Broadleaf Partners, LLC

CIK

1712686

Location

Hudson, OH

Portfolio Value

Small $333,163,905

Diversification

Diversified

Filing Date

Global Rank

#3,246 / 8,603 ▼ 148 · as of Mar 2026

Top Industry

Semiconductors 16.2%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.8%

SPY

+76.0%

Annualised alpha

-1.9%

Max drawdown

−24.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.5%

+0.2 pts

Top 5

34.7%

−0.7 pts

Top 10

55.3%

+1.5 pts

HHI

427

Diversified+6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.2%	$143,866,078	15
Industrials	13.8%	$45,822,106	10
Consumer Cyclical	10.8%	$35,956,604	7
Communication Services	10.2%	$33,981,062	8
Financial Services	9.9%	$33,059,789	9
Healthcare	6.0%	$19,901,189	5
Consumer Defensive	4.7%	$15,581,971	3
Unclassified	1.2%	$4,018,545	2
Utilities	0.2%	$625,659	2
Energy	0.1%	$350,902	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+27,106	122,297	$11,758,856
GLD	Spdr Gold Trust	+3,180	4,364	$1,877,785
LLY	ELI LILLY & Co	+2,841	9,092	$8,362,548
AVGO	Broadcom Inc.	+1,968	53,322	$16,503,692
APP	AppLovin Corp	+1,843	9,690	$3,856,620
COST	Costco Wholesale Corp /New	+1,783	14,449	$14,397,417
JNJ	Johnson & Johnson	+378	7,726	$1,888,543
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−43,437	2,149	$316,139
NVDA	Nvidia Corp	−6,098	182,032	$31,746,380
ARM	Arm Holdings PLC /Uk	−6,048	33,761	$5,107,364
GS	Goldman Sachs Group Inc	−5,141	12,540	$10,608,714
AMZN	Amazon Com Inc	−4,502	105,095	$21,888,135
ANET	Arista Networks, Inc.	−3,929	91,447	$11,227,862
AAPL	Apple Inc.	−2,874	91,302	$23,171,534
UBER	Uber Technologies, Inc	−2,852	92,189	$6,631,154
VRT	Vertiv Holdings Co	−2,298	67,198	$16,838,474
CTAS	Cintas Corp	−1,757	44,106	$7,460,088
MSFT	Microsoft Corp	−1,675	59,410	$21,991,799
NOW	ServiceNow, Inc.	−1,623	56,002	$5,855,009
SHOP	Shopify Inc.	−1,552	38,353	$4,549,432
JPM	Jpmorgan Chase & Co	−1,303	38,456	$11,312,216
PLTR	Palantir Technologies Inc.	−1,269	59,739	$8,738,620
DDOG	Datadog, Inc.	−1,232	38,062	$4,493,219
TSLA	Tesla, Inc.	−825	21,458	$7,977,011
META	Meta Platforms, Inc.	−770	25,292	$14,470,311
GOOGL	Alphabet Inc.	−648	2,472	$710,848
PWR	Quanta Services, Inc.	−627	16,333	$8,967,143
TXRH	Texas Roadhouse, Inc.	−600	16,877	$2,787,067
ISRG	Intuitive Surgical Inc	−553	18,187	$8,384,025
PANW	Palo Alto Networks Inc	−526	17,317	$2,776,261
MA	Mastercard Inc	−513	16,769	$8,378,798
URI	United Rentals, Inc.	−344	9,943	$7,244,072
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	2,400	$222,912
TFC	Truist Financial Corp	4,410	$202,727
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
UTHR	UNITED THERAPEUTICS Corp	9,282	$4,522,654
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $333,163,905 total · as of Mar 31, 2026

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

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	182,032	-6,098	$31,746,380	−9.5%	9.53%
AAPL	Apple Inc. Technology	Reduced	91,302	-2,874	$23,171,534	−9.5%	6.95%
MSFT	Microsoft Corp Technology	Reduced	59,410	-1,675	$21,991,799	−25.6%	6.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	105,095	-4,502	$21,888,135	−13.5%	6.57%
VRT	Vertiv Holdings Co Industrials	Reduced	67,198	-2,298	$16,838,474	+49.6%	5.05%
AVGO	Broadcom Inc. Technology	Added	53,322	+1,968	$16,503,692	−7.1%	4.95%
META	Meta Platforms, Inc. Communication Services	Reduced	25,292	-770	$14,470,311	−15.9%	4.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	14,449	+1,783	$14,397,417	+31.8%	4.32%
NFLX	Netflix Inc Communication Services	Added	122,297	+27,106	$11,758,856	+31.8%	3.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	38,456	-1,303	$11,312,216	−11.7%	3.40%
ANET	Arista Networks, Inc. Technology	Reduced	91,447	-3,929	$11,227,862	−10.2%	3.37%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,540	-5,141	$10,608,714	−31.7%	3.18%
PWR	Quanta Services, Inc. Industrials	Reduced	16,333	-627	$8,967,143	+25.3%	2.69%
PLTR	Palantir Technologies Inc. Technology	Reduced	59,739	-1,269	$8,738,620	−19.4%	2.62%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	18,187	-553	$8,384,025	−21.0%	2.52%
MA	Mastercard Inc Financial Services	Reduced	16,769	-513	$8,378,798	−15.1%	2.51%
LLY	ELI LILLY & Co Healthcare	Added	9,092	+2,841	$8,362,548	+24.5%	2.51%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	21,458	-825	$7,977,011	−20.4%	2.39%
CTAS	Cintas Corp Industrials	Reduced	44,106	-1,757	$7,460,088	−13.5%	2.24%
URI	United Rentals, Inc. Industrials	Reduced	9,943	-344	$7,244,072	−13.0%	2.17%
UBER	Uber Technologies, Inc Technology	Reduced	92,189	-2,852	$6,631,154	−14.6%	1.99%
NOW	ServiceNow, Inc. Technology	Reduced	56,002	-1,623	$5,855,009	−33.7%	1.76%
ARM	Arm Holdings PLC /Uk Technology	Reduced	33,761	-6,048	$5,107,364	+17.4%	1.53%
SHOP	Shopify Inc. Technology	Reduced	38,353	-1,552	$4,549,432	−29.2%	1.37%
DDOG	Datadog, Inc. Technology	Reduced	38,062	-1,232	$4,493,219	−15.9%	1.35%
APP	AppLovin Corp Communication Services	Added	9,690	+1,843	$3,856,620	−27.1%	1.16%
TDG	TransDigm Group INC Industrials	Reduced	2,907	-85	$3,369,096	−15.3%	1.01%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Reduced	16,877	-600	$2,787,067	−3.9%	0.84%
PANW	Palo Alto Networks Inc Technology	Reduced	17,317	-526	$2,776,261	−15.5%	0.83%
SPOT	Spotify Technology S.A. Communication Services	Reduced	4,932	-132	$2,391,576	−18.7%	0.72%
BALL	BALL Corp Consumer Cyclical	Held	39,196	0	$2,316,875	+11.6%	0.70%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,709	-118	$2,140,760	−8.9%	0.64%
JNJ	Johnson & Johnson Healthcare	Added	7,726	+378	$1,888,543	+24.2%	0.57%
GLD	Spdr Gold Trust	Added	4,364	+3,180	$1,877,785	+300.2%	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,342	-1	$1,122,286	−4.7%	0.34%
ABBV	AbbVie Inc. Healthcare	Held	4,787	0	$1,041,124	−4.8%	0.31%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,553	-3	$802,075	+0.7%	0.24%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,472	-648	$710,848	−27.2%	0.21%
NOC	Northrop Grumman Corp /De/ Industrials	Held	893	0	$609,240	+19.6%	0.18%
CSCO	Cisco Systems, Inc. Technology	Held	6,909	0	$536,069	+0.7%	0.16%
CAT	Caterpillar Inc Industrials	Held	740	0	$524,260	+23.7%	0.16%
MS	Morgan Stanley Financial Services	Held	2,719	0	$447,465	−7.3%	0.13%
MCO	Moodys Corp /De/ Financial Services	Held	1,020	0	$444,975	−14.6%	0.13%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,268	-2	$417,032	−4.6%	0.13%
FE	Firstenergy Corp Utilities	Held	7,950	0	$402,747	+13.2%	0.12%
PEP	Pepsico Inc Consumer Defensive	Held	2,463	0	$382,479	+8.2%	0.11%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,181	0	$367,042	+1.7%	0.11%
CVX	Chevron Corp Energy	Held	1,696	0	$350,902	+35.8%	0.11%
ORCL	Oracle Corp Technology	Reduced	2,149	-43,437	$316,139	−96.4%	0.09%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Held	18,818	0	$294,501	−9.8%	0.09%