Broadleaf Partners, LLC

Registered adviser

CIK

1712686

Location

Hudson, OH

Portfolio Value

Small $516,548,067

Diversification

Diversified

Filing Date

Global Rank

#3,768 / 8,827 ▲ 145

Top Industry

Semiconductors 23.9%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 137433

Roster of Nov 1, 2026

Regulatory AUM

$551,292,726

Main clients

Individuals and high net worth (79% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$551,292,726	Individuals and high net worth (79%)
Apr 2025 to Mar 2026	$494,739,045	Individuals and high net worth (77%)
Apr 2024 to Mar 2025	$410,621,154	Individuals and high net worth (76%)
May 2023 to Mar 2024	$309,723,661	Individuals and high net worth (75%)
Apr 2023	$309,723,661	Individuals and high net worth (75%)
Apr 2022 to Mar 2023	$397,345,203	Individuals and high net worth (74%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 50.0%, 25.9 effective positions, active share 55.0% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

25.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.5 quarters (12+), a floor since 33.0% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 55.0%; sector active share 17.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

9.6%

−0.2 pts

Top 5

33.5%

+0.3 pts

Top 10

50.0%

−2.9 pts

HHI

386

Diversified−6

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.7%	$194,800,004	17
Unclassified	14.6%	$75,622,276	22
Communication Services	11.5%	$59,354,080	7
Industrials	11.2%	$58,093,256	12
Consumer Cyclical	8.6%	$44,574,523	6
Financial Services	6.9%	$35,850,672	10
Healthcare	6.9%	$35,467,497	5
Consumer Defensive	2.3%	$11,839,526	3
Energy	0.1%	$735,585	2
Utilities	0.0%	$210,648	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHF	Schwab International Equity ETF	+20,697	895,562	$24,807,067
GOOG	Alphabet Inc.	+18,129	98,432	$34,778,978
TSLA	Tesla, Inc.	+10,475	31,933	$13,431,019
SCHG	Schwab U.S. Large-Cap Growth ETF	+10,052	324,195	$10,970,758
LLY	ELI LILLY & Co	+7,944	17,036	$20,433,491
APP	AppLovin Corp	+7,855	17,545	$9,039,710
SCHM	Schwab U.S. Mid-Cap ETF	+4,419	226,927	$8,366,798
UTHR	UNITED THERAPEUTICS Corp	+4,133	13,117	$7,107,184
FBCG	Fidelity Covington Trust	+2,683	119,988	$7,452,454
COWZ	Pacer US Cash Cows 100 ETF	+2,427	54,491	$3,389,340
AAPL	Apple Inc.	+2,233	93,535	$27,065,287
IWF	iShares Russell 1000 Growth ETF	+1,812	2,411	$299,373
SCHA	Schwab U.S. Small-Cap ETF	+1,730	119,969	$4,334,479
SCHB	Schwab U.S. Broad Market ETF	+1,087	21,055	$609,752
DDOG	Datadog, Inc.	+940	39,002	$10,154,560
JPM	Jpmorgan Chase & Co	+904	39,360	$12,883,708
ARM	Arm Holdings PLC	+723	34,484	$12,226,991
—		+700	20,519	$3,004,186
PWR	Quanta Services, Inc.	+529	16,862	$12,141,314
VTV	VANGUARD VALUE INDEX FUND	+400	21,796	$4,750,002
GS	Goldman Sachs Group Inc	+349	12,889	$13,035,547
SCHD	Schwab U.S. Dividend Equity ETF	+321	8,377	$265,634
TXRH	Texas Roadhouse, Inc.	+319	17,196	$3,322,783
URI	United Rentals, Inc.	+253	10,196	$11,550,946
GLD	Spdr Gold Trust	+165	4,529	$1,668,393
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
CTAS	Cintas Corp	−42,697	1,409	$239,642
VRT	Vertiv Holdings Co	−20,424	46,774	$15,660,870
MSFT	Microsoft Corp	−17,985	41,425	$15,452,353
BALL	BALL Corp	−7,080	32,116	$2,004,038
ISRG	Intuitive Surgical Inc	−5,962	12,225	$4,861,638
PLTR	Palantir Technologies Inc.	−5,624	54,115	$6,313,597
ANET	Arista Networks, Inc.	−5,350	86,097	$14,626,158
MA	Mastercard Inc	−4,054	12,715	$6,530,424
AVGO	Broadcom Inc.	−3,398	49,924	$18,858,791
COST	Costco Wholesale Corp	−3,019	11,430	$10,692,422
NVDA	Nvidia Corp	−1,975	180,057	$36,027,605
HBAN	Huntington Bancshares Inc	−1,828	16,990	$301,232
META	Meta Platforms, Inc.	−557	24,735	$13,932,978
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−441	1,651	$610,936
JNJ	Johnson & Johnson	−400	7,326	$1,860,584
ORCL	Oracle Corp	−131	2,018	$295,737
CAT	Caterpillar Inc	−70	670	$713,483
XOM	ExxonMobil Holdings Corp	−10	3,324	$454,457
DIS	Walt Disney Co	−8	2,898	$278,932
PEP	Pepsico Inc	−5	2,458	$332,813
GOOGL	Alphabet Inc.	−4	2,468	$881,989
IBM	International Business Machines Corp	−2	912	$256,463
BRK-B	Berkshire Hathaway Inc	−2	2,340	$1,170,912
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 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
—		1,133	$215,485
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	1,154	$213,755
IVV	iShares Core S&P 500 ETF	282	$211,186
CB	Chubb Ltd	601	$204,784
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	122,297	$11,758,856
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
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
VOO	VANGUARD 500 INDEX FUND	2,325	$1,389,303
FE	Firstenergy Corp	7,950	$402,747
ABT	Abbott Laboratories	2,191	$224,949
TFC	Truist Financial Corp	4,410	$202,727
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $516,548,067 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 Utilities

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	180,057	-1,975	$36,027,605	+13.5%	13	$38.72	6.97%
GOOG	Alphabet Inc. Communication Services	Added	98,432	+18,129	$34,778,978	+51.0%	26+	before history	6.73%
AAPL	Apple Inc. Technology	Added	93,535	+2,233	$27,065,287	+16.8%	26+	before history	5.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	105,103	+8	$25,050,249	+14.4%	13	$130.36	4.85%
SCHF	Schwab International Equity ETF	Added	895,562	+20,697	$24,807,067	+14.6%	26+	before history	4.80%
LLY	ELI LILLY & Co Healthcare	Added	17,036	+7,944	$20,433,491	+144.3%	15	$802.31	3.96%
AVGO	Broadcom Inc. Technology	Reduced	49,924	-3,398	$18,858,791	+14.3%	6	$222.95	3.65%
VRT	Vertiv Holdings Co Industrials	Reduced	46,774	-20,424	$15,660,870	−7.0%	11	$42.58	3.03%
MSFT	Microsoft Corp Technology	Reduced	41,425	-17,985	$15,452,353	−29.7%	26+	before history	2.99%
ANET	Arista Networks, Inc. Technology	Reduced	86,097	-5,350	$14,626,158	+30.3%	22	unpriced	2.83%
MRVL	Marvell Technology, Inc. Technology	NEW	47,243	NEW	$14,073,217	NEW	1	$200.51	2.72%
META	Meta Platforms, Inc. Communication Services	Reduced	24,735	-557	$13,932,978	−3.7%	13	$276.99	2.70%
TSLA	Tesla, Inc. Consumer Cyclical	Added	31,933	+10,475	$13,431,019	+68.4%	6	$356.48	2.60%
GS	Goldman Sachs Group Inc Financial Services	Added	12,889	+349	$13,035,547	+22.9%	8	$536.20	2.52%
JPM	Jpmorgan Chase & Co Financial Services	Added	39,360	+904	$12,883,708	+13.9%	6	$270.65	2.49%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	26,112	NEW	$12,470,307	NEW	1	$405.79	2.41%
ARM	Arm Holdings PLC Technology	Added	34,484	+723	$12,226,991	+139.4%	10	$116.21	2.37%
PWR	Quanta Services, Inc. Industrials	Added	16,862	+529	$12,141,314	+35.4%	3	$447.04	2.35%
URI	United Rentals, Inc. Industrials	Added	10,196	+253	$11,550,946	+59.5%	18	$443.23	2.24%
MU	Micron Technology Inc Technology	NEW	9,622	NEW	$11,106,578	NEW	1	$749.89	2.15%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	324,195	+10,052	$10,970,758	+19.9%	26+	before history	2.12%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	11,430	-3,019	$10,692,422	−25.7%	26+	before history	2.07%
DDOG	Datadog, Inc. Technology	Added	39,002	+940	$10,154,560	+126.0%	11	$116.74	1.97%
KLAC	Kla Corp Technology	NEW	31,302	NEW	$9,444,126	NEW	1	unpriced	1.83%
GEV	GE Vernova Inc. Industrials	NEW	7,791	NEW	$9,153,334	NEW	1	$1,020.67	1.77%
APP	AppLovin Corp Communication Services	Added	17,545	+7,855	$9,039,710	+134.4%	7	$379.98	1.75%
SCHM	Schwab U.S. Mid-Cap ETF	Added	226,927	+4,419	$8,366,798	+21.5%	26+	before history	1.62%
FBCG	Fidelity Covington Trust	Added	119,988	+2,683	$7,452,454	+26.8%	8	$42.10	1.44%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	13,117	+4,133	$7,107,184	+33.4%	8	$408.81	1.38%
MA	Mastercard Inc Financial Services	Reduced	12,715	-4,054	$6,530,424	−22.1%	26+	before history	1.26%
PLTR	Palantir Technologies Inc. Technology	Reduced	54,115	-5,624	$6,313,597	−27.8%	7	$66.03	1.22%
BE	Bloom Energy Corp Industrials	NEW	18,475	NEW	$5,592,382	NEW	1	$256.21	1.08%
ASML	Asml Holding NV Technology	NEW	2,612	NEW	$5,196,417	NEW	1	$1,591.72	1.01%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	12,225	-5,962	$4,861,638	−42.0%	26+	before history	0.94%
VTV	VANGUARD VALUE INDEX FUND	Added	21,796	+400	$4,750,002	+13.2%	26+	before history	0.92%
SCHA	Schwab U.S. Small-Cap ETF	Added	119,969	+1,730	$4,334,479	+26.1%	26+	before history	0.84%
COWZ	Pacer US Cash Cows 100 ETF	Added	54,491	+2,427	$3,389,340	+4.1%	3	$58.99	0.66%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Added	17,196	+319	$3,322,783	+19.2%	6	$176.84	0.64%
		Added	20,519	+700	$3,004,186	+18.3%	26+	before history	0.58%
QQQ	Invesco Qqq Trust, Series 1	Added	3,815	+106	$2,809,366	+31.2%	9	$461.14	0.54%
BALL	BALL Corp Consumer Cyclical	Reduced	32,116	-7,080	$2,004,038	−13.5%	26+	before history	0.39%
JNJ	Johnson & Johnson Healthcare	Reduced	7,326	-400	$1,860,584	−1.5%	26+	before history	0.36%
SYM	Symbotic Inc. Industrials	NEW	37,978	NEW	$1,707,111	NEW	1	$50.96	0.33%
GLD	Spdr Gold Trust	Added	4,529	+165	$1,668,393	−11.2%	26+	before history	0.32%
ABBV	AbbVie Inc. Healthcare	Held	4,787	0	$1,204,600	+15.7%	26+	before history	0.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,340	-2	$1,170,912	+4.3%	26+	before history	0.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,468	-4	$881,989	+24.1%	26+	before history	0.17%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	5,553	0	$814,291	+1.5%	26+	before history	0.16%
CSCO	Cisco Systems, Inc. Technology	Held	6,909	0	$811,531	+51.4%	26+	before history	0.16%
CAT	Caterpillar Inc Industrials	Reduced	670	-70	$713,483	+36.1%	12	$271.28	0.14%

Showing the top 50 of 85 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.