NEW	37,978	NEW	$1,707,111	NEW	0.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,340	-2	$1,170,912	+4.3%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	5,553	0	$814,291	+1.5%	0.30%
CAT	Caterpillar Inc Industrials	Reduced	670	-70	$713,483	+36.1%	0.27%
MS	Morgan Stanley Financial Services	Held	2,719	0	$568,379	+27.0%	0.21%
MCO	Moodys Corp /De/ Financial Services	Held	1,020	0	$461,978	+3.8%	0.17%
NOC	Northrop Grumman Corp /De/ Industrials	Held	893	0	$454,813	−25.3%	0.17%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,268	0	$447,198	+7.2%	0.17%
INTC	Intel Corp Technology	NEW	3,010	NEW	$420,286	NEW	0.16%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,458	-5	$332,813	−13.0%	0.12%
UNP	Union Pacific Corp Industrials	Held	1,200	0	$326,400	+12.1%	0.12%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,181	0	$319,236	−13.0%	0.12%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	16,990	-1,828	$301,232	+2.3%	0.11%
ITW	Illinois Tool Works Inc Industrials	Held	1,043	0	$282,100	+3.9%	0.11%
CVX	Chevron Corp Energy	Held	1,696	0	$281,128	−19.9%	0.11%
DIS	Walt Disney Co Communication Services	Reduced	2,898	-8	$278,932	−0.4%	0.10%
NSC	Norfolk Southern Corp Industrials	Held	861	0	$270,861	+9.6%	0.10%
IBM	International Business Machines Corp Technology	Reduced	912	-2	$256,463	+15.8%	0.10%
SCHW	Schwab Charles Corp Financial Services	Held	2,640	0	$243,592	−1.8%	0.09%
CTAS	Cintas Corp Industrials	Reduced	1,409	-42,697	$239,642	−96.8%	0.09%
ECHO	EchoStar CORP Communication Services	Held	2,168	0	$220,052	−13.3%	0.08%
IBB	iShares Biotechnology ETF	NEW	1,133	NEW	$215,485	NEW	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.